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228 hedge funds and large institutions have $3.59B invested in Impinj in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

52% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $24M

38% more capital invested

Capital invested by funds: $2.6B → $3.59B (+$986M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

15% more funds holding

Funds holding: 199228 (+29)

4.05% less ownership

Funds ownership: 106.72%102.67% (-4%)

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 88

Holders
228
Holders Change
+29
Holders Change %
+14.57%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
53
Increased
56
Reduced
88
Closed
23
Calls
$36.6M
Puts
$24M
Net Calls
+$12.5M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sylebra Capital
California
$539M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$524M +$2.23M +21,273 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$322M +$3.77M +35,893 +1%
BlackRock
4
BlackRock
New York
$239M -$4.26M -40,585 -2%
Chevy Chase Trust
5
Chevy Chase Trust
Maryland
$132M -$3.36M -32,025 -3%
State Street
6
State Street
Massachusetts
$112M -$9.67M -92,072 -10%
Capital International Investors
7
Capital International Investors
California
$97.3M
Morgan Stanley
8
Morgan Stanley
New York
$92.5M -$115M -1,095,813 -60%
Ameriprise
9
Ameriprise
Minnesota
$82.2M +$39.8M +379,399 +145%
Capital World Investors
10
Capital World Investors
California
$70.2M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$67M +$1.56M +14,818 +3%
Invesco
12
Invesco
Georgia
$64.1M +$9.13K +87 +0%
FAM
13
Fred Alger Management
New York
$60.6M -$30.7M -292,744 -38%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$59M +$19.5M +186,065 +68%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$56.4M +$281K +2,681 +0.6%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$48.2M -$25.3M -240,795 -39%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$46.6M -$2.48M -23,646 -6%
AIC
18
AWM Investment Company
New York
$41M -$1.93M -18,376 -5%
CCM
19
Cinctive Capital Management
New York
$39.4M -$12.3M -116,751 -28%
RA
20
Royce & Associates
New York
$38M -$1.33M -12,634 -4%
American Century Companies
21
American Century Companies
Missouri
$36.5M +$29.8M +284,027 New
WA
22
Wasatch Advisors
Utah
$33.6M -$12.2M -116,147 -31%
CS
23
Credit Suisse
Switzerland
$32.6M -$296K -2,822 -1%
Millennium Management
24
Millennium Management
New York
$30M -$27.3M -259,911 -53%
Goldman Sachs
25
Goldman Sachs
New York
$29.9M +$4.87M +46,371 +25%

PI Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Impinj (PI) for Q1 2024, worth a combined $3.59B — up 38% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PI positions and 23 closed out — a net gain of 30 holders — while 56 added to existing stakes and 88 trimmed.

The largest buyer was Ameriprise, adding an estimated $39.8M. The largest seller was Morgan Stanley, cutting an estimated $115M.

  • 228 institutional investors held Impinj (PI) as of Q1 2024, up from 199 in Q4 2023.
  • Funds reported $3.59B of Impinj stock for Q1 2024, up 38% quarter-over-quarter.
  • 53 funds opened new Impinj positions in Q1 2024 and 23 closed out, a net change of +30 holders.
  • The largest Impinj buyer in Q1 2024 was Ameriprise, an estimated $39.8M added.
  • The largest Impinj seller in Q1 2024 was Morgan Stanley, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.