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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
9
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBA
Baker Bros. Advisors
New York
+$1.41M
2
PIC
Portland Investment Counsel
Ontario, Canada
+$628K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$437K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$356K
5
BlackRock
BlackRock
New York
+$202K

Top Sellers

Rank Fund Capital Flow
1
TMWM
Taylor & Morgan Wealth Management
Michigan
-$99.7K
2
PCM
Perkins Capital Management
Minnesota
-$45.5K
3
CAG
Crestwood Advisors Group
Massachusetts
-$35K
4
ECM
ExodusPoint Capital Management
New York
-$31K
5
DAS
Dynamic Advisor Solutions
Arizona
-$25.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.5M +$437K +71,999 +6%
BlackRock
2
BlackRock
New York
$3.57M +$202K +33,345 +7%
PCM
3
Perkins Capital Management
Minnesota
$1.79M -$45.5K -7,500 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.64M +$356K +58,574 +31%
BBA
5
Baker Bros. Advisors
New York
$1.55M +$1.41M +231,929 New
OCM
6
Osterweis Capital Management
California
$1.06M – – –
HighTower Advisors
7
HighTower Advisors
Illinois
$766K – – –
PIC
8
Portland Investment Counsel
Ontario, Canada
$683K +$628K +103,410 New
State Street
9
State Street
Massachusetts
$434K +$58.8K +9,680 +17%
TMWM
10
Taylor & Morgan Wealth Management
Michigan
$398K -$99.7K -16,426 -22%
Renaissance Technologies
11
Renaissance Technologies
New York
$292K +$12.4K +2,040 +5%
Northern Trust
12
Northern Trust
Illinois
$264K – – –
BCM
13
Bridgeway Capital Management
Texas
$123K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$111K +$101K +16,678 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$103K – – –
Creative Planning
16
Creative Planning
Kansas
$89.8K +$3.04K +500 +4%
Charles Schwab
17
Charles Schwab
California
$77.5K – – –
WE
18
Wealth Effects
Massachusetts
$73.5K – – –
TSS
19
Two Sigma Securities
New York
$67.3K +$61.2K +10,077 New
BWM
20
BerganKDV Wealth Management
Minnesota
$50.1K +$45.5K +7,500 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$43.4K -$12.1K -2,000 -24%
Morgan Stanley
22
Morgan Stanley
New York
$41.5K -$5.52K -909 -13%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$28K -$607 -100 -2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$27K +$24.3K +4,000 New
Cerity Partners
25
Cerity Partners
New York
$26.7K – – –
1
2 3

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.