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Perrigo

561 hedge funds and large institutions have $15.2B invested in Perrigo in 2015 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 228 increasing their positions, 168 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 168

32% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 96

22% more call options, than puts

Call options by funds: $271M | Put options by funds: $223M

5% more funds holding

Funds holding: 536561 (+25)

1.24% less ownership

Funds ownership: 73.05%71.81% (-1.2%)

9% less capital invested

Capital invested by funds: $16.8B → $15.2B (-$1.59B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

Holders
561
Holders Change
+25
Holders Change %
+4.66%
% of All Funds
14.72%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.58%
New
127
Increased
228
Reduced
168
Closed
96
Calls
$271M
Puts
$223M
Net Calls
+$48.5M
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B +$32.1M +208,426 +2%
State Street
2
State Street
Massachusetts
$830M +$9.23M +59,990 +1%
BIT
3
BlackRock Institutional Trust
California
$603M +$5.81M +37,787 +0.9%
CG
4
Carmignac Gestion
France
$466M +$154M +998,204 +45%
PC
5
Paulson & Co
New York
$385M -$42.5M -276,500 -9%
BFA
6
BlackRock Fund Advisors
California
$368M +$8.32M +54,097 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$325M -$49.8M -323,781 -13%
Parnassus Investments
8
Parnassus Investments
California
$321M +$341M +2,218,534 New
WP
9
Wedgewood Partners
Missouri
$306M +$200M +1,297,542 +159%
Franklin Resources
10
Franklin Resources
California
$294M +$72.8M +473,456 +30%
WCM Investment Management
11
WCM Investment Management
California
$262M +$278M +1,808,686 New
BA
12
BlackRock Advisors
Delaware
$261M +$91.8M +596,976 +50%
First Manhattan
13
First Manhattan
New York
$257M +$104M +673,060 +61%
Northern Trust
14
Northern Trust
Illinois
$255M +$14.5M +94,203 +6%
HCM
15
Highfields Capital Management
Massachusetts
$242M -$118M -764,084 -31%
BIM
16
BlackRock Investment Management
Delaware
$224M +$67.9M +441,200 +40%
RCG
17
Ruane, Cunniff & Goldfarb
New York
$209M -$3.44M -22,366 -2%
BG
18
BlackRock Group
United Kingdom
$201M +$15.3M +99,367 +8%
EVM
19
Eaton Vance Management
Massachusetts
$199M +$42.2M +274,398 +25%
Morgan Stanley
20
Morgan Stanley
New York
$195M +$29.1M +188,908 +16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$185M -$7.39M -48,057 -4%
Norges Bank
22
Norges Bank
Norway
$173M +$10.4M +67,730 +6%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$171M +$993K +6,454 +0.5%
Victory Capital Management
24
Victory Capital Management
Texas
$161M +$8.18M +53,170 +5%
DCP
25
DSM Capital Partners
Florida
$159M +$169M +1,097,799 New

PRGO Hedge Fund Activity: Q4 2015 in Review

561 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q4 2015, worth a combined $15.2B — down 9.5% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new PRGO positions and 96 closed out — a net gain of 31 holders — while 228 added to existing stakes and 168 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $341M. The largest seller was Sculptor Capital, exiting entirely with an estimated $555M sold.

  • 561 institutional investors held Perrigo (PRGO) as of Q4 2015, up from 536 in Q3 2015.
  • Funds reported $15.2B of Perrigo stock for Q4 2015, down 9.5% quarter-over-quarter.
  • 127 funds opened new Perrigo positions in Q4 2015 and 96 closed out, a net change of +31 holders.
  • The largest Perrigo buyer in Q4 2015 was Parnassus Investments, an estimated $341M added.
  • The largest Perrigo seller in Q4 2015 was Sculptor Capital, an estimated $555M sold.

Based on aggregated 13F filings for Q4 2015.