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Phathom Pharmaceuticals

144 hedge funds and large institutions have $541M invested in Phathom Pharmaceuticals in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 26

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

8% more funds holding

Funds holding: 133144 (+11)

8.85% less ownership

Funds ownership: 106.36%97.51% (-8.9%)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

59% less capital invested

Capital invested by funds: $1.31B → $541M (-$771M)

91% less call options, than puts

Call options by funds: $455K | Put options by funds: $5.2M

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
1.9%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
36
Increased
60
Reduced
26
Closed
22
Calls
$455K
Puts
$5.2M
Net Calls
-$4.74M
Net Calls Change
-$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.78M +$4.88M +393,675 +547%
Prudential Financial
27
Prudential Financial
New Jersey
$3.76M +$594K +48,000 +12%
SL
28
Siren LLC
Connecticut
$3.74M
Raymond James Financial
29
Raymond James Financial
Florida
$3.7M +$5.65M +455,837 New
SG
30
StepStone Group
California
$3.43M
Goldman Sachs
31
Goldman Sachs
New York
$3.35M -$272K -21,959 -5%
Northern Trust
32
Northern Trust
Illinois
$3.23M +$956K +77,189 +24%
TI
33
Trexquant Investment
Connecticut
$3.07M +$4.69M +378,637 New
Charles Schwab
34
Charles Schwab
California
$2.87M +$745K +60,178 +21%
CSS
35
Cubist Systematic Strategies
Connecticut
$2.29M +$3.5M +282,553 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.91M +$703K +56,734 +32%
Bank of America
37
Bank of America
North Carolina
$1.35M +$777K +62,726 +60%
N
38
Nuveen
North Carolina
$1.2M -$84.8K -6,851 -4%
OIM
39
Oracle Investment Management
Connecticut
$1.18M -$7.49M -604,423 -81%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.11M +$18.3K +1,476 +1%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$1.1M -$463K -37,388 -22%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.09M +$1.66M +133,700 New
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$1.07M +$625K +50,499 +62%
UBS AM
44
UBS AM
Illinois
$957K +$245K +19,778 +20%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$834K +$56.4K +4,557 +5%
Marshall Wace
46
Marshall Wace
United Kingdom
$796K +$1.21M +98,068 New
Jane Street
47
Jane Street
New York
$632K +$620K +50,027 +180%
Barclays
48
Barclays
United Kingdom
$621K +$231K +18,656 +32%
Swiss National Bank
49
Swiss National Bank
Switzerland
$595K
Citadel Advisors
50
Citadel Advisors
Florida
$585K -$1.84M -148,396 -67%

PHAT Hedge Fund Activity: Q4 2024 in Review

144 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Phathom Pharmaceuticals (PHAT) for Q4 2024, worth a combined $541M — down 59% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PHAT positions and 22 closed out — a net gain of 14 holders — while 60 added to existing stakes and 26 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $16.2M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $30.7M sold.

  • 144 institutional investors held Phathom Pharmaceuticals (PHAT) as of Q4 2024, up from 133 in Q3 2024.
  • Funds reported $541M of Phathom Pharmaceuticals stock for Q4 2024, down 59% quarter-over-quarter.
  • 36 funds opened new Phathom Pharmaceuticals positions in Q4 2024 and 22 closed out, a net change of +14 holders.
  • The largest Phathom Pharmaceuticals buyer in Q4 2024 was Wasatch Advisors, an estimated $16.2M added.
  • The largest Phathom Pharmaceuticals seller in Q4 2024 was Portolan Capital Management, an estimated $30.7M sold.

Based on aggregated 13F filings for Q4 2024.