PODD icon

Insulet
PODD

Overview Fund Activity

557 hedge funds and large institutions have $12B invested in Insulet in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 221 increasing their positions, 183 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
-29
Holders Change %
-4.95%
% of All Funds
8.07%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
81
Increased
221
Reduced
183
Closed
104
Calls
$70.3M
Puts
$209M
Net Calls
-$138M
Net Calls Change
-$49.8M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$230M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$67.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$115M
4
Citadel Advisors
Citadel Advisors
Florida
$286M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$73.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$28.8M
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.3B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$341M
4
Morgan Stanley
Morgan Stanley
New York
$238M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$926M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
526
Cornerstone Planning Group
New Jersey
$2.62K -$523 -3 -17%
MIM
527
Macroview Investment Management
Maryland
$2.57K – – –
FGAM
528
Financial Gravity Asset Management
Texas
$2.13K +$2.13K +13 New
HBW
529
Hazlett, Burt & Watson
West Virginia
$2K – – –
IA
530
IFP Advisors
Florida
$1.54K -$1.2K -7 -44%
JWA
531
JFS Wealth Advisors
Pennsylvania
$1.54K – – –
CA
532
Continuum Advisory
Idaho
$1.42K +$1.42K +8 New
AWM
533
Abound Wealth Management
Tennessee
$1.37K – – –
RFS
534
Richardson Financial Services
Massachusetts
$1.37K +$1.37K +8 New
MAWCM
535
Mine & Arao Wealth Creation & Management
California
$1.2K – – –
TFM
536
TFC Financial Management
Massachusetts
$1.2K +$171 +1 +17%
AGWCA
537
Annis Gardner Whiting Capital Advisors
Florida
$1.2K +$1.2K +7 New
VWM
538
Venturi Wealth Management
Texas
$1.03K -$2.74K -16 -73%
MA
539
MCF Advisors
Kentucky
$1.03K – – –
VCM
540
Versant Capital Management
Arizona
$1.03K – – –
CAM
541
ClariVest Asset Management
California
$1.03K +$514 +3 +100%
AW
542
Avion Wealth
Texas
$1K – – –
CAL
543
Capital Advisors Ltd
Ohio
$1K +$571 +4 +133%
DF
544
Dunhill Financial
United Kingdom
$952 +$159 +1 +20%
MA
545
Montag & Associates
Georgia
$911 +$911 +5 New
CWC
546
Carolinas Wealth Consulting
North Carolina
$870 +$870 +5 New
S
547
Sachetta
Massachusetts
$868 – – –
TCA
548
Trifecta Capital Advisors
Illinois
$857 – – –
JPWM
549
Jamison Private Wealth Management
Georgia
$857 +$857 +5 New
PWMG
550
Private Wealth Management Group
New Jersey
$686 – – –
20 21
22
23 24