PMV Pharmaceuticals
PMVP
105 hedge funds and large institutions have $1.1B invested in PMV Pharmaceuticals in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
91% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 22
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
14% more funds holding
Funds holding: 92 → 105 (+13)
7.48% more ownership
Funds ownership: 97.13% → 104.61% (+7.5%)
16% less capital invested
Capital invested by funds: $1.31B → $1.1B (-$215M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
RTW Investments
New York
|
+$52.5M |
| 2 |
JP Morgan Chase
New York
|
+$32.9M |
| 3 |
BC
Boxer Capital
San Diego,
California
|
+$13.8M |
| 4 |
BlackRock
New York
|
+$8.5M |
| 5 |
Morgan Stanley
New York
|
+$6.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGM
Logos Global Management
San Francisco,
California
|
-$41.7M |
| 2 |
ACA
Avoro Capital Advisors
New York
|
-$35.3M |
| 3 |
IVM
InterWest Venture Management
San Francisco,
California
|
-$15.3M |
| 4 |
EC
Euclidean Capital
New York
|
-$10.5M |
| 5 |
DM
Deerfield Management
New York
|
-$6.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
101
Parallel Advisors
San Francisco,
California
| $1K | +$556 | +23 | New |
|
102
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $333 | +$16K | +663 | +5% |
|
|
LGM
103
Logos Global Management
San Francisco,
California
| – | -$41.7M | -1,400,000 | Closed |
|
|
OCA
104
Octagon Capital Advisors
New York
| – | -$2.98M | -100,141 | Closed |
|
105
Adage Capital Partners
Boston,
Massachusetts
| – | -$1.58M | -53,000 | Closed |
|
|
DCM
106
Driehaus Capital Management
Chicago,
Illinois
| – | -$1.04M | -35,000 | Closed |
|
|
AI
107
Atom Investors
Austin,
Texas
| – | -$811K | -27,199 | Closed |
|
108
TD Asset Management
Toronto,
Ontario, Canada
| – | -$524K | -17,600 | Closed |
|
109
Marshall Wace
London,
United Kingdom
| – | -$379K | -12,716 | Closed |
|
|
PP
110
PDT Partners
New York
| – | -$257K | -8,610 | Closed |
|
|
S
111
SignatureFD
Atlanta,
Georgia
| – | -$1K | -29 | Closed |
|
|
C
112
Covestor
London,
United Kingdom
| – | +$411 | +17 | New |
|
113
Simplex Trading
Chicago,
Illinois
| – | +$580 | +24 | New |
|
PMVP Hedge Fund Activity: Q4 2021 in Review
105 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in PMV Pharmaceuticals (PMVP) for Q4 2021, worth a combined $1.1B — down 16% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PMVP positions and 9 closed out — a net gain of 15 holders — while 42 added to existing stakes and 22 trimmed.
The largest buyer was RTW Investments, adding an estimated $52.5M. The largest seller was Logos Global Management, exiting entirely with an estimated $41.7M sold.
- 105 institutional investors held PMV Pharmaceuticals (PMVP) as of Q4 2021, up from 92 in Q3 2021.
- Funds reported $1.1B of PMV Pharmaceuticals stock for Q4 2021, down 16% quarter-over-quarter.
- 24 funds opened new PMV Pharmaceuticals positions in Q4 2021 and 9 closed out, a net change of +15 holders.
- The largest PMV Pharmaceuticals buyer in Q4 2021 was RTW Investments, an estimated $52.5M added.
- The largest PMV Pharmaceuticals seller in Q4 2021 was Logos Global Management, an estimated $41.7M sold.
Based on aggregated 13F filings for Q4 2021.