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iRhythm Holdings

235 hedge funds and large institutions have $7.9B invested in iRhythm Holdings in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 68 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 68

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $7.42B → $7.9B (+$478M)

6.38% more ownership

Funds ownership: 109.29%115.68% (+6.4%)

1% more funds holding

Funds holding: 233235 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

50% less call options, than puts

Call options by funds: $39.1M | Put options by funds: $77.6M

Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
97
Reduced
68
Closed
37
Calls
$39.1M
Puts
$77.6M
Net Calls
-$38.5M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
26
BNP Paribas Asset Management
France
$79.1M +$26.8M +117,627 +55%
Northern Trust
27
Northern Trust
Illinois
$78.3M +$1.62M +7,107 +2%
ClearBridge Investments
28
ClearBridge Investments
New York
$74.7M +$13.8M +60,673 +24%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$68.5M -$636K -2,792 -1%
WRF
30
Waddell & Reed Financial
Kansas
$66.4M -$3.09M -13,545 -5%
Victory Capital Management
31
Victory Capital Management
Texas
$63.2M -$29.7M -130,274 -33%
Charles Schwab
32
Charles Schwab
California
$59.7M +$1.58M +6,947 +3%
William Blair & Company
33
William Blair & Company
Illinois
$50.4M +$10.2M +44,898 +27%
Goldman Sachs
34
Goldman Sachs
New York
$44.6M +$8.89M +39,005 +26%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$42.6M -$41.8M -183,460 -51%
PHS
36
PFM Health Sciences
California
$40.6M +$916K +4,020 +2%
Holocene Advisors
37
Holocene Advisors
New York
$39.9M -$78.5M -344,624 -67%
SEI Investments
38
SEI Investments
Pennsylvania
$39.6M +$31.7M +138,960 +495%
Bank of America
39
Bank of America
North Carolina
$31.6M +$5.43M +23,839 +22%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$31.2M -$5.52M -24,230 -16%
N
41
Nuveen
North Carolina
$29.7M -$610K -2,675 -2%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$29.4M -$40.9M -179,362 -59%
GLA
43
Great Lakes Advisors
Illinois
$27.6M -$1.18M -5,173 -4%
SAM
44
Sectoral Asset Management
Quebec, Canada
$25.3M +$684K +3,000 +3%
BG
45
Bellevue Group
Switzerland
$23.4M +$1.84M +8,084 +9%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$22.7M +$2.7M +11,842 +14%
AIMCA
47
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.9M +$6.32M +27,747 +43%
EAM
48
Eagle Asset Management
Florida
$21.1M -$18M -78,870 -47%
Morgan Stanley
49
Morgan Stanley
New York
$20M +$4.95M +21,702 +35%
CWG
50
C WorldWide Group
Denmark
$19M +$18.2M +80,000 New

IRTC Hedge Fund Activity: Q4 2020 in Review

235 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iRhythm Holdings (IRTC) for Q4 2020, worth a combined $7.9B — up 6.4% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IRTC positions and 37 closed out — a net gain of 5 holders — while 97 added to existing stakes and 68 trimmed.

The largest buyer was Sands Capital Management, adding an estimated $266M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $255M sold.

  • 235 institutional investors held iRhythm Holdings (IRTC) as of Q4 2020, up from 233 in Q3 2020.
  • Funds reported $7.9B of iRhythm Holdings stock for Q4 2020, up 6.4% quarter-over-quarter.
  • 42 funds opened new iRhythm Holdings positions in Q4 2020 and 37 closed out, a net change of +5 holders.
  • The largest iRhythm Holdings buyer in Q4 2020 was Sands Capital Management, an estimated $266M added.
  • The largest iRhythm Holdings seller in Q4 2020 was William Blair Investment Management, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2020.