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Insulet

173 hedge funds and large institutions have $2.05B invested in Insulet in 2015 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $5.21M

37% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 176173 (-3)

26% less capital invested

Capital invested by funds: $2.78B → $2.05B (-$729M)

Holders
173
Holders Change
-3
Holders Change %
-1.7%
% of All Funds
4.61%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
38
Increased
67
Reduced
49
Closed
39
Calls
$9.83M
Puts
$5.21M
Net Calls
+$4.62M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
151
Canada Life
Manitoba, Canada
$123K
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$110K -$878 -26 -0.8%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$57K +$236 +7 +0.4%
BlackRock
154
BlackRock
New York
$53K
Group One Trading
155
Group One Trading
Illinois
$53K +$53.5K +1,584 New
MFS
156
MSI Financial Services
Massachusetts
$47K +$44.2K +1,310 +1,310%
UBS Group
157
UBS Group
Switzerland
$37K +$28.1K +831 +309%
BPBT
158
Boston Private Bank & Trust
Massachusetts
$34K -$6.75K -200 -16%
LWCFA
159
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K
SO
160
STRS Ohio
Ohio
$20K -$169K -5,000 -89%
FNBT
161
FineMark National Bank & Trust
Florida
$14K +$13.8K +408 New
Walleye Trading
162
Walleye Trading
New York
$13K +$12.8K +378 New
PMFA
163
Plante Moran Financial Advisors
Michigan
$11K
FHA
164
First Horizon Advisors
Tennessee
$6K
TDC
165
Thompson Davis & Co
Virginia
$6K +$135 +4 +2%
LNB
166
Ledyard National Bank
$5K
SSB
167
Sandy Spring Bank
Maryland
$5K
IPC
168
Independent Portfolio Consultants
Florida
$3K -$65.1K -1,930 -96%
Creative Planning
169
Creative Planning
Kansas
$3K
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22K +$44.8K +1,327 +4%
WCM
171
Wealthcare Capital Management
Virginia
$1K +$878 +26 New
ZB
172
Zions Bancorporation
Utah
$1K +$1.22K +36 New
Federated Hermes
173
Federated Hermes
Pennsylvania
-$76.2M -1,653,400 Closed
FAM
174
Fred Alger Management
New York
-$68.4M -1,485,155 Closed
NCGI
175
Next Century Growth Investors
Minnesota
-$51.2M -1,112,385 Closed

PODD Hedge Fund Activity: Q1 2015 in Review

173 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q1 2015, worth a combined $2.05B — down 26% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of PODD and 38 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 67 added.

The largest buyer was Wellington Management Group, adding an estimated $97.1M. The largest seller was Federated Hermes, exiting entirely with an estimated $76.2M sold.

  • 173 institutional investors held Insulet (PODD) as of Q1 2015, down from 176 in Q4 2014.
  • Funds reported $2.05B of Insulet stock for Q1 2015, down 26% quarter-over-quarter.
  • 38 funds opened new Insulet positions in Q1 2015 and 39 closed out, a net change of -1 holder.
  • The largest Insulet buyer in Q1 2015 was Wellington Management Group, an estimated $97.1M added.
  • The largest Insulet seller in Q1 2015 was Federated Hermes, an estimated $76.2M sold.

Based on aggregated 13F filings for Q1 2015.