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Perrigo

485 hedge funds and large institutions have $15.1B invested in Perrigo in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 190 increasing their positions, 178 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 178

1% more capital invested

Capital invested by funds: $15.1B → $15.1B (+$80.5M)

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

2% less funds holding

Funds holding: 493485 (-8)

1.87% less ownership

Funds ownership: 77.13%75.27% (-1.9%)

Holders
485
Holders Change
-8
Holders Change %
-1.62%
% of All Funds
14.07%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
50
Increased
190
Reduced
178
Closed
53
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.21B +$25M +167,568 +2%
State Street
2
State Street
Massachusetts
$831M +$4.85M +32,537 +0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$799M +$29.7M +199,109 +4%
BIT
4
BlackRock Institutional Trust
California
$535M +$10.8M +72,591 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$506M +$14.3M +96,035 +3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$431M -$10M -67,151 -2%
Wells Fargo
7
Wells Fargo
California
$397M -$64.7M -433,866 -14%
Franklin Resources
8
Franklin Resources
California
$347M -$15.5M -104,181 -4%
JSP
9
Jackson Square Partners
California
$332M -$25.7M -172,473 -7%
BFA
10
BlackRock Fund Advisors
California
$328M +$15.1M +101,577 +5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$282M -$10.6M -71,197 -4%
TIM
12
Thornburg Investment Management
New Mexico
$275M +$22.5M +150,894 +9%
TCIM
13
TIAA CREF Investment Management
New York
$273M +$51.8M +347,695 +24%
WP
14
Wedgewood Partners
Missouri
$269M +$6.85M +45,929 +3%
RCG
15
Ruane, Cunniff & Goldfarb
New York
$257M -$948K -6,357 -0.4%
BA
16
BlackRock Advisors
Delaware
$245M +$78.8M +528,212 +48%
Northern Trust
17
Northern Trust
Illinois
$244M +$4.19M +28,072 +2%
BG
18
BlackRock Group
United Kingdom
$214M +$8.3M +55,682 +4%
Artisan Partners
19
Artisan Partners
Wisconsin
$205M +$78.7M +527,748 +63%
JP Morgan Chase
20
JP Morgan Chase
New York
$201M -$24.2M -162,319 -11%
Jennison Associates
21
Jennison Associates
New York
$190M -$357M -2,392,213 -65%
WCM Investment Management
22
WCM Investment Management
California
$182M +$17.4M +116,716 +11%
O
23
OrbiMed
New York
$172M -$5.52M -37,000 -3%
Parnassus Investments
24
Parnassus Investments
California
$172M +$170M +1,142,979 New
Norges Bank
25
Norges Bank
Norway
$163M -$175M -1,176,901 -52%

PRGO Hedge Fund Activity: Q3 2014 in Review

485 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q3 2014, worth a combined $15.1B — up 0.53% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of PRGO and 50 opened new positions — a net loss of 3 holders — while 178 trimmed existing stakes and 190 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $170M. The largest seller was Jennison Associates, cutting an estimated $357M.

  • 485 institutional investors held Perrigo (PRGO) as of Q3 2014, down from 493 in Q2 2014.
  • Funds reported $15.1B of Perrigo stock for Q3 2014, up 0.53% quarter-over-quarter.
  • 50 funds opened new Perrigo positions in Q3 2014 and 53 closed out, a net change of -3 holders.
  • The largest Perrigo buyer in Q3 2014 was Parnassus Investments, an estimated $170M added.
  • The largest Perrigo seller in Q3 2014 was Jennison Associates, an estimated $357M sold.

Based on aggregated 13F filings for Q3 2014.