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Insulet

578 hedge funds and large institutions have $20.7B invested in Insulet in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 216 increasing their positions, 206 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 206

1% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 70

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 581578 (-3)

1.99% less ownership

Funds ownership: 104.92%102.93% (-2%)

11% less capital invested

Capital invested by funds: $23.3B → $20.7B (-$2.61B)

30% less call options, than puts

Call options by funds: $57.9M | Put options by funds: $82.5M

Holders
578
Holders Change
-3
Holders Change %
-0.52%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
71
Increased
216
Reduced
206
Closed
70
Calls
$57.9M
Puts
$82.5M
Net Calls
-$24.5M
Net Calls Change
-$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
Simplify Asset Management
Nevada
-$215K -673 Closed
BIP
627
Blueprint Investment Partners
North Carolina
-$212K -665 Closed
WA
628
Wealth Alliance
New York
-$210K -658 Closed
PWM
629
Perigon Wealth Management
California
-$206K -646 Closed
MC
630
Middleton & Co
Massachusetts
-$205K -642 Closed
V
631
Veritable
Delaware
-$205K -642 Closed
EI
632
Ellevest Inc
New York
-$153K -480 Closed
ASN
633
Advisory Services Network
Georgia
-$137K -429 Closed
CF
634
Centaurus Financial
California
-$107K -334 Closed
AAS
635
Ameritas Advisory Services
Nebraska
-$75.2K -236 Closed
BAM
636
Belpointe Asset Management
Nevada
-$43.1K -135 Closed
QPBE
637
Quintet Private Bank (Europe)
Luxembourg
-$36.4K -114 Closed
JIR
638
James Investment Research
Ohio
-$17K -52 Closed
SC
639
Schubert & Co
Texas
-$7.66K -24 Closed
SIC
640
Salem Investment Counselors
North Carolina
-$4.47K -14 Closed
TWA
641
TCI Wealth Advisors
Arizona
-$3.19K -10 Closed
SFG
642
Steward Financial Group
Texas
-$2K -7 Closed
TAIM
643
TD Ameritrade Investment Management
Nebraska
-$2K -7 Closed
FCA
644
Fortis Capital Advisors
Kansas
-$1.91K -6 Closed
CBT
645
Central Bank & Trust
Kentucky
-$1.59K -5 Closed
MCM
646
MV Capital Management
Maryland
-$638 -2 Closed
BWM
647
BerganKDV Wealth Management
Minnesota
-$319 -1 Closed
IG
648
ING Group
Netherlands
-$319 -1 Closed

PODD Hedge Fund Activity: Q2 2023 in Review

578 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q2 2023, worth a combined $20.7B — down 11% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PODD positions and 70 closed out — a net gain of 1 holder — while 216 added to existing stakes and 206 trimmed.

The largest buyer was D1 Capital Partners, adding an estimated $85.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $356M.

  • 578 institutional investors held Insulet (PODD) as of Q2 2023, down from 581 in Q1 2023.
  • Funds reported $20.7B of Insulet stock for Q2 2023, down 11% quarter-over-quarter.
  • 71 funds opened new Insulet positions in Q2 2023 and 70 closed out, a net change of +1 holder.
  • The largest Insulet buyer in Q2 2023 was D1 Capital Partners, an estimated $85.4M added.
  • The largest Insulet seller in Q2 2023 was T. Rowe Price Associates, an estimated $356M sold.

Based on aggregated 13F filings for Q2 2023.