Insulet
PODD
599 hedge funds and large institutions have $14.1B invested in Insulet in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 239 increasing their positions, 194 reducing their positions, and 66 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
67% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 66
23% more repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 194
18% more capital invested
Capital invested by funds: $12B → $14.1B (+$2.11B)
6% more funds holding
Funds holding: 563 → 599 (+36)
0.23% less ownership
Funds ownership: 100.15% → 99.92% (-0.23%)
42% less call options, than puts
Call options by funds: $122M | Put options by funds: $210M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$123M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$99.3M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$92.9M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$89.3M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$80M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$173M |
| 2 |
DCP
D1 Capital Partners
New York
|
-$131M |
| 3 |
SPC
Slate Path Capital
New York
|
-$76.2M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$74.1M |
| 5 |
Barclays
London,
United Kingdom
|
-$52.3M |
PODD Hedge Fund Activity: Q2 2024 in Review
599 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Insulet (PODD) for Q2 2024, worth a combined $14.1B — up 18% from $12B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new PODD positions and 66 closed out — a net gain of 44 holders — while 239 added to existing stakes and 194 trimmed.
The largest buyer was Fidelity International, adding an estimated $123M. The largest seller was Wellington Management Group, cutting an estimated $173M.
- 599 institutional investors held Insulet (PODD) as of Q2 2024, up from 563 in Q1 2024.
- Funds reported $14.1B of Insulet stock for Q2 2024, up 18% quarter-over-quarter.
- 110 funds opened new Insulet positions in Q2 2024 and 66 closed out, a net change of +44 holders.
- The largest Insulet buyer in Q2 2024 was Fidelity International, an estimated $123M added.
- The largest Insulet seller in Q2 2024 was Wellington Management Group, an estimated $173M sold.
Based on aggregated 13F filings for Q2 2024.