Alkermes
ALKS
199 hedge funds and large institutions have $5.31B invested in Alkermes in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 81 reducing their positions, and 26 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
23% more capital invested
Capital invested by funds: $4.31B → $5.31B (+$1.01B)
3% more funds holding
Funds holding: 193 → 199 (+6)
16% less call options, than puts
Call options by funds: $11.5M | Put options by funds: $13.8M
30% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$97M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$73.5M |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
+$63.7M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$26M |
| 5 |
PC
PointState Capital
New York
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$32.3M |
| 2 |
HM
HealthCor Management
New York
|
-$27.7M |
| 3 |
Bank of New York Mellon
New York
|
-$27.5M |
| 4 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$22.6M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$20.3M |
ALKS Hedge Fund Activity: Q4 2013 in Review
199 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Alkermes (ALKS) for Q4 2013, worth a combined $5.31B — up 23% from $4.31B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ALKS positions and 26 closed out — a net gain of 7 holders — while 57 added to existing stakes and 81 trimmed.
The largest buyer was Franklin Resources, adding an estimated $97M. The largest seller was Fred Alger Management, cutting an estimated $32.3M.
- 199 institutional investors held Alkermes (ALKS) as of Q4 2013, up from 193 in Q3 2013.
- Funds reported $5.31B of Alkermes stock for Q4 2013, up 23% quarter-over-quarter.
- 33 funds opened new Alkermes positions in Q4 2013 and 26 closed out, a net change of +7 holders.
- The largest Alkermes buyer in Q4 2013 was Franklin Resources, an estimated $97M added.
- The largest Alkermes seller in Q4 2013 was Fred Alger Management, an estimated $32.3M sold.
Based on aggregated 13F filings for Q4 2013.