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Phathom Pharmaceuticals
PHAT

Overview Fund Activity

117 hedge funds and large institutions have $504M invested in Phathom Pharmaceuticals in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
1.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
50
Reduced
22
Closed
17
Calls
$415K
Puts
$77K
Net Calls
+$338K
Net Calls Change
-$951K

Top Buyers

1
NMC
1
NEA Management Company
Maryland
$17.9M
2
Ensign Peak Advisors
2
Ensign Peak Advisors
Utah
$20.8M
3
WP
3
Woodline Partners
California
$10M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$5.42M
5
BlackRock
5
BlackRock
New York
$24.5M

Top Sellers

1
EC
1
EcoR1 Capital
California
$1.81M
2
KCM
2
Kennedy Capital Management
Missouri
$5.22M
3
MB
3
MPM BioImpact
Massachusetts
$639K
4
Citadel Advisors
4
Citadel Advisors
Florida
$105K
5
Invesco
5
Invesco
Georgia
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCA
51
Octagon Capital Advisors
New York
$457K +$457K +50,000 New
Barclays
52
Barclays
United Kingdom
$454K +$333K +36,437 +275%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$443K -$73.4K -8,035 -14%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$432K -$333K -36,442 -44%
UOC
55
UBS O'Connor
Illinois
$394K -$676K -74,071 -63%
UBS Group
56
UBS Group
Switzerland
$360K +$52.3K +5,732 +17%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$359K +$230K +25,172 +178%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$352K +$271K +29,669 +333%
CS
59
Credit Suisse
Switzerland
$347K -$18 -2 -0%
AllianceBernstein
60
AllianceBernstein
Tennessee
$344K – – –
IWA
61
Inspirion Wealth Advisors
Illinois
$322K +$45.9K +5,000 +17%
Legal & General Group
62
Legal & General Group
United Kingdom
$313K +$2.29K +251 +0.7%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$279K -$3.62K -396 -1%
OAM
64
Occidental Asset Management
California
$271K – – –
FBB
65
Fulton Breakefield Broenniman
Maryland
$215K +$215K +23,579 New
Two Sigma Advisers
66
Two Sigma Advisers
New York
$207K +$207K +22,700 New
AF
67
Allworth Financial
California
$206K +$27.4K +3,000 +15%
Creative Planning
68
Creative Planning
Kansas
$195K +$8.01K +877 +4%
GCM
69
Graham Capital Management
Connecticut
$188K +$188K +20,619 New
AQR Capital Management
70
AQR Capital Management
Connecticut
$168K -$40.2K -4,408 -19%
TAM
71
Tocqueville Asset Management
New York
$165K +$165K +18,100 New
SG Americas Securities
72
SG Americas Securities
New York
$165K +$53.9K +5,906 +49%
Deutsche Bank
73
Deutsche Bank
Germany
$162K +$44.5K +4,870 +38%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$159K +$36.6K +4,007 +30%
MIM
75
MetLife Investment Management
New Jersey
$150K – – –
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3
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