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Alkermes

301 hedge funds and large institutions have $4.94B invested in Alkermes in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 120 increasing their positions, 82 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 82

8.61% more ownership

Funds ownership: 98.06%106.66% (+8.6%)

8% more capital invested

Capital invested by funds: $4.59B → $4.94B (+$348M)

1% less call options, than puts

Call options by funds: $6.03M | Put options by funds: $6.1M

5% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 60

2% less funds holding

Funds holding: 306301 (-5)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
57
Increased
120
Reduced
82
Closed
60
Calls
$6.03M
Puts
$6.1M
Net Calls
-$72K
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
226
OMERS Administration Corp
Ontario, Canada
$250K +$234K +9,000 New
US Bancorp
227
US Bancorp
Minnesota
$249K +$4.29K +165 +2%
Simplex Trading
228
Simplex Trading
Illinois
$249K -$389K -14,991 -62%
ECM
229
Everence Capital Management
Indiana
$245K +$229K +8,830 New
UOC
230
UBS O'Connor
Illinois
$244K +$228K +8,794 New
SC
231
Sonen Capital
California
$242K
FWM
232
FFT Wealth Management
Pennsylvania
$236K
SCM
233
Shelton Capital Management
Colorado
$224K +$210K +8,081 New
MWPCG
234
Measured Wealth Private Client Group
New Hampshire
$209K +$196K +7,534 New
LPL Financial
235
LPL Financial
California
$209K +$5.82K +224 +3%
Verition Fund Management
236
Verition Fund Management
Connecticut
$207K -$104K -3,998 -35%
Mariner
237
Mariner
Kansas
$205K -$294K -11,321 -61%
SAM
238
Storebrand Asset Management
Norway
$196K
C
239
Covestor
United Kingdom
$99K +$83.5K +3,216 +879%
KBC Group
240
KBC Group
Belgium
$88K
VFA
241
Virtus Fund Advisers
Connecticut
$74K
HNB
242
Huntington National Bank
Ohio
$64.9K +$49.6K +1,909 +444%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$55K +$25K +962 +93%
Daiwa Securities Group
244
Daiwa Securities Group
Japan
$49K +$28.6K +1,100 +166%
Credit Agricole
245
Credit Agricole
France
$41.6K
CMBA
246
C.M. Bidwell & Associates
Hawaii
$36.8K
GI
247
GAMMA Investing
California
$35.3K +$33.9K +1,304 New
MSWM
248
McGlone Suttner Wealth Management
Wisconsin
$29.8K +$27.9K +1,073 New
UB
249
UMB Bank
Missouri
$27.7K
EA
250
Emerald Advisers
Pennsylvania
$27.2K