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Perrigo

352 hedge funds and large institutions have $6B invested in Perrigo in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $56.9M | Put options by funds: $23.8M

97% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 34

24% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 101

10% more funds holding

Funds holding: 320352 (+32)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.41% less ownership

Funds ownership: 87.66%85.25% (-2.4%)

10% less capital invested

Capital invested by funds: $6.66B → $6B (-$664M)

Holders
352
Holders Change
+32
Holders Change %
+10%
% of All Funds
6.94%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
67
Increased
125
Reduced
101
Closed
34
Calls
$56.9M
Puts
$23.8M
Net Calls
+$33M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.04B +$88.9M +1,699,862 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$815M +$10.3M +197,243 +1%
BlackRock
3
BlackRock
New York
$508M +$23.8M +455,053 +5%
State Street
4
State Street
Massachusetts
$325M +$865K +16,544 +0.3%
Franklin Resources
5
Franklin Resources
California
$316M +$34M +650,241 +12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$161M +$8.47M +161,935 +5%
Parnassus Investments
7
Parnassus Investments
California
$155M -$35.9M -685,834 -19%
BBHC
8
Brown Brothers Harriman & Co
New York
$153M -$7.13M -136,430 -4%
SSM
9
Sound Shore Management
Connecticut
$141M +$1.35M +25,865 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$136M -$192M -3,680,291 -58%
MTWSIF
11
Mivtachim The Workers Social Insurance Fund
Israel
$129M +$6.28M +120,163 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$114M +$4.71M +90,159 +4%
Ameriprise
13
Ameriprise
Minnesota
$94.9M +$17.2M +328,226 +22%
Invesco
14
Invesco
Georgia
$91.2M +$17.9M +342,809 +24%
CCM
15
Camber Capital Management
Massachusetts
$87.8M
Northern Trust
16
Northern Trust
Illinois
$82.9M +$1.8M +34,379 +2%
CB
17
Cooke & Bieler
Pennsylvania
$81.9M +$69.5M +1,329,440 +521%
AllianceBernstein
18
AllianceBernstein
Tennessee
$71.6M +$9.06M +173,208 +14%
Norges Bank
19
Norges Bank
Norway
$66.5M -$14.9M -284,035 -18%
LCOV
20
London Company of Virginia
Virginia
$65M +$6.57M +125,572 +11%
Diamond Hill Capital Management
21
Diamond Hill Capital Management
Ohio
$57.1M +$16.1M +308,298 +39%
Legal & General Group
22
Legal & General Group
United Kingdom
$49.8M +$664K +12,703 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$48.3M +$418K +7,998 +0.9%
Charles Schwab
24
Charles Schwab
California
$47.7M +$1.71M +32,784 +4%
TSW
25
Thompson Siegel & Walmsley
Virginia
$42.4M -$4.49M -85,903 -9%

PRGO Hedge Fund Activity: Q4 2019 in Review

352 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q4 2019, worth a combined $6B — down 10% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PRGO positions and 34 closed out — a net gain of 33 holders — while 125 added to existing stakes and 101 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $88.9M. The largest seller was Starboard Value, exiting entirely with an estimated $229M sold.

  • 352 institutional investors held Perrigo (PRGO) as of Q4 2019, up from 320 in Q3 2019.
  • Funds reported $6B of Perrigo stock for Q4 2019, down 10% quarter-over-quarter.
  • 67 funds opened new Perrigo positions in Q4 2019 and 34 closed out, a net change of +33 holders.
  • The largest Perrigo buyer in Q4 2019 was T. Rowe Price Associates, an estimated $88.9M added.
  • The largest Perrigo seller in Q4 2019 was Starboard Value, an estimated $229M sold.

Based on aggregated 13F filings for Q4 2019.