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Insulet

176 hedge funds and large institutions have $2.78B invested in Insulet in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

22% more call options, than puts

Call options by funds: $4.42M | Put options by funds: $3.61M

20% more capital invested

Capital invested by funds: $2.32B → $2.78B (+$467M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 169176 (+7)

32% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 78

Holders
176
Holders Change
+7
Holders Change %
+4.14%
% of All Funds
4.69%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
24
Increased
53
Reduced
78
Closed
14
Calls
$4.42M
Puts
$3.61M
Net Calls
+$811K
Net Calls Change
+$113K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$233M -$34.6M -809,417 -14%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$190M -$31.9M -746,142 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$159M +$1.93M +45,048 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$113M +$197K +4,604 +0.2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$113M -$28.9M -675,345 -22%
FCM
6
Frontier Capital Management
Massachusetts
$103M -$7.04M -164,498 -7%
O
7
OrbiMed
New York
$92M +$1.88M +44,000 +2%
Primecap Management
8
Primecap Management
California
$90.9M +$770K +18,000 +0.9%
AllianceBernstein
9
AllianceBernstein
Tennessee
$90.3M +$4.33M +101,221 +5%
ClearBridge Investments
10
ClearBridge Investments
New York
$85.5M +$947K +22,145 +1%
Federated Hermes
11
Federated Hermes
Pennsylvania
$76.2M -$5.04M -117,900 -7%
BFA
12
BlackRock Fund Advisors
California
$71.5M +$9.11M +213,090 +16%
GGHC
13
Gilder Gagnon Howe & Co
New York
$71.4M -$500K -11,690 -0.7%
DCM
14
Daruma Capital Management
New York
$69.9M -$8.92M -208,442 -12%
FAM
15
Fred Alger Management
New York
$68.4M -$14.6M -340,977 -19%
BIT
16
BlackRock Institutional Trust
California
$66.8M -$384K -8,982 -0.6%
Invesco
17
Invesco
Georgia
$54.9M -$3.16M -73,962 -6%
NCGI
18
Next Century Growth Investors
Minnesota
$51.2M -$27.9M -653,069 -37%
KCM
19
Kornitzer Capital Management
Kansas
$46.7M -$4.2M -98,154 -9%
State Street
20
State Street
Massachusetts
$42.7M -$281K -6,578 -0.7%
TA
21
Teachers Advisors
New York
$42.1M +$4.91M +114,842 +14%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$40.7M +$12.7M +297,182 +51%
Franklin Resources
23
Franklin Resources
California
$38.9M +$2.18M +51,025 +6%
Northern Trust
24
Northern Trust
Illinois
$37.6M -$526K -12,288 -1%
Calamos Advisors
25
Calamos Advisors
Illinois
$33.7M -$4.16M -97,208 -12%

PODD Hedge Fund Activity: Q4 2014 in Review

176 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q4 2014, worth a combined $2.78B — up 20% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PODD positions and 14 closed out — a net gain of 10 holders — while 53 added to existing stakes and 78 trimmed.

The largest buyer was Fiera Capital (Europe), adding an estimated $23.2M. The largest seller was Fidelity Investments, cutting an estimated $34.6M.

  • 176 institutional investors held Insulet (PODD) as of Q4 2014, up from 169 in Q3 2014.
  • Funds reported $2.78B of Insulet stock for Q4 2014, up 20% quarter-over-quarter.
  • 24 funds opened new Insulet positions in Q4 2014 and 14 closed out, a net change of +10 holders.
  • The largest Insulet buyer in Q4 2014 was Fiera Capital (Europe), an estimated $23.2M added.
  • The largest Insulet seller in Q4 2014 was Fidelity Investments, an estimated $34.6M sold.

Based on aggregated 13F filings for Q4 2014.