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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
BTI
551
Blue Trust Inc
Georgia
$5K +$4.97K +29 +1,450%
VWM
552
Venturi Wealth Management
Texas
$4.77K +$3.77K +22 New
BCM
553
Bourgeon Capital Management
Connecticut
$4.34K
PP
554
PFS Partners
New Jersey
$4.34K
CPG
555
Cornerstone Planning Group
New Jersey
$3.91K +$2.06K +12 +200%
IA
556
IFP Advisors
Florida
$3.47K -$5.15K -30 -65%
MIM
557
Macroview Investment Management
Maryland
$3.25K -$14.4K -84 -85%
SOW
558
State of Wyoming
Wyoming
$3.25K +$172 +1 +7%
TWC
559
TD Waterhouse Canada
Ontario, Canada
$2.8K
RS
560
Rakuten Securities
Japan
$2.6K +$2.06K +12 New
HBW
561
Hazlett, Burt & Watson
West Virginia
$2K
NS
562
NBC Securities
Alabama
$2K
TFA
563
Transamerica Financial Advisors
Florida
$2K +$1.2K +7 New
JWA
564
JFS Wealth Advisors
Pennsylvania
$1.95K +$1.2K +7 +350%
AWM
565
Abound Wealth Management
Tennessee
$1.74K -$343 -2 -20%
MAWCM
566
Mine & Arao Wealth Creation & Management
California
$1.52K
CTA
567
Colonial Trust Advisors
South Carolina
$1.52K +$686 +4 +133%
VCM
568
Versant Capital Management
Arizona
$1.3K +$515 +3 +100%
MA
569
MCF Advisors
Kentucky
$1.3K +$1.03K +6 New
TFM
570
TFC Financial Management
Massachusetts
$1.3K +$1.03K +6 New
TCA
571
Trifecta Capital Advisors
Illinois
$1.08K +$858 +5 New
DF
572
Dunhill Financial
United Kingdom
$1.01K +$858 +5 New
CAL
573
Capital Advisors Ltd
Ohio
$1K -$4.12K -24 -89%
AW
574
Avion Wealth
Texas
$1K +$172 +1 +33%
LIWM
575
Long Island Wealth Management
New York
$1K +$858 +5 New