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Perrigo

426 hedge funds and large institutions have $9.36B invested in Perrigo in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 172 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.01% more ownership

Funds ownership: 78.69%79.7% (+1%)

0% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $56.7M

3% less capital invested

Capital invested by funds: $9.66B → $9.36B (-$302M)

5% less funds holding

Funds holding: 447426 (-21)

25% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 172

26% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 62

Holders
426
Holders Change
-21
Holders Change %
-4.7%
% of All Funds
9.76%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
46
Increased
129
Reduced
172
Closed
62
Calls
$56.8M
Puts
$56.7M
Net Calls
+$99K
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.21B +$12.1M +139,235 +1%
SV
2
Starboard Value
New York
$804M
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$738M -$86.3M -989,031 -10%
BlackRock
4
BlackRock
New York
$724M +$7.17M +82,207 +1%
Franklin Resources
5
Franklin Resources
California
$688M +$12.9M +147,284 +2%
BBHC
6
Brown Brothers Harriman & Co
New York
$559M +$159M +1,827,767 +37%
State Street
7
State Street
Massachusetts
$491M -$24M -275,302 -4%
Victory Capital Management
8
Victory Capital Management
Texas
$205M +$36.1M +413,962 +20%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$200M -$4.43M -50,815 -2%
GC
10
Greenlight Capital
New York
$188M -$51.1M -586,012 -21%
Parnassus Investments
11
Parnassus Investments
California
$183M -$611K -7,000 -0.3%
CI
12
Clal Insurance
Israel
$164M +$46M +527,025 +37%
MNG
13
Manning & Napier Group
New York
$144M -$15.5M -177,064 -9%
Goldman Sachs
14
Goldman Sachs
New York
$130M -$46.3M -531,078 -25%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$123M +$6.47M +74,093 +5%
Millennium Management
16
Millennium Management
New York
$118M -$5.42M -62,170 -4%
Northern Trust
17
Northern Trust
Illinois
$117M -$4.03M -46,196 -3%
Norges Bank
18
Norges Bank
Norway
$114M +$29.4M +337,135 +33%
MIFH
19
Migdal Insurance & Financial Holdings
Israel
$93.7M -$15.3M -175,703 -14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$86.1M +$4.61M +52,824 +5%
SC
21
Sasco Capital
Connecticut
$86M +$1.46M +16,690 +2%
CVA
22
Ceredex Value Advisors
Florida
$81.8M +$85.6M +981,350 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$76.8M +$10.3M +117,664 +15%
JP Morgan Chase
24
JP Morgan Chase
New York
$61.9M +$38.1M +436,304 +142%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$55.7M -$384K -4,399 -0.7%

PRGO Hedge Fund Activity: Q1 2018 in Review

426 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q1 2018, worth a combined $9.36B — down 3.1% from $9.66B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of PRGO and 46 opened new positions — a net loss of 16 holders — while 172 trimmed existing stakes and 129 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $159M. The largest seller was T. Rowe Price Associates, cutting an estimated $86.3M.

  • 426 institutional investors held Perrigo (PRGO) as of Q1 2018, down from 447 in Q4 2017.
  • Funds reported $9.36B of Perrigo stock for Q1 2018, down 3.1% quarter-over-quarter.
  • 46 funds opened new Perrigo positions in Q1 2018 and 62 closed out, a net change of -16 holders.
  • The largest Perrigo buyer in Q1 2018 was Brown Brothers Harriman & Co, an estimated $159M added.
  • The largest Perrigo seller in Q1 2018 was T. Rowe Price Associates, an estimated $86.3M sold.

Based on aggregated 13F filings for Q1 2018.