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Insulet

174 hedge funds and large institutions have $3.46B invested in Insulet in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.18M

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

7% more funds holding

Funds holding: 162174 (+12)

6% more capital invested

Capital invested by funds: $3.25B → $3.46B (+$210M)

1.19% less ownership

Funds ownership: 109.38%108.19% (-1.2%)

21% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 66

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
174
Holders Change
+12
Holders Change %
+7.41%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
30
Increased
52
Reduced
66
Closed
16
Calls
$2.29M
Puts
$1.18M
Net Calls
+$1.11M
Net Calls Change
-$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$455M -$23.6M -433,040 -5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$356M +$40.1M +733,768 +13%
Capital Research Global Investors
3
Capital Research Global Investors
California
$332M +$7.54M +138,000 +2%
Primecap Management
4
Primecap Management
California
$273M -$5.97M -109,400 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$262M +$5.13M +93,963 +2%
BlackRock
6
BlackRock
New York
$219M -$1.05M -19,244 -0.5%
SPC
7
Slate Path Capital
New York
$150M -$4.1M -75,000 -3%
ClearBridge Investments
8
ClearBridge Investments
New York
$108M +$55.7K +1,020 +0.1%
FCM
9
Frontier Capital Management
Massachusetts
$81.1M -$18.4M -337,807 -19%
FAM
10
Fred Alger Management
New York
$75.2M +$5.49M +100,621 +8%
VM
11
Valinor Management
New York
$67.8M -$26.4M -483,146 -28%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$64.6M -$1.76M -32,240 -3%
State Street
13
State Street
Massachusetts
$64.5M -$1M -18,333 -2%
CIP
14
Champlain Investment Partners
Vermont
$59.8M -$12.5M -228,535 -17%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$52.8M +$6.55M +119,906 +14%
Wells Fargo
16
Wells Fargo
California
$46.4M -$17.5M -319,840 -28%
Norges Bank
17
Norges Bank
Norway
$44.4M -$6.02M -110,292 -12%
Northern Trust
18
Northern Trust
Illinois
$42.2M -$616K -11,287 -1%
TI
19
Think Investments
California
$38.1M -$4.91M -89,900 -12%
ACH
20
ArrowMark Colorado Holdings
Colorado
$35.1M -$9.93M -181,803 -22%
JP Morgan Chase
21
JP Morgan Chase
New York
$34M +$17.1M +313,093 +105%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$33.4M +$33.1M +605,900 New
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$30.6M -$916K -16,781 -3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$28.2M +$1.13M +20,664 +4%
DM
25
Deerfield Management
New York
$27.4M +$27.1M +497,000 New

PODD Hedge Fund Activity: Q3 2017 in Review

174 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q3 2017, worth a combined $3.46B — up 6.5% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PODD positions and 16 closed out — a net gain of 14 holders — while 52 added to existing stakes and 66 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40.1M. The largest seller was Valinor Management, cutting an estimated $26.4M.

  • 174 institutional investors held Insulet (PODD) as of Q3 2017, up from 162 in Q2 2017.
  • Funds reported $3.46B of Insulet stock for Q3 2017, up 6.5% quarter-over-quarter.
  • 30 funds opened new Insulet positions in Q3 2017 and 16 closed out, a net change of +14 holders.
  • The largest Insulet buyer in Q3 2017 was Wellington Management Group, an estimated $40.1M added.
  • The largest Insulet seller in Q3 2017 was Valinor Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q3 2017.