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Regeneron Pharmaceuticals
REGN

1,177 hedge funds and large institutions have $75.1B invested in Regeneron Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 401 increasing their positions, 446 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 87

13% more capital invested

Capital invested by funds: $66.2B → $75.1B (+$8.91B)

4% more funds holding in top 10

Funds holding in top 10: 28 → 29 (+1)

1% more funds holding

Funds holding: 1,165 → 1,177 (+12)

0.39% less ownership

Funds ownership: 85.84% → 85.45% (-0.39%)

10% less repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 446

11% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.61B

Holders
1,177
Holders Change
+12
Holders Change %
+1.03%
% of All Funds
18.68%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.46%
New
111
Increased
401
Reduced
446
Closed
87
Calls
$1.43B
Puts
$1.61B
Net Calls
-$183M
Net Calls Change
+$45.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$664M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$526M
3
WP
Woodline Partners
California
+$69.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.9M
5
ZIG
Zurich Insurance Group
Switzerland
+$62.3M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$446M
2
Capital World Investors
Capital World Investors
California
-$348M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$248M
4
BlackRock
BlackRock
New York
-$166M
5
Invesco
Invesco
Georgia
-$130M
Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
901
Haverford Trust Company
Pennsylvania
$266K – – –
WCA
902
Westover Capital Advisors
Delaware
$263K – – –
KOC
903
Koss-Olinger Consulting
Florida
$263K – – –
APP
904
Avantax Planning Partners
Iowa
$263K +$1.57K +2 +0.6%
FAIM
905
Financial Advocates Investment Management
Washington
$258K +$3.14K +4 +1%
FRM
906
Fox Run Management
Connecticut
$258K +$246K +313 New
AWM
907
Angeles Wealth Management
California
$257K +$20.4K +26 +9%
BAM
908
Brave Asset Management
New Jersey
$256K – – –
CI
909
CX Institutional
Indiana
$256K +$23.6K +30 +11%
SGI
910
Summit Global Investments
Utah
$254K +$6.29K +8 +3%
KFI
911
Key Financial Inc
Pennsylvania
$252K – – –
EGA
912
E&G Advisors
Texas
$251K – – –
PAA
913
Peregrine Asset Advisers
Oregon
$249K – – –
CWM
914
Cornerstone Wealth Management
Missouri
$249K +$2.36K +3 +1%
HNWAG
915
High Net Worth Advisory Group
Florida
$249K – – –
AWM
916
Aberdeen Wealth Management
Illinois
$247K – – –
AA
917
Alta Advisers
United Kingdom
$247K – – –
BB
918
Bell Bank
North Dakota
$247K – – –
PWM
919
Purus Wealth Management
California
$247K – – –
TA
920
TrueWealth Advisors
Alabama
$247K – – –
PIMJS
921
PKO Investment Management Joint-Stock
Poland
$247K -$629K -800 -73%
RPWA
922
Regent Peak Wealth Advisors
Georgia
$246K +$5.5K +7 +2%
DWM
923
Drive Wealth Management
Utah
$246K +$235K +299 New
WPW
924
Waldron Private Wealth
Pennsylvania
$245K +$3.14K +4 +1%
CIP
925
Convergence Investment Partners
Florida
$245K +$234K +298 New
35 36
37
38 39

REGN Hedge Fund Activity: Q3 2023 in Review

1,177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Regeneron Pharmaceuticals (REGN) for Q3 2023, worth a combined $75.1B — up 13% from $66.2B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new REGN positions and 87 closed out — a net gain of 24 holders — while 401 added to existing stakes and 446 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $664M. The largest seller was EP Wealth Advisors, cutting an estimated $446M.

  • 1,177 institutional investors held Regeneron Pharmaceuticals (REGN) as of Q3 2023, up from 1,165 in Q2 2023.
  • Funds reported $75.1B of Regeneron Pharmaceuticals stock for Q3 2023, up 13% quarter-over-quarter.
  • 111 funds opened new Regeneron Pharmaceuticals positions in Q3 2023 and 87 closed out, a net change of +24 holders.
  • The largest Regeneron Pharmaceuticals buyer in Q3 2023 was JP Morgan Chase, an estimated $664M added.
  • The largest Regeneron Pharmaceuticals seller in Q3 2023 was EP Wealth Advisors, an estimated $446M sold.

Based on aggregated 13F filings for Q3 2023.