Perspective Therapeutics
CATX
50 hedge funds and large institutions have $22M invested in Perspective Therapeutics in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
24% more capital invested
Capital invested by funds: $17.8M → $22M (+$4.26M)
19% more funds holding
Funds holding: 42 → 50 (+8)
0.18% more ownership
Funds ownership: 1% → 1.18% (+0.18%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
Baker Bros. Advisors
New York
|
+$1.41M |
| 2 |
PIC
Portland Investment Counsel
Burlington,
Ontario, Canada
|
+$628K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$437K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$356K |
| 5 |
BlackRock
New York
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TMWM
Taylor & Morgan Wealth Management
Flint,
Michigan
|
-$99.7K |
| 2 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
-$45.5K |
| 3 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$35K |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$31K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$25.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECM
51
ExodusPoint Capital Management
New York
| – | -$31K | -4,872 | Closed |
|
|
DAS
52
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$25.5K | -4,000 | Closed |
|
|
SFS
53
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$19K | -3,000 | Closed |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$15.2K | -2,496 | -99% |
|
|
ASN
55
Advisory Services Network
Atlanta,
Georgia
| – | -$638 | -100 | Closed |
|
CATX Hedge Fund Activity: Q2 2023 in Review
50 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Perspective Therapeutics (CATX) for Q2 2023, worth a combined $22M — up 24% from $17.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CATX positions and 5 closed out — a net gain of 8 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Baker Bros. Advisors, opening a new position worth an estimated $1.41M. The largest seller was Taylor & Morgan Wealth Management, cutting an estimated $99.7K.
- 50 institutional investors held Perspective Therapeutics (CATX) as of Q2 2023, up from 42 in Q1 2023.
- Funds reported $22M of Perspective Therapeutics stock for Q2 2023, up 24% quarter-over-quarter.
- 13 funds opened new Perspective Therapeutics positions in Q2 2023 and 5 closed out, a net change of +8 holders.
- The largest Perspective Therapeutics buyer in Q2 2023 was Baker Bros. Advisors, an estimated $1.41M added.
- The largest Perspective Therapeutics seller in Q2 2023 was Taylor & Morgan Wealth Management, an estimated $99.7K sold.
Based on aggregated 13F filings for Q2 2023.