INSULET CORP PODD
COM · Common Stock · CUSIP 45784P101 · ISIN US45784P1012
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersActon, MA
- FilingsSEC EDGAR
* 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 ($8.1m this quarter). Holder counts are more reliable. Shares outstanding: 69.4m as of 2022-10-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $294.37. Options: 13 managers hold calls ($57.1m notional), 13 hold puts ($96.5m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 468 |
| Q4 2022 | 525 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $36.6m | $61.1m | 1.67 |
| Q4 2022 | $57.1m | $96.5m | 1.69 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +558.5k |
| BlackRock Inc. | Added | +436.5k |
| LORD, ABBETT & CO. LLC | Added | +425.7k |
| AMERICAN CENTURY COMPANIES INC | Added | +179.6k |
| Invesco Ltd. | Added | +165.7k |
| SCOUT INVESTMENTS, INC. | New | +154.0k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +138.9k |
| VANGUARD GROUP INC | Added | +135.6k |
| Alyeska Investment Group, L.P. | New | +134.8k |
| BNP PARIBAS FINANCIAL MARKETS | New | +127.3k |
Biggest sellers
| PRIMECAP MANAGEMENT CO/CA/ | Reduced | -356.1k |
| D1 Capital Partners L.P. | Reduced | -352.8k |
| VIKING GLOBAL INVESTORS LP | Reduced | -343.0k |
| Capital Research Global Investors | Reduced | -304.1k |
| JANUS HENDERSON GROUP PLC | Reduced | -275.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -201.0k |
| Capital World Investors | Reduced | -174.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -173.0k |
| Balyasny Asset Management L.P. | Reduced | -139.0k |
| AMERIPRISE FINANCIAL INC | Reduced | -136.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $16.4m55.6k shares |
| CITADEL ADVISORS LLC | Added | $13.4m45.4k shares |
| GROUP ONE TRADING LLC | Added | $7.5m25.6k shares |
| Portman Square Capital LLP | First filing | $5.6m19.0k shares |
| Walleye Trading LLC | Added | $5.0m17.0k shares |
| Twin Tree Management, LP | New | $3.6m12.3k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $2.1m7.0k shares |
| Walleye Capital LLC | New | $1.8m6.0k shares |
| JANE STREET GROUP, LLC | Reduced | $1.1m3.8k shares |
| TUDOR INVESTMENT CORP ET AL | New | $530.0k1.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $33.2m112.8k shares |
| CITADEL ADVISORS LLC | Added | $21.5m72.9k shares |
| Portman Square Capital LLP | First filing | $15.4m52.2k shares |
| Balyasny Asset Management L.P. | New | $10.2m34.8k shares |
| JANE STREET GROUP, LLC | Reduced | $5.1m17.4k shares |
| Walleye Trading LLC | Reduced | $4.4m15.1k shares |
| SIMPLEX TRADING, LLC | Added | $2.7m9.1k shares |
| Twin Tree Management, LP | New | $1.9m6.4k shares |
| Walleye Capital LLC | New | $971.5k3.3k shares |
| GROUP ONE TRADING LLC | Reduced | $471.0k1.6k 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.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-10-27 | 7.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
Fell to 5% or below in the last year: FMR LLC (1.4%, 2026-08-06), Capital Research Global Investors (2.4%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 3 | $6.2m | — |
| Q1 2022 | 0 | — | 1 | $4.0m | — |
| Q2 2022 | 0 | — | 3 | $5.8m | — |
| Q3 2022 | 0 | — | 2 | $4.1m | — |
| Q4 2022 | 0 | — | 4 | $8.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-11-18 | Christensen Bret EVP and CCO | Sold | $885.4k3.0k shares |
| 2022-11-18 | Manea Dan SVP, Chief HR Officer | Sold | $58.9k200 shares |
| 2022-11-04 | Spears Michael P SVP, RA and Compliance | Sold | $4.2m13.7k shares |
| 2022-10-03 | Petrovic Shacey Director | Sold | $3.5m15.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.30% of their portfolio | 10.4m $3.1bn | Added +14.6k |
| VANGUARD GROUP INC 0.05% of their portfolio | 6.5m $1.9bn | Added +135.6k |
| Capital Research Global Investors 0.55% of their portfolio | 6.2m $1.8bn | Reduced -304.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.33% of their portfolio | 5.6m $1.7bn | Added +558.5k |
| BlackRock Inc. 0.05% of their portfolio | 5.2m $1.5bn | Added +436.5k |
| Capital World Investors 0.25% of their portfolio | 4.0m $1.2bn | Reduced -174.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.15% of their portfolio | 3.1m $910.2m | Reduced -173.0k |
| Clearbridge Investments, LLC 0.46% of their portfolio | 1.6m $470.2m | Reduced -65.6k |
| STATE STREET CORP 0.02% of their portfolio | 1.4m $415.9m | Reduced -24.1k |
| JPMORGAN CHASE & CO 0.06% of their portfolio | 1.4m $412.8m | Reduced -60.6k |
| D1 Capital Partners L.P. 5.89% of their portfolio | 975.4k $287.1m | Reduced -352.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 956.8k $281.3m | Added +30.7k |
| AMERIPRISE FINANCIAL INC 0.09% of their portfolio | 878.9k $258.7m | Reduced -136.8k |
| Invesco Ltd. 0.08% of their portfolio | 874.9k $257.6m | Added +165.7k |
| PRIMECAP MANAGEMENT CO/CA/ 0.22% of their portfolio | 818.5k $241.0m | Reduced -356.1k |
| LORD, ABBETT & CO. LLC 0.38% of their portfolio | 724.5k $213.3m | Added +425.7k |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 602.0k $177.2m | Reduced -66.5k |
| AMERICAN CENTURY COMPANIES INC 0.14% of their portfolio | 598.0k $176.0m | Added +179.6k |
| MORGAN STANLEY 0.02% of their portfolio | 579.4k $170.6m | Reduced -42.0k |
| FRED ALGER MANAGEMENT, LLC 0.90% of their portfolio | 565.6k $166.5m | Reduced -66.4k |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 561.6k $165.3m | Reduced -22.8k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 545.9k $160.7m | Reduced -13.3k |
| Rock Springs Capital Management LP 3.71% of their portfolio | 524.2k $154.3m | Added +5.8k |
| Allspring Global Investments Holdings, LLC 0.23% of their portfolio | 454.9k $133.9m | Reduced -80.9k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 451.4k $132.9m | Added +9.7k |
| Echo Street Capital Management LLC 1.28% of their portfolio | 449.2k $132.2m | Reduced -45.7k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 409.6k $120.6m | Reduced -65.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 388.0k $114.2m | Added +9.4k |
| Thrivent Financial for Lutherans 0.29% of their portfolio | 382.8k $112.7m | Reduced -12.3k |
| Legal & General Group Plc 0.04% of their portfolio | 370.1k $109.0m | Reduced -18.0k |
| Fisher Asset Management, LLC 0.07% of their portfolio | 369.0k $108.6m | Added +9.1k |
| NORGES BANK 0.03% of their portfolio | 357.6k $105.3m | Reduced -98.2k |
| Bellevue Group AG 1.35% of their portfolio | 345.8k $101.8m | Reduced -28.2k |
| Amundi 0.06% of their portfolio | 339.7k $103.2m | Added +12.2k |
| Aberdeen Group plc 0.26% of their portfolio | 326.7k $96.2m | Reduced -15.5k |
| BLAIR WILLIAM & CO/IL 0.42% of their portfolio | 324.9k $95.7m | Added +1.1k |
| Baird Financial Group, Inc. 0.23% of their portfolio | 302.7k $89.1m | Reduced -3.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.34% of their portfolio | 301.6k $88.8m | Reduced -201.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.96% of their portfolio | 300.0k $88.3m | Reduced -9.7k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.65% of their portfolio | 286.4k $84.3m | Added +3.5k |
| Swiss National Bank 0.06% of their portfolio | 282.1k $83.0m | Reduced -18.4k |
| VIKING GLOBAL INVESTORS LP 0.40% of their portfolio | 268.1k $78.9m | Reduced -343.0k |
| EAGLE ASSET MANAGEMENT INC 0.46% of their portfolio | 259.2k $74.2m | Added +93.7k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 250.3k $73.7m | Added +1.9k |
| FEDERATED HERMES, INC. 0.20% of their portfolio | 242.6k $71.4m | Reduced -61.4k |
| CREDIT SUISSE AG/ 0.08% of their portfolio | 242.0k $71.2m | Added +8.7k |
| FIL Ltd 0.08% of their portfolio | 236.1k $69.5m | Added +9.4k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 234.8k $69.1m | Reduced -894 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 225.8k $66.5m | Added +6.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 199.6k $58.8m | Reduced -1.3k |
| AEGON ASSET MANAGEMENT UK Plc 1.01% of their portfolio | 190.6k $56.0m | Reduced -5.6k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 2.80% of their portfolio | 185.6k $54.6m | Reduced -8.0k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 168.2k $49.5m | Added +4.3k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 164.6k $48.5m | Reduced -275.4k |
| Ownership Capital B.V. 0.90% of their portfolio | 154.9k $45.6m | Reduced -9.5k |
| SCOUT INVESTMENTS, INC. 0.93% of their portfolio | 154.0k $45.3m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 150.4k $44.3m | Added +138.9k |
| NOMURA ASSET MANAGEMENT CO LTD 0.24% of their portfolio | 141.4k $41.6m | Added +8.0k |
| Alyeska Investment Group, L.P. 0.41% of their portfolio | 134.8k $39.7m | New |
| California Public Employees Retirement System 0.03% of their portfolio | 133.8k $39.4m | Reduced -4.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 133.1k $39.2m | Added +2.4k |
| MARSHALL WACE, LLP 0.10% of their portfolio | 131.4k $38.7m | Added +42.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.09% of their portfolio | 127.3k $37.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 119.7k $35.2m | Added +2.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 116.4k $34.3m | Added +2.8k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 102.1k $30.1m | Added +1.3k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 97.8k $28.8m | Added +17.0k |
| National Pension Service 0.06% of their portfolio | 97.6k $28.7m | Reduced -5.1k |
| LOOMIS SAYLES & CO L P 0.06% of their portfolio | 97.1k $28.6m | Reduced -19.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 95.4k $28.1m | Added +5.4k |
| ITHAKA GROUP LLC 3.10% of their portfolio | 91.7k $27.0m | Added +40.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% of their portfolio | 86.6k $25.5m | Reduced -26.2k |
| PICTET ASSET MANAGEMENT SA 0.04% of their portfolio | 86.5k $25.5m | Added +10.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 84.8k $25.0m | Added +4.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 83.9k $24.7m | Reduced -56.2k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 80.6k $23.7m | Added +74.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 79.9k $23.5m | Reduced -2.5k |
| Capital International Investors 0.01% of their portfolio | 77.9k $22.9m | Reduced -3 |
| Portman Square Capital LLP 10.80% of their portfolio | 74.9k $22.1m | First filing |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 72.9k $21.5m | Added +25.3k |
| APG Asset Management N.V. 0.04% of their portfolio | 72.3k $21.3m | Added +59.2k |
| SEGALL BRYANT & HAMILL, LLC 0.23% of their portfolio | 68.6k $20.2m | Reduced -1.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.06% of their portfolio | 67.6k $19.9m | Reduced -4.3k |
| Stephens Investment Management Group LLC 0.34% of their portfolio | 63.6k $18.8m | Reduced -6.3k |
| C WorldWide Group Holding A/S 0.25% of their portfolio | 62.9k $18.5m | Unchanged |
| Handelsbanken Fonder AB 0.11% of their portfolio | 62.2k $18.3m | Added +2.0k |
| Bridgewater Associates, LP 0.10% of their portfolio | 61.0k $18.0m | Reduced -29.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 60.0k $17.7m | Added +1.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 59.1k $17.4m | Added +50.2k |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 57.1k $16.8m | Reduced -279 |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 56.3k $16.6m | Added +37.2k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 55.9k $16.4m | Added +7.9k |
| Triodos Investment Management BV 1.94% of their portfolio | 50.0k $14.7m | Unchanged |
| NICHOLAS COMPANY, INC. 0.31% of their portfolio | 49.2k $14.5m | Reduced -3.2k |
| Nicholas Investment Partners, LP 1.26% of their portfolio | 49.0k $14.4m | Added +2.2k |
| CAPITAL INTERNATIONAL LTD /CA/ 0.99% of their portfolio | 48.8k $14.4m | Added +207 |
| BARCLAYS PLC 0.01% of their portfolio | 48.6k $14.3m | First filing |
| TD Asset Management Inc 0.02% of their portfolio | 48.2k $14.2m | Added +4.6k |
| Squarepoint Ops LLC 0.09% of their portfolio | 46.8k $13.8m | New |
| Skandinaviska Enskilda Banken AB (publ) 0.10% of their portfolio | 45.5k $13.4m | Added +332 |