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 ($25.1m this quarter). Holder counts are more reliable. Shares outstanding: 69.8m as of 2023-10-26, 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 ≈ $216.88. Options: 24 managers hold calls ($197.6m notional), 24 hold puts ($286.6m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 468 |
| Q4 2022 | 525 |
| Q1 2023 | 585 |
| Q2 2023 | 580 |
| Q3 2023 | 532 |
| Q4 2023 | 595 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 241 | 235 |
| Q1 2023 | 328 | 214 |
| Q2 2023 | 281 | 280 |
| Q3 2023 | 279 | 311 |
| Q4 2023 | 325 | 268 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $111.7m | $97.5m | 0.87 |
| Q2 2023 | $57.9m | $82.5m | 1.42 |
| Q3 2023 | $120.2m | $158.0m | 1.31 |
| Q4 2023 | $197.6m | $286.6m | 1.45 |
Biggest buyers
| Capital Research Global Investors | Added | +1.6m |
| BAILLIE GIFFORD & CO | New | +1.2m |
| MORGAN STANLEY | Added | +986.7k |
| FIL Ltd | Added | +461.4k |
| Slate Path Capital LP | New | +444.8k |
| JPMORGAN CHASE & CO | Added | +331.6k |
| GOLDMAN SACHS GROUP INC | Added | +316.6k |
| NORGES BANK | Added | +264.2k |
| Man Group plc | New | +259.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +211.6k |
Biggest sellers
| D1 Capital Partners L.P. | Reduced | -816.0k |
| FMR LLC | Reduced | -704.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -479.3k |
| Echo Street Capital Management LLC | Sold out | -456.0k |
| Qube Research & Technologies Ltd | Reduced | -385.4k |
| Amundi | Reduced | -218.2k |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Reduced | -204.1k |
| Man Group plc | Sold out | -203.8k |
| TWINBEECH CAPITAL LP | Sold out | -185.2k |
| FRANKLIN RESOURCES INC | Reduced | -184.1k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $46.7m215.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $40.2m185.3k shares |
| CITADEL ADVISORS LLC | Reduced | $32.5m149.7k shares |
| Portman Square Capital LLP | New | $15.8m72.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $11.9m55.0k shares |
| SIMPLEX TRADING, LLC | Added | $8.8m40.4k shares |
| Cubist Systematic Strategies, LLC | Reduced | $6.7m30.8k shares |
| PEAK6 Investments LLC | Added | $5.9m27.0k shares |
| TWO SIGMA SECURITIES, LLC | Added | $3.5m16.3k shares |
| Twin Tree Management, LP | New | $3.3m15.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $52.2m240.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $32.3m148.9k shares |
| CITADEL ADVISORS LLC | Reduced | $29.4m135.4k shares |
| Portman Square Capital LLP | Unchanged | $28.2m130.0k shares |
| Point72 Asset Management, L.P. | Added | $23.9m110.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $22.8m105.1k shares |
| BANK OF AMERICA CORP /DE/ | Added | $12.8m58.9k shares |
| Cubist Systematic Strategies, LLC | Added | $12.0m55.1k shares |
| SIMPLEX TRADING, LLC | Added | $11.5m53.2k shares |
| Twin Tree Management, LP | New | $9.2m42.3k 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 2023
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 2022 | 0 | — | 1 | $4.0m | — |
| Q2 2022 | 0 | — | 3 | $5.8m | — |
| Q3 2022 | 0 | — | 2 | $4.1m | — |
| Q4 2022 | 0 | — | 4 | $8.6m | — |
| Q1 2023 | 0 | — | 3 | $18.2m | — |
| Q2 2023 | 1 | $1.0m | 4 | $4.7m | $4.5m |
| Q3 2023 | 2 | $1.0m | 1 | $392.7k | $392.7k |
| Q4 2023 | 0 | — | 2 | $5.8m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-15 | BORIO LUCIANA Director | Sold | $14.9k72 shares |
| 2023-11-13 | Petrovic Shacey Director | Sold | $3.3m20.0k shares |
| 2023-11-13 | Petrovic Shacey Director | Sold | $2.5m15.0k 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 2023
| Manager | Shares | Change |
|---|---|---|
| Capital Research Global Investors 0.51% of their portfolio | 9.5m $2.1bn | Added +1.6m |
| VANGUARD GROUP INC 0.04% of their portfolio | 8.0m $1.7bn | Added +29.4k |
| BlackRock Inc. 0.03% of their portfolio | 6.1m $1.3bn | Added +105.9k |
| FMR LLC 0.10% of their portfolio | 5.9m $1.3bn | Reduced -704.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.13% of their portfolio | 3.2m $704.3m | Added +211.6k |
| STATE STREET CORP 0.03% of their portfolio | 2.9m $626.0m | Added +51.2k |
| Capital World Investors 0.09% of their portfolio | 2.2m $479.9m | Reduced -161.6k |
| MORGAN STANLEY 0.02% of their portfolio | 2.0m $440.5m | Added +986.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 1.6m $348.3m | Added +41.3k |
| CITADEL ADVISORS LLC 0.29% of their portfolio | 1.3m $288.9m | Reduced -68.4k |
| Clearbridge Investments, LLC 0.25% of their portfolio | 1.3m $288.1m | Reduced -103.0k |
| BAILLIE GIFFORD & CO 0.21% of their portfolio | 1.2m $263.1m | New |
| NORGES BANK 0.04% of their portfolio | 1.0m $227.7m | Added +264.2k |
| D1 Capital Partners L.P. 3.83% of their portfolio | 1.0m $218.1m | Reduced -816.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.58% of their portfolio | 918.7k $199.3m | Added +185.8k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 878.5k $190.6m | Added +316.6k |
| Invesco Ltd. 0.04% of their portfolio | 744.6k $161.6m | Reduced -100.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.89% of their portfolio | 705.4k $153.1m | Added +68.2k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 666.6k $144.6m | Reduced -15.2k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 654.7k $142.1m | Reduced -183.9k |
| FIL Ltd 0.15% of their portfolio | 649.8k $141.0m | Added +461.4k |
| PRIMECAP MANAGEMENT CO/CA/ 0.11% of their portfolio | 643.5k $139.6m | Reduced -39.7k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 622.9k $135.2m | Reduced -80.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 565.7k $122.7m | Added +331.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 555.1k $120.5m | Reduced -479.3k |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 504.5k $109.5m | Reduced -173.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 502.5k $109.0m | Added +83.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 493.9k $107.2m | Added +4.9k |
| Slate Path Capital LP 2.14% of their portfolio | 444.8k $96.5m | New |
| Rock Springs Capital Management LP 2.31% of their portfolio | 431.8k $93.7m | Added +51.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 407.6k $88.4m | Added +22.2k |
| Baird Financial Group, Inc. 0.20% of their portfolio | 407.3k $88.4m | Added +37.3k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 367.4k $79.7m | Added +26.7k |
| Legal & General Group Plc 0.02% of their portfolio | 367.0k $79.6m | Reduced -31.6k |
| Fisher Asset Management, LLC 0.04% of their portfolio | 344.2k $74.7m | Reduced -59.7k |
| Amundi 0.03% of their portfolio | 323.0k $66.1m | Reduced -218.2k |
| Aberdeen Group plc 0.14% of their portfolio | 305.4k $66.3m | Reduced -11.6k |
| Bellevue Group AG 0.96% of their portfolio | 289.9k $62.9m | Added +25.5k |
| AXA S.A. 0.10% of their portfolio | 283.3k $61.5m | Added +145.5k |
| Ownership Capital B.V. 1.34% of their portfolio | 277.6k $60.2m | Reduced -9.5k |
| Man Group plc 0.16% of their portfolio | 259.7k $56.3m | New |
| CREDIT SUISSE AG/ 0.05% of their portfolio | 245.3k $53.2m | Reduced -3.7k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 230.1k $49.9m | Reduced -5.2k |
| Swiss National Bank 0.03% of their portfolio | 218.3k $47.4m | Reduced -5.9k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 207.5k $45.0m | Added +76.0k |
| BARCLAYS PLC 0.02% of their portfolio | 207.2k $45.0m | Added +82.3k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.44% of their portfolio | 201.8k $43.8m | Reduced -8.5k |
| FEDERATED HERMES, INC. 0.10% of their portfolio | 185.3k $40.2m | Added +10.9k |
| Artisan Partners Limited Partnership 0.06% of their portfolio | 180.2k $39.1m | Reduced -4.5k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.72% of their portfolio | 178.9k $38.8m | Added +51.9k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 1.75% of their portfolio | 177.2k $38.5m | Reduced -5.3k |
| C WorldWide Group Holding A/S 0.49% of their portfolio | 167.9k $36.4m | Added +50.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 166.3k $36.1m | Reduced -14.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 157.6k $34.2m | Reduced -84.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 156.4k $33.9m | Reduced -18.6k |
| MARSHALL WACE, LLP 0.06% of their portfolio | 152.3k $33.0m | Added +150.9k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 145.1k $31.5m | Reduced -380 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 140.0k $30.4m | Reduced -85.7k |
| BLAIR WILLIAM & CO/IL 0.10% of their portfolio | 128.5k $27.9m | Reduced -31.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 124.3k $27.0m | Added +834 |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 122.0k $26.5m | Reduced -14.1k |
| Polar Asset Management Partners Inc. 0.69% of their portfolio | 116.5k $25.3m | Reduced -84.1k |
| First Turn Management, LLC 3.59% of their portfolio | 115.4k $25.0m | First filing |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 112.5k $24.4m | Reduced -4.2k |
| Polar Capital Holdings Plc 0.15% of their portfolio | 111.0k $24.1m | Added +92.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 109.1k $23.7m | Added +1.1k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 108.1k $23.5m | Added +49.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 105.6k $22.9m | Reduced -113.8k |
| Chicago Capital, LLC 0.83% of their portfolio | 105.6k $22.9m | Added +24.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 103.3k $22.4m | Added +40.4k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 102.9k $22.3m | Added +29.3k |
| California Public Employees Retirement System 0.02% of their portfolio | 99.3k $21.5m | Reduced -29.4k |
| COMERICA BANK 0.10% of their portfolio | 99.2k $21.5m | Added +5.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.27% of their portfolio | 99.1k $21.5m | Reduced -40.2k |
| Alyeska Investment Group, L.P. 0.14% of their portfolio | 94.0k $20.4m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 92.9k $20.5m | Added +21.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 92.8k $20.1m | Added +8.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 92.1k $20.0m | Added +6.9k |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 4.49% of their portfolio | 90.9k $19.7m | New |
| ZACKS INVESTMENT MANAGEMENT 0.24% of their portfolio | 89.8k $19.5m | New |
| Rockefeller Capital Management L.P. 0.06% of their portfolio | 88.8k $19.3m | Reduced -4.6k |
| Parkman Healthcare Partners LLC 2.72% of their portfolio | 88.7k $19.2m | Added +46.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 88.6k $19.2m | Added +42.6k |
| AEGON ASSET MANAGEMENT UK Plc 0.30% of their portfolio | 87.1k $18.9m | First filing |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 81.5k $17.7m | Reduced -1.7k |
| Skandinaviska Enskilda Banken AB (publ) 0.10% of their portfolio | 80.0k $17.4m | Added +8.0k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 79.4k $17.2m | Added +43.1k |
| Capital International Investors 0.00% of their portfolio | 77.9k $16.9m | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 75.6k $16.4m | Added +1.8k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 74.2k $16.1m | Added +3.7k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 71.4k $15.5m | Added +14.2k |
| TD Asset Management Inc 0.01% of their portfolio | 69.0k $15.0m | Reduced -14.0k |
| HBK INVESTMENTS L P 0.35% of their portfolio | 67.5k $14.6m | Not comparable |
| State of Tennessee, Department of Treasury 0.06% of their portfolio | 66.3k $14.4m | Added +11.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 64.3k $13.9m | Reduced -5.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 64.1k $12.5m | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 61.9k $13.4m | Reduced -3 |
| UBS Group AG 0.01% of their portfolio | 61.4k $13.3m | Added +535 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 58.4k $12.7m | Reduced -7.0k |
| FRED ALGER MANAGEMENT, LLC 0.07% of their portfolio | 58.1k $12.6m | Reduced -42.7k |