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Perrigo

349 hedge funds and large institutions have $4.49B invested in Perrigo in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 137 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.48% less ownership

Funds ownership: 87.9%85.41% (-2.5%)

10% less funds holding

Funds holding: 386349 (-37)

21% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 137

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

38% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 88

47% less capital invested

Capital invested by funds: $8.52B → $4.49B (-$4.02B)

54% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $43.9M

Holders
349
Holders Change
-37
Holders Change %
-9.59%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
55
Increased
108
Reduced
137
Closed
88
Calls
$20.4M
Puts
$43.9M
Net Calls
-$23.5M
Net Calls Change
+$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$623M +$552M +8,695,430 +118%
Vanguard Group
2
Vanguard Group
Pennsylvania
$557M +$19.3M +304,325 +2%
SV
3
Starboard Value
New York
$389M
Franklin Resources
4
Franklin Resources
California
$384M +$44.5M +700,623 +8%
BlackRock
5
BlackRock
New York
$328M +$9.52M +149,975 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$314M -$190M -2,988,292 -27%
State Street
7
State Street
Massachusetts
$236M +$7.86M +123,793 +2%
BBHC
8
Brown Brothers Harriman & Co
New York
$92.1M -$206M -3,241,814 -58%
CI
9
Clal Insurance
Israel
$91.6M +$25.4M +400,000 +20%
CCM
10
Camber Capital Management
Massachusetts
$85.3M +$76.2M +1,200,000 +120%
MTWSIF
11
Mivtachim The Workers Social Insurance Fund
Israel
$68.1M +$5.14M +81,000 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$65.3M +$11.8M +186,095 +12%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$56.5M +$30.1M +473,574 +48%
Northern Trust
14
Northern Trust
Illinois
$55.8M +$812K +12,789 +0.9%
MNG
15
Manning & Napier Group
New York
$45.6M -$17.4M -273,375 -19%
Norges Bank
16
Norges Bank
Norway
$44.4M -$2.69M -42,372 -4%
Parnassus Investments
17
Parnassus Investments
California
$42.6M -$57M -897,500 -45%
Invesco
18
Invesco
Georgia
$39.7M -$6.57M -103,465 -9%
Goldman Sachs
19
Goldman Sachs
New York
$36.8M +$3.1M +48,891 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$32.6M -$3.63M -57,186 -6%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$30.4M +$20M +314,722 +67%
Legal & General Group
22
Legal & General Group
United Kingdom
$29M +$4.9M +77,238 +12%
Charles Schwab
23
Charles Schwab
California
$28.9M -$5.27M -82,962 -10%
SC
24
Sasco Capital
Connecticut
$28.6M -$16.6M -260,800 -26%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$27.2M +$1.71M +26,900 +4%

PRGO Hedge Fund Activity: Q4 2018 in Review

349 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q4 2018, worth a combined $4.49B — down 47% from $8.52B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of PRGO and 55 opened new positions — a net loss of 33 holders — while 137 trimmed existing stakes and 108 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $552M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $206M.

  • 349 institutional investors held Perrigo (PRGO) as of Q4 2018, down from 386 in Q3 2018.
  • Funds reported $4.49B of Perrigo stock for Q4 2018, down 47% quarter-over-quarter.
  • 55 funds opened new Perrigo positions in Q4 2018 and 88 closed out, a net change of -33 holders.
  • The largest Perrigo buyer in Q4 2018 was T. Rowe Price Associates, an estimated $552M added.
  • The largest Perrigo seller in Q4 2018 was Brown Brothers Harriman & Co, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2018.