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Collegium Pharmaceutical

128 hedge funds and large institutions have $405M invested in Collegium Pharmaceutical in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 32

57% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $735K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.91% less ownership

Funds ownership: 94.22%92.31% (-1.9%)

12% less funds holding

Funds holding: 145128 (-17)

15% less capital invested

Capital invested by funds: $476M → $405M (-$70.8M)

38% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 37

Holders
128
Holders Change
-17
Holders Change %
-11.72%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
53
Reduced
32
Closed
37
Calls
$1.16M
Puts
$735K
Net Calls
+$420K
Net Calls Change
+$222K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$56.9M +$9.28M +693,812 +19%
BlackRock
2
BlackRock
New York
$32.7M +$2.21M +165,018 +7%
EAM
3
Eventide Asset Management
Massachusetts
$31.9M +$2.95M +220,366 +10%
FM
4
Frazier Management
Washington
$24.8M
Franklin Resources
5
Franklin Resources
California
$24.4M +$294K +22,007 +1%
RSCM
6
Rock Springs Capital Management
Maryland
$20.7M
Vanguard Group
7
Vanguard Group
Pennsylvania
$20.7M +$306K +22,883 +1%
TGHSA
8
TPG Group Holdings (SBS) Advisors
Texas
$18.9M
RHJA
9
Rice Hall James & Associates
California
$16.6M +$930K +69,549 +6%
SAM
10
Sectoral Asset Management
Quebec, Canada
$15.4M +$3.22M +240,513 +26%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$9.08M +$455 +34 +0%
State Street
12
State Street
Massachusetts
$8.89M +$403K +30,149 +5%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$7.76M +$46.1K +3,450 +0.6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$7.33M +$1.73M +129,532 +30%
Morgan Stanley
15
Morgan Stanley
New York
$6.72M -$521K -38,987 -7%
CAM
16
Cortina Asset Management
Wisconsin
$6.7M +$3.05M +228,035 +81%
Macquarie Group
17
Macquarie Group
Australia
$6.54M -$25.6M -1,914,707 -79%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.3M +$532K +39,748 +11%
Northern Trust
19
Northern Trust
Illinois
$5.09M +$56.2K +4,201 +1%
Prudential Financial
20
Prudential Financial
New Jersey
$4.83M +$552K +41,310 +13%
UBS AM
21
UBS AM
Illinois
$3.91M -$79.4K -5,936 -2%
Renaissance Technologies
22
Renaissance Technologies
New York
$3.21M +$3.26M +244,100 New
Charles Schwab
23
Charles Schwab
California
$2.87M +$667K +49,860 +30%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$2.85M +$1.06M +79,564 +58%
LPL Financial
25
LPL Financial
California
$2.74M +$131K +9,808 +5%

COLL Hedge Fund Activity: Q2 2019 in Review

128 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Collegium Pharmaceutical (COLL) for Q2 2019, worth a combined $405M — down 15% from $476M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of COLL and 23 opened new positions — a net loss of 14 holders — while 32 trimmed existing stakes and 53 added.

The largest buyer was Janus Henderson Group, adding an estimated $9.28M. The largest seller was Macquarie Group, cutting an estimated $25.6M.

  • 128 institutional investors held Collegium Pharmaceutical (COLL) as of Q2 2019, down from 145 in Q1 2019.
  • Funds reported $405M of Collegium Pharmaceutical stock for Q2 2019, down 15% quarter-over-quarter.
  • 23 funds opened new Collegium Pharmaceutical positions in Q2 2019 and 37 closed out, a net change of -14 holders.
  • The largest Collegium Pharmaceutical buyer in Q2 2019 was Janus Henderson Group, an estimated $9.28M added.
  • The largest Collegium Pharmaceutical seller in Q2 2019 was Macquarie Group, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2019.