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Insulet

156 hedge funds and large institutions have $2.02B invested in Insulet in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $4.7M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

4% less funds holding

Funds holding: 162156 (-6)

11% less capital invested

Capital invested by funds: $2.26B → $2.02B (-$239M)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
156
Holders Change
-6
Holders Change %
-3.7%
% of All Funds
4.16%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
19
Increased
58
Reduced
58
Closed
24
Calls
$15.5M
Puts
$4.7M
Net Calls
+$10.8M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$226M +$22M +701,108 +11%
Capital Research Global Investors
2
Capital Research Global Investors
California
$210M +$9.85M +313,600 +5%
Primecap Management
3
Primecap Management
California
$172M -$40.8K -1,300 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$135M +$3.55M +113,087 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$93.9M +$1.28M +40,800 +1%
SPC
6
Slate Path Capital
New York
$90.2M
VM
7
Valinor Management
New York
$84.6M -$361K -11,500 -0.4%
ClearBridge Investments
8
ClearBridge Investments
New York
$68M -$892K -28,396 -1%
FCM
9
Frontier Capital Management
Massachusetts
$63.5M +$15.1M +480,948 +34%
BFA
10
BlackRock Fund Advisors
California
$50.8M -$713K -22,700 -1%
AG
11
Aravt Global
New York
$49.2M +$21.7M +690,000 +87%
DCM
12
Daruma Capital Management
New York
$49.2M +$5.23M +166,639 +13%
BIT
13
BlackRock Institutional Trust
California
$46.8M +$128K +4,077 +0.3%
CIP
14
Champlain Investment Partners
Vermont
$40M -$4.82M -153,650 -11%
TI
15
Think Investments
California
$36.5M
1WCM
16
12 West Capital Management
New York
$36.1M +$34.2M +1,089,632 New
State Street
17
State Street
Massachusetts
$32.5M +$681K +21,681 +2%
Norges Bank
18
Norges Bank
Norway
$29.5M +$4.16M +132,500 +18%
Northern Trust
19
Northern Trust
Illinois
$28.3M +$638K +20,328 +2%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$21.9M +$3.88M +123,498 +23%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$21.5M +$2.24M +71,497 +12%
ACH
22
ArrowMark Colorado Holdings
Colorado
$19.4M +$5.33M +169,840 +41%
JHIU
23
Janus Henderson Investors US
Colorado
$19.2M +$2.72M +86,691 +18%
Morgan Stanley
24
Morgan Stanley
New York
$18.4M -$6.6M -210,060 -27%
JP Morgan Chase
25
JP Morgan Chase
New York
$18.3M -$9.12M -290,461 -34%

PODD Hedge Fund Activity: Q1 2016 in Review

156 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q1 2016, worth a combined $2.02B — down 11% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PODD and 19 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 58 added.

The largest buyer was 12 West Capital Management, opening a new position worth an estimated $34.2M. The largest seller was Permian Investment Partners, cutting an estimated $11.5M.

  • 156 institutional investors held Insulet (PODD) as of Q1 2016, down from 162 in Q4 2015.
  • Funds reported $2.02B of Insulet stock for Q1 2016, down 11% quarter-over-quarter.
  • 19 funds opened new Insulet positions in Q1 2016 and 24 closed out, a net change of -5 holders.
  • The largest Insulet buyer in Q1 2016 was 12 West Capital Management, an estimated $34.2M added.
  • The largest Insulet seller in Q1 2016 was Permian Investment Partners, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2016.