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iRhythm Holdings

217 hedge funds and large institutions have $4.32B invested in iRhythm Holdings in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 64 increasing their positions, 79 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $17.5M

8% less funds holding

Funds holding: 235217 (-18)

8.49% less ownership

Funds ownership: 115.68%107.19% (-8.5%)

19% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 79

24% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 68

45% less capital invested

Capital invested by funds: $7.9B → $4.32B (-$3.57B)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
217
Holders Change
-18
Holders Change %
-7.66%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
64
Reduced
79
Closed
68
Calls
$35.9M
Puts
$17.5M
Net Calls
+$18.3M
Net Calls Change
+$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
Ancora Advisors
Ohio
$60K +$25.1K +140 +48%
CG
177
Cutler Group
California
$55K +$71.7K +400 New
Simplex Trading
178
Simplex Trading
Illinois
$55K +$72K +402 New
BWA
179
BDO Wealth Advisors
Florida
$47K +$60K +335 New
FMT
180
First Mercantile Trust
Tennessee
$42K -$55.7K -311 -51%
HR
181
Howe & Rusling
New York
$42K
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$39K -$34.2K -191 -41%
FF
183
FourThought Financial
Florida
$31K -$24.7K -138 -38%
FHA
184
First Horizon Advisors
Tennessee
$29K
CFGS
185
Concourse Financial Group Securities
Alabama
$28K
LWP
186
Laurel Wealth Planning
Minnesota
$26K +$34.1K +190 New
NFSG
187
Newbridge Financial Services Group
Florida
$21K +$26.9K +150 New
CFA
188
Carroll Financial Associates
North Carolina
$16K
HPC
189
HM Payson & Co
Maine
$16K
TFA
190
Toth Financial Advisory
Virginia
$16K +$20.6K +115 New
CFD
191
Creative Financial Designs
Indiana
$15K
CWP
192
Concord Wealth Partners
Virginia
$15K +$18.1K +101 +1,263%
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$14K
PA
194
Parallel Advisors
California
$13K -$13.4K -75 -45%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$10K +$4.3K +24 +48%
WT
196
Whittier Trust
California
$7K +$8.96K +50 New
TWA
197
TCI Wealth Advisors
Arizona
$7K +$9.5K +53 New
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$6K -$896 -5 -12%
GWM
199
Geneos Wealth Management
Colorado
$6K
SFS
200
Sowell Financial Services
Arkansas
$5K

IRTC Hedge Fund Activity: Q1 2021 in Review

217 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iRhythm Holdings (IRTC) for Q1 2021, worth a combined $4.32B — down 45% from $7.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IRTC and 52 opened new positions — a net loss of 16 holders — while 79 trimmed existing stakes and 64 added.

The largest buyer was Credit Suisse, adding an estimated $65.4M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $176M sold.

  • 217 institutional investors held iRhythm Holdings (IRTC) as of Q1 2021, down from 235 in Q4 2020.
  • Funds reported $4.32B of iRhythm Holdings stock for Q1 2021, down 45% quarter-over-quarter.
  • 52 funds opened new iRhythm Holdings positions in Q1 2021 and 68 closed out, a net change of -16 holders.
  • The largest iRhythm Holdings buyer in Q1 2021 was Credit Suisse, an estimated $65.4M added.
  • The largest iRhythm Holdings seller in Q1 2021 was Jackson Square Partners, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2021.