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Alkermes
ALKS

292 hedge funds and large institutions have $11.3B invested in Alkermes in 2015 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

30% more capital invested

Capital invested by funds: $8.68B → $11.3B (+$2.64B)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

9% more funds holding

Funds holding: 269 → 292 (+23)

0% less call options, than puts

Call options by funds: $68M | Put options by funds: $68.3M

2% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 93

Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.66%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
57
Increased
91
Reduced
93
Closed
32
Calls
$68M
Puts
$68.3M
Net Calls
-$322K
Net Calls Change
-$18.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$29.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$26.7M
3
Ameriprise
Ameriprise
Minnesota
+$23.3M
4
WIM
Woodford Investment Management
United Kingdom
+$23M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$22M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$67.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$56.6M
3
Invesco
Invesco
Georgia
-$47.4M
4
TCM
Tekla Capital Management
Massachusetts
-$45.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
151
Verition Fund Management
Connecticut
$1.59M +$577K +8,243 +70%
AGM
152
Alpine Global Management
New York
$1.59M +$927K +13,245 +195%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$1.58M +$632K +9,019 +83%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$1.57M -$903K -12,894 -39%
CWM
155
Calamos Wealth Management
Illinois
$1.51M -$84K -1,200 -6%
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$1.49M +$98.8K +1,411 +8%
Truist Financial
157
Truist Financial
North Carolina
$1.47M +$433K +6,184 +50%
Stifel Financial
158
Stifel Financial
Missouri
$1.42M +$200K +2,860 +19%
SEI Investments
159
SEI Investments
Pennsylvania
$1.42M -$153K -2,179 -11%
Parallax Volatility Advisers
160
Parallax Volatility Advisers
California
$1.4M +$1.23M +17,573 New
PAM
161
Panagora Asset Management
Massachusetts
$1.37M +$543K +7,749 +82%
Canada Pension Plan Investment Board
162
Canada Pension Plan Investment Board
Ontario, Canada
$1.36M -$8.14M -116,262 -87%
CCM
163
Cupps Capital Management
Illinois
$1.35M +$1.19M +16,985 New
Barclays
164
Barclays
United Kingdom
$1.33M -$2.92M -41,701 -71%
BCM
165
BlueCrest Capital Management
Jersey
$1.28M +$1.13M +16,179 New
AB
166
Amalgamated Bank
New York
$1.28M -$81.2K -1,159 -7%
CCA
167
Checchi Capital Advisers
California
$1.18M +$23K +328 +2%
LS
168
Livforsakringsbolaget Skandia
Sweden
$1.15M – – –
Creative Planning
169
Creative Planning
Kansas
$1.15M +$35K +500 +4%
EWM
170
Evercore Wealth Management
New York
$1.13M -$35K -500 -3%
American Century Companies
171
American Century Companies
Missouri
$1.12M – – –
IA
172
IFP Advisors
Florida
$1.12M +$989K +14,128 New
BUB
173
BBVA USA Bancshares
Texas
$1.12M – – –
EAM
174
Eagle Asset Management
Florida
$1.1M -$70.8K -1,011 -7%
NCIM
175
New Century Investment Management
Michigan
$1.06M -$630 -9 -0.1%
5 6
7
8 9

ALKS Hedge Fund Activity: Q4 2015 in Review

292 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Alkermes (ALKS) for Q4 2015, worth a combined $11.3B — up 30% from $8.68B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ALKS positions and 32 closed out — a net gain of 25 holders — while 91 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $29.4M. The largest seller was Franklin Resources, cutting an estimated $67.5M.

  • 292 institutional investors held Alkermes (ALKS) as of Q4 2015, up from 269 in Q3 2015.
  • Funds reported $11.3B of Alkermes stock for Q4 2015, up 30% quarter-over-quarter.
  • 57 funds opened new Alkermes positions in Q4 2015 and 32 closed out, a net change of +25 holders.
  • The largest Alkermes buyer in Q4 2015 was Vanguard Group, an estimated $29.4M added.
  • The largest Alkermes seller in Q4 2015 was Franklin Resources, an estimated $67.5M sold.

Based on aggregated 13F filings for Q4 2015.