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ICPT

Intercept Pharmaceuticals, Inc.

Delisted

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

129 hedge funds and large institutions have $444M invested in Intercept Pharmaceuticals, Inc. in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 31

33% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $16.7M

15% less funds holding

Funds holding: 151129 (-22)

22% less capital invested

Capital invested by funds: $568M → $444M (-$124M)

65% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
-22
Holders Change %
-14.57%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
53
Reduced
31
Closed
34
Calls
$22.2M
Puts
$16.7M
Net Calls
+$5.47M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.4M +$1.53M +77,095 +2%
State Street
2
State Street
Massachusetts
$53.1M -$3.54M -178,758 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$51.5M -$5.8M -292,579 -10%
BlackRock
4
BlackRock
New York
$46.8M -$2.42M -122,285 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$22.1M +$2.84M +143,504 +15%
Macquarie Group
6
Macquarie Group
Australia
$13.5M +$207K +10,448 +2%
SB
7
Samsara BioCapital
California
$12.8M
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$12.3M +$1.62M +81,786 +15%
Morgan Stanley
9
Morgan Stanley
New York
$11.5M +$8.21M +414,090 +258%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$9.94M +$3.5M +176,600 +55%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$9.76M +$518K +26,125 +6%
Two Sigma Investments
12
Two Sigma Investments
New York
$8.83M +$6.35M +320,232 +262%
Goldman Sachs
13
Goldman Sachs
New York
$7.94M -$1.95M -98,114 -20%
EAM
14
EULAV Asset Management
Florida
$6.69M
Voloridge Investment Management
15
Voloridge Investment Management
Florida
$6.46M -$742K -37,449 -10%
Northern Trust
16
Northern Trust
Illinois
$6M +$275K +13,866 +5%
Citigroup
17
Citigroup
New York
$5.11M +$1.19M +60,054 +31%
Bank of America
18
Bank of America
North Carolina
$4.74M +$15.4K +775 +0.3%
Charles Schwab
19
Charles Schwab
California
$3.73M +$189K +9,553 +5%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$3.56M +$3.53M +178,288 +89,144%
AGA
21
Altrinsic Global Advisors
Connecticut
$3.37M
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.88M +$666K +33,607 +30%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$2.81M +$110K +5,544 +4%
Norges Bank
24
Norges Bank
Norway
$2.56M +$576K +29,036 +29%
PA
25
Pinnacle Associates
New York
$2.46M +$54.4K +2,742 +2%

ICPT Hedge Fund Activity: Q2 2021 in Review

129 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Intercept Pharmaceuticals, Inc. (ICPT) for Q2 2021, worth a combined $444M — down 22% from $568M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ICPT and 12 opened new positions — a net loss of 22 holders — while 31 trimmed existing stakes and 53 added.

The largest buyer was Morgan Stanley, adding an estimated $8.21M. The largest seller was First Trust Advisors, cutting an estimated $50.4M.

  • 129 institutional investors held Intercept Pharmaceuticals, Inc. (ICPT) as of Q2 2021, down from 151 in Q1 2021.
  • Funds reported $444M of Intercept Pharmaceuticals, Inc. stock for Q2 2021, down 22% quarter-over-quarter.
  • 12 funds opened new Intercept Pharmaceuticals, Inc. positions in Q2 2021 and 34 closed out, a net change of -22 holders.
  • The largest Intercept Pharmaceuticals, Inc. buyer in Q2 2021 was Morgan Stanley, an estimated $8.21M added.
  • The largest Intercept Pharmaceuticals, Inc. seller in Q2 2021 was First Trust Advisors, an estimated $50.4M sold.

Based on aggregated 13F filings for Q2 2021.