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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
D.E. Shaw & Co
151
D.E. Shaw & Co
New York
-$2.6M -143,707 Closed
MCM
152
Moore Capital Management
New York
-$2.35M -130,000 Closed
ECM
153
ExodusPoint Capital Management
New York
-$1.25M -69,282 Closed
Balyasny Asset Management
154
Balyasny Asset Management
Illinois
-$1.19M -65,659 Closed
SEI Investments
155
SEI Investments
Pennsylvania
-$613K -33,898 Closed
MML Investors Services
156
MML Investors Services
Massachusetts
-$612K -33,860 Closed
Group One Trading
157
Group One Trading
Illinois
-$187K -15,130 Closed
CAC
158
Cowen and Company
New York
-$271K -15,000 Closed
SG Americas Securities
159
SG Americas Securities
New York
-$244K -13,483 Closed
LA
160
LVW Advisors
New York
-$243K -13,440 Closed
DC
161
Davenport & Co
Virginia
-$181K -10,000 Closed
Russell Investments Group
162
Russell Investments Group
United Kingdom
-$651 -36 Closed
CPA
163
Capital Performance Advisors
California
-$524 -29 Closed
AAP
164
Arax Advisory Partners
Colorado
-$308 -17 Closed
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
+$37 +3 +9%
C
166
Covestor
United Kingdom
+$87 +7 New

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.