MSD Acquisition Corp. Unit
MSDAU
MSDAU was delisted on the 28th of March, 2023.
24 hedge funds and large institutions have $181M invested in MSD Acquisition Corp. Unit in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
30% less capital invested
Capital invested by funds: $258M → $181M (-$76.8M)
35% less funds holding
Funds holding: 37 → 24 (-13)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
86% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$2.24M |
| 2 |
DCM
DG Capital Management
New York
|
+$493K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$443K |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$225K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
-$20.2M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$15.2M |
| 3 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
-$12.6M |
| 4 |
ACA
Arena Capital Advisors
Los Angeles,
California
|
-$12.4M |
| 5 |
Millennium Management
New York
|
-$7.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBLIC
26
Security Benefit Life Insurance Company
Topeka,
Kansas
| – | -$12.6M | -1,250,000 | Closed |
|
|
ACA
27
Arena Capital Advisors
Los Angeles,
California
| – | -$12.4M | -1,224,148 | Closed |
|
|
SC
28
Sculptor Capital
New York
| – | -$6.55M | -652,630 | -100% |
|
|
BCM
29
BlueCrest Capital Management
St Helier,
Jersey
| – | -$5.05M | -500,000 | Closed |
|
30
D.E. Shaw & Co
New York
| – | -$2.52M | -250,000 | Closed |
|
|
AA
31
AQR Arbitrage
Greenwich,
Connecticut
| – | -$2.02M | -200,000 | Closed |
|
|
PSAMP
32
P. Schoenfeld Asset Management (PSAM)
New York
| – | -$2.02M | -200,000 | Closed |
|
|
CC
33
Centiva Capital
New York
| – | -$201K | -19,923 | Closed |
|
34
HighTower Advisors
Chicago,
Illinois
| – | -$127K | -12,510 | Closed |
|
35
Morgan Stanley
New York
| – | -$101K | -10,000 | Closed |
|
|
PGFC
36
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| – | -$101K | -10,000 | Closed |
|
|
PAM
37
Panagora Asset Management
Boston,
Massachusetts
| – | -$72K | -7,148 | Closed |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| – | -$26K | -2,587 | Closed |
|
MSDAU Hedge Fund Activity: Q3 2021 in Review
24 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in MSD Acquisition Corp. Unit (MSDAU) for Q3 2021, worth a combined $181M — down 30% from $258M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of MSDAU and 2 opened new positions — a net loss of 12 holders — while 9 trimmed existing stakes and 4 added.
The largest buyer was Point72 Asset Management, adding an estimated $2.24M. The largest seller was Kensico Capital Management, exiting entirely with an estimated $20.2M sold.
- 24 institutional investors held MSD Acquisition Corp. Unit (MSDAU) as of Q3 2021, down from 37 in Q2 2021.
- Funds reported $181M of MSD Acquisition Corp. Unit stock for Q3 2021, down 30% quarter-over-quarter.
- 2 funds opened new MSD Acquisition Corp. Unit positions in Q3 2021 and 14 closed out, a net change of -12 holders.
- The largest MSD Acquisition Corp. Unit buyer in Q3 2021 was Point72 Asset Management, an estimated $2.24M added.
- The largest MSD Acquisition Corp. Unit seller in Q3 2021 was Kensico Capital Management, an estimated $20.2M sold.
Based on aggregated 13F filings for Q3 2021.