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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
BlackRock
1
BlackRock
New York
$833M +$334M +12,861,170 +75%
Vanguard Group
2
Vanguard Group
Pennsylvania
$581M +$59.4M +2,288,185 +12%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$423M +$90.8M +3,494,678 +30%
State Street
4
State Street
Massachusetts
$259M +$84.7M +3,261,476 +54%
Renaissance Technologies
5
Renaissance Technologies
New York
$168M -$1.73M -66,696 -1%
HJGA
6
Hardman Johnston Global Advisors
Connecticut
$152M -$3.42M -131,809 -2%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$147M -$4.66M -179,415 -3%
Morgan Stanley
8
Morgan Stanley
New York
$140M +$78.6M +3,024,438 +150%
DTC
9
Deep Track Capital
Connecticut
$111M +$5.2M +200,000 +5%
RI
10
RTW Investments
New York
$108M +$78.3M +3,012,450 +339%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$101M +$4.22M +162,395 +5%
Primecap Management
12
Primecap Management
California
$98.9M -$8.22M -316,605 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$91.2M +$13.7M +525,674 +19%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$66.7M +$2.34M +90,219 +4%
Charles Schwab
15
Charles Schwab
California
$59.6M -$392K -15,076 -0.7%
Artisan Partners
16
Artisan Partners
Wisconsin
$57.3M +$4.89M +188,289 +10%
Norges Bank
17
Norges Bank
Norway
$55.5M +$8.94M +344,117 +21%
N
18
Nuveen
North Carolina
$54.5M +$627K +24,136 +1%
Northern Trust
19
Northern Trust
Illinois
$51.1M +$4.02M +154,944 +9%
First Trust Advisors
20
First Trust Advisors
Illinois
$45.8M +$4.24M +163,251 +11%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$45.1M -$1.14M -43,830 -3%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$44.3M +$1.95M +75,100 +5%
JAM
23
Jupiter Asset Management
United Kingdom
$41.2M +$5.06M +194,903 +15%
Goldman Sachs
24
Goldman Sachs
New York
$38.9M -$13.6M -523,805 -27%
Bank of America
25
Bank of America
North Carolina
$38.5M +$20M +771,090 +125%