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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
BIA
276
Bell Investment Advisors
California
$4K +$2.6K +100 +227%
PA
277
Parallel Advisors
California
$3.38K -$11.8K -454 -79%
Mitsubishi UFJ Asset Management
278
Mitsubishi UFJ Asset Management
Japan
$3.3K
AF
279
Allworth Financial
California
$3.08K +$909 +35 +46%
HFS
280
Hantz Financial Services
Michigan
$3K
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$2.77K +$2.6K +100 New
RIM
282
Rockbridge Investment Management
New York
$2.77K +$2.6K +100 New
CTC
283
Central Trust Company
Missouri
$2.72K
FFA
284
Farther Finance Advisors
California
$1.94K +$1.27K +49 +233%
JWM
285
Janiczek Wealth Management
Colorado
$1.53K
AW
286
Avion Wealth
Texas
$1K +$52 +2 +11%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$944 +$883 +34 New
VCM
288
Versant Capital Management
Arizona
$915 +$597 +23 +230%
TCM
289
TD Capital Management
Tennessee
$555
BWL
290
Bogart Wealth LLC
Virginia
$527
CFGS
291
Concourse Financial Group Securities
Alabama
$527
PWMG
292
Private Wealth Management Group
New Jersey
$500 +$468 +18 New
IFAM
293
Institutional & Family Asset Management
Colorado
$499 -$208 -8 -31%
TWP
294
TFO Wealth Partners
Ohio
$305
FSWA
295
Financial Synergies Wealth Advisors
Texas
$236
JFA
296
JNBA Financial Advisors
Minnesota
$222
JWA
297
JFS Wealth Advisors
Pennsylvania
$195 +$182 +7 New
PS
298
Principal Securities
Iowa
$111 +$104 +4 New
SIC
299
SJS Investment Consulting
Ohio
$56 +$52 +2 New
DPW
300
DiNuzzo Private Wealth
Pennsylvania
$28 +$26 +1 New