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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
BIA
526
Bell Investment Advisors
California
$11.9K +$1.89K +11 +25%
C
527
Covestor
United Kingdom
$11K
USB
528
Union Savings Bank
Connecticut
$10.8K
TCM
529
Tradewinds Capital Management
Washington
$10.8K +$8.58K +50 New
FHA
530
First Horizon Advisors
Tennessee
$10.4K -$1.37K -8 -14%
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$10.4K
WTA
532
Washington Trust Advisors
Massachusetts
$9.31K +$5.15K +30 +231%
VNA
533
Valley National Advisers
Pennsylvania
$9K +$4.63K +27 +169%
FRA
534
Front Row Advisors
California
$8.68K
SWM
535
Spire Wealth Management
Virginia
$7.57K +$686 +4 +12%
WT
536
Whittier Trust
California
$7.38K +$5.83K +34 New
SIC
537
Salem Investment Counselors
North Carolina
$7.16K +$5.66K +33 New
Loomis, Sayles & Company
538
Loomis, Sayles & Company
Massachusetts
$7K -$14.7M -85,527 -100%
ST
539
Smithfield Trust
Pennsylvania
$7K
WBC
540
West Branch Capital
Massachusetts
$6.51K
AAP
541
Arax Advisory Partners
Colorado
$6.51K +$4.8K +28 +1,400%
HIA
542
Harbor Investment Advisory
Maryland
$6.08K +$4.8K +28 New
FFO
543
Fortitude Family Office
Arizona
$5.86K +$4.63K +27 New
RFG
544
REAP Financial Group
Texas
$5.86K +$4.63K +27 New
PWMG
545
Prestige Wealth Management Group
New Jersey
$5.64K +$1.89K +11 +73%
W
546
WealthCollab
Washington
$5.64K +$4.46K +26 New
LF
547
Lee Financial
Texas
$5.42K
MCM
548
Manchester Capital Management
Vermont
$5.21K +$3.77K +22 +1,100%
PA
549
Pineridge Advisors
Missouri
$5.21K +$4.12K +24 New
PVH
550
Psagot Value Holdings
Israel
$5K +$1.03K +6 +40%