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Phathom Pharmaceuticals
PHAT

76 hedge funds and large institutions have $815M invested in Phathom Pharmaceuticals in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

31% more funds holding

Funds holding: 58 → 76 (+18)

3.91% more ownership

Funds ownership: 74.67% → 78.58% (+3.9%)

3% more capital invested

Capital invested by funds: $794M → $815M (+$21.3M)

27% less call options, than puts

Call options by funds: $359K | Put options by funds: $491K

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
76
Holders Change
+18
Holders Change %
+31.03%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
24
Increased
22
Reduced
15
Closed
5
Calls
$359K
Puts
$491K
Net Calls
-$132K
Net Calls Change
-$132K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$28.3M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$15M
3
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$13.4M
4
JG
Jefferies Group
New York
+$10M
5
RPAM
Rhenman & Partners Asset Management
Sweden
+$7.09M

Top Sellers

Rank Fund Capital Flow
1
BI
BVF Inc
California
-$6.94M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.41M
3
HLA
Hamilton Lane Advisors
Pennsylvania
-$1.17M
4
Invesco
Invesco
Georgia
-$1.04M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$782K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$2.52M +$4.5K +111 +0.1%
Millennium Management
27
Millennium Management
New York
$2.44M +$2.97M +73,377 New
MWNA
28
Marshall Wace North America
New York
$2.29M +$2.8M +68,996 New
N
29
Nuveen
North Carolina
$2.09M +$54.1K +1,335 +2%
PVI
30
Pura Vida Investments
New York
$1.99M +$2.43M +60,000 New
Goldman Sachs
31
Goldman Sachs
New York
$1.46M +$1.79M +44,078 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.45M -$10.7K -264 -0.6%
Bank of America
33
Bank of America
North Carolina
$1.33M +$1.42M +34,945 +694%
SRA
34
Summit Rock Advisors
New York
$1.14M -$17.3K -426 -1%
PCM
35
Pinz Capital Management
New York
$1.12M +$1.36M +33,600 New
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1.07M -$24.3K -600 -2%
Squarepoint
37
Squarepoint
New York
$949K +$1.16M +28,573 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$806K +$983K +24,259 New
GCP
39
GSA Capital Partners
United Kingdom
$727K +$886K +21,871 New
CCM
40
CAAS Capital Management
New York
$560K +$683K +16,847 New
AC
41
Athanor Capital
New York
$547K -$2.75K -68 -0.4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$541K – – –
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$538K -$17.6K -435 -3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$535K – – –
MS
45
Maven Securities
Jersey
$497K +$598K +14,753 New
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$495K -$72.9K -1,800 -11%
PL
47
Parkwood LLC
Ohio
$429K +$523K +12,918 New
OAM
48
Occidental Asset Management
California
$428K +$521K +12,872 New
BFM
49
Boothbay Fund Management
New York
$427K +$521K +12,848 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$405K +$51.9K +1,280 +12%
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PHAT Hedge Fund Activity: Q4 2020 in Review

76 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Phathom Pharmaceuticals (PHAT) for Q4 2020, worth a combined $815M — up 2.7% from $794M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PHAT positions and 5 closed out — a net gain of 19 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.3M. The largest seller was BVF Inc, cutting an estimated $6.94M.

  • 76 institutional investors held Phathom Pharmaceuticals (PHAT) as of Q4 2020, up from 58 in Q3 2020.
  • Funds reported $815M of Phathom Pharmaceuticals stock for Q4 2020, up 2.7% quarter-over-quarter.
  • 24 funds opened new Phathom Pharmaceuticals positions in Q4 2020 and 5 closed out, a net change of +19 holders.
  • The largest Phathom Pharmaceuticals buyer in Q4 2020 was Vanguard Group, an estimated $28.3M added.
  • The largest Phathom Pharmaceuticals seller in Q4 2020 was BVF Inc, an estimated $6.94M sold.

Based on aggregated 13F filings for Q4 2020.