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Perrigo

351 hedge funds and large institutions have $4.44B invested in Perrigo in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 131 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $4.11M

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more funds holding

Funds holding: 347351 (+4)

0.51% more ownership

Funds ownership: 96.23%96.74% (+0.51%)

5% less capital invested

Capital invested by funds: $4.66B → $4.44B (-$214M)

9% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 131

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
351
Holders Change
+4
Holders Change %
+1.15%
% of All Funds
5.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
50
Increased
119
Reduced
131
Closed
45
Calls
$7.55M
Puts
$4.11M
Net Calls
+$3.44M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$40.7M +$2.77M +79,781 +7%
CC
27
Cannell & Co
New York
$38.8M +$5.53M +159,320 +16%
SFM
28
Systematic Financial Management
New Jersey
$37.9M +$3.85M +110,829 +11%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$37.9M +$38.8M +1,116,284 New
Victory Capital Management
30
Victory Capital Management
Texas
$36.4M +$652K +18,760 +2%
Invesco
31
Invesco
Georgia
$34.3M +$12.2M +351,986 +54%
HA
32
Heartland Advisors
Wisconsin
$32.6M +$7.24M +208,312 +28%
SC
33
Sasco Capital
Connecticut
$32.1M -$371K -10,680 -1%
Ameriprise
34
Ameriprise
Minnesota
$31.4M -$6.59M -189,771 -17%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$30.7M -$2.71M -78,078 -8%
ProShare Advisors
36
ProShare Advisors
Maryland
$30.3M -$1.63M -47,005 -5%
SBH
37
Segall Bryant & Hamill
Illinois
$28.7M +$289K +8,314 +1%
EDRH
38
Edmond de Rothschild Holding
Switzerland
$27.2M -$1.74M -50,000 -6%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$25.2M +$22.2K +639 +0.1%
HPC
40
Highland Peak Capital
Connecticut
$24.2M +$16M +460,776 +182%
Diamond Hill Capital Management
41
Diamond Hill Capital Management
Ohio
$23.7M -$879K -25,320 -3%
CC
42
Clearline Capital
New York
$23.3M +$3.85M +110,796 +19%
Renaissance Technologies
43
Renaissance Technologies
New York
$23M -$7.28M -209,500 -24%
BG
44
Bahl & Gaynor
Ohio
$22.4M +$3.78M +108,858 +20%
CI
45
Clal Insurance
Israel
$22M
GI
46
GAMCO Investors
Connecticut
$21.7M -$6.28M -180,827 -22%
Bank of America
47
Bank of America
North Carolina
$21.1M -$2.23M -64,159 -9%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$20.7M -$1.57M -45,337 -7%
Public Employees Retirement Association of Colorado
49
Public Employees Retirement Association of Colorado
Colorado
$19.8M
Principal Financial Group
50
Principal Financial Group
Iowa
$17.8M -$939K -27,048 -5%

PRGO Hedge Fund Activity: Q2 2023 in Review

351 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q2 2023, worth a combined $4.44B — down 4.6% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PRGO positions and 45 closed out — a net gain of 5 holders — while 119 added to existing stakes and 131 trimmed.

The largest buyer was Millennium Management, adding an estimated $55.6M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $57.3M.

  • 351 institutional investors held Perrigo (PRGO) as of Q2 2023, up from 347 in Q1 2023.
  • Funds reported $4.44B of Perrigo stock for Q2 2023, down 4.6% quarter-over-quarter.
  • 50 funds opened new Perrigo positions in Q2 2023 and 45 closed out, a net change of +5 holders.
  • The largest Perrigo buyer in Q2 2023 was Millennium Management, an estimated $55.6M added.
  • The largest Perrigo seller in Q2 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2023.