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PTLA

Portola Pharmaceuticals, Inc.
PTLA

Delisted

PTLA was delisted on the 1st of July, 2020.

108 hedge funds and large institutions have $938M invested in Portola Pharmaceuticals, Inc. in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $531K | Put options by funds: $222K

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

2% less funds holding

Funds holding: 110108 (-2)

10% less capital invested

Capital invested by funds: $1.05B → $938M (-$110M)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
14
Increased
39
Reduced
26
Closed
16
Calls
$531K
Puts
$222K
Net Calls
+$309K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.18M +$2.19M +83,190 +41%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$6.72M +$4.9M +185,921 +233%
Axa
28
Axa
France
$6.55M -$43.8K -1,664 -0.6%
Wells Fargo
29
Wells Fargo
California
$6.2M +$570K +21,636 +10%
FIM
30
Fernwood Investment Management
Massachusetts
$6.07M +$395K +15,000 +7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$5.81M +$1.12M +42,393 +23%
BCM
32
BBT Capital Management
Texas
$5.06M
CAM
33
Cormorant Asset Management
Massachusetts
$5.06M
PI
34
Putnam Investments
Massachusetts
$5.05M
Deutsche Bank
35
Deutsche Bank
Germany
$4.81M +$4.09M +155,367 +445%
TCIM
36
TIAA CREF Investment Management
New York
$4.8M +$126K +4,786 +3%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$4.04M +$4.21M +160,000 New
EAM
38
EverPoint Asset Management
Connecticut
$3.79M +$3.95M +150,000 New
GTC
39
Ghost Tree Capital
New York
$2.91M +$3.03M +115,000 New
HCM
40
Harvey Capital Management
Florida
$2.71M
BIM
41
BlackRock Investment Management
Delaware
$2.54M +$7.53K +286 +0.3%
NI
42
Numeric Investors
Massachusetts
$2.54M +$2.65M +100,511 New
MAA
43
Managed Account Advisors
New Jersey
$2.45M -$87.8K -3,334 -3%
Charles Schwab
44
Charles Schwab
California
$2.3M +$777K +29,514 +48%
PAMU
45
Pictet Asset Management (UK)
United Kingdom
$2.22M +$76.4K +2,900 +3%
MSA
46
Mason Street Advisors
Wisconsin
$1.98M
Citadel Advisors
47
Citadel Advisors
Florida
$1.78M -$3.02M -114,635 -62%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.72M +$18.1K +687 +1%
Macquarie Group
49
Macquarie Group
Australia
$1.52M +$9.3K +353 +0.6%
Morgan Stanley
50
Morgan Stanley
New York
$1.39M +$63.8K +2,422 +5%

PTLA Hedge Fund Activity: Q3 2014 in Review

108 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Portola Pharmaceuticals, Inc. (PTLA) for Q3 2014, worth a combined $938M — down 10% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PTLA and 14 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 39 added.

The largest buyer was Fidelity Investments, adding an estimated $9.22M. The largest seller was OrbiMed, cutting an estimated $13.5M.

  • 108 institutional investors held Portola Pharmaceuticals, Inc. (PTLA) as of Q3 2014, down from 110 in Q2 2014.
  • Funds reported $938M of Portola Pharmaceuticals, Inc. stock for Q3 2014, down 10% quarter-over-quarter.
  • 14 funds opened new Portola Pharmaceuticals, Inc. positions in Q3 2014 and 16 closed out, a net change of -2 holders.
  • The largest Portola Pharmaceuticals, Inc. buyer in Q3 2014 was Fidelity Investments, an estimated $9.22M added.
  • The largest Portola Pharmaceuticals, Inc. seller in Q3 2014 was OrbiMed, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2014.