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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.3M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$15M |
| 3 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
+$13.4M |
| 4 |
JG
Jefferies Group
New York
|
+$10M |
| 5 |
RPAM
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
+$7.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
-$6.94M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.41M |
| 3 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
-$1.17M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.04M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$782K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HLA
76
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| – | -$1.17M | -31,922 | Closed |
|
|
MPAM
77
Monarch Partners Asset Management
Boston,
Massachusetts
| – | -$782K | -21,325 | Closed |
|
78
Massachusetts Financial Services
Boston,
Massachusetts
| – | -$614K | -16,755 | Closed |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3K | -85 | Closed |
|
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.