Vault-13

INARI MED INC NARI

COM · Common Stock · CUSIP 45332Y109 · ISIN US45332Y1091

257 institutional holders +11 vs Q4 2022
49,282,66849.3m shares reported held*
$3.0bnreported value*
45 new 93 added 87 reduced 32 sold out net bought ≈ $289.3m (+4.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($19.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.78. Options: 10 managers hold calls ($20.1m notional), 9 hold puts ($8.4m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 240Q4 22: 246Q1 23: 257257Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022240
Q4 2022246
Q1 2023257

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 128 bought or addedQ4 22: 107 cut or sold outQ4 22Q1 23: 138 bought or addedQ1 23: 119 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022128107
Q1 2023138119

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ3 22 calls: $11.6mQ3 22 puts: $10.4mQ3 22P/C 0.90Q4 22 calls: $3.3mQ4 22 puts: $3.7mQ4 22P/C 1.14Q1 23 calls: $20.1mQ1 23 puts: $8.4mQ1 23P/C 0.42
Numbers
QuarterCallsPutsP/C
Q3 2022$11.6m$10.4m0.90
Q4 2022$3.3m$3.7m1.14
Q1 2023$20.1m$8.4m0.42

Biggest buyers

Point72 Asset Management, L.P. New +2,686,896+2.7m
PRICE T ROWE ASSOCIATES INC /MD/ Added +1,060,839+1.1m
Alyeska Investment Group, L.P. New +551,858+551.9k
BROWN CAPITAL MANAGEMENT LLC New +496,918+496.9k
FRANKLIN RESOURCES INC Added +406,718+406.7k
MARSHALL WACE, LLP New +395,433+395.4k
CREDIT SUISSE AG/ Added +357,843+357.8k
MILLENNIUM MANAGEMENT LLC Added +349,605+349.6k
ADAGE CAPITAL PARTNERS GP, L.L.C. New +335,859+335.9k
RENAISSANCE TECHNOLOGIES LLC Added +313,063+313.1k

Biggest sellers

MACQUARIE GROUP LTD Reduced -1,412,759-1.4m
LORD, ABBETT & CO. LLC Sold out -1,165,596-1.2m
CITADEL ADVISORS LLC Reduced -465,633-465.6k
Allspring Global Investments Holdings, LLC Reduced -357,815-357.8k
Invesco Ltd. Reduced -327,804-327.8k
Nicholas Investment Partners, LP Sold out -260,123-260.1k
Iron Triangle Partners LP Sold out -190,000-190.0k
EAGLE ASSET MANAGEMENT INC Sold out -158,123-158.1k
MORGAN STANLEY Reduced -151,391-151.4k
TWINBEECH CAPITAL LP Sold out -129,036-129.0k

Biggest calls

Polar Asset Management Partners Inc. New $13.7m221.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.6m41.6k shares
CITADEL ADVISORS LLC Added $1.3m21.8k shares
Caption Management, LLC New $882.9k14.3k shares
SIMPLEX TRADING, LLC Added $635.0k10.3k shares
JANE STREET GROUP, LLC New $426.0k6.9k shares
PEAK6 Investments LLC Added $179.0k2.9k shares
GROUP ONE TRADING LLC Added $172.9k2.8k shares
JPMORGAN CHASE & CO New $167.0k2.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $3.5m56.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.0m32.5k shares
MILLENNIUM MANAGEMENT LLC New $926.0k15.0k shares
SIMPLEX TRADING, LLC Added $852.0k13.8k shares
GROUP ONE TRADING LLC New $364.3k5.9k shares
JANE STREET GROUP, LLC New $284.0k4.6k shares
WOLVERINE TRADING, LLC New $240.0k3.9k shares
PEAK6 Investments LLC Unchanged $234.6k3.8k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 5,652,0685.7m $349.0m $349.0m 0.01% Reduced -19.0k -19,032
2 WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio Boston, MA 5,070,8855.1m $313.1m $313.1m 0.06% Added +132.3k +132,311
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 4,396,4044.4m $271.4m $271.4m 0.01% Added +65.0k +64,975
4 FRANKLIN RESOURCES INC 0.09% of their portfolio San Mateo, CA 2,793,3162.8m $172.5m $172.5m 0.09% Added +406.7k +406,718
5 Point72 Asset Management, L.P. 0.59% of their portfolio STAMFORD, CT 2,686,8962.7m $165.9m $165.9m 0.59% New
6 ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio NASHVILLE, TN 2,057,7822.1m $127.0m $127.0m 0.05% Reduced -125.9k -125,891
7 PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio BALTIMORE, MD 1,863,8161.9m $115.1m $115.1m 0.02% Added +1.1m +1,060,839
8 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 1,659,8951.7m $102.5m $102.5m 0.01% Added +66.5k +66,530
9 NORGES BANK 0.02% of their portfolio OSLO, Q8 1,311,9051.3m $81.0m $81.0m 0.02% Added +148.8k +148,850
10 BROWN ADVISORY INC 0.14% of their portfolio BALTIMORE, MD 1,307,5201.3m $80.7m $80.7m 0.14% Added +117.1k +117,084
11 CREDIT SUISSE AG/ 0.07% of their portfolio ZURICH, V8 1,158,7971.2m $71.5m $71.5m 0.07% Added +357.8k +357,843
12 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 1,156,1261.2m $71.4m $71.4m 0.02% Reduced -327.8k -327,804
13 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,122,2391.1m $69.3m $69.3m 0.01% Reduced -151.4k -151,391
14 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 953,558953.6k $58.9m $58.9m 0.01% Added +42.5k +42,475
15 Allspring Global Investments Holdings, LLC 0.08% of their portfolio CHARLOTTE, NC 741,584741.6k $45.8m $45.8m 0.08% Reduced -357.8k -357,815
16 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 630,596630.6k $38.9m $38.9m 0.01% Reduced -48.5k -48,451
17 JENNISON ASSOCIATES LLC 0.03% of their portfolio NEW YORK, NY 588,269588.3k $36.3m $36.3m 0.03% Added +79.3k +79,279
18 Alyeska Investment Group, L.P. 0.30% of their portfolio CHICAGO, IL 551,858551.9k $34.1m $34.1m 0.30% New
19 RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio NEW YORK, NY 530,462530.5k $32.8m $32.8m 0.04% Added +313.1k +313,063
20 EVENTIDE ASSET MANAGEMENT, LLC 0.58% of their portfolio Boston, MA 512,914512.9k $31.7m $31.7m 0.58% Added +163.2k +163,203
21 BROWN CAPITAL MANAGEMENT LLC 0.46% of their portfolio BALTIMORE, MD 496,918496.9k $30.7m $30.7m 0.46% New
22 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 479,473479.5k $29.6m $29.6m 0.01% Reduced -82.3k -82,313
23 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 466,461466.5k $28.8m $28.8m 0.01% Reduced -19.1k -19,135
24 BAMCO INC /NY/ 0.08% of their portfolio NEW YORK, NY 449,353449.4k $27.7m $27.7m 0.08% Added +282.7k +282,666
25 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 411,541411.5k $25.4m $25.4m 0.03% Added +349.6k +349,605
26 MACQUARIE GROUP LTD 0.03% of their portfolio Sydney, NSW 2000, C3 402,093402.1k $24.8m $24.8m 0.03% Reduced -1.4m -1,412,759
27 MARSHALL WACE, LLP 0.06% of their portfolio LONDON, X0 395,433395.4k $24.4m $24.4m 0.06% New
28 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 374,813374.8k $23.1m $23.1m 0.02% Added +6.5k +6,451
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 358,360358.4k $22.1m $22.1m 0.01% Reduced -208 -208
30 Fiera Capital Corp 0.06% of their portfolio MONTREAL, A8 352,203352.2k $21.7m $21.7m 0.06% Added +150 +150
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 349,145349.1k $21.6m $21.6m 0.00% Added +33.6k +33,597
32 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio Boston, MA 335,859335.9k $20.7m $20.7m 0.05% New
33 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 303,936303.9k $18.8m $18.8m 0.02% Reduced -465.6k -465,633
34 Cubist Systematic Strategies, LLC 0.17% of their portfolio STAMFORD, CT 297,325297.3k $18.4m $18.4m 0.17% Added +216.0k +215,997
35 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 279,380279.4k $17.2m $17.2m 0.04% Added +7.0k +6,984
36 Amundi 0.01% of their portfolio Paris, I0 247,700247.7k $15.9m $15.9m 0.01% Reduced -4.7k -4,744
37 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 246,701246.7k $15.2m $15.2m 0.01% Added +62.1k +62,099
38 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 230,831230.8k $14.3m $14.3m 0.02% Added +76.4k +76,368
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 216,155216.2k $13.3m $13.3m 0.00% Added +92.4k +92,365
40 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 199,052199.1k $12.3m $12.3m 0.01% Added +822 +822
41 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 183,187183.2k $11.3m $11.3m 0.00% Reduced -17.3k -17,333
42 NOVO HOLDINGS A/S 0.73% of their portfolio HELLERUP, G7 180,000180.0k $11.1m $11.1m 0.73% Reduced -60.8k -60,800
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 167,894167.9k $10.4m $10.4m 0.02% Added +163.7k +163,719
44 SECTORAL ASSET MANAGEMENT INC 1.82% of their portfolio MONTREAL, A8 153,043153.0k $9.4m $9.4m 1.82% Reduced -27.7k -27,700
45 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 152,925152.9k $9.4m $9.4m 0.01% Reduced -521 -521
46 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 150,223150.2k $9.3m $9.3m 0.03% Added +144.1k +144,123
47 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 149,430149.4k $9.2m $9.2m 0.02% New
48 ARMISTICE CAPITAL, LLC 0.20% of their portfolio NEW YORK, NY 136,000136.0k $8.4m $8.4m 0.20% New
49 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 132,749132.7k $8.2m $8.2m 0.00% Added +73.1k +73,092
50 SEGALL BRYANT & HAMILL, LLC 0.08% of their portfolio CHICAGO, IL 122,166122.2k $7.5m $7.5m 0.08% Added +1.5k +1,523
51 Granite Investment Partners, LLC 0.30% of their portfolio EL SEGUNDO, CA 117,716117.7k $7.3m $7.3m 0.30% Reduced -79.2k -79,150
52 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio TORONTO, A6 116,400116.4k $7.2m $7.2m 0.04% New
53 Soleus Capital Management, L.P. 0.78% of their portfolio GREENWICH, CT 101,450101.5k $6.3m $6.3m 0.78% Reduced -123.1k -123,100
54 Integral Health Asset Management, LLC 1.28% of their portfolio New York, NY 100,000100.0k $6.2m $6.2m 1.28% New
55 AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio New York, NY 97,30797.3k $6.0m $6.0m 0.04% Reduced -224 -224
56 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 93,86693.9k $5.8m $5.8m 0.00% Added +12.1k +12,087
57 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 92,91692.9k $5.7m $5.7m 0.01% Added +71.9k +71,940
58 Swiss National Bank 0.00% of their portfolio ZURICH, V8 92,70092.7k $5.7m $5.7m 0.00% Reduced -10.4k -10,400
59 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 92,24892.2k $5.7m $5.7m 0.00% Added +41.3k +41,294
60 Lisanti Capital Growth, LLC 0.79% of their portfolio NEW YORK, NY 91,63091.6k $5.7m $5.7m 0.79% New
61 GILDER GAGNON HOWE & CO LLC 0.09% of their portfolio New York, NY 90,31690.3k $5.6m $5.6m 0.09% Added +23.9k +23,912
62 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 87,93387.9k $5.4m $5.4m 0.00% Reduced -41.8k -41,829
63 Squarepoint Ops LLC 0.04% of their portfolio NEW YORK, NY 82,88382.9k $5.1m $5.1m 0.04% Added +14.6k +14,623
64 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.05% of their portfolio FRANKFORT, KY 82,61082.6k $5.1m $5.1m 0.05% Added +8.6k +8,556
65 Jump Financial, LLC 0.20% of their portfolio Chicago, IL 81,30481.3k $5.0m $5.0m 0.20% Added +43.1k +43,069
66 IEQ CAPITAL, LLC 0.12% of their portfolio Foster City, CA 80,53580.5k $5.0m $5.0m 0.12% Unchanged
67 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 78,49278.5k $4.8m $4.8m 0.01% Added +36.0k +35,972
68 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 73,28873.3k $4.5m $4.5m 0.01% Reduced -8.9k -8,936
69 Legal & General Group Plc 0.00% of their portfolio London, X0 72,50972.5k $4.5m $4.5m 0.00% Added +1.7k +1,686
70 Pier Capital, LLC 0.60% of their portfolio STAMFORD, CT 64,42964.4k $4.0m $4.0m 0.60% Reduced -35.4k -35,355
71 Quantbot Technologies LP 0.28% of their portfolio NEW YORK, NY 64,33164.3k $4.0m $4.0m 0.28% Added +41.1k +41,131
72 EVOKE WEALTH, LLC 0.14% of their portfolio Los Angeles, CA 63,55263.6k $3.9m $3.9m 0.14% Unchanged
73 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 63,09363.1k $3.9m $3.9m 0.02% Reduced -552 -552
74 Prosight Management, LP 1.84% of their portfolio DALLAS, TX 62,08162.1k $3.8m $3.8m 1.84% New
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 55,65855.7k $3.4m $3.4m 0.01% Reduced -767 -767
76 MetLife Investment Management, LLC 0.02% of their portfolio Whippany, NJ 53,94453.9k $3.3m $3.3m 0.02% Reduced -584 -584
77 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 53,82853.8k $3.3m $3.3m 0.00% Added +20.1k +20,089
78 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 53,26953.3k $3.3m $3.3m 0.01% Reduced -36 -36
79 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 52,61852.6k $3.2m $3.2m 0.00% Added +4.2k +4,210
80 Bridgewater Associates, LP 0.02% of their portfolio Westport, CT 52,11952.1k $3.2m $3.2m 0.02% Added +893 +893
81 CWM, LLC 0.02% of their portfolio OMAHA, NE 51,16351.2k $3.2m $3.2m 0.02% Reduced -2.5k -2,489
82 Parallel Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 50,40650.4k $3.1m $3.1m 0.10% Reduced -93 -93
83 Numerai GP LLC 1.03% of their portfolio SAN FRANCISCO, CA 49,93049.9k $3.1m $3.1m 1.03% New
84 HAMILTON LANE ADVISORS LLC 0.52% of their portfolio CONSHOHOCKEN, PA 49,80049.8k $3.1m $3.1m 0.52% Added +24.9k +24,900
85 Industrial Alliance Investment Management Inc. 0.08% of their portfolio QUEBEC, A8 48,85048.9k $3.0m $3.0m 0.08% New
86 Capital International Investors 0.00% of their portfolio Los Angeles, CA 44,30044.3k $2.7m $2.7m 0.00% Reduced -27.8k -27,799
87 TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio AUSTIN, TX 43,30543.3k $2.7m $2.7m 0.03% Added +10.8k +10,842
88 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 42,11042.1k $2.6m $2.6m 0.01% Added +11.4k +11,360
89 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio New York, NY 38,67338.7k $2.4m $2.4m 0.03% Reduced -814 -814
90 HarbourVest Partners LLC 0.80% of their portfolio Boston, MA 38,54038.5k $2.4m $2.4m 0.80% Unchanged
91 PDT Partners, LLC 0.31% of their portfolio New York, NY 36,47536.5k $2.3m $2.3m 0.31% Added +28.2k +28,170
92 Holocene Advisors, LP 0.01% of their portfolio New York, NY 35,50435.5k $2.2m $2.2m 0.01% Added +22.8k +22,806
93 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,14535.1k $2.2m $2.2m 0.00% Added +20.6k +20,601
94 Weiss Multi-Strategy Advisers LLC 0.05% of their portfolio NEW YORK, NY 35,00035.0k $2.2m $2.2m 0.05% Added +13.3k +13,252
95 Engineers Gate Manager LP 0.09% of their portfolio NEW YORK, NY 34,85534.9k $2.2m $2.2m 0.09% Reduced -10.0k -10,004
96 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 33,60633.6k $2.1m $2.1m 0.01% Reduced -4.6k -4,555
97 FMR LLC 0.00% of their portfolio BOSTON, MA 32,15232.2k $2.0m $2.0m 0.00% Added +16.5k +16,499
98 AMALGAMATED BANK 0.02% of their portfolio NEW YORK, NY 32,12132.1k $2.0m $2.0m 0.02% Reduced -1.8k -1,844
99 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 32,03132.0k $2.0m $2.0m 0.00% Unchanged
100 Schonfeld Strategic Advisors LLC 0.02% of their portfolio NEW YORK, NY 31,66731.7k $2.0m $2.0m 0.02% Reduced -22.8k -22,809