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Insulet

474 hedge funds and large institutions have $18.6B invested in Insulet in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 167 increasing their positions, 147 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 43

44% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $44.5M

14% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 147

10% more funds holding

Funds holding: 432474 (+42)

0.29% more ownership

Funds ownership: 101.38%101.67% (+0.29%)

6% less capital invested

Capital invested by funds: $19.8B → $18.6B (-$1.2B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
474
Holders Change
+42
Holders Change %
+9.72%
% of All Funds
7.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
91
Increased
167
Reduced
147
Closed
43
Calls
$64.1M
Puts
$44.5M
Net Calls
+$19.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.74B +$15M +51,847 +0.5%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.08B +$168M +579,764 +8%
Capital World Investors
3
Capital World Investors
California
$1.77B -$125M -430,503 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.64B +$7.17M +24,707 +0.4%
BlackRock
5
BlackRock
New York
$1.24B +$156M +536,745 +13%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$873M +$689K +2,374 +0.1%
DCP
7
D1 Capital Partners
New York
$450M +$107M +368,775 +28%
State Street
8
State Street
Massachusetts
$384M +$7.13M +24,588 +2%
Primecap Management
9
Primecap Management
California
$339M -$29.2M -100,490 -7%
ClearBridge Investments
10
ClearBridge Investments
New York
$325M +$96.2M +331,566 +37%
JP Morgan Chase
11
JP Morgan Chase
New York
$315M -$6.43M -22,173 -2%
FAM
12
Fred Alger Management
New York
$282M -$32M -110,233 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$231M -$966K -3,329 -0.4%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$204M +$222M +765,291 New
Invesco
15
Invesco
Georgia
$192M +$6.91M +23,833 +3%
Viking Global Investors
16
Viking Global Investors
Connecticut
$180M -$97.2M -334,947 -33%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$175M -$57.2M -197,230 -23%
Goldman Sachs
18
Goldman Sachs
New York
$159M +$9.7M +33,426 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$158M +$19.9M +68,466 +13%
Norges Bank
20
Norges Bank
Norway
$146M +$15M +51,751 +10%
Marshall Wace
21
Marshall Wace
United Kingdom
$141M +$154M +529,110 New
Bank of America
22
Bank of America
North Carolina
$135M -$720K -2,482 -0.5%
Coatue Management
23
Coatue Management
New York
$135M -$23.4M -80,704 -14%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$134M -$10.1M -34,735 -6%
ESCM
25
Echo Street Capital Management
New York
$133M +$82.3M +283,728 +132%

PODD Hedge Fund Activity: Q4 2021 in Review

474 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q4 2021, worth a combined $18.6B — down 6% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new PODD positions and 43 closed out — a net gain of 48 holders — while 167 added to existing stakes and 147 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $168M. The largest seller was Wells Fargo, cutting an estimated $257M.

  • 474 institutional investors held Insulet (PODD) as of Q4 2021, up from 432 in Q3 2021.
  • Funds reported $18.6B of Insulet stock for Q4 2021, down 6% quarter-over-quarter.
  • 91 funds opened new Insulet positions in Q4 2021 and 43 closed out, a net change of +48 holders.
  • The largest Insulet buyer in Q4 2021 was Capital Research Global Investors, an estimated $168M added.
  • The largest Insulet seller in Q4 2021 was Wells Fargo, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2021.