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Collegium Pharmaceutical

133 hedge funds and large institutions have $739M invested in Collegium Pharmaceutical in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

2.11% more ownership

Funds ownership: 91.97%94.08% (+2.1%)

4% less capital invested

Capital invested by funds: $773M → $739M (-$34.6M)

5% less funds holding

Funds holding: 140133 (-7)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

48% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $2.46M

Holders
133
Holders Change
-7
Holders Change %
-5%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
22
Increased
55
Reduced
35
Closed
28
Calls
$1.27M
Puts
$2.46M
Net Calls
-$1.19M
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$90.9M -$416K -16,926 -0.4%
Macquarie Group
2
Macquarie Group
Australia
$61.7M +$5.74M +233,598 +10%
BlackRock
3
BlackRock
New York
$53.7M +$6.7M +272,302 +14%
EAM
4
Eventide Asset Management
Massachusetts
$52.7M
FM
5
Frazier Management
Washington
$45M
RSCM
6
Rock Springs Capital Management
Maryland
$39.4M -$6.64M -270,000 -14%
Franklin Resources
7
Franklin Resources
California
$33.7M -$1.39M -56,677 -4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$30.1M +$3.75M +152,508 +14%
TGHSA
9
TPG Group Holdings (SBS) Advisors
Texas
$29.2M
SAM
10
Sectoral Asset Management
Quebec, Canada
$26.5M -$3.03M -123,401 -10%
Morgan Stanley
11
Morgan Stanley
New York
$21M +$735K +29,903 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$19.8M
State Street
13
State Street
Massachusetts
$15.6M +$1.07M +43,341 +7%
Northern Trust
14
Northern Trust
Illinois
$12.6M +$5.69M +231,463 +78%
HCMT
15
Highland Capital Management (Texas)
Texas
$12.1M +$5.06M +205,600 +68%
RHJA
16
Rice Hall James & Associates
California
$10.4M +$1.32M +53,530 +14%
MC
17
Maverick Capital
Texas
$10.1M +$10.4M +424,590 New
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$10M +$143K +5,818 +1%
CAM
19
Cortina Asset Management
Wisconsin
$8.74M +$2.6M +105,585 +40%
Millennium Management
20
Millennium Management
New York
$8.61M +$8.18M +332,647 +1,172%
CM
21
Castleark Management
Illinois
$6.99M +$1.74M +70,820 +32%
SPPAM
22
Summit Partners Public Asset Management
Massachusetts
$6.97M -$3.73M -151,528 -34%
Prudential Financial
23
Prudential Financial
New Jersey
$6.88M -$1.41M -57,520 -17%
CAM
24
Cormorant Asset Management
Massachusetts
$6.84M
JGC
25
J. Goldman & Co
New York
$6.69M +$1.39M +56,486 +25%

COLL Hedge Fund Activity: Q2 2018 in Review

133 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Collegium Pharmaceutical (COLL) for Q2 2018, worth a combined $739M — down 4.5% from $773M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of COLL and 22 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 55 added.

The largest buyer was Maverick Capital, opening a new position worth an estimated $10.4M. The largest seller was Citadel Advisors, cutting an estimated $7.83M.

  • 133 institutional investors held Collegium Pharmaceutical (COLL) as of Q2 2018, down from 140 in Q1 2018.
  • Funds reported $739M of Collegium Pharmaceutical stock for Q2 2018, down 4.5% quarter-over-quarter.
  • 22 funds opened new Collegium Pharmaceutical positions in Q2 2018 and 28 closed out, a net change of -6 holders.
  • The largest Collegium Pharmaceutical buyer in Q2 2018 was Maverick Capital, an estimated $10.4M added.
  • The largest Collegium Pharmaceutical seller in Q2 2018 was Citadel Advisors, an estimated $7.83M sold.

Based on aggregated 13F filings for Q2 2018.