Lantheus
LNTH
431 hedge funds and large institutions have $5.71B invested in Lantheus in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 141 increasing their positions, 163 reducing their positions, and 47 closing their positions.
98% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 47
13% more call options, than puts
Call options by funds: $67.2M | Put options by funds: $59.5M
11% more funds holding
Funds holding: 387 → 431 (+44)
3% more capital invested
Capital invested by funds: $5.54B → $5.71B (+$168M)
0.41% less ownership
Funds ownership: 99.97% → 99.57% (-0.41%)
13% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 163
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$106M |
| 2 |
Millennium Management
New York
|
+$75.2M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$54.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.5M |
| 5 |
Janus Henderson Group
London,
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$125M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$75.1M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$45.2M |
| 4 |
Holocene Advisors
New York
|
-$44.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$42.9M |
LNTH Hedge Fund Activity: Q2 2023 in Review
431 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Lantheus (LNTH) for Q2 2023, worth a combined $5.71B — up 3% from $5.54B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new LNTH positions and 47 closed out — a net gain of 46 holders — while 141 added to existing stakes and 163 trimmed.
The largest buyer was Farallon Capital Management, adding an estimated $106M. The largest seller was Assenagon Asset Management, cutting an estimated $125M.
- 431 institutional investors held Lantheus (LNTH) as of Q2 2023, up from 387 in Q1 2023.
- Funds reported $5.71B of Lantheus stock for Q2 2023, up 3% quarter-over-quarter.
- 93 funds opened new Lantheus positions in Q2 2023 and 47 closed out, a net change of +46 holders.
- The largest Lantheus buyer in Q2 2023 was Farallon Capital Management, an estimated $106M added.
- The largest Lantheus seller in Q2 2023 was Assenagon Asset Management, an estimated $125M sold.
Based on aggregated 13F filings for Q2 2023.