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Insulet

563 hedge funds and large institutions have $12B invested in Insulet in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 224 increasing their positions, 184 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 184

2.29% less ownership

Funds ownership: 102.44%100.15% (-2.3%)

5% less funds holding

Funds holding: 591563 (-28)

20% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 104

23% less capital invested

Capital invested by funds: $15.5B → $12B (-$3.5B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

66% less call options, than puts

Call options by funds: $70.3M | Put options by funds: $209M

Holders
563
Holders Change
-28
Holders Change %
-4.74%
% of All Funds
8.11%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
83
Increased
224
Reduced
184
Closed
104
Calls
$70.3M
Puts
$209M
Net Calls
-$138M
Net Calls Change
-$49.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
551
Montag & Associates
Georgia
$911 +$932 +5 New
CWC
552
Carolinas Wealth Consulting
North Carolina
$870 +$932 +5 New
S
553
Sachetta
Massachusetts
$868
TCA
554
Trifecta Capital Advisors
Illinois
$857
JPWM
555
Jamison Private Wealth Management
Georgia
$857 +$932 +5 New
PWMG
556
Private Wealth Management Group
New Jersey
$686
CA
557
CoreCap Advisors
Michigan
$686 +$746 +4 New
TFA
558
Toth Financial Advisory
Virginia
$343
WPA
559
West Paces Advisors
Georgia
$343
RG
560
Retirement Group
California
$171
WA
561
WestEnd Advisors
North Carolina
$171
DWM
562
Dogwood Wealth Management
Kansas
$1
Marshall Wace
563
Marshall Wace
United Kingdom
-$33M -152,306 Closed
FTM
564
First Turn Management
California
-$25M -115,366 Closed
Alyeska Investment Group
565
Alyeska Investment Group
Illinois
-$20.4M -94,018 Closed
Capital International Investors
566
Capital International Investors
California
-$16.9M -77,900 Closed
HI
567
HBK Investments
Texas
-$14.6M -67,475 Closed
PI
568
PEAK6 Investments
Illinois
-$10.7M -57,639 Closed
Balyasny Asset Management
569
Balyasny Asset Management
Illinois
-$9.75M -44,932 Closed
DCM
570
Driehaus Capital Management
Illinois
-$8.61M -39,660 Closed
SCM
571
Scopia Capital Management
New York
-$8.57M -39,484 Closed
CIS
572
Capital International Sarl
California
-$7.85M -36,200 Closed
OCM
573
Osterweis Capital Management
California
-$7.79M -35,881 Closed
CI
574
Capital International
California
-$7.02M -32,342 Closed
CII
575
Capital International Inc
California
-$5.42M -24,969 Closed