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Perrigo

381 hedge funds and large institutions have $7.1B invested in Perrigo in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 144 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 72.09%74.6% (+2.5%)

4% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 144

16% less funds holding

Funds holding: 454381 (-73)

17% less call options, than puts

Call options by funds: $104M | Put options by funds: $126M

17% less capital invested

Capital invested by funds: $8.6B → $7.1B (-$1.5B)

57% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 115

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
381
Holders Change
-73
Holders Change %
-16.08%
% of All Funds
9.48%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
50
Increased
138
Reduced
144
Closed
115
Calls
$104M
Puts
$126M
Net Calls
-$21.9M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$42.6M +$18.3M +240,304 +60%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$41.9M -$34.8M -457,279 -42%
RCG
28
Ruane, Cunniff & Goldfarb
New York
$41M -$53.1M -697,798 -53%
NTC
29
North Tide Capital
Massachusetts
$39.8M +$45.6M +600,000 New
Deutsche Bank
30
Deutsche Bank
Germany
$36.7M +$5.84M +76,837 +16%
William Blair Investment Management
31
William Blair Investment Management
Illinois
$36.3M +$2.97M +39,085 +8%
Swiss National Bank
32
Swiss National Bank
Switzerland
$33.7M +$8.5M +111,800 +28%
EDRH
33
Edmond de Rothschild Holding
Switzerland
$33.6M +$2.14M +28,125 +6%
Fisher Asset Management
34
Fisher Asset Management
Washington
$31.9M -$2.55M -33,546 -7%
OTPPB
35
Ontario Teachers' Pension Plan Board
Ontario, Canada
$30.5M -$7.22M -95,000 -17%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$29.9M +$34.2M +450,000 New
Charles Schwab
37
Charles Schwab
California
$27.3M +$1.48M +19,468 +5%
UBS AM
38
UBS AM
Illinois
$25M +$2.76M +36,242 +11%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$24.6M +$8.14M +107,098 +41%
CIC
40
Crawford Investment Counsel
Georgia
$23.7M +$5.83M +76,647 +27%
UBS Group
41
UBS Group
Switzerland
$23.5M +$12.9M +170,004 +92%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$21.7M +$20.7M +272,150 +487%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$21.7M -$229K -3,014 -0.9%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$20.7M +$2.5M +32,828 +12%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$20.1M +$16.7M +219,708 +265%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$19.3M +$273K +3,586 +1%
TCIM
47
TIAA CREF Investment Management
New York
$18.9M -$4.63M -60,860 -18%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$18.8M +$11.8M +154,785 +120%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$18.8M -$943K -12,400 -4%
AllianceBernstein
50
AllianceBernstein
Tennessee
$18.7M -$826K -10,860 -4%

PRGO Hedge Fund Activity: Q1 2017 in Review

381 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q1 2017, worth a combined $7.1B — down 17% from $8.6B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of PRGO and 50 opened new positions — a net loss of 65 holders — while 144 trimmed existing stakes and 138 added.

The largest buyer was BlackRock, adding an estimated $901M. The largest seller was Sound Shore Management, exiting entirely with an estimated $168M sold.

  • 381 institutional investors held Perrigo (PRGO) as of Q1 2017, down from 454 in Q4 2016.
  • Funds reported $7.1B of Perrigo stock for Q1 2017, down 17% quarter-over-quarter.
  • 50 funds opened new Perrigo positions in Q1 2017 and 115 closed out, a net change of -65 holders.
  • The largest Perrigo buyer in Q1 2017 was BlackRock, an estimated $901M added.
  • The largest Perrigo seller in Q1 2017 was Sound Shore Management, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2017.