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Roivant Sciences

224 hedge funds and large institutions have $6.33B invested in Roivant Sciences in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 85 increasing their positions, 53 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $50.8M | Put options by funds: $29.7M

60% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 53

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

9% more funds holding

Funds holding: 205224 (+19)

1.12% more ownership

Funds ownership: 68.98%70.1% (+1.1%)

1% less capital invested

Capital invested by funds: $6.38B → $6.33B (-$47.7M)

Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
3.27%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.31%
New
61
Increased
85
Reduced
53
Closed
41
Calls
$50.8M
Puts
$29.7M
Net Calls
+$21.1M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$420K -$46.4K -4,759 -11%
DMKJ
152
David M. Knott Jr
$418K +$363K +37,200 New
BFM
153
Boothbay Fund Management
New York
$410K +$356K +36,512 New
SAM
154
Sectoral Asset Management
Quebec, Canada
$409K +$58.6K +6,010 +20%
Principal Financial Group
155
Principal Financial Group
Iowa
$407K -$52.9K -5,428 -13%
ECM
156
ExodusPoint Capital Management
New York
$407K +$9.23K +947 +3%
EP
157
Edgestream Partners
New Jersey
$402K +$349K +35,815 New
LWA
158
Ledgewood Wealth Advisors
New Hampshire
$370K +$321K +32,970 New
VIM
159
VELA Investment Management
Ohio
$364K +$25.5K +2,621 +9%
VEA
160
Virtus ETF Advisers
New York
$329K -$19.8K -2,030 -6%
MSRPS
161
Maryland State Retirement & Pension System
Maryland
$300K
MML Investors Services
162
MML Investors Services
Massachusetts
$300K +$106K +10,863 +69%
Wells Fargo
163
Wells Fargo
California
$293K -$1.22M -125,465 -83%
MIM
164
MetLife Investment Management
New Jersey
$233K +$203K +20,783 New
C
165
Covestor
United Kingdom
$230K +$119K +12,237 +148%
LPL Financial
166
LPL Financial
California
$224K +$88.5K +9,080 +83%
URS
167
Utah Retirement Systems
Utah
$221K +$7.8K +800 +4%
SAM
168
Shell Asset Management
Netherlands
$221K +$192K +19,675 New
Mitsubishi UFJ Asset Management
169
Mitsubishi UFJ Asset Management
Japan
$221K -$11.1K -1,139 -5%
SEI Investments
170
SEI Investments
Pennsylvania
$212K +$55.7K +5,715 +43%
VPIM
171
Vanguard Personalized Indexing Management
California
$210K +$38.5K +3,955 +27%
PCM
172
Prelude Capital Management
New York
$204K -$39.8K -4,079 -18%
Neuberger Berman Group
173
Neuberger Berman Group
New York
$203K +$176K +18,107 New
LCM
174
Legato Capital Management
California
$202K -$456K -46,763 -72%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$195K +$169K +17,329 New

ROIV Hedge Fund Activity: Q4 2023 in Review

224 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Roivant Sciences (ROIV) for Q4 2023, worth a combined $6.33B — down 0.75% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ROIV positions and 41 closed out — a net gain of 20 holders — while 85 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $239M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $124M sold.

  • 224 institutional investors held Roivant Sciences (ROIV) as of Q4 2023, up from 205 in Q3 2023.
  • Funds reported $6.33B of Roivant Sciences stock for Q4 2023, down 0.75% quarter-over-quarter.
  • 61 funds opened new Roivant Sciences positions in Q4 2023 and 41 closed out, a net change of +20 holders.
  • The largest Roivant Sciences buyer in Q4 2023 was Morgan Stanley, an estimated $239M added.
  • The largest Roivant Sciences seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2023.