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iRhythm Holdings

183 hedge funds and large institutions have $1.93B invested in iRhythm Holdings in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $38.7M | Put options by funds: $21.1M

29% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 56

8.02% less ownership

Funds ownership: 107.19%99.16% (-8%)

16% less funds holding

Funds holding: 217183 (-34)

55% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 60

55% less capital invested

Capital invested by funds: $4.32B → $1.93B (-$2.4B)

Holders
183
Holders Change
-34
Holders Change %
-15.67%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
72
Reduced
56
Closed
60
Calls
$38.7M
Puts
$21.1M
Net Calls
+$17.5M
Net Calls Change
-$812K
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
151
BDO Wealth Advisors
Florida
$16K -$7.92K -100 -30%
CFGS
152
Concourse Financial Group Securities
Alabama
$14K
FF
153
FourThought Financial
Florida
$14K
LWP
154
Laurel Wealth Planning
Minnesota
$13K
PHK
155
Point72 Hong Kong
Hong Kong
$12K +$14.5K +183 New
QCG
156
Quadrant Capital Group
Ohio
$10K +$12.1K +153 New
TFA
157
Toth Financial Advisory
Virginia
$8K
CFA
158
Carroll Financial Associates
North Carolina
$7K
CFD
159
Creative Financial Designs
Indiana
$7K
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$7K
GWM
161
Geneos Wealth Management
Colorado
$5K
TWA
162
TCI Wealth Advisors
Arizona
$5K +$1.51K +19 +36%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$4K
CWP
164
Concord Wealth Partners
Virginia
$3K -$5.39K -68 -62%
WT
165
Whittier Trust
California
$3K
NFG
166
Next Financial Group
Texas
$3K +$3.17K +40 New
RE
167
RBC Europe
United Kingdom
$2.32K +$2.77K +35 New
EVM
168
Eaton Vance Management
Massachusetts
$2K -$41.4K -523 -96%
AIG
169
American International Group
New York
$1.1K -$24.2K -306 -2%
HPC
170
HM Payson & Co
Maine
$1K -$7.92K -100 -88%
FHC
171
First Horizon Corporation
Tennessee
$1K
JMF
172
Johnson Midwest Financial
Iowa
$1K
SFPG
173
Stonebridge Financial Planning Group
Florida
$1K
S
174
SignatureFD
Georgia
$1K +$79 +1 +8%
EW
175
Evoke Wealth
California
$1K +$1.27K +16 New

IRTC Hedge Fund Activity: Q2 2021 in Review

183 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iRhythm Holdings (IRTC) for Q2 2021, worth a combined $1.93B — down 55% from $4.32B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of IRTC and 27 opened new positions — a net loss of 33 holders — while 56 trimmed existing stakes and 72 added.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $144M. The largest seller was Brown Capital Management, exiting entirely with an estimated $376M sold.

  • 183 institutional investors held iRhythm Holdings (IRTC) as of Q2 2021, down from 217 in Q1 2021.
  • Funds reported $1.93B of iRhythm Holdings stock for Q2 2021, down 55% quarter-over-quarter.
  • 27 funds opened new iRhythm Holdings positions in Q2 2021 and 60 closed out, a net change of -33 holders.
  • The largest iRhythm Holdings buyer in Q2 2021 was Mackenzie Financial, an estimated $144M added.
  • The largest iRhythm Holdings seller in Q2 2021 was Brown Capital Management, an estimated $376M sold.

Based on aggregated 13F filings for Q2 2021.