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iRhythm Holdings

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.86% less ownership

Funds ownership: 111.19%109.33% (-1.9%)

2% less funds holding

Funds holding: 208203 (-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

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
68
Reduced
80
Closed
30
Calls
$23.8M
Puts
$62.8M
Net Calls
-$39M
Net Calls Change
-$51.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$306M +$2.1M +17,478 +0.6%
Sands Capital Management
2
Sands Capital Management
Virginia
$249M -$3.82M -31,814 -1%
BlackRock
3
BlackRock
New York
$248M +$12.6M +104,541 +5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$239M +$64.8M +539,610 +31%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$169M -$76.5M -637,041 -28%
Artisan Partners
6
Artisan Partners
Wisconsin
$167M +$27.5M +229,398 +17%
JP Morgan Chase
7
JP Morgan Chase
New York
$129M +$7.73M +64,381 +5%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$127M -$1.96M -16,301 -1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$113M -$4.94M -41,113 -4%
William Blair & Company
10
William Blair & Company
Illinois
$109M +$4.05M +33,745 +3%
LOM
11
LTS One Management
New York
$94.4M -$9.61M -80,000 -8%
State Street
12
State Street
Massachusetts
$90M +$10.4M +86,224 +11%
Invesco
13
Invesco
Georgia
$79.1M -$10.9M -90,482 -11%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$64.6M +$1.77M +14,708 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$64M +$3.28M +27,335 +5%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$63.6M +$16.6M +138,675 +29%
Norges Bank
17
Norges Bank
Norway
$61.9M +$1.67M +13,930 +2%
SPC
18
Slate Path Capital
New York
$60M +$10.8M +90,000 +19%
CS
19
Credit Suisse
Switzerland
$51.3M -$377K -3,136 -0.6%
PHS
20
PFM Health Sciences
California
$50.6M
B
21
Braidwell
Connecticut
$49.9M +$2.93M +24,388 +5%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$47.1M -$4.86M -40,507 -8%
Holocene Advisors
23
Holocene Advisors
New York
$44.6M -$6.61M -55,071 -11%
Bessemer Group
24
Bessemer Group
New Jersey
$41.4M +$876K +7,292 +2%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$40.7M -$34.8M -289,826 -43%

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.