Insulet
PODD
386 hedge funds and large institutions have $11B invested in Insulet in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 129 increasing their positions, 136 reducing their positions, and 54 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
31% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 54
13% more call options, than puts
Call options by funds: $32.4M | Put options by funds: $28.6M
3% more funds holding
Funds holding: 376 → 386 (+10)
3% less capital invested
Capital invested by funds: $11.4B → $11B (-$338M)
5% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 136
1.56% less ownership
Funds ownership: 107.6% → 106.03% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$265M |
| 2 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$96.5M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$76.4M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$73.5M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$137M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$129M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$106M |
| 4 |
JP Morgan Chase
New York
|
-$70.5M |
| 5 |
Millennium Management
New York
|
-$44.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
426
Steward Partners Investment Advisory
New York
| – | -$171K | -1,000 | Closed |
|
427
Group One Trading
Chicago,
Illinois
| – | -$95K | -520 | Closed |
|
|
PCM
428
Prelude Capital Management
New York
| – | -$68K | -398 | Closed |
|
|
PHK
429
Point72 Hong Kong
Hong Kong
| – | -$63K | -370 | Closed |
|
|
PFO
430
Pathstone Family Office
Englewood,
New Jersey
| – | -$507K | -296 | Closed |
|
431
Walleye Capital
New York
| – | -$14K | -80 | Closed |
|
|
VRM
432
Vectors Research Management
New York
| – | -$5K | -30 | Closed |
|
|
TFS
433
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$2K | -11 | Closed |
|
|
BCH
434
Berkshire Capital Holdings
San Jose,
California
| – | -$2K | -10 | Closed |
|
|
MF
435
Manchester Financial
Westlake Village,
California
| – | -$2K | -10 | Closed |
|
|
GWS
436
Glassman Wealth Services
Vienna,
Virginia
| – | -$548 | -3 | -50% |
|
|
OSAM
437
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$365 | +2 | New |
|
|
TAIM
438
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | +$548 | +3 | New |
|
|
AT
439
Arden Trust
Wilmington,
Delaware
| – | +$731 | +4 | New |
|
PODD Hedge Fund Activity: Q1 2020 in Review
386 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q1 2020, worth a combined $11B — down 3% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new PODD positions and 54 closed out — a net gain of 17 holders — while 129 added to existing stakes and 136 trimmed.
The largest buyer was Capital World Investors, adding an estimated $265M. The largest seller was Primecap Management, cutting an estimated $137M.
- 386 institutional investors held Insulet (PODD) as of Q1 2020, up from 376 in Q4 2019.
- Funds reported $11B of Insulet stock for Q1 2020, down 3% quarter-over-quarter.
- 71 funds opened new Insulet positions in Q1 2020 and 54 closed out, a net change of +17 holders.
- The largest Insulet buyer in Q1 2020 was Capital World Investors, an estimated $265M added.
- The largest Insulet seller in Q1 2020 was Primecap Management, an estimated $137M sold.
Based on aggregated 13F filings for Q1 2020.