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Perrigo

577 hedge funds and large institutions have $19.7B invested in Perrigo in 2015 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 145 increasing their positions, 258 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more funds holding in top 10

Funds holding in top 10: 1433 (+19)

63% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $17.8B → $19.7B (+$1.89B)

7% more funds holding

Funds holding: 537577 (+40)

10% less call options, than puts

Call options by funds: $541M | Put options by funds: $598M

3.47% less ownership

Funds ownership: 76.67%73.2% (-3.5%)

44% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 258

Holders
577
Holders Change
+40
Holders Change %
+7.45%
% of All Funds
15.55%
Holding in Top 10
33
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+135.71%
% of All Funds
0.89%
New
122
Increased
145
Reduced
258
Closed
75
Calls
$541M
Puts
$598M
Net Calls
-$57.4M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
626
Atria Investments
North Carolina
-$380K -2,504 Closed
NV
627
Nair Vinay
-$360K -2,176 Closed
Schroder Investment Management Group
628
Schroder Investment Management Group
United Kingdom
-$342K -2,063 Closed
Creative Planning
629
Creative Planning
Kansas
-$320K -1,931 Closed
LCM
630
Liberty Capital Management
Michigan
-$296K -1,790 Closed
FAAS
631
First Allied Advisory Services
California
-$288K -1,764 Closed
HHGA
632
Halbert Hargrove Global Advisors
California
-$265K -1,602 Closed
NA
633
Navellier & Associates
Nevada
-$259K -1,563 Closed
MGIA
634
Moneta Group Investment Advisors
Missouri
-$248K -1,500 Closed
CAG
635
Crestwood Advisors Group
Massachusetts
-$248K -1,497 Closed
MSU
636
Maple Securities USA
New Jersey
-$237K -1,429 Closed
QSS
637
Quantitative Systematic Strategies
Florida
-$201K -1,212 Closed
JWM
638
Jacobus Wealth Management
Wisconsin
-$108K -652 Closed
TRCT
639
Tower Research Capital (TRC)
New York
-$103K -620 Closed
RFS
640
Rockefeller Financial Services
New York
-$58K -353 Closed
PCM
641
Parsons Capital Management
Rhode Island
-$50K -300 Closed
SSG
642
Summit Securities Group
New York
-$40K -241 Closed
FMB
643
Field & Main Bank
Kentucky
-$25K -150 Closed
CFG
644
CKW Financial Group
Hawaii
-$20K -120 Closed
WA
645
Waverly Advisors
Alabama
-$9K -55 Closed
WP
646
WealthPLAN Partners
Nebraska
-$4K -26 Closed
IC
647
Intersect Capital
California
-$5K -25 Closed
PSC
648
Prentiss Smith & Co
Vermont
-$4K -22 Closed
CFA
649
Carroll Financial Associates
North Carolina
-$2K -12 Closed
BSA
650
Braun Stacey Associates
New York
+$9.15M +47,990 New

PRGO Hedge Fund Activity: Q2 2015 in Review

577 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q2 2015, worth a combined $19.7B — up 11% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new PRGO positions and 75 closed out — a net gain of 47 holders — while 145 added to existing stakes and 258 trimmed.

The largest buyer was York Capital Management Global Advisors, opening a new position worth an estimated $632M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $380M sold.

  • 577 institutional investors held Perrigo (PRGO) as of Q2 2015, up from 537 in Q1 2015.
  • Funds reported $19.7B of Perrigo stock for Q2 2015, up 11% quarter-over-quarter.
  • 122 funds opened new Perrigo positions in Q2 2015 and 75 closed out, a net change of +47 holders.
  • The largest Perrigo buyer in Q2 2015 was York Capital Management Global Advisors, an estimated $632M added.
  • The largest Perrigo seller in Q2 2015 was Jackson Square Partners, an estimated $380M sold.

Based on aggregated 13F filings for Q2 2015.