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Insulet

144 hedge funds and large institutions have $1.57B invested in Insulet in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $470K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

6% less funds holding

Funds holding: 153144 (-9)

17% less capital invested

Capital invested by funds: $1.88B → $1.57B (-$311M)

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
144
Holders Change
-9
Holders Change %
-5.88%
% of All Funds
4.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
22
Increased
53
Reduced
52
Closed
30
Calls
$1.14M
Puts
$470K
Net Calls
+$667K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$178M -$2.22M -73,199 -1%
Primecap Management
2
Primecap Management
California
$135M +$4.92M +162,097 +3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$109M +$14M +460,000 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$100M +$3.25M +107,274 +3%
VM
5
Valinor Management
New York
$72.4M +$84.7M +2,793,061 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$71.5M -$1.11M -36,700 -1%
SPC
7
Slate Path Capital
New York
$70.5M
BM
8
Bridger Management
New York
$56.1M +$10.9M +360,669 +20%
ClearBridge Investments
9
ClearBridge Investments
New York
$54.2M -$2.4M -79,177 -4%
BFA
10
BlackRock Fund Advisors
California
$38.7M -$1.62M -53,287 -3%
FCM
11
Frontier Capital Management
Massachusetts
$38.4M -$7.04M -231,962 -14%
CIP
12
Champlain Investment Partners
Vermont
$37.4M -$1.22M -40,262 -3%
BIT
13
BlackRock Institutional Trust
California
$35.8M -$127K -4,181 -0.3%
JP Morgan Chase
14
JP Morgan Chase
New York
$35.3M -$35.8M -1,180,610 -46%
DCM
15
Daruma Capital Management
New York
$34.3M -$22.3M -735,112 -36%
ACH
16
ArrowMark Colorado Holdings
Colorado
$29.1M +$4.66M +153,504 +16%
TI
17
Think Investments
California
$28.5M +$33.4M +1,101,600 New
State Street
18
State Street
Massachusetts
$24.6M +$218K +7,202 +0.8%
Northern Trust
19
Northern Trust
Illinois
$22M +$1.26M +41,663 +5%
PIP
20
Permian Investment Partners
Texas
$21.7M +$833K +27,464 +3%
Norges Bank
21
Norges Bank
Norway
$19.6M +$1.97M +64,893 +9%
BA
22
BlackRock Advisors
Delaware
$19.5M +$915K +30,183 +4%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$17.5M -$25.9K -855 -0.1%
WC
24
Weatherbie Capital
Massachusetts
$16.8M -$3.06M -100,870 -13%
Morgan Stanley
25
Morgan Stanley
New York
$16.2M +$11.1M +365,186 +140%

PODD Hedge Fund Activity: Q3 2015 in Review

144 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q3 2015, worth a combined $1.57B — down 17% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PODD and 22 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 53 added.

The largest buyer was Valinor Management, opening a new position worth an estimated $84.7M. The largest seller was JP Morgan Chase, cutting an estimated $35.8M.

  • 144 institutional investors held Insulet (PODD) as of Q3 2015, down from 153 in Q2 2015.
  • Funds reported $1.57B of Insulet stock for Q3 2015, down 17% quarter-over-quarter.
  • 22 funds opened new Insulet positions in Q3 2015 and 30 closed out, a net change of -8 holders.
  • The largest Insulet buyer in Q3 2015 was Valinor Management, an estimated $84.7M added.
  • The largest Insulet seller in Q3 2015 was JP Morgan Chase, an estimated $35.8M sold.

Based on aggregated 13F filings for Q3 2015.