Vault-13

INARI MED INC NARI

COM · Common Stock · CUSIP 45332Y109 · ISIN US45332Y1091

252 institutional holders +0 vs Q3 2023
50,945,08750.9m shares reported held*
$3.3bnreported value*
32 new 98 added 86 reduced 35 sold out net bought ≈ $66.8m (+1.3m 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 ($36.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.89. Options: 8 managers hold calls ($15.5m notional), 10 hold puts ($38.0m).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 240Q4 22: 246Q1 23: 257Q2 23: 251Q3 23: 252Q4 23: 252252Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022240
Q4 2022246
Q1 2023257
Q2 2023251
Q3 2023252
Q4 2023252

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 23Q3 23: 127 bought or addedQ3 23: 119 cut or sold outQ3 23Q4 23: 130 bought or addedQ4 23: 121 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022128107
Q1 2023138119
Q2 2023153107
Q3 2023127119
Q4 2023130121

Calls vs puts

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

CallsPuts
$0$10m$20m$30m$40mQ1 23 calls: $20.1mQ1 23 puts: $8.4mQ1 23P/C 0.42Q2 23 calls: $27.4mQ2 23 puts: $6.2mQ2 23P/C 0.23Q3 23 calls: $10.3mQ3 23 puts: $34.1mQ3 23P/C 3.30Q4 23 calls: $15.5mQ4 23 puts: $38.0mQ4 23P/C 2.45
Numbers
QuarterCallsPutsP/C
Q1 2023$20.1m$8.4m0.42
Q2 2023$27.4m$6.2m0.23
Q3 2023$10.3m$34.1m3.30
Q4 2023$15.5m$38.0m2.45

Biggest buyers

JPMORGAN CHASE & CO Added +1,935,894+1.9m
MORGAN STANLEY Added +669,515+669.5k
Point72 Asset Management, L.P. Added +432,525+432.5k
Slate Path Capital LP New +418,000+418.0k
VANGUARD GROUP INC Added +325,586+325.6k
VOYA INVESTMENT MANAGEMENT LLC Added +287,862+287.9k
JACOBS LEVY EQUITY MANAGEMENT, INC New +257,922+257.9k
BROWN ADVISORY INC Added +255,182+255.2k
BlackRock Inc. Added +210,676+210.7k
Balyasny Asset Management L.P. New +183,937+183.9k

Biggest sellers

PRICE T ROWE ASSOCIATES INC /MD/ Reduced -878,550-878.5k
NORGES BANK Reduced -782,636-782.6k
WELLINGTON MANAGEMENT GROUP LLP Reduced -532,811-532.8k
MILLENNIUM MANAGEMENT LLC Reduced -384,258-384.3k
Man Group plc Sold out -308,995-309.0k
Integral Health Asset Management, LLC Reduced -250,000-250.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -246,900-246.9k
TWO SIGMA INVESTMENTS, LP Reduced -195,171-195.2k
Allspring Global Investments Holdings, LLC Reduced -144,774-144.8k
SECTORAL ASSET MANAGEMENT INC Sold out -138,043-138.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.4m83.1k shares
Caption Management, LLC New $3.1m48.1k shares
CITADEL ADVISORS LLC Reduced $2.4m36.3k shares
PEAK6 Investments LLC Added $2.2m33.8k shares
JANE STREET GROUP, LLC Added $1.9m29.2k shares
SIMPLEX TRADING, LLC Added $441.0k6.8k shares
GROUP ONE TRADING LLC Reduced $103.9k1.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

FIRST SABREPOINT CAPITAL MANAGEMENT LP Added $16.9m261.0k shares
Squarepoint Ops LLC Added $6.3m97.7k shares
Point72 Asset Management, L.P. New $5.2m80.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.1m78.1k shares
Caption Management, LLC Reduced $1.7m26.4k shares
MILLENNIUM MANAGEMENT LLC New $1.6m25.0k shares
CITADEL ADVISORS LLC Reduced $525.9k8.1k shares
JANE STREET GROUP, LLC New $370.0k5.7k shares
SIMPLEX TRADING, LLC Added $253.0k3.9k 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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 6,696,5986.7m $434.7m $434.7m 0.01% Added +210.7k +210,676
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 5,038,2925.0m $327.1m $327.1m 0.01% Added +325.6k +325,586
3 WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio Boston, MA 4,563,3254.6m $296.3m $296.3m 0.06% Reduced -532.8k -532,811
4 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,290,2703.3m $213.6m $213.6m 0.01% Added +1.9m +1,935,894
5 FRANKLIN RESOURCES INC 0.09% of their portfolio San Mateo, CA 2,828,0752.8m $183.6m $183.6m 0.09% Reduced -11.7k -11,655
6 ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio NASHVILLE, TN 2,379,6292.4m $154.5m $154.5m 0.06% Reduced -18.6k -18,632
7 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 1,840,9611.8m $119.5m $119.5m 0.01% Added +82.3k +82,262
8 BROWN ADVISORY INC 0.16% of their portfolio BALTIMORE, MD 1,702,1131.7m $110.5m $110.5m 0.16% Added +255.2k +255,182
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,573,9641.6m $102.2m $102.2m 0.00% Added +669.5k +669,515
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,173,1881.2m $76.2m $76.2m 0.01% Added +54.3k +54,290
11 CREDIT SUISSE AG/ 0.07% of their portfolio ZURICH, V8 1,170,4941.2m $76.0m $76.0m 0.07% Added +14.1k +14,053
12 VOYA INVESTMENT MANAGEMENT LLC 0.05% of their portfolio ATLANTA, GA 784,333784.3k $50.9m $50.9m 0.05% Added +287.9k +287,862
13 Point72 Asset Management, L.P. 0.13% of their portfolio STAMFORD, CT 668,429668.4k $43.4m $43.4m 0.13% Added +432.5k +432,525
14 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 644,767644.8k $41.9m $41.9m 0.01% Reduced -11.8k -11,802
15 BAMCO INC /NY/ 0.11% of their portfolio NEW YORK, NY 610,152610.2k $39.6m $39.6m 0.11% Added +52.2k +52,215
16 Allspring Global Investments Holdings, LLC 0.07% of their portfolio CHARLOTTE, NC 609,194609.2k $39.5m $39.5m 0.07% Reduced -144.8k -144,774
17 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 604,177604.2k $39.2m $39.2m 0.01% Added +23.6k +23,604
18 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 596,007596.0k $38.7m $38.7m 0.01% Added +41.6k +41,555
19 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 567,266567.3k $36.8m $36.8m 0.02% Added +107.6k +107,622
20 Fiera Capital Corp 0.11% of their portfolio MONTREAL, A8 555,197555.2k $36.0m $36.0m 0.11% Reduced -5.6k -5,559
21 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 551,788551.8k $35.8m $35.8m 0.03% Reduced -384.3k -384,258
22 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 516,572516.6k $33.5m $33.5m 0.02% Added +93.4k +93,402
23 EVENTIDE ASSET MANAGEMENT, LLC 0.54% of their portfolio Boston, MA 512,914512.9k $33.3m $33.3m 0.54% Unchanged
24 BROWN CAPITAL MANAGEMENT LLC 0.49% of their portfolio BALTIMORE, MD 501,335501.3k $32.5m $32.5m 0.49% Reduced -1.3k -1,256
25 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 484,669484.7k $31.5m $31.5m 0.01% Added +5.0k +5,011
26 FRED ALGER MANAGEMENT, LLC 0.16% of their portfolio NEW YORK, NY 455,477455.5k $29.6m $29.6m 0.16% Reduced -44.5k -44,512
27 NORGES BANK 0.01% of their portfolio OSLO, Q8 454,262454.3k $29.5m $29.5m 0.01% Reduced -782.6k -782,636
28 JENNISON ASSOCIATES LLC 0.02% of their portfolio NEW YORK, NY 443,509443.5k $28.8m $28.8m 0.02% Added +33.4k +33,419
29 Slate Path Capital LP 0.60% of their portfolio New York, NY 418,000418.0k $27.1m $27.1m 0.60% New
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 406,033406.0k $26.4m $26.4m 0.01% Added +6.0k +5,986
31 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 371,344371.3k $24.1m $24.1m 0.00% Reduced -878.5k -878,550
32 MARSHALL WACE, LLP 0.04% of their portfolio LONDON, X0 350,728350.7k $22.8m $22.8m 0.04% Reduced -113.2k -113,179
33 Point72 Europe (London) LLP 2.70% of their portfolio LONDON, X0 332,202332.2k $21.6m $21.6m 2.70% Added +159.0k +158,997
34 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 324,407324.4k $21.1m $21.1m 0.01% Reduced -94.9k -94,884
35 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 311,410311.4k $20.2m $20.2m 0.03% Added +30.0k +29,983
36 JACOBS LEVY EQUITY MANAGEMENT, INC 0.08% of their portfolio FLORHAM PARK, NJ 257,922257.9k $16.7m $16.7m 0.08% New
37 Amundi 0.01% of their portfolio Paris, I0 245,668245.7k $14.5m $14.5m 0.01% Added +10.5k +10,507
38 FULLER & THALER ASSET MANAGEMENT, INC. 0.08% of their portfolio SAN MATEO, CA 240,549240.5k $15.6m $15.6m 0.08% Added +22.4k +22,394
39 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 183,937183.9k $11.9m $11.9m 0.03% New
40 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 183,458183.5k $11.9m $11.9m 0.00% Reduced -10.3k -10,270
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 181,649181.6k $11.8m $11.8m 0.00% Reduced -6.3k -6,296
42 Squarepoint Ops LLC 0.05% of their portfolio NEW YORK, NY 178,931178.9k $11.6m $11.6m 0.05% Added +104.0k +104,017
43 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 176,816176.8k $11.5m $11.5m 0.01% New
44 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 162,862162.9k $10.6m $10.6m 0.01% Reduced -1.7k -1,734
45 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 148,833148.8k $9.7m $9.7m 0.00% Added +12.0k +12,015
46 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 146,200146.2k $9.5m $9.5m 0.01% Added +107.0k +107,000
47 ExodusPoint Capital Management, LP 0.12% of their portfolio NEW YORK, NY 142,878142.9k $9.3m $9.3m 0.12% Added +59.5k +59,478
48 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 140,199140.2k $9.1m $9.1m 0.01% Reduced -246.9k -246,900
49 Cubist Systematic Strategies, LLC 0.11% of their portfolio STAMFORD, CT 137,599137.6k $8.9m $8.9m 0.11% Reduced -30.6k -30,627
50 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 137,575137.6k $8.9m $8.9m 0.00% Added +77.5k +77,505
51 Motley Fool Wealth Management, LLC 0.45% of their portfolio ALEXANDRIA, VA 131,340131.3k $8.5m $8.5m 0.45% Reduced -7.4k -7,414
52 SEGALL BRYANT & HAMILL, LLC 0.15% of their portfolio CHICAGO, IL 122,359122.4k $7.9m $7.9m 0.15% Added +403 +403
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 117,935117.9k $7.7m $7.7m 0.00% Reduced -132.1k -132,127
54 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 115,228115.2k $7.5m $7.5m 0.02% Added +46.9k +46,924
55 Pier Capital, LLC 1.00% of their portfolio STAMFORD, CT 107,568107.6k $7.0m $7.0m 1.00% Reduced -1.6k -1,617
56 MACQUARIE GROUP LTD 0.01% of their portfolio Sydney, NSW 2000, C3 103,900103.9k $6.7m $6.7m 0.01% Added +23.4k +23,411
57 Swiss National Bank 0.00% of their portfolio ZURICH, V8 101,700101.7k $6.6m $6.6m 0.00% Reduced -11.4k -11,400
58 Integral Health Asset Management, LLC 0.94% of their portfolio New York, NY 100,000100.0k $6.5m $6.5m 0.94% Reduced -250.0k -250,000
59 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 97,13197.1k $6.3m $6.3m 0.01% Reduced -44.2k -44,161
60 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 95,79495.8k $6.2m $6.2m 0.00% Added +1.0k +1,033
61 AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio New York, NY 95,31195.3k $6.2m $6.2m 0.03% Reduced -2.9k -2,880
62 Penn Capital Management Company, LLC 0.51% of their portfolio PHILADELPHIA, PA 85,14685.1k $5.5m $5.5m 0.51% New
63 Legal & General Group Plc 0.00% of their portfolio London, X0 78,70878.7k $5.1m $5.1m 0.00% Reduced -50 -50
64 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 75,34475.3k $4.9m $4.9m 0.01% Added +5.3k +5,299
65 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 71,34471.3k $4.6m $4.6m 0.01% Reduced -195.2k -195,171
66 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 64,10064.1k $4.2m $4.2m 0.02% Added +366 +366
67 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 63,56363.6k $4.1m $4.1m 0.00% Added +2.3k +2,268
68 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 61,40261.4k $4.0m $4.0m 0.00% Added +41.1k +41,147
69 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 61,29161.3k $4.0m $4.0m 0.01% New
70 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 60,84860.8k $4.0m $4.0m 0.00% Reduced -39.9k -39,909
71 ESSEX INVESTMENT MANAGEMENT CO LLC 0.78% of their portfolio BOSTON, MA 60,77560.8k $3.9m $3.9m 0.78% Reduced -43.3k -43,329
72 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 58,76558.8k $3.8m $3.8m 0.00% Reduced -44.0k -43,997
73 MetLife Investment Management, LLC 0.03% of their portfolio Whippany, NJ 55,98356.0k $3.6m $3.6m 0.03% Reduced -378 -378
74 Bridgewater Associates, LP 0.02% of their portfolio Westport, CT 55,91055.9k $3.6m $3.6m 0.02% Reduced -5.1k -5,109
75 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 55,29055.3k $3.6m $3.6m 0.01% Reduced -91.3k -91,287
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 54,78554.8k $3.6m $3.6m 0.00% Reduced -2.5k -2,524
77 iA Global Asset Management Inc. 0.08% of their portfolio QUEBEC, A8 54,09054.1k $3.5m $3.5m 0.08% Added +4.5k +4,550
78 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 53,92453.9k $3.5m $3.5m 0.01% Added +233 +233
79 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 53,34953.3k $3.5m $3.5m 0.00% Added +8.4k +8,443
80 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 52,95953.0k $3.4m $3.4m 0.00% Reduced -4.4k -4,368
81 Parallel Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 52,52352.5k $3.4m $3.4m 0.10% Added +827 +827
82 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 50,07550.1k $3.3m $3.3m 0.01% Added +2.7k +2,685
83 IEQ CAPITAL, LLC 0.05% of their portfolio Foster City, CA 50,05350.1k $3.2m $3.2m 0.05% Reduced -8 -8
84 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 49,48549.5k $3.2m $3.2m 0.01% Added +28.8k +28,825
85 Man Group plc 0.01% of their portfolio LONDON, X0 47,81147.8k $3.1m $3.1m 0.01% New
86 ARMISTICE CAPITAL, LLC 0.08% of their portfolio NEW YORK, NY 46,32246.3k $3.0m $3.0m 0.08% Reduced -54.4k -54,410
87 Knights of Columbus Asset Advisors LLC 0.19% of their portfolio NEW HAVEN, CT 45,62145.6k $3.0m $3.0m 0.19% Added +22.8k +22,780
88 CWM, LLC 0.02% of their portfolio OMAHA, NE 44,74944.7k $2.9m $2.9m 0.02% Reduced -5.2k -5,172
89 ONTARIO TEACHERS PENSION PLAN BOARD 0.03% of their portfolio Toronto, A6 44,37344.4k $2.9m $2.9m 0.03% Added +33.7k +33,714
90 UBS Group AG 0.00% of their portfolio ZURICH, V8 44,34144.3k $2.9m $2.9m 0.00% Added +21.4k +21,444
91 Motley Fool Asset Management LLC 0.21% of their portfolio ALEXANDRIA, VA 44,23944.2k $2.9m $2.9m 0.21% Added +3.4k +3,381
92 TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio AUSTIN, TX 44,19444.2k $2.9m $2.9m 0.02% Added +862 +862
93 Trexquant Investment LP 0.06% of their portfolio STAMFORD, CT 43,73843.7k $2.8m $2.8m 0.06% Reduced -9.2k -9,212
94 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 42,95443.0k $2.8m $2.8m 0.01% Added +7.0k +6,980
95 FMR LLC 0.00% of their portfolio BOSTON, MA 42,68242.7k $2.8m $2.8m 0.00% Added +8.4k +8,429
96 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 40,65940.7k $2.6m $2.6m 0.00% Added +3.1k +3,118
97 HarbourVest Partners LLC 0.84% of their portfolio Boston, MA 38,54038.5k $2.5m $2.5m 0.84% Unchanged
98 COMERICA BANK 0.01% of their portfolio DALLAS, TX 38,01538.0k $2.5m $2.5m 0.01% Added +47 +47
99 Weiss Multi-Strategy Advisers LLC 0.06% of their portfolio NEW YORK, NY 35,58535.6k $2.3m $2.3m 0.06% Added +2.7k +2,713
100 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 35,22835.2k $2.3m $2.3m 0.03% New