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Insulet

164 hedge funds and large institutions have $2.35B invested in Insulet in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

108.43% more ownership

Funds ownership: 0%108.43% (+108%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% less funds holding

Funds holding: 177164 (-13)

7% less capital invested

Capital invested by funds: $2.53B → $2.35B (-$188M)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

25% less call options, than puts

Call options by funds: $2.13M | Put options by funds: $2.83M

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

Holders
164
Holders Change
-13
Holders Change %
-7.34%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
18
Increased
57
Reduced
65
Closed
30
Calls
$2.13M
Puts
$2.83M
Net Calls
-$699K
Net Calls Change
-$659K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$325M +$884K +23,731 +0.3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$229M -$7.17M -192,581 -3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$204M +$8.81M +236,600 +5%
Primecap Management
4
Primecap Management
California
$195M -$11.2K -300 -0%
Vanguard Group
5
Vanguard Group
Pennsylvania
$165M +$4.62M +124,149 +3%
SPC
6
Slate Path Capital
New York
$107M +$4.84M +130,000 +5%
VM
7
Valinor Management
New York
$87.8M +$6.45M +173,200 +8%
BFA
8
BlackRock Fund Advisors
California
$71.2M +$7.28M +195,478 +12%
BIT
9
BlackRock Institutional Trust
California
$59.6M +$5.18M +139,050 +10%
FCM
10
Frontier Capital Management
Massachusetts
$59.2M -$10.9M -291,974 -16%
ClearBridge Investments
11
ClearBridge Investments
New York
$54.6M -$98.2K -2,636 -0.2%
State Street
12
State Street
Massachusetts
$40.2M +$1.38M +36,977 +4%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$37.9M -$2.72M -73,016 -7%
Fidelity International
14
Fidelity International
Bermuda
$37.3M +$36.9M +989,629 New
Norges Bank
15
Norges Bank
Norway
$37.2M -$2.05M -55,000 -5%
ACH
16
ArrowMark Colorado Holdings
Colorado
$36.6M +$14.6M +390,747 +67%
CIP
17
Champlain Investment Partners
Vermont
$36.1M +$5.2M +139,625 +17%
TI
18
Think Investments
California
$32.7M
WC
19
Weatherbie Capital
Massachusetts
$32M +$10.5M +282,125 +50%
Northern Trust
20
Northern Trust
Illinois
$28.1M -$3.19M -85,763 -10%
Morgan Stanley
21
Morgan Stanley
New York
$25.9M -$1.14M -30,712 -4%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$22.7M -$8.01M -215,031 -26%
JHIU
23
Janus Henderson Investors US
Colorado
$21.7M -$383K -10,282 -2%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$21.7M -$1.1M -29,617 -5%
JP Morgan Chase
25
JP Morgan Chase
New York
$17.3M +$1.78M +47,841 +12%

PODD Hedge Fund Activity: Q4 2016 in Review

164 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q4 2016, worth a combined $2.35B — down 7.4% from $2.53B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PODD and 18 opened new positions — a net loss of 12 holders — while 65 trimmed existing stakes and 57 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $36.9M. The largest seller was Columbus Circle Investors, exiting entirely with an estimated $12.8M sold.

  • 164 institutional investors held Insulet (PODD) as of Q4 2016, down from 177 in Q3 2016.
  • Funds reported $2.35B of Insulet stock for Q4 2016, down 7.4% quarter-over-quarter.
  • 18 funds opened new Insulet positions in Q4 2016 and 30 closed out, a net change of -12 holders.
  • The largest Insulet buyer in Q4 2016 was Fidelity International, an estimated $36.9M added.
  • The largest Insulet seller in Q4 2016 was Columbus Circle Investors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2016.