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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
NECFA
1001
New England Capital Financial Advisors
Connecticut
$165K – – –
PWA
1002
Provenance Wealth Advisors
Florida
$165K +$157K +200 New
AA
1003
Ancora Advisors
Ohio
$158K -$10.2K -13 -6%
SWM
1004
Spire Wealth Management
Virginia
$157K -$6.88M -8,756 -98%
NIC
1005
Northwest Investment Counselors
Oregon
$155K – – –
First Manhattan
1006
First Manhattan
New York
$154K -$11.8K -15 -7%
IBOK
1007
Independence Bank of Kentucky
Kentucky
$153K – – –
CFD
1008
Creative Financial Designs
Indiana
$149K – – –
PAI
1009
Pittenger & Anderson Inc
Nebraska
$144K – – –
FP
1010
Financial Perspectives
Minnesota
$143K – – –
PWMG
1011
Prestige Wealth Management Group
New Jersey
$142K +$2.36K +3 +2%
CT
1012
Cambridge Trust
Massachusetts
$138K +$8.64K +11 +7%
JPWM
1013
Jamison Private Wealth Management
Georgia
$137K +$130K +166 New
CF
1014
Centaurus Financial
California
$136K +$130K +165 New
WTC
1015
WhitTier Trust Company
Nevada
$136K – – –
PFBT
1016
Parkside Financial Bank & Trust
Missouri
$133K +$12.6K +16 +11%
JWM
1017
Janiczek Wealth Management
Colorado
$132K +$30.7K +39 +32%
MA
1018
Montag & Associates
Georgia
$126K – – –
TIM
1019
Tortoise Investment Management
New York
$123K -$19.6K -25 -14%
MRCM
1020
M&R Capital Management
New Jersey
$123K – – –
ST
1021
Smithfield Trust
Pennsylvania
$117K +$11K +14 +11%
EMFAT
1022
Emerald Mutual Fund Advisers Trust
Pennsylvania
$115K +$40.9K +52 +59%
JWM
1023
Jupiter Wealth Management
Colorado
$109K +$108K +137 New
TPCW
1024
TD Private Client Wealth
New York
$109K -$3.14K -4 -3%
GGI
1025
Godsey & Gibb Inc
Virginia
$107K – – –
39 40
41
42 43

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.