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Collegium Pharmaceutical

179 hedge funds and large institutions have $816M invested in Collegium Pharmaceutical in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,425% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $32K

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

35% more capital invested

Capital invested by funds: $605M → $816M (+$211M)

7% more funds holding

Funds holding: 168179 (+11)

3.15% less ownership

Funds ownership: 110.69%107.55% (-3.1%)

22% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 69

Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
54
Reduced
69
Closed
12
Calls
$2.09M
Puts
$32K
Net Calls
+$2.06M
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$133M -$219K -10,865 -0.2%
RCMNY
2
Rubric Capital Management (New York)
New York
$77.3M
EAM
3
Eventide Asset Management
Massachusetts
$61M
Vanguard Group
4
Vanguard Group
Pennsylvania
$51.2M -$1.86M -92,076 -4%
Principal Financial Group
5
Principal Financial Group
Iowa
$38.8M -$1.85M -91,533 -5%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$34.4M -$47.4M -2,350,826 -61%
State Street
7
State Street
Massachusetts
$29.9M -$1.5M -74,448 -5%
Renaissance Technologies
8
Renaissance Technologies
New York
$26.8M -$1.74M -86,499 -7%
Invesco
9
Invesco
Georgia
$24.8M +$1.09M +53,965 +5%
CCM
10
Camber Capital Management
Massachusetts
$24.4M
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$19M +$54.2K +2,686 +0.3%
EA
12
Emerald Advisers
Pennsylvania
$18.9M -$69.8K -3,460 -0.4%
RSCM
13
Rock Springs Capital Management
Maryland
$16.8M
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.9M -$192K -9,500 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$14.4M +$267K +13,225 +2%
PCM
16
Peregrine Capital Management
Minnesota
$12.6M -$119K -5,889 -1%
IECM
17
Intrinsic Edge Capital Management
Illinois
$9.67M +$8.4M +416,804 New
TA
18
Tamarack Advisers
California
$8.98M +$1.75M +87,000 +29%
Northern Trust
19
Northern Trust
Illinois
$8.94M -$25.5K -1,264 -0.3%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$8.58M +$896K +44,416 +14%
Morgan Stanley
21
Morgan Stanley
New York
$8.56M -$931K -46,168 -11%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.54M -$715K -35,470 -10%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$7.35M +$4.99M +247,697 +359%
Marshall Wace
24
Marshall Wace
United Kingdom
$7.12M +$5.39M +267,065 +668%
Pacer Advisors
25
Pacer Advisors
Pennsylvania
$6.99M +$6.08M +301,309 New

COLL Hedge Fund Activity: Q4 2022 in Review

179 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Collegium Pharmaceutical (COLL) for Q4 2022, worth a combined $816M — up 35% from $605M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new COLL positions and 12 closed out — a net gain of 14 holders — while 54 added to existing stakes and 69 trimmed.

The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $8.4M. The largest seller was Janus Henderson Group, cutting an estimated $47.4M.

  • 179 institutional investors held Collegium Pharmaceutical (COLL) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $816M of Collegium Pharmaceutical stock for Q4 2022, up 35% quarter-over-quarter.
  • 26 funds opened new Collegium Pharmaceutical positions in Q4 2022 and 12 closed out, a net change of +14 holders.
  • The largest Collegium Pharmaceutical buyer in Q4 2022 was Intrinsic Edge Capital Management, an estimated $8.4M added.
  • The largest Collegium Pharmaceutical seller in Q4 2022 was Janus Henderson Group, an estimated $47.4M sold.

Based on aggregated 13F filings for Q4 2022.