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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
KA
101
Klingman & Associates
New York
$188K
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$182K
DC
103
Davenport & Co
Virginia
$181K
KPWS
104
Kestra Private Wealth Services
Texas
$181K
SCA
105
STALEY CAPITAL ADVISERS
Pennsylvania
$181K
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$126K +$38.5K +2,753 +65%
US Bancorp
107
US Bancorp
Minnesota
$94.9K +$16.3K +1,166 +29%
TRCT
108
Tower Research Capital (TRC)
New York
$79.3K -$19.9K -1,426 -25%
AIP
109
Ameritas Investment Partners
Nebraska
$56K
Canada Life
110
Canada Life
Manitoba, Canada
$51K
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$43.3K +$10.1K +722 +41%
HNB
112
Huntington National Bank
Ohio
$26.6K +$7.88K +564 +62%
AB
113
Amalgamated Bank
New York
$20K
Osaic Holdings
114
Osaic Holdings
Arizona
$18.4K -$16.8K -1,200 -54%
BMC
115
Bear Mountain Capital
Washington
$15.7K
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$15K +$11.7K +840 New
LFG
117
Larson Financial Group
Missouri
$11.7K +$9.04K +647 New
BL
118
BFSG LLC
California
$5.42K
Daiwa Securities Group
119
Daiwa Securities Group
Japan
$5K +$1.3K +93 +56%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$4.94K +$1.71K +122 +81%
ACM
121
ADAR1 Capital Management
Texas
$3.62K +$2.79K +200 New
GI
122
GAMMA Investing
California
$2.78K +$2.06K +147 +2,100%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$2.02K +$391 +28 +33%
SCM
124
Sterling Capital Management
North Carolina
$1.92K +$1.48K +106 New
RAM
125
Riggs Asset Management
Pennsylvania
$1.25K

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.