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Alkermes
ALKS

225 hedge funds and large institutions have $3.95B invested in Alkermes in 2021 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

66% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $19.1M

34% more capital invested

Capital invested by funds: $2.95B → $3.95B (+$1,000M)

13% more funds holding

Funds holding: 199 → 225 (+26)

1.26% more ownership

Funds ownership: 99.2% → 100.45% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

Holders
225
Holders Change
+26
Holders Change %
+13.07%
% of All Funds
3.92%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
58
Increased
69
Reduced
67
Closed
31
Calls
$31.8M
Puts
$19.1M
Net Calls
+$12.7M
Net Calls Change
+$23.7M

Top Buyers

Rank Fund Capital Flow
1
SCM
Sarissa Capital Management
Connecticut
+$87.2M
2
BlackRock
BlackRock
New York
+$81.3M
3
Holocene Advisors
Holocene Advisors
New York
+$49.1M
4
Northern Trust
Northern Trust
Illinois
+$22.8M
5
Goldman Sachs
Goldman Sachs
New York
+$22.1M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$140M
2
Citigroup
Citigroup
New York
-$51.3M
3
UBS Group
UBS Group
Switzerland
-$33.7M
4
Nomura Holdings
Nomura Holdings
Japan
-$33.1M
5
CCM
Camber Capital Management
Massachusetts
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$4K +$222 +10 +6%
MSFP
202
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
SWM
203
Spire Wealth Management
Virginia
$3K – – –
RIM
204
Rockbridge Investment Management
New York
$3K +$2.23K +100 +2,000%
ACM
205
Anfield Capital Management
California
$3K +$2.78K +125 New
AIG
206
American International Group
New York
$2.2K +$1.96M +88,001 +4,661%
S
207
SignatureFD
Georgia
$2K -$623 -28 -29%
EARNEST Partners
208
EARNEST Partners
Georgia
$2K – – –
EWM
209
Endurance Wealth Management
Rhode Island
$2K – – –
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
RFA
211
Reilly Financial Advisors
California
$2K – – –
TF
212
TimeScale Financial
Massachusetts
$2K – – –
EI
213
Ellevest Inc
New York
$2K +$1.56K +70 New
MAM
214
McCarthy Asset Management
California
$2K +$2K +90 New
ASN
215
Advisory Services Network
Georgia
$2K +$2.23K +100 New
TPCW
216
TD Private Client Wealth
New York
$1.13K – – –
BFC
217
Bedel Financial Consulting
Indiana
$1K – – –
JWM
218
Janiczek Wealth Management
Colorado
$1K – – –
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$1K +$601 +27 New
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$87 -$101K -4,550 -56%
Nomura Holdings
221
Nomura Holdings
Japan
– -$33.1M -1,767,573 Closed
Balyasny Asset Management
222
Balyasny Asset Management
Illinois
– -$9.93M -531,625 Closed
California Public Employees Retirement System
223
California Public Employees Retirement System
California
– -$6.62M -354,615 Closed
TCM
224
Tekla Capital Management
Massachusetts
– -$3.17M -169,930 Closed
HF
225
HRT Financial
New York
– -$2.45M -131,418 Closed
7 8
9
10 11

ALKS Hedge Fund Activity: Q2 2021 in Review

225 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alkermes (ALKS) for Q2 2021, worth a combined $3.95B — up 34% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ALKS positions and 31 closed out — a net gain of 27 holders — while 69 added to existing stakes and 67 trimmed.

The largest buyer was Sarissa Capital Management, adding an estimated $87.2M. The largest seller was Wellington Management Group, cutting an estimated $140M.

  • 225 institutional investors held Alkermes (ALKS) as of Q2 2021, up from 199 in Q1 2021.
  • Funds reported $3.95B of Alkermes stock for Q2 2021, up 34% quarter-over-quarter.
  • 58 funds opened new Alkermes positions in Q2 2021 and 31 closed out, a net change of +27 holders.
  • The largest Alkermes buyer in Q2 2021 was Sarissa Capital Management, an estimated $87.2M added.
  • The largest Alkermes seller in Q2 2021 was Wellington Management Group, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2021.