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Insulet

563 hedge funds and large institutions have $12B invested in Insulet in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 224 increasing their positions, 184 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 184

2.29% less ownership

Funds ownership: 102.44%100.15% (-2.3%)

5% less funds holding

Funds holding: 591563 (-28)

20% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 104

23% less capital invested

Capital invested by funds: $15.5B → $12B (-$3.5B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

66% less call options, than puts

Call options by funds: $70.3M | Put options by funds: $209M

Holders
563
Holders Change
-28
Holders Change %
-4.74%
% of All Funds
8.11%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
83
Increased
224
Reduced
184
Closed
104
Calls
$70.3M
Puts
$209M
Net Calls
-$138M
Net Calls Change
-$49.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
376
Jefferies Financial Group
New York
$411K +$447K +2,396 New
BTWM
377
Baker Tilly Wealth Management
Wisconsin
$406K +$442K +2,370 New
IWC
378
Integrated Wealth Concepts
Massachusetts
$405K +$14.7K +79 +3%
IC
379
IEQ Capital
California
$401K +$34.9K +187 +9%
IFG
380
Independent Financial Group
California
$401K +$235K +1,260 +117%
KRSITF
381
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$395K -$34.3K -184 -7%
O
382
Ossiam
France
$391K -$678K -3,634 -61%
Wealthfront Advisers
383
Wealthfront Advisers
California
$384K -$499K -2,677 -54%
NMIMC
384
Northwestern Mutual Investment Management Company
Wisconsin
$380K +$1.12K +6 +0.3%
HH
385
Hilltop Holdings
Texas
$378K +$5.97K +32 +1%
FTDI
386
First Trust Direct Indexing
Massachusetts
$362K +$131K +704 +50%
Envestnet Portfolio Solutions
387
Envestnet Portfolio Solutions
Illinois
$355K -$49.6K -266 -11%
RMCM
388
Reynders McVeigh Capital Management
Massachusetts
$346K
Nisa Investment Advisors
389
Nisa Investment Advisors
Missouri
$342K -$205K -1,101 -36%
YC
390
Yarbrough Capital
Tennessee
$342K
RA
391
Royce & Associates
New York
$340K -$6.87M -36,813 -95%
GLA
392
Great Lakes Advisors
Illinois
$335K -$38K -204 -9%
SFA
393
Sequoia Financial Advisors
Ohio
$331K -$106K -570 -23%
CG
394
Cynosure Group
Utah
$326K +$354K +1,900 New
RIM
395
Rakuten Investment Management
Japan
$322K +$318K +1,704 +985%
HT
396
Headlands Technologies
Illinois
$321K +$275K +1,477 +374%
LSA
397
Leonteq Securities AG
Switzerland
$319K +$191K +1,024 +122%
VSQM
398
V-Square Quantitative Management
Illinois
$317K
ALAM
399
Asahi Life Asset Management
Japan
$312K +$339K +1,820 New
Truist Financial
400
Truist Financial
North Carolina
$311K -$529K -2,836 -61%