iRhythm Holdings
IRTC
203 hedge funds and large institutions have $3.47B invested in iRhythm Holdings in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 30 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.86% less ownership
Funds ownership: 111.19% → 109.33% (-1.9%)
2% less funds holding
Funds holding: 208 → 203 (-5)
10% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 30
15% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 80
17% less capital invested
Capital invested by funds: $4.18B → $3.47B (-$707M)
62% less call options, than puts
Call options by funds: $23.8M | Put options by funds: $62.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$64.8M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$27.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.6M |
| 4 |
Man Group
London,
United Kingdom
|
+$15.8M |
| 5 |
Millennium Management
New York
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$53.3M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$34.8M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$27.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$10.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Lazard Asset Management
New York
| – | -$45K | -369 | Closed |
|
|
PB
227
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$14.3K | -115 | Closed |
|
|
TWA
228
TCI Wealth Advisors
Tucson,
Arizona
| – | -$11.3K | -91 | Closed |
|
|
BAM
229
Belpointe Asset Management
Reno,
Nevada
| – | -$7.94K | -64 | Closed |
|
230
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.81K | -63 | Closed |
|
|
ASN
231
Advisory Services Network
Atlanta,
Georgia
| – | -$1.98K | -16 | Closed |
|
|
BTI
232
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -8 | Closed |
|
|
EI
233
Ellevest Inc
New York
| – | -$372 | -3 | Closed |
|
IRTC Hedge Fund Activity: Q2 2023 in Review
203 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iRhythm Holdings (IRTC) for Q2 2023, worth a combined $3.47B — down 17% from $4.18B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of IRTC and 27 opened new positions — a net loss of 3 holders — while 80 trimmed existing stakes and 68 added.
The largest buyer was Capital Research Global Investors, adding an estimated $64.8M. The largest seller was Fidelity Investments, cutting an estimated $76.5M.
- 203 institutional investors held iRhythm Holdings (IRTC) as of Q2 2023, down from 208 in Q1 2023.
- Funds reported $3.47B of iRhythm Holdings stock for Q2 2023, down 17% quarter-over-quarter.
- 27 funds opened new iRhythm Holdings positions in Q2 2023 and 30 closed out, a net change of -3 holders.
- The largest iRhythm Holdings buyer in Q2 2023 was Capital Research Global Investors, an estimated $64.8M added.
- The largest iRhythm Holdings seller in Q2 2023 was Fidelity Investments, an estimated $76.5M sold.
Based on aggregated 13F filings for Q2 2023.