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Phathom Pharmaceuticals

133 hedge funds and large institutions have $1.31B invested in Phathom Pharmaceuticals in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $4.5M | Put options by funds: $1.05M

222% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 18

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

119% more capital invested

Capital invested by funds: $599M → $1.31B (+$714M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

17% more funds holding

Funds holding: 114133 (+19)

7.1% more ownership

Funds ownership: 99.27%106.36% (+7.1%)

Holders
133
Holders Change
+19
Holders Change %
+16.67%
% of All Funds
1.91%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
29
Increased
58
Reduced
18
Closed
10
Calls
$4.5M
Puts
$1.05M
Net Calls
+$3.44M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$1.78M -$231K -16,530 -14%
UBS AM
52
UBS AM
Illinois
$1.77M +$68.1K +4,871 +5%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$1.48M -$445K -31,822 -28%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.33M +$242K +17,300 +31%
UBS Group
55
UBS Group
Switzerland
$1.3M +$403K +28,855 +67%
ECM
56
ExodusPoint Capital Management
New York
$1.25M +$968K +69,282 New
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$1.19M +$708K +50,653 +338%
PMAM
58
Penn Mutual Asset Management
Pennsylvania
$1.14M
Barclays
59
Barclays
United Kingdom
$1.05M +$635K +45,402 +366%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$920K -$60.4K -4,320 -8%
AllianceBernstein
61
AllianceBernstein
Tennessee
$906K
N
62
Numerai
California
$892K +$689K +49,327 New
IWA
63
Inspirion Wealth Advisors
Illinois
$662K
Tudor Investment Corp
64
Tudor Investment Corp
Connecticut
$658K +$509K +36,383 New
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$638K +$86.8K +6,210 +21%
Legal & General Group
66
Legal & General Group
United Kingdom
$622K +$741 +53 +0.2%
SEI Investments
67
SEI Investments
Pennsylvania
$613K +$474K +33,898 New
Creative Planning
68
Creative Planning
Kansas
$613K +$96.9K +6,933 +26%
MML Investors Services
69
MML Investors Services
Massachusetts
$612K +$199K +14,260 +73%
Millennium Management
70
Millennium Management
New York
$595K +$460K +32,928 New
Citigroup
71
Citigroup
New York
$570K +$317K +22,665 +256%
VEA
72
Virtus ETF Advisers
New York
$544K
OAM
73
Occidental Asset Management
California
$536K
SFWA
74
Summit Financial Wealth Advisors
Louisiana
$525K +$406K +29,032 New
Jane Street
75
Jane Street
New York
$503K -$391K -28,006 -50%

PHAT Hedge Fund Activity: Q3 2024 in Review

133 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Phathom Pharmaceuticals (PHAT) for Q3 2024, worth a combined $1.31B — up 119% from $599M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PHAT positions and 10 closed out — a net gain of 19 holders — while 58 added to existing stakes and 18 trimmed.

The largest buyer was Jennison Associates, adding an estimated $43.5M. The largest seller was Takeda Pharmaceutical Company, exiting entirely with an estimated $16M sold.

  • 133 institutional investors held Phathom Pharmaceuticals (PHAT) as of Q3 2024, up from 114 in Q2 2024.
  • Funds reported $1.31B of Phathom Pharmaceuticals stock for Q3 2024, up 119% quarter-over-quarter.
  • 29 funds opened new Phathom Pharmaceuticals positions in Q3 2024 and 10 closed out, a net change of +19 holders.
  • The largest Phathom Pharmaceuticals buyer in Q3 2024 was Jennison Associates, an estimated $43.5M added.
  • The largest Phathom Pharmaceuticals seller in Q3 2024 was Takeda Pharmaceutical Company, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2024.