Vault-13

INARI MED INC NARI

COM · Common Stock · CUSIP 45332Y109 · ISIN US45332Y1091

251 institutional holders -6 vs Q1 2023
51,324,92951.3m shares reported held*
$3.0bnreported value*
36 new 117 added 62 reduced 45 sold out net bought ≈ $117.3m (+2.0m 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 ($21.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.13. Options: 8 managers hold calls ($27.4m notional), 6 hold puts ($6.2m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 240Q4 22: 246Q1 23: 257Q2 23: 251251Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022240
Q4 2022246
Q1 2023257
Q2 2023251

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 23Q2 23: 153 bought or addedQ2 23: 107 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022128107
Q1 2023138119
Q2 2023153107

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 0.42Q2 23 calls: $27.4mQ2 23 puts: $6.2mQ2 23P/C 0.23
Numbers
QuarterCallsPutsP/C
Q3 2022$11.6m$10.4m0.90
Q4 2022$3.3m$3.7m1.14
Q1 2023$20.1m$8.4m0.42
Q2 2023$27.4m$6.2m0.23

Biggest buyers

BlackRock Inc. Added +733,738+733.7k
JPMORGAN CHASE & CO Added +725,796+725.8k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ New +487,167+487.2k
FRED ALGER MANAGEMENT, LLC New +452,738+452.7k
MILLENNIUM MANAGEMENT LLC Added +406,786+406.8k
WELLINGTON MANAGEMENT GROUP LLP Added +398,654+398.7k
VOYA INVESTMENT MANAGEMENT LLC Added +378,187+378.2k
VANGUARD GROUP INC Added +352,398+352.4k
GOLDMAN SACHS GROUP INC Added +330,296+330.3k
Nuveen Asset Management, LLC Added +286,844+286.8k

Biggest sellers

Point72 Asset Management, L.P. Reduced -2,005,796-2.0m
Invesco Ltd. Reduced -608,657-608.7k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -504,479-504.5k
MACQUARIE GROUP LTD Reduced -381,971-382.0k
ADAGE CAPITAL PARTNERS GP, L.L.C. Sold out -335,859-335.9k
Thrivent Financial for Lutherans Reduced -266,099-266.1k
Alyeska Investment Group, L.P. Reduced -224,713-224.7k
NOVO HOLDINGS A/S Sold out -180,000-180.0k
MARSHALL WACE, LLP Reduced -131,857-131.9k
MORGAN STANLEY Reduced -128,048-128.0k

Biggest calls

Polar Asset Management Partners Inc. Reduced $12.3m211.0k shares
MILLENNIUM MANAGEMENT LLC New $7.8m135.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.3m73.7k shares
CITADEL ADVISORS LLC Added $1.9m31.9k shares
GROUP ONE TRADING LLC Added $616.3k10.6k shares
SIMPLEX TRADING, LLC Reduced $430.0k7.4k shares
PEAK6 Investments LLC Reduced $145.3k2.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.9m49.4k shares
CITADEL ADVISORS LLC Reduced $1.5m26.1k shares
MILLENNIUM MANAGEMENT LLC Added $1.2m20.0k shares
PEAK6 Investments LLC Added $622.1k10.7k shares
SIMPLEX TRADING, LLC Reduced $29.0k500 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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 6,385,8066.4m $371.3m $371.3m 0.01% Added +733.7k +733,738
2 WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio Boston, MA 5,469,5395.5m $318.0m $318.0m 0.06% Added +398.7k +398,654
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 4,748,8024.7m $276.1m $276.1m 0.01% Added +352.4k +352,398
4 FRANKLIN RESOURCES INC 0.08% of their portfolio San Mateo, CA 2,720,2712.7m $158.2m $158.2m 0.08% Reduced -73.0k -73,045
5 ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio NASHVILLE, TN 2,305,1712.3m $134.0m $134.0m 0.05% Added +247.4k +247,389
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 1,774,8531.8m $103.2m $103.2m 0.01% Added +115.0k +114,958
7 BROWN ADVISORY INC 0.13% of their portfolio BALTIMORE, MD 1,403,2741.4m $81.6m $81.6m 0.13% Added +95.8k +95,754
8 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,359,3371.4m $79.0m $79.0m 0.01% Reduced -504.5k -504,479
9 NORGES BANK 0.02% of their portfolio OSLO, Q8 1,310,1271.3m $76.2m $76.2m 0.02% Reduced -1.8k -1,778
10 CREDIT SUISSE AG/ 0.07% of their portfolio ZURICH, V8 1,188,9661.2m $69.1m $69.1m 0.07% Added +30.2k +30,169
11 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,074,9411.1m $62.5m $62.5m 0.01% Added +725.8k +725,796
12 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,059,9911.1m $61.6m $61.6m 0.01% Added +106.4k +106,433
13 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 994,191994.2k $57.8m $57.8m 0.01% Reduced -128.0k -128,048
14 MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 818,327818.3k $47.6m $47.6m 0.05% Added +406.8k +406,786
15 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 809,769809.8k $47.1m $47.1m 0.01% Added +330.3k +330,296
16 Allspring Global Investments Holdings, LLC 0.07% of their portfolio CHARLOTTE, NC 713,899713.9k $41.5m $41.5m 0.07% Reduced -27.7k -27,685
17 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 697,649697.6k $40.6m $40.6m 0.01% Added +67.1k +67,053
18 Point72 Asset Management, L.P. 0.14% of their portfolio STAMFORD, CT 681,100681.1k $39.6m $39.6m 0.14% Reduced -2.0m -2,005,796
19 RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio NEW YORK, NY 556,799556.8k $32.4m $32.4m 0.05% Added +26.3k +26,337
20 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 547,469547.5k $31.8m $31.8m 0.01% Reduced -608.7k -608,657
21 JENNISON ASSOCIATES LLC 0.02% of their portfolio NEW YORK, NY 520,696520.7k $30.3m $30.3m 0.02% Reduced -67.6k -67,573
22 EVENTIDE ASSET MANAGEMENT, LLC 0.50% of their portfolio Boston, MA 512,914512.9k $29.8m $29.8m 0.50% Unchanged
23 BROWN CAPITAL MANAGEMENT LLC 0.42% of their portfolio BALTIMORE, MD 503,472503.5k $29.3m $29.3m 0.42% Added +6.6k +6,554
24 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 488,045488.0k $28.4m $28.4m 0.01% Added +21.6k +21,584
25 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 487,167487.2k $28.3m $28.3m 0.01% New
26 BAMCO INC /NY/ 0.08% of their portfolio NEW YORK, NY 471,937471.9k $27.4m $27.4m 0.08% Added +22.6k +22,584
27 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 470,031470.0k $27.3m $27.3m 0.01% Added +286.8k +286,844
28 VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio ATLANTA, GA 456,679456.7k $26.6m $26.6m 0.03% Added +378.2k +378,187
29 FRED ALGER MANAGEMENT, LLC 0.13% of their portfolio NEW YORK, NY 452,738452.7k $26.3m $26.3m 0.13% New
30 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 429,817429.8k $25.0m $25.0m 0.01% Added +183.1k +183,116
31 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 405,004405.0k $23.5m $23.5m 0.02% Added +30.2k +30,191
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 385,319385.3k $22.4m $22.4m 0.01% Added +27.0k +26,959
33 Fiera Capital Corp 0.06% of their portfolio MONTREAL, A8 343,150343.1k $20.0m $20.0m 0.06% Reduced -9.1k -9,053
34 Alyeska Investment Group, L.P. 0.14% of their portfolio CHICAGO, IL 327,145327.1k $19.0m $19.0m 0.14% Reduced -224.7k -224,713
35 Cubist Systematic Strategies, LLC 0.20% of their portfolio STAMFORD, CT 316,402316.4k $18.4m $18.4m 0.20% Added +19.1k +19,077
36 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 263,576263.6k $15.3m $15.3m 0.03% Reduced -131.9k -131,857
37 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 257,174257.2k $15.0m $15.0m 0.01% Added +124.4k +124,425
38 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 240,744240.7k $14.0m $14.0m 0.01% Added +147.8k +147,828
39 Amundi 0.01% of their portfolio Paris, I0 233,519233.5k $13.2m $13.2m 0.01% Reduced -14.2k -14,181
40 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 205,355205.4k $11.9m $11.9m 0.02% Reduced -25.5k -25,476
41 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 202,181202.2k $11.8m $11.8m 0.01% Added +3.1k +3,129
42 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 195,236195.2k $11.4m $11.4m 0.03% Added +45.0k +45,013
43 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 191,254191.3k $11.1m $11.1m 0.01% Reduced -112.7k -112,682
44 Granite Investment Partners, LLC 0.44% of their portfolio EL SEGUNDO, CA 190,053190.1k $11.0m $11.0m 0.44% Added +72.3k +72,337
45 ARMISTICE CAPITAL, LLC 0.27% of their portfolio NEW YORK, NY 188,000188.0k $10.9m $10.9m 0.27% Added +52.0k +52,000
46 Avidity Partners Management LP 0.36% of their portfolio DALLAS, TX 175,000175.0k $10.2m $10.2m 0.36% New
47 Berry Street Capital Management LLP 4.34% of their portfolio LONDON, X0 175,000175.0k $10.2m $10.2m 4.34% New
48 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 162,252162.3k $9.4m $9.4m 0.01% Added +9.3k +9,327
49 JUPITER ASSET MANAGEMENT LTD 0.10% of their portfolio London, X0 156,126156.1k $9.1m $9.1m 0.10% Added +126.3k +126,332
50 Integral Health Asset Management, LLC 1.18% of their portfolio New York, NY 155,000155.0k $9.0m $9.0m 1.18% Added +55.0k +55,000
51 SECTORAL ASSET MANAGEMENT INC 1.48% of their portfolio MONTREAL, A8 153,043153.0k $8.9m $8.9m 1.48% Unchanged
52 Motley Fool Wealth Management, LLC 0.48% of their portfolio ALEXANDRIA, VA 141,347141.3k $8.2m $8.2m 0.48% New
53 Pier Capital, LLC 1.14% of their portfolio STAMFORD, CT 137,139137.1k $8.0m $8.0m 1.14% Added +72.7k +72,710
54 JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% of their portfolio FLORHAM PARK, NJ 131,913131.9k $7.7m $7.7m 0.04% New
55 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 130,622130.6k $7.6m $7.6m 0.01% Reduced -18.8k -18,808
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 124,096124.1k $7.2m $7.2m 0.01% Reduced -43.8k -43,798
57 SEGALL BRYANT & HAMILL, LLC 0.07% of their portfolio CHICAGO, IL 122,733122.7k $7.1m $7.1m 0.07% Added +567 +567
58 ExodusPoint Capital Management, LP 0.08% of their portfolio NEW YORK, NY 120,119120.1k $7.0m $7.0m 0.08% New
59 Prosight Management, LP 2.02% of their portfolio DALLAS, TX 118,684118.7k $6.9m $6.9m 2.02% Added +56.6k +56,603
60 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 117,461117.5k $6.8m $6.8m 0.00% Added +29.5k +29,528
61 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 114,482114.5k $6.7m $6.7m 0.00% Reduced -101.7k -101,673
62 Tri Locum Partners LP 2.45% of their portfolio NEW YORK, NY 113,441113.4k $6.6m $6.6m 2.45% New
63 Numerai GP LLC 1.23% of their portfolio SAN FRANCISCO, CA 104,068104.1k $6.1m $6.1m 1.23% Added +54.1k +54,138
64 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 103,946103.9k $6.0m $6.0m 0.00% Added +10.1k +10,080
65 Swiss National Bank 0.00% of their portfolio ZURICH, V8 102,800102.8k $6.0m $6.0m 0.00% Added +10.1k +10,100
66 AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio New York, NY 102,105102.1k $5.9m $5.9m 0.04% Added +4.8k +4,798
67 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.06% of their portfolio FRANKFORT, KY 99,17599.2k $5.8m $5.8m 0.06% Added +16.6k +16,565
68 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio TORONTO, A6 92,00092.0k $5.3m $5.3m 0.02% Reduced -24.4k -24,400
69 GILDER GAGNON HOWE & CO LLC 0.07% of their portfolio New York, NY 90,06990.1k $5.2m $5.2m 0.07% Reduced -247 -247
70 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 83,55583.6k $4.9m $4.9m 0.00% Reduced -8.7k -8,693
71 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 78,50078.5k $4.6m $4.6m 0.02% Added +71.3k +71,291
72 Legal & General Group Plc 0.00% of their portfolio London, X0 74,51274.5k $4.3m $4.3m 0.00% Added +2.0k +2,003
73 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 71,61571.6k $4.2m $4.2m 0.01% Reduced -1.7k -1,673
74 IEQ CAPITAL, LLC 0.08% of their portfolio Foster City, CA 71,16471.2k $4.1m $4.1m 0.08% Reduced -9.4k -9,371
75 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 66,30966.3k $3.9m $3.9m 0.02% Added +3.2k +3,216
76 Quantbot Technologies LP 0.24% of their portfolio NEW YORK, NY 63,87063.9k $3.7m $3.7m 0.24% Reduced -461 -461
77 EVOKE WEALTH, LLC 0.13% of their portfolio Los Angeles, CA 62,74062.7k $3.6m $3.6m 0.13% Reduced -812 -812
78 Trexquant Investment LP 0.09% of their portfolio STAMFORD, CT 62,23462.2k $3.6m $3.6m 0.09% New
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 58,80258.8k $3.4m $3.4m 0.00% Added +3.1k +3,144
80 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 58,06058.1k $3.4m $3.4m 0.00% Added +4.2k +4,232
81 MetLife Investment Management, LLC 0.02% of their portfolio Whippany, NJ 57,14057.1k $3.3m $3.3m 0.02% Added +3.2k +3,196
82 Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio VANCOUVER, A1 56,95357.0k $3.3m $3.3m 0.02% Added +29.5k +29,514
83 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 53,59153.6k $3.1m $3.1m 0.01% Added +322 +322
84 Man Group plc 0.01% of their portfolio LONDON, X0 53,46553.5k $3.1m $3.1m 0.01% New
85 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% Unchanged
86 Bridgewater Associates, LP 0.02% of their portfolio Westport, CT 52,48952.5k $3.1m $3.1m 0.02% Added +370 +370
87 CWM, LLC 0.02% of their portfolio OMAHA, NE 51,78851.8k $3.0m $3.0m 0.02% Added +625 +625
88 Parallel Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 50,38350.4k $2.9m $2.9m 0.09% Reduced -23 -23
89 HAMILTON LANE ADVISORS LLC 0.64% of their portfolio CONSHOHOCKEN, PA 49,80049.8k $2.9m $2.9m 0.64% Unchanged
90 iA Global Asset Management Inc. 0.08% of their portfolio QUEBEC, A8 49,63049.6k $2.9m $2.9m 0.08% First filing
91 UBS Group AG 0.00% of their portfolio ZURICH, V8 49,00549.0k $2.8m $2.8m 0.00% Added +22.6k +22,625
92 PDT Partners, LLC 0.37% of their portfolio New York, NY 46,29446.3k $2.7m $2.7m 0.37% Added +9.8k +9,819
93 ALGERT GLOBAL LLC 0.12% of their portfolio SAN FRANCISCO, CA 46,06546.1k $2.7m $2.7m 0.12% Added +17.9k +17,863
94 TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio AUSTIN, TX 45,28645.3k $2.6m $2.6m 0.02% Added +2.0k +1,981
95 Capital International Investors 0.00% of their portfolio Los Angeles, CA 44,30044.3k $2.6m $2.6m 0.00% Unchanged
96 Engineers Gate Manager LP 0.09% of their portfolio NEW YORK, NY 39,85539.9k $2.3m $2.3m 0.09% Added +5.0k +5,000
97 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 39,67039.7k $2.3m $2.3m 0.01% Added +6.1k +6,064
98 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 39,66639.7k $2.3m $2.3m 0.01% Reduced -2.4k -2,444
99 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 39,48139.5k $2.3m $2.3m 0.00% Added +32.7k +32,671
100 Motley Fool Asset Management LLC 0.20% of their portfolio ALEXANDRIA, VA 39,06039.1k $2.3m $2.3m 0.20% Added +19.8k +19,812