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PTLA

Portola Pharmaceuticals, Inc.
PTLA

Delisted

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

180 hedge funds and large institutions have $1.86B invested in Portola Pharmaceuticals, Inc. in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

28% more call options, than puts

Call options by funds: $84.1M | Put options by funds: $66M

16% less funds holding

Funds holding: 215180 (-35)

34% less capital invested

Capital invested by funds: $2.82B → $1.86B (-$955M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

65% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 49

Holders
180
Holders Change
-35
Holders Change %
-16.28%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
17
Increased
70
Reduced
53
Closed
49
Calls
$84.1M
Puts
$66M
Net Calls
+$18.2M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$13M +$857K +19,526 +5%
HCMT
27
Highland Capital Management (Texas)
Texas
$12.3M -$2.97M -67,600 -15%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$12M -$5.4M -123,059 -25%
Renaissance Technologies
29
Renaissance Technologies
New York
$12M +$597K +13,600 +4%
UBS AM
30
UBS AM
Illinois
$11.8M -$565K -12,883 -3%
Morgan Stanley
31
Morgan Stanley
New York
$11.2M +$1.52M +34,574 +11%
RSCM
32
Rock Springs Capital Management
Maryland
$10.6M
Charles Schwab
33
Charles Schwab
California
$10M +$534K +12,171 +4%
TA
34
Teachers Advisors
New York
$9.08M +$9.35K +213 +0.1%
RPAM
35
Rhenman & Partners Asset Management
Sweden
$8.83M +$2.59M +59,095 +28%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$8.59M -$3.89M -88,738 -25%
Barclays
37
Barclays
United Kingdom
$7.81M +$6.66M +151,666 +173%
FIM
38
Fernwood Investment Management
Massachusetts
$7.47M +$13K +296 +0.1%
Bank of America
39
Bank of America
North Carolina
$7.06M +$878K +20,008 +10%
TCIM
40
TIAA CREF Investment Management
New York
$6.6M -$851K -19,384 -9%
AAMU
41
Amundi Asset Management US
Massachusetts
$5.71M +$2.94M +66,900 +62%
Allianz Asset Management
42
Allianz Asset Management
Germany
$5.61M -$2.62M -59,598 -26%
AllianceBernstein
43
AllianceBernstein
Tennessee
$5.43M +$3.95M +90,000 +118%
AC
44
Ascend Capital
California
$5.38M +$7.23M +164,810 New
HCM
45
Harvey Capital Management
Florida
$5.18M +$132K +3,000 +2%
Invesco
46
Invesco
Georgia
$5.09M +$671K +15,291 +11%
GH
47
GAM Holding
Switzerland
$4.95M
UBS Group
48
UBS Group
Switzerland
$4.81M +$4.38M +99,764 +209%
SGA
49
Sector Gamma AS
Norway
$4.4M +$3.72M +84,800 +170%
Prudential Financial
50
Prudential Financial
New Jersey
$4.21M +$563K +12,826 +11%

PTLA Hedge Fund Activity: Q1 2018 in Review

180 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Portola Pharmaceuticals, Inc. (PTLA) for Q1 2018, worth a combined $1.86B — down 34% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PTLA and 17 opened new positions — a net loss of 32 holders — while 53 trimmed existing stakes and 70 added.

The largest buyer was Wellington Management Group, adding an estimated $132M. The largest seller was Fidelity Investments, cutting an estimated $98.4M.

  • 180 institutional investors held Portola Pharmaceuticals, Inc. (PTLA) as of Q1 2018, down from 215 in Q4 2017.
  • Funds reported $1.86B of Portola Pharmaceuticals, Inc. stock for Q1 2018, down 34% quarter-over-quarter.
  • 17 funds opened new Portola Pharmaceuticals, Inc. positions in Q1 2018 and 49 closed out, a net change of -32 holders.
  • The largest Portola Pharmaceuticals, Inc. buyer in Q1 2018 was Wellington Management Group, an estimated $132M added.
  • The largest Portola Pharmaceuticals, Inc. seller in Q1 2018 was Fidelity Investments, an estimated $98.4M sold.

Based on aggregated 13F filings for Q1 2018.