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Perrigo

282 hedge funds and large institutions have $7.32B invested in Perrigo in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 96 increasing their positions, 88 reducing their positions, and 252 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $434M | Put options by funds: $271M

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

9% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 88

39% less funds holding

Funds holding: 461282 (-179)

42% less capital invested

Capital invested by funds: $12.5B → $7.32B (-$5.21B)

54.79% less ownership

Funds ownership: 90.45%35.66% (-55%)

71% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 252

Holders
282
Holders Change
-179
Holders Change %
-38.83%
% of All Funds
8.19%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.46%
New
74
Increased
96
Reduced
88
Closed
252
Calls
$434M
Puts
$271M
Net Calls
+$163M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B +$158M +1,095,388 +18%
State Street
2
State Street
Massachusetts
$892M +$279M +1,936,520 +50%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$371M +$11M +76,364 +3%
RCG
4
Ruane, Cunniff & Goldfarb
New York
$271M -$2.48M -17,215 -1%
TCIM
5
TIAA CREF Investment Management
New York
$256M -$12M -83,290 -5%
Norges Bank
6
Norges Bank
Norway
$253M +$137M +952,997 +136%
William Blair & Company
7
William Blair & Company
Illinois
$232M -$186M -1,291,756 -46%
WP
8
Wedgewood Partners
Missouri
$224M +$9.45M +65,565 +5%
WIC
9
Water Island Capital
New York
$176M +$165M +1,148,075 New
SGA
10
Sustainable Growth Advisers
Connecticut
$150M -$10.1M -69,994 -7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$145M +$41.4M +287,445 +44%
SI
12
Scout Investments
Missouri
$132M +$124M +859,872 New
DKCM
13
Davidson Kempner Capital Management
New York
$130M +$122M +844,000 New
Millennium Management
14
Millennium Management
New York
$126M +$62.4M +433,137 +113%
VAM
15
Visium Asset Management
New York
$123M -$122M -843,366 -51%
WCM Investment Management
16
WCM Investment Management
California
$121M +$37.4M +259,357 +54%
MCM
17
Munder Capital Management
Michigan
$120M +$113M +782,391 New
O
18
OrbiMed
New York
$119M +$111M +773,000 New
FCM
19
Frontier Capital Management
Massachusetts
$115M +$33.5M +232,527 +45%
SIG
20
Senator Investment Group
New York
$115M -$36M -250,000 -25%
Citadel Advisors
21
Citadel Advisors
Florida
$95.3M +$40.1M +277,919 +81%
TA
22
Teachers Advisors
New York
$89.6M +$9.59M +66,547 +13%
Ameriprise
23
Ameriprise
Minnesota
$78.1M +$1.95M +13,546 +3%
CAM
24
Congress Asset Management
Massachusetts
$77.3M -$2.22M -15,417 -3%
GCM
25
Geneva Capital Management
Wisconsin
$76.6M -$793K -5,504 -1%

PRGO Hedge Fund Activity: Q4 2013 in Review

282 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q4 2013, worth a combined $7.32B — down 42% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 252 funds closed out of PRGO and 74 opened new positions — a net loss of 178 holders — while 88 trimmed existing stakes and 96 added.

The largest buyer was State Street, adding an estimated $279M. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.16B sold.

  • 282 institutional investors held Perrigo (PRGO) as of Q4 2013, down from 461 in Q3 2013.
  • Funds reported $7.32B of Perrigo stock for Q4 2013, down 42% quarter-over-quarter.
  • 74 funds opened new Perrigo positions in Q4 2013 and 252 closed out, a net change of -178 holders.
  • The largest Perrigo buyer in Q4 2013 was State Street, an estimated $279M added.
  • The largest Perrigo seller in Q4 2013 was Fidelity Investments, an estimated $1.16B sold.

Based on aggregated 13F filings for Q4 2013.