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PTLA

Portola Pharmaceuticals, Inc.
PTLA

Delisted

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

181 hedge funds and large institutions have $1.37B invested in Portola Pharmaceuticals, Inc. in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 56

3% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $29.7M

8% less funds holding

Funds holding: 197181 (-16)

27% less capital invested

Capital invested by funds: $1.88B → $1.37B (-$513M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
181
Holders Change
-16
Holders Change %
-8.12%
% of All Funds
4.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
33
Increased
60
Reduced
56
Closed
47
Calls
$28.8M
Puts
$29.7M
Net Calls
-$978K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$178M +$2.74M +133,127 +1%
CCM
2
Cadian Capital Management
New York
$126M +$47.5M +2,309,210 +56%
Vanguard Group
3
Vanguard Group
Pennsylvania
$113M +$3.19M +155,273 +3%
BlackRock
4
BlackRock
New York
$104M +$402K +19,532 +0.4%
Temasek Holdings
5
Temasek Holdings
Singapore
$101M
State Street
6
State Street
Massachusetts
$75.5M +$5.87M +285,591 +8%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$57.2M +$22.8M +1,110,765 +61%
Morgan Stanley
8
Morgan Stanley
New York
$46.1M +$42.1M +2,046,772 +648%
JSP
9
Jackson Square Partners
California
$37.9M +$19.1M +929,982 +92%
DM
10
Deerfield Management
New York
$32.7M -$16M -778,172 -32%
HCMT
11
Highland Capital Management (Texas)
Texas
$30.9M +$8.38M +407,574 +35%
FAM
12
Fred Alger Management
New York
$26.7M -$516K -25,083 -2%
Franklin Resources
13
Franklin Resources
California
$20.8M +$7.8M +379,300 +55%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$19.7M -$12.7M -616,914 -38%
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$16.3M +$1.81M +87,999 +12%
SAM
16
Sectoral Asset Management
Quebec, Canada
$16.1M +$1.62M +79,000 +11%
Northern Trust
17
Northern Trust
Illinois
$15.7M -$442K -21,505 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$14.3M +$694K +33,734 +5%
JP Morgan Chase
19
JP Morgan Chase
New York
$14.1M +$707K +34,376 +5%
TAM
20
Tocqueville Asset Management
New York
$11.8M +$3.47M +168,905 +39%
Norges Bank
21
Norges Bank
Norway
$11.5M
Macquarie Group
22
Macquarie Group
Australia
$11.4M +$4.22M +205,220 +54%
Citigroup
23
Citigroup
New York
$11.2M +$754K +36,649 +7%
Goldman Sachs
24
Goldman Sachs
New York
$11.1M +$1.88M +91,576 +19%
PCM
25
Peregrine Capital Management
Minnesota
$10.6M +$11.2M +544,363 New

PTLA Hedge Fund Activity: Q4 2018 in Review

181 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Portola Pharmaceuticals, Inc. (PTLA) for Q4 2018, worth a combined $1.37B — down 27% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of PTLA and 33 opened new positions — a net loss of 14 holders — while 56 trimmed existing stakes and 60 added.

The largest buyer was Cadian Capital Management, adding an estimated $47.5M. The largest seller was PFM Health Sciences, exiting entirely with an estimated $123M sold.

  • 181 institutional investors held Portola Pharmaceuticals, Inc. (PTLA) as of Q4 2018, down from 197 in Q3 2018.
  • Funds reported $1.37B of Portola Pharmaceuticals, Inc. stock for Q4 2018, down 27% quarter-over-quarter.
  • 33 funds opened new Portola Pharmaceuticals, Inc. positions in Q4 2018 and 47 closed out, a net change of -14 holders.
  • The largest Portola Pharmaceuticals, Inc. buyer in Q4 2018 was Cadian Capital Management, an estimated $47.5M added.
  • The largest Portola Pharmaceuticals, Inc. seller in Q4 2018 was PFM Health Sciences, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2018.