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Perrigo

386 hedge funds and large institutions have $8.52B invested in Perrigo in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 165 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.99% more ownership

Funds ownership: 81.9%87.9% (+6%)

3% more capital invested

Capital invested by funds: $8.3B → $8.52B (+$219M)

6% less funds holding

Funds holding: 409386 (-23)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less call options, than puts

Call options by funds: $134M | Put options by funds: $160M

30% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 66

36% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 165

Holders
386
Holders Change
-23
Holders Change %
-5.62%
% of All Funds
8.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
46
Increased
105
Reduced
165
Closed
66
Calls
$134M
Puts
$160M
Net Calls
-$26.3M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$996M -$10M -133,795 -0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$784M +$444M +5,909,969 +114%
SV
3
Starboard Value
New York
$711M
Franklin Resources
4
Franklin Resources
California
$653M +$29.9M +398,849 +5%
BlackRock
5
BlackRock
New York
$589M -$38.4M -510,922 -6%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$522M +$120M +1,601,423 +28%
State Street
7
State Street
Massachusetts
$423M +$13.9M +184,617 +3%
BBHC
8
Brown Brothers Harriman & Co
New York
$398M -$34M -453,240 -7%
Victory Capital Management
9
Victory Capital Management
Texas
$222M +$25.1M +334,660 +12%
CVA
10
Ceredex Value Advisors
Florida
$200M +$121M +1,609,009 +132%
Parnassus Investments
11
Parnassus Investments
California
$141M -$19M -252,500 -11%
CI
12
Clal Insurance
Israel
$139M -$6.31K -84 -0%
IAM
13
Iridian Asset Management
Connecticut
$136M +$144M +1,924,408 New
MTWSIF
14
Mivtachim The Workers Social Insurance Fund
Israel
$119M +$103M +1,376,543 +458%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$106M +$1.19M +15,899 +1%
MNG
16
Manning & Napier Group
New York
$103M -$2.84M -37,895 -3%
Northern Trust
17
Northern Trust
Illinois
$101M -$2.24M -29,786 -2%
Norges Bank
18
Norges Bank
Norway
$84.1M -$14.4M -191,302 -14%
Invesco
19
Invesco
Georgia
$79.9M +$19.1K +255 +0%
CCM
20
Camber Capital Management
Massachusetts
$70.8M +$5.63M +75,000 +8%
SC
21
Sasco Capital
Connecticut
$70.8M -$27.7M -368,837 -27%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$69.7M +$3.37M +44,917 +5%
Goldman Sachs
23
Goldman Sachs
New York
$63.8M -$22.1M -294,188 -25%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$63.5M -$12.6M -167,507 -16%
Citigroup
25
Citigroup
New York
$61.4M +$56.5M +752,031 +652%

PRGO Hedge Fund Activity: Q3 2018 in Review

386 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q3 2018, worth a combined $8.52B — up 2.6% from $8.3B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PRGO and 46 opened new positions — a net loss of 20 holders — while 165 trimmed existing stakes and 105 added.

The largest buyer was Fidelity Investments, adding an estimated $444M. The largest seller was Greenlight Capital, cutting an estimated $123M.

  • 386 institutional investors held Perrigo (PRGO) as of Q3 2018, down from 409 in Q2 2018.
  • Funds reported $8.52B of Perrigo stock for Q3 2018, up 2.6% quarter-over-quarter.
  • 46 funds opened new Perrigo positions in Q3 2018 and 66 closed out, a net change of -20 holders.
  • The largest Perrigo buyer in Q3 2018 was Fidelity Investments, an estimated $444M added.
  • The largest Perrigo seller in Q3 2018 was Greenlight Capital, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2018.