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Regeneron Pharmaceuticals
REGN

1,192 hedge funds and large institutions have $76.1B invested in Regeneron Pharmaceuticals in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 441 increasing their positions, 422 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 83

40% more funds holding in top 10

Funds holding in top 10: 30 → 42 (+12)

14% more capital invested

Capital invested by funds: $66.7B → $76.1B (+$9.37B)

4.18% more ownership

Funds ownership: 88.01% → 92.19% (+4.2%)

3% more funds holding

Funds holding: 1,159 → 1,192 (+33)

5% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 422

8% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $2.09B

Holders
1,192
Holders Change
+33
Holders Change %
+2.85%
% of All Funds
19%
Holding in Top 10
42
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+40%
% of All Funds
0.67%
New
131
Increased
441
Reduced
422
Closed
83
Calls
$1.93B
Puts
$2.09B
Net Calls
-$164M
Net Calls Change
+$141M

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$3.43B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.39B
3
Capital International Investors
Capital International Investors
California
+$470M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$343M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$318M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.25B
2
WHG
Westwood Holdings Group
Texas
-$1.12B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$489M
4
Capital World Investors
Capital World Investors
California
-$311M
5
AWA
Arete Wealth Advisors
Illinois
-$201M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
901
Icon Wealth Partners
Texas
$271K +$249K +330 New
PIC
902
Portland Investment Counsel
Ontario, Canada
$271K – – –
CRI
903
Colonial River Investments
Virginia
$270K -$9.05K -12 -4%
CFB
904
Cullen/Frost Bankers
Texas
$269K – – –
QC
905
Quent Capital
New York
$268K +$2.26K +3 +0.9%
BFS
906
Bard Financial Services
Connecticut
$267K -$18.9K -25 -7%
JC
907
JB Capital
Connecticut
$267K – – –
CM
908
Columbus Macro
Pennsylvania
$266K -$3.77K -5 -1%
CW
909
CreativeOne Wealth
Kansas
$264K -$5.28K -7 -2%
KOC
910
Koss-Olinger Consulting
Florida
$263K +$19.6K +26 +9%
SA
911
Syntax Advisors
New York
$263K – – –
VCG
912
Vantage Consulting Group
Virginia
$263K – – –
WCA
913
Westover Capital Advisors
Delaware
$263K – – –
HTC
914
Haverford Trust Company
Pennsylvania
$263K +$21.9K +29 +10%
EFG
915
Everhart Financial Group
Ohio
$263K +$30.2K +40 +14%
VCP
916
Verus Capital Partners
Arizona
$263K +$241K +320 New
SIA
917
Strategic Investment Advisors
Michigan
$262K +$241K +319 New
WPW
918
Waldron Private Wealth
Pennsylvania
$262K +$241K +319 New
APP
919
Avantax Planning Partners
Iowa
$260K – – –
SWP
920
Stratos Wealth Partners
Ohio
$260K +$27.2K +36 +13%
MOS
921
MGO One Seven
Ohio
$259K +$238K +315 New
JF
922
Joule Financial
Kentucky
$258K +$237K +314 New
CIA
923
Capital Investment Advisors
Georgia
$256K +$18.1K +24 +8%
BAM
924
Brave Asset Management
New Jersey
$256K – – –
SNB
925
Security National Bank
Nebraska
$255K – – –
35 36
37
38 39

REGN Hedge Fund Activity: Q1 2023 in Review

1,192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Regeneron Pharmaceuticals (REGN) for Q1 2023, worth a combined $76.1B — up 14% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new REGN positions and 83 closed out — a net gain of 48 holders — while 441 added to existing stakes and 422 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $3.43B. The largest seller was Fidelity Investments, cutting an estimated $1.25B.

  • 1,192 institutional investors held Regeneron Pharmaceuticals (REGN) as of Q1 2023, up from 1,159 in Q4 2022.
  • Funds reported $76.1B of Regeneron Pharmaceuticals stock for Q1 2023, up 14% quarter-over-quarter.
  • 131 funds opened new Regeneron Pharmaceuticals positions in Q1 2023 and 83 closed out, a net change of +48 holders.
  • The largest Regeneron Pharmaceuticals buyer in Q1 2023 was EP Wealth Advisors, an estimated $3.43B added.
  • The largest Regeneron Pharmaceuticals seller in Q1 2023 was Fidelity Investments, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2023.