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Perrigo

329 hedge funds and large institutions have $4.85B invested in Perrigo in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 110 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 42

6% more funds holding

Funds holding: 310329 (+19)

2.4% more ownership

Funds ownership: 90.91%93.31% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 106

16% less capital invested

Capital invested by funds: $5.74B → $4.85B (-$897M)

28% less call options, than puts

Call options by funds: $58.8M | Put options by funds: $81.7M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
329
Holders Change
+19
Holders Change %
+6.13%
% of All Funds
5.06%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
66
Increased
110
Reduced
106
Closed
42
Calls
$58.8M
Puts
$81.7M
Net Calls
-$23M
Net Calls Change
-$60.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$536M +$6.89M +164,065 +1%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$525M +$263M +6,272,693 +87%
BlackRock
3
BlackRock
New York
$450M +$18.8M +446,391 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$417M -$357M -8,494,362 -44%
State Street
5
State Street
Massachusetts
$159M +$3.15M +75,028 +2%
CB
6
Cooke & Bieler
Pennsylvania
$141M +$53.2M +1,265,836 +54%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$136M +$17M +404,520 +13%
SSM
8
Sound Shore Management
Connecticut
$135M +$20.1M +478,474 +16%
LCOV
9
London Company of Virginia
Virginia
$115M -$10.3M -245,939 -8%
CP
10
Coho Partners
Pennsylvania
$101M -$15.6M -370,710 -12%
Goldman Sachs
11
Goldman Sachs
New York
$100M +$70.9M +1,686,793 +190%
MTWSIF
12
Mivtachim The Workers Social Insurance Fund
Israel
$84.2M -$31.8M -757,900 -26%
Millennium Management
13
Millennium Management
New York
$70.8M +$21M +500,733 +38%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$68.3M +$2.59M +61,587 +4%
CCM
15
Camber Capital Management
Massachusetts
$67.1M -$32.6M -775,000 -31%
DC
16
Davenport & Co
Virginia
$66.7M +$47M +1,119,692 +188%
Citadel Advisors
17
Citadel Advisors
Florida
$58.5M +$45.6M +1,086,087 +260%
Ameriprise
18
Ameriprise
Minnesota
$55.2M +$24.6M +585,199 +62%
HIIFS
19
Harel Insurance Investments & Financial Services
Israel
$54.7M +$7.5M +178,511 +15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$51.3M +$906K +21,566 +2%
Northern Trust
21
Northern Trust
Illinois
$50.3M -$1.93M -45,926 -3%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$47.4M -$10M -238,446 -16%
Charles Schwab
23
Charles Schwab
California
$45.4M +$1.97M +46,972 +4%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$44.1M +$47.6M +1,134,194 New
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$43.7M -$4.73M -112,687 -9%

PRGO Hedge Fund Activity: Q4 2021 in Review

329 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Perrigo (PRGO) for Q4 2021, worth a combined $4.85B — down 16% from $5.74B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PRGO positions and 42 closed out — a net gain of 24 holders — while 110 added to existing stakes and 106 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $263M. The largest seller was T. Rowe Price Associates, cutting an estimated $357M.

  • 329 institutional investors held Perrigo (PRGO) as of Q4 2021, up from 310 in Q3 2021.
  • Funds reported $4.85B of Perrigo stock for Q4 2021, down 16% quarter-over-quarter.
  • 66 funds opened new Perrigo positions in Q4 2021 and 42 closed out, a net change of +24 holders.
  • The largest Perrigo buyer in Q4 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $263M added.
  • The largest Perrigo seller in Q4 2021 was T. Rowe Price Associates, an estimated $357M sold.

Based on aggregated 13F filings for Q4 2021.