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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
FLSM
1
Frazier Life Sciences Management
California
$82.1M
MVM
2
Medicxi Ventures Management
Jersey
$60.6M
Jennison Associates
3
Jennison Associates
New York
$57.3M +$14.8M +1,196,118 +20%
Invesco
4
Invesco
Georgia
$29.8M -$5.27M -425,376 -10%
BlackRock
5
BlackRock
New York
$28.4M +$4.7M +379,805 +12%
CG
6
Carlyle Group
District of Columbia
$28.4M
Vanguard Group
7
Vanguard Group
Pennsylvania
$22.6M +$1.03M +83,238 +3%
Ensign Peak Advisors
8
Ensign Peak Advisors
Utah
$20.5M -$673K -54,334 -2%
CC
9
Checkpoint Capital
California
$18.5M +$9.53M +769,850 +51%
NMC
10
NEA Management Company
Maryland
$15.9M
WA
11
Wasatch Advisors
Utah
$12.7M +$16.2M +1,311,986 +531%
APM
12
Avidity Partners Management
Texas
$11.3M -$5.13M -414,393 -23%
CP
13
Catalys Pacific
Japan
$9.48M +$552K +44,542 +4%
GKIM
14
GW&K Investment Management
Massachusetts
$8.96M -$288K -23,278 -2%
State Street
15
State Street
Massachusetts
$8.44M +$1.45M +117,148 +13%
6CM
16
683 Capital Management
New York
$8.32M +$186K +15,000 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$8.27M +$1.93M +155,577 +18%
WP
18
Woodline Partners
California
$8.13M -$19.5M -1,571,720 -61%
PBM
19
Propel Bio Management
California
$8.04M +$1.49M +120,000 +14%
Morgan Stanley
20
Morgan Stanley
New York
$7.85M +$6.53M +526,910 +120%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.51M -$6.23M -502,713 -39%
DC
22
Decheng Capital
California
$5.64M -$6.88M -555,746 -44%
SAM
23
Simplify Asset Management
Nevada
$4.73M +$743K +60,000 +11%
TCM
24
Tang Capital Management
California
$4.06M +$6.19M +500,000 New
Two Sigma Investments
25
Two Sigma Investments
New York
$3.94M +$4.11M +331,760 +215%

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.