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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
OA
501
Operose Advisors
Wisconsin
$31.5K
RIL
502
Rothschild Investment LLC
Illinois
$30.8K +$24.4K +142 New
CFGS
503
Concourse Financial Group Securities
Alabama
$30.6K +$17.3K +101 +253%
WWM
504
Wolff Wiese Magana
California
$30.2K +$23K +134 +2,680%
GWS
505
Glassman Wealth Services
Virginia
$27.8K +$4.63K +27 +27%
NA
506
NewEdge Advisors
Louisiana
$26.5K +$9.26K +54 +79%
IFAM
507
Institutional & Family Asset Management
Colorado
$26K +$515 +3 +3%
GKIM
508
GW&K Investment Management
Massachusetts
$26K +$2.06K +12 +11%
CFO
509
CVA Family Office
Colorado
$22.8K +$18K +105 New
CAS
510
Coppell Advisory Solutions
Texas
$22.3K +$17.7K +103 New
PTC
511
Private Trust Company
Ohio
$21.9K +$9.95K +58 +135%
UB
512
UMB Bank
Missouri
$21.7K +$17.2K +100 New
LS
513
Livforsakringsbolaget Skandia
Sweden
$21.7K
BBHC
514
Brown Brothers Harriman & Co
New York
$20.2K -$858 -5 -5%
SPWM
515
Spartan Planning & Wealth Management
North Carolina
$20K +$15.8K +92 New
ZB
516
Zions Bancorporation
Utah
$19.3K -$7.55K -44 -33%
SWS
517
SYSTM Wealth Solutions
Illinois
$19.1K +$15.1K +88 New
JWM
518
Janiczek Wealth Management
Colorado
$15.6K +$12.3K +72 New
MCM
519
MV Capital Management
Maryland
$15.4K +$2.57K +15 +27%
WTC
520
WhitTier Trust Company
Nevada
$15.4K
HI
521
Harbour Investments
Wisconsin
$14.8K +$6.17K +36 +113%
GAMC
522
Garner Asset Management Corp
Texas
$14.6K +$12.9K +75 New
ATC
523
Adirondack Trust Company
New York
$13.9K +$14.6K +85 New
GRP
524
Global Retirement Partners
California
$12.8K +$2.57K +15 +31%
HCP
525
Hexagon Capital Partners
Arkansas
$12.6K +$9.95K +58 New