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ICPT

Intercept Pharmaceuticals, Inc.

Delisted

ICPT was delisted on the 7th of November, 2023.

151 hedge funds and large institutions have $568M invested in Intercept Pharmaceuticals, Inc. in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less capital invested

Capital invested by funds: $650M → $568M (-$82.5M)

14% less funds holding

Funds holding: 175151 (-24)

22% less call options, than puts

Call options by funds: $24.8M | Put options by funds: $31.9M

24% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 55

59% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 39

Holders
151
Holders Change
-24
Holders Change %
-13.71%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
42
Reduced
55
Closed
39
Calls
$24.8M
Puts
$31.9M
Net Calls
-$7.12M
Net Calls Change
+$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$76.1M +$13M +467,162 +17%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$66.2M -$17.5M -628,560 -18%
State Street
3
State Street
Massachusetts
$65.4M +$7.93M +284,592 +11%
First Trust Advisors
4
First Trust Advisors
Illinois
$59.2M +$17M +609,716 +31%
BlackRock
5
BlackRock
New York
$56.9M -$891K -31,965 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$22.3M -$9.84M -352,864 -27%
Citadel Advisors
7
Citadel Advisors
Florida
$16.9M +$14.2M +510,589 +233%
Macquarie Group
8
Macquarie Group
Australia
$15.4M -$1.08M -38,922 -6%
SB
9
Samsara BioCapital
California
$14.8M +$6.61M +237,000 +59%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$12.3M +$1.46M +52,378 +11%
Goldman Sachs
11
Goldman Sachs
New York
$11.4M -$14.1M -505,505 -50%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.7M +$1.6M +57,413 +14%
Voloridge Investment Management
13
Voloridge Investment Management
Florida
$8.32M -$297K -10,639 -3%
EAM
14
EULAV Asset Management
Florida
$7.73M
Two Sigma Advisers
15
Two Sigma Advisers
New York
$7.41M -$2.35M -84,400 -21%
Northern Trust
16
Northern Trust
Illinois
$6.61M -$340K -12,190 -4%
Bank of America
17
Bank of America
North Carolina
$5.46M +$874K +31,355 +15%
Citigroup
18
Citigroup
New York
$4.52M +$4.8M +172,110 +722%
Charles Schwab
19
Charles Schwab
California
$4.09M -$715K -25,661 -13%
AGA
20
Altrinsic Global Advisors
Connecticut
$3.9M -$4.08M -146,430 -46%
Morgan Stanley
21
Morgan Stanley
New York
$3.71M -$4.01M -143,776 -47%
Rafferty Asset Management
22
Rafferty Asset Management
New York
$3.66M +$3.57M +128,237 +422%
UBS Group
23
UBS Group
Switzerland
$3.16M +$3.34M +119,961 +704%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$3.12M +$3.77M +135,214 New
Two Sigma Investments
25
Two Sigma Investments
New York
$2.82M -$4.33M -155,373 -56%

ICPT Hedge Fund Activity: Q1 2021 in Review

151 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Intercept Pharmaceuticals, Inc. (ICPT) for Q1 2021, worth a combined $568M — down 13% from $650M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of ICPT and 16 opened new positions — a net loss of 23 holders — while 55 trimmed existing stakes and 42 added.

The largest buyer was First Trust Advisors, adding an estimated $17M. The largest seller was Ameriprise, cutting an estimated $33.1M.

  • 151 institutional investors held Intercept Pharmaceuticals, Inc. (ICPT) as of Q1 2021, down from 175 in Q4 2020.
  • Funds reported $568M of Intercept Pharmaceuticals, Inc. stock for Q1 2021, down 13% quarter-over-quarter.
  • 16 funds opened new Intercept Pharmaceuticals, Inc. positions in Q1 2021 and 39 closed out, a net change of -23 holders.
  • The largest Intercept Pharmaceuticals, Inc. buyer in Q1 2021 was First Trust Advisors, an estimated $17M added.
  • The largest Intercept Pharmaceuticals, Inc. seller in Q1 2021 was Ameriprise, an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2021.