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Alkermes

215 hedge funds and large institutions have $3.63B invested in Alkermes in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $12.2M

2.04% more ownership

Funds ownership: 94.51%96.56% (+2%)

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

4% less funds holding

Funds holding: 223215 (-8)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

23% less capital invested

Capital invested by funds: $4.7B → $3.63B (-$1.07B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
215
Holders Change
-8
Holders Change %
-3.59%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
33
Increased
76
Reduced
73
Closed
39
Calls
$16.4M
Puts
$12.2M
Net Calls
+$4.16M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$12K +$6.1K +232 +83%
SPIA
177
Steward Partners Investment Advisory
New York
$12K +$13.1K +500 New
Daiwa Securities Group
178
Daiwa Securities Group
Japan
$11K -$2.13K -81 -15%
CCM
179
Cribstone Capital Management
Maine
$11K
WT
180
Whittier Trust
California
$10K
Schroder Investment Management Group
181
Schroder Investment Management Group
United Kingdom
$9K +$10.6K +405 New
RPCONE
182
Retirement Planning Company of New England
Rhode Island
$8K +$9.49K +361 New
NICM
183
Neo Ivy Capital Management
New York
$6K +$6.81K +259 New
GWS
184
Glassman Wealth Services
Virginia
$5K -$3.05K -116 -36%
CA
185
Cornerstone Advisory
Maryland
$5K +$5.26K +200 New
TWA
186
TCI Wealth Advisors
Arizona
$4K -$62.3K -2,370 -93%
HFS
187
Hantz Financial Services
Michigan
$4K -$2.63K -100 -40%
QCG
188
Quadrant Capital Group
Ohio
$4K -$552 -21 -11%
Baillie Gifford & Co
189
Baillie Gifford & Co
United Kingdom
$4K
SGAM
190
Smith Group Asset Management
Texas
$4K
RFA
191
Reilly Financial Advisors
California
$4K +$1.97K +75 +75%
SWM
192
Spire Wealth Management
Virginia
$3K
KFS
193
Kelly Financial Services
Massachusetts
$2.33K
S
194
SignatureFD
Georgia
$2K -$368 -14 -17%
PA
195
Parallel Advisors
California
$2K -$263 -10 -12%
EI
196
Ellevest Inc
New York
$2K -$105 -4 -6%
EWM
197
Endurance Wealth Management
Rhode Island
$2K
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$2K
RIM
199
Rockbridge Investment Management
New York
$2K
TF
200
TimeScale Financial
Massachusetts
$2K