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Perspective Therapeutics
CATX

42 hedge funds and large institutions have $17.8M invested in Perspective Therapeutics in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more capital invested

Capital invested by funds: $4.26M → $17.8M (+$13.5M)

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0.21% less ownership

Funds ownership: 1.21% → 1% (-0.21%)

13% less funds holding

Funds holding: 48 → 42 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
6
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M
2
BlackRock
BlackRock
New York
+$1.04M
3
OCM
Osterweis Capital Management
California
+$646K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$295K
5
Northern Trust
Northern Trust
Illinois
+$61.5K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$75.5K
2
UBS Group
UBS Group
Switzerland
-$32.4K
3
VF
Virtu Financial
New York
-$17K
4
Jane Street
Jane Street
New York
-$12.2K
5
PCM
Perkins Capital Management
Minnesota
-$9.39K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.66M +$2.43M +594,865 +98%
BlackRock
2
BlackRock
New York
$3.19M +$1.04M +254,676 +104%
PCM
3
Perkins Capital Management
Minnesota
$1.75M -$9.39K -2,300 -0.8%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.19M +$295K +72,260 +63%
OCM
5
Osterweis Capital Management
California
$1.01M +$646K +158,210 New
HighTower Advisors
6
HighTower Advisors
Illinois
$732K – – –
TMWM
7
Taylor & Morgan Wealth Management
Michigan
$485K -$4.29K -1,051 -1%
State Street
8
State Street
Massachusetts
$353K – – –
Renaissance Technologies
9
Renaissance Technologies
New York
$266K +$15.3K +3,740 +10%
Northern Trust
10
Northern Trust
Illinois
$252K +$61.5K +15,063 +62%
BCM
11
Bridgeway Capital Management
Texas
$117K – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$98.4K +$31.4K +7,701 +100%
Creative Planning
13
Creative Planning
Kansas
$82.6K – – –
Charles Schwab
14
Charles Schwab
California
$74K +$47.4K +11,601 New
WE
15
Wealth Effects
Massachusetts
$70.2K – – –
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$54.2K – – –
Morgan Stanley
17
Morgan Stanley
New York
$45.5K -$5.22K -1,279 -15%
CAG
18
Crestwood Advisors Group
Massachusetts
$35K – – –
ECM
19
ExodusPoint Capital Management
New York
$31K +$19.9K +4,872 New
Two Sigma Advisers
20
Two Sigma Advisers
New York
$26.7K -$1.1K -270 -6%
Cerity Partners
21
Cerity Partners
New York
$25.5K – – –
DAS
22
Dynamic Advisor Solutions
Arizona
$25.5K +$16.3K +4,000 New
JFG
23
JDM Financial Group
Texas
$22.3K – – –
LPL Financial
24
LPL Financial
California
$21.8K – – –
SFS
25
Sowell Financial Services
Arkansas
$19K +$12.2K +3,000 New
1
2 3

CATX Hedge Fund Activity: Q1 2023 in Review

42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Perspective Therapeutics (CATX) for Q1 2023, worth a combined $17.8M — up 317% from $4.26M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CATX and 7 opened new positions — a net loss of 6 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was Vanguard Group, adding an estimated $2.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $75.5K sold.

  • 42 institutional investors held Perspective Therapeutics (CATX) as of Q1 2023, down from 48 in Q4 2022.
  • Funds reported $17.8M of Perspective Therapeutics stock for Q1 2023, up 317% quarter-over-quarter.
  • 7 funds opened new Perspective Therapeutics positions in Q1 2023 and 13 closed out, a net change of -6 holders.
  • The largest Perspective Therapeutics buyer in Q1 2023 was Vanguard Group, an estimated $2.43M added.
  • The largest Perspective Therapeutics seller in Q1 2023 was Citadel Advisors, an estimated $75.5K sold.

Based on aggregated 13F filings for Q1 2023.