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Phathom Pharmaceuticals
PHAT

47 hedge funds and large institutions have $566M invested in Phathom Pharmaceuticals in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

18% more funds holding

Funds holding: 40 → 47 (+7)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

13.14% less ownership

Funds ownership: 88.91% → 75.77% (-13%)

16% less capital invested

Capital invested by funds: $677M → $566M (-$111M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
12
Increased
14
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$6.69M
2
State Street
State Street
Massachusetts
+$2.07M
3
RCM
RA Capital Management
Massachusetts
+$2.03M
4
ECM
ExodusPoint Capital Management
New York
+$627K
5
Northern Trust
Northern Trust
Illinois
+$563K

Top Sellers

Rank Fund Capital Flow
1
BI
BVF Inc
California
-$3.65M
2
Norges Bank
Norges Bank
Norway
-$1.94M
3
BlackRock
BlackRock
New York
-$1.86M
4
Invesco
Invesco
Georgia
-$890K
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$721K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$295K +$148K +4,437 +64%
HF
27
HRT Financial
New York
$283K +$367K +10,980 New
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$250K – – –
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$207K +$268K +8,008 New
UBS Group
30
UBS Group
Switzerland
$166K -$257K -7,684 -55%
AIG
31
American International Group
New York
$164K -$12.3K -368 -5%
Wells Fargo
32
Wells Fargo
California
$163K +$181K +5,423 +619%
MIM
33
MetLife Investment Management
New Jersey
$131K +$170K +5,088 New
Victory Capital Management
34
Victory Capital Management
Texas
$108K +$140K +4,178 New
Deutsche Bank
35
Deutsche Bank
Germany
$96K -$7.22K -216 -6%
MLICM
36
Metropolitan Life Insurance Company (MetLife)
New York
$92.6K +$120K +3,587 New
JP Morgan Chase
37
JP Morgan Chase
New York
$91K +$1.17K +35 +1%
Citigroup
38
Citigroup
New York
$83K +$36.2K +1,083 +50%
ED
39
Exane Derivatives
France
$80.1K +$104K +3,102 New
SO
40
STRS Ohio
Ohio
$72K – – –
Legal & General Group
41
Legal & General Group
United Kingdom
$42K -$16.7K -501 -24%
AIP
42
Ameritas Investment Partners
Nebraska
$24K – – –
Morgan Stanley
43
Morgan Stanley
New York
$21K -$455K -13,609 -94%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$13K -$5.98K -179 -26%
CG
45
Cutler Group
California
$10K +$13.4K +400 New
MAM
46
Meeder Asset Management
Ohio
$5K +$5.92K +177 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$2K – – –
Alyeska Investment Group
48
Alyeska Investment Group
Illinois
– -$721K -23,141 Closed
AC
49
Athanor Capital
New York
– -$416K -13,373 Closed
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
– -$234K -7,528 Closed
1
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PHAT Hedge Fund Activity: Q1 2020 in Review

47 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Phathom Pharmaceuticals (PHAT) for Q1 2020, worth a combined $566M — down 16% from $677M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PHAT positions and 5 closed out — a net gain of 7 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $6.69M. The largest seller was BVF Inc, cutting an estimated $3.65M.

  • 47 institutional investors held Phathom Pharmaceuticals (PHAT) as of Q1 2020, up from 40 in Q4 2019.
  • Funds reported $566M of Phathom Pharmaceuticals stock for Q1 2020, down 16% quarter-over-quarter.
  • 12 funds opened new Phathom Pharmaceuticals positions in Q1 2020 and 5 closed out, a net change of +7 holders.
  • The largest Phathom Pharmaceuticals buyer in Q1 2020 was Janus Henderson Group, an estimated $6.69M added.
  • The largest Phathom Pharmaceuticals seller in Q1 2020 was BVF Inc, an estimated $3.65M sold.

Based on aggregated 13F filings for Q1 2020.