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Alkermes

274 hedge funds and large institutions have $4.59B invested in Alkermes in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

49% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $8.46M

11% more funds holding

Funds holding: 246274 (+28)

11% more capital invested

Capital invested by funds: $4.14B → $4.59B (+$443M)

1% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 86

2.08% less ownership

Funds ownership: 97.5%95.43% (-2.1%)

Holders
274
Holders Change
+28
Holders Change %
+11.38%
% of All Funds
4.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
58
Increased
87
Reduced
86
Closed
24
Calls
$12.6M
Puts
$8.46M
Net Calls
+$4.17M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
276
Edgestream Partners
New Jersey
-$1.81M -68,686 Closed
HSBC Holdings
277
HSBC Holdings
United Kingdom
-$853K -31,887 Closed
DA
278
Duality Advisers
Florida
-$773K -29,362 Closed
JG
279
Jefferies Group
New York
-$706K -26,837 Closed
VF
280
Virtu Financial
New York
-$501K -19,051 Closed
EWM
281
Evercore Wealth Management
New York
-$277K -10,540 Closed
AII
282
AGF Investments Inc
Ontario, Canada
-$273K -10,374 Closed
CG
283
Cutler Group
California
-$230K -8,000 Closed
AWA
284
Aaron Wealth Advisors
Illinois
-$298K -7,840 Closed
Robeco Institutional Asset Management
285
Robeco Institutional Asset Management
Netherlands
-$191K -7,245 Closed
ACM
286
Aquatic Capital Management
Illinois
-$74K -2,800 Closed
Lazard Asset Management
287
Lazard Asset Management
New York
-$72K -2,738 Closed
LAS
288
Lloyd Advisory Services
Georgia
-$5K -181 Closed
Creative Planning
289
Creative Planning
Kansas
-$3K -100 Closed
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
-$3K -100 Closed
MAM
291
McCarthy Asset Management
California
-$2K -90 Closed
BFC
292
Bedel Financial Consulting
Indiana
-$1K -53 Closed
PCA
293
Providence Capital Advisors
North Carolina
-$1K -53 Closed
CI
294
Cordant Inc
Oregon
-$1K -33 Closed
C
295
Covestor
United Kingdom
-$86 -3 -75%
CAL
296
Capital Advisors Ltd
Ohio
+$431 +15 New

ALKS Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Alkermes (ALKS) for Q2 2022, worth a combined $4.59B — up 11% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ALKS positions and 24 closed out — a net gain of 34 holders — while 87 added to existing stakes and 86 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $54.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $303M.

  • 274 institutional investors held Alkermes (ALKS) as of Q2 2022, up from 246 in Q1 2022.
  • Funds reported $4.59B of Alkermes stock for Q2 2022, up 11% quarter-over-quarter.
  • 58 funds opened new Alkermes positions in Q2 2022 and 24 closed out, a net change of +34 holders.
  • The largest Alkermes buyer in Q2 2022 was Lord, Abbett & Co, an estimated $54.6M added.
  • The largest Alkermes seller in Q2 2022 was T. Rowe Price Associates, an estimated $303M sold.

Based on aggregated 13F filings for Q2 2022.