Alkermes
ALKS
218 hedge funds and large institutions have $6.08B invested in Alkermes in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 77 reducing their positions, and 15 closing their positions.
147% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 15
15% more capital invested
Capital invested by funds: $5.3B → $6.08B (+$776M)
10% more funds holding
Funds holding: 198 → 218 (+20)
8% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 77
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
51% less call options, than puts
Call options by funds: $11.3M | Put options by funds: $23.2M
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$349M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$80.9M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$68.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$50M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$43.7M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
226
Paloma Partners
Greenwich,
Connecticut
| – | -$496K | -12,177 | Closed |
|
|
CA
227
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| – | -$566K | -11,632 | Closed |
|
|
RJA
228
Raymond James & Associates
St Petersburg,
Florida
| – | -$426K | -10,482 | Closed |
|
|
ZDA
229
Zweig-DiMenna Associates
New York
| – | -$252K | -6,200 | Closed |
|
230
SG Americas Securities
New York
| – | -$118K | -2,897 | Closed |
|
|
HF
231
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$31K | -773 | Closed |
|
|
JFA
232
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$8K | -200 | Closed |
|
|
WEC
233
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$7K | -160 | Closed |
|
ALKS Hedge Fund Activity: Q1 2014 in Review
218 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Alkermes (ALKS) for Q1 2014, worth a combined $6.08B — up 15% from $5.3B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ALKS positions and 15 closed out — a net gain of 22 holders — while 83 added to existing stakes and 77 trimmed.
The largest buyer was Invesco, adding an estimated $349M. The largest seller was Westfield Capital Management, cutting an estimated $119M.
- 218 institutional investors held Alkermes (ALKS) as of Q1 2014, up from 198 in Q4 2013.
- Funds reported $6.08B of Alkermes stock for Q1 2014, up 15% quarter-over-quarter.
- 37 funds opened new Alkermes positions in Q1 2014 and 15 closed out, a net change of +22 holders.
- The largest Alkermes buyer in Q1 2014 was Invesco, an estimated $349M added.
- The largest Alkermes seller in Q1 2014 was Westfield Capital Management, an estimated $119M sold.
Based on aggregated 13F filings for Q1 2014.