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Perrigo

454 hedge funds and large institutions have $8.6B invested in Perrigo in 2016 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 137 increasing their positions, 177 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 86

6% less call options, than puts

Call options by funds: $107M | Put options by funds: $115M

2% less funds holding

Funds holding: 462454 (-8)

8% less capital invested

Capital invested by funds: $9.34B → $8.6B (-$739M)

23% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 177

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
454
Holders Change
-8
Holders Change %
-1.73%
% of All Funds
11.35%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.15%
New
87
Increased
137
Reduced
177
Closed
86
Calls
$107M
Puts
$115M
Net Calls
-$7.33M
Net Calls Change
-$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$78.3M -$6.62M -76,328 -8%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.4M +$697K +8,033 +0.9%
Invesco
28
Invesco
Georgia
$70.4M -$140K -1,616 -0.2%
EPFB
29
Employees Provident Fund Board
Malaysia
$65.2M
CI
30
Clal Insurance
Israel
$61.5M +$32.5M +375,219 +103%
DAC
31
Dividend Assets Capital
South Carolina
$53M -$30.1M -347,028 -35%
Renaissance Technologies
32
Renaissance Technologies
New York
$52.3M +$29.8M +343,200 +120%
Legal & General Group
33
Legal & General Group
United Kingdom
$49.5M +$51.5M +594,236 New
Millennium Management
34
Millennium Management
New York
$48.5M -$61.9M -713,147 -55%
OTPPB
35
Ontario Teachers' Pension Plan Board
Ontario, Canada
$46.2M -$8.67M -100,000 -15%
BIM
36
BlackRock Investment Management
Delaware
$45.8M +$8.01M +92,308 +20%
Fisher Asset Management
37
Fisher Asset Management
Washington
$42.8M -$1.3M -15,001 -3%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$42.3M -$1.72M -19,777 -4%
KCM
39
Kingstown Capital Management
New York
$41.6M +$43.4M +500,000 New
CCMH
40
Cornerstone Capital Management Holdings
New York
$40.5M -$2.93M -33,766 -6%
EDRH
41
Edmond de Rothschild Holding
Switzerland
$39.7M +$17.6M +203,393 +74%
Deutsche Bank
42
Deutsche Bank
Germany
$39.6M +$12.3M +141,337 +42%
GC
43
Guggenheim Capital
Illinois
$33.4M +$6.22M +71,761 +22%
Swiss National Bank
44
Swiss National Bank
Switzerland
$33M
Morgan Stanley
45
Morgan Stanley
New York
$32.8M +$15.6M +180,076 +84%
Charles Schwab
46
Charles Schwab
California
$32.6M +$626K +7,212 +2%
MMH
47
Menora Mivtachim Holdings
Israel
$32M -$26.7M -307,260 -44%
Bank of America
48
Bank of America
North Carolina
$31.8M -$12.5M -143,964 -27%
TCIM
49
TIAA CREF Investment Management
New York
$28.8M +$3.56M +41,045 +13%
UBS AM
50
UBS AM
Illinois
$28.3M +$834K +9,617 +3%

PRGO Hedge Fund Activity: Q4 2016 in Review

454 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q4 2016, worth a combined $8.6B — down 7.9% from $9.34B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PRGO positions and 86 closed out — a net gain of 1 holder — while 137 added to existing stakes and 177 trimmed.

The largest buyer was Starboard Value, adding an estimated $313M. The largest seller was Scopia Capital Management, exiting entirely with an estimated $279M sold.

  • 454 institutional investors held Perrigo (PRGO) as of Q4 2016, down from 462 in Q3 2016.
  • Funds reported $8.6B of Perrigo stock for Q4 2016, down 7.9% quarter-over-quarter.
  • 87 funds opened new Perrigo positions in Q4 2016 and 86 closed out, a net change of +1 holder.
  • The largest Perrigo buyer in Q4 2016 was Starboard Value, an estimated $313M added.
  • The largest Perrigo seller in Q4 2016 was Scopia Capital Management, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2016.