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Insulet

591 hedge funds and large institutions have $15.5B invested in Insulet in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 208 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 72

39% more capital invested

Capital invested by funds: $11.2B → $15.5B (+$4.36B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more funds holding

Funds holding: 528591 (+63)

2.48% more ownership

Funds ownership: 99.96%102.44% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 193

31% less call options, than puts

Call options by funds: $198M | Put options by funds: $286M

Holders
591
Holders Change
+63
Holders Change %
+11.93%
% of All Funds
8.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
143
Increased
208
Reduced
193
Closed
72
Calls
$198M
Puts
$286M
Net Calls
-$88.7M
Net Calls Change
-$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
451
Dearborn Partners
Illinois
$217K +$172K +1,000 New
NW
452
NewEdge Wealth
Pennsylvania
$216K +$170K +994 New
C
453
Certuity
Florida
$214K +$169K +988 New
AT
454
American Trust
Kentucky
$211K +$167K +973 New
PA
455
Parallel Advisors
California
$209K -$34.6K -202 -17%
SAG
456
SageView Advisory Group
California
$209K +$187K +1,088 New
SAM
457
Shell Asset Management
Netherlands
$207K -$331K -1,931 -67%
EF
458
Empirical Finance
Pennsylvania
$202K +$159K +929 New
LWCFA
459
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$197K
Northwestern Mutual Wealth Management
460
Northwestern Mutual Wealth Management
Wisconsin
$194K +$36.7K +214 +31%
LSA
461
Leonteq Securities AG
Switzerland
$182K -$200K -1,164 -58%
FFA
462
Farther Finance Advisors
California
$179K +$130K +760 +1,169%
Optiver Holding
463
Optiver Holding
Netherlands
$177K
AIP
464
Ameritas Investment Partners
Nebraska
$168K -$12.7K -74 -9%
ASN
465
Advisory Services Network
Georgia
$150K +$118K +689 New
Bessemer Group
466
Bessemer Group
New Jersey
$139K +$82.3K +480 +302%
HNB
467
Huntington National Bank
Ohio
$130K +$50.3K +293 +96%
FP
468
Financial Perspectives
Minnesota
$124K
GAM
469
Groupama Asset Management
France
$107K +$84.9K +495 New
AF
470
Advisornet Financial
Minnesota
$101K +$2.23K +13 +3%
AAM
471
Advisors Asset Management
Colorado
$94K -$27.3K -159 -27%
MSWM
472
McGlone Suttner Wealth Management
Wisconsin
$87.2K +$69K +402 New
CA
473
Clearstead Advisors
Ohio
$86.8K -$107K -624 -61%
HT
474
Headlands Technologies
Illinois
$85.7K +$67.8K +395 New
DZ Bank
475
DZ Bank
Germany
$82.5K