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Perrigo

462 hedge funds and large institutions have $9.34B invested in Perrigo in 2016 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 140 increasing their positions, 200 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

0% more capital invested

Capital invested by funds: $9.31B → $9.34B (+$28.2M)

0% more call options, than puts

Call options by funds: $140M | Put options by funds: $139M

0.79% less ownership

Funds ownership: 71.71%70.92% (-0.79%)

7% less funds holding

Funds holding: 499462 (-37)

30% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 200

34% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 90

Holders
462
Holders Change
-37
Holders Change %
-7.41%
% of All Funds
12.33%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.43%
New
59
Increased
140
Reduced
200
Closed
90
Calls
$140M
Puts
$139M
Net Calls
+$372K
Net Calls Change
-$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B +$196M +2,122,708 +22%
SV
2
Starboard Value
New York
$544M +$543M +5,895,093 New
State Street
3
State Street
Massachusetts
$542M +$20.4M +221,855 +4%
BBHC
4
Brown Brothers Harriman & Co
New York
$447M +$51.3M +557,155 +13%
BIT
5
BlackRock Institutional Trust
California
$342M +$7.08M +76,809 +2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$324M -$463M -5,019,333 -59%
Franklin Resources
7
Franklin Resources
California
$316M +$70.3M +762,975 +29%
SCM
8
Scopia Capital Management
New York
$279M +$97.8M +1,061,026 +54%
MNA
9
Manning & Napier Advisors
New York
$241M +$31.8M +345,080 +15%
BFA
10
BlackRock Fund Advisors
California
$239M +$6.07M +65,889 +3%
Goldman Sachs
11
Goldman Sachs
New York
$212M -$71.6M -777,241 -25%
AAM
12
Aberdeen Asset Management
United Kingdom
$198M -$16.5M -179,491 -8%
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$194M -$20.4M -221,885 -10%
BG
14
BlackRock Group
United Kingdom
$143M +$27.8M +301,193 +24%
Northern Trust
15
Northern Trust
Illinois
$142M +$1.71M +18,519 +1%
RCG
16
Ruane, Cunniff & Goldfarb
New York
$137M +$15.1M +163,548 +12%
BA
17
BlackRock Advisors
Delaware
$121M +$70.1M +760,458 +138%
Millennium Management
18
Millennium Management
New York
$120M +$74.3M +805,938 +165%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$113M +$5.4M +58,626 +5%
CCM
20
Camber Capital Management
Massachusetts
$112M +$59.3M +643,600 +113%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$108M -$2.41M -26,134 -2%
Norges Bank
22
Norges Bank
Norway
$106M +$4.22M +45,776 +4%
Boston Partners
23
Boston Partners
Massachusetts
$93.9M -$14.9M -161,289 -14%
DAC
24
Dividend Assets Capital
South Carolina
$90.9M +$5.35M +58,093 +6%
Parnassus Investments
25
Parnassus Investments
California
$90M -$417M -4,523,838 -82%

PRGO Hedge Fund Activity: Q3 2016 in Review

462 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q3 2016, worth a combined $9.34B — up 0.3% from $9.31B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of PRGO and 59 opened new positions — a net loss of 31 holders — while 200 trimmed existing stakes and 140 added.

The largest buyer was Starboard Value, opening a new position worth an estimated $543M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 462 institutional investors held Perrigo (PRGO) as of Q3 2016, down from 499 in Q2 2016.
  • Funds reported $9.34B of Perrigo stock for Q3 2016, up 0.3% quarter-over-quarter.
  • 59 funds opened new Perrigo positions in Q3 2016 and 90 closed out, a net change of -31 holders.
  • The largest Perrigo buyer in Q3 2016 was Starboard Value, an estimated $543M added.
  • The largest Perrigo seller in Q3 2016 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q3 2016.