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Royalty Pharma

363 hedge funds and large institutions have $10B invested in Royalty Pharma in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 147 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 29

46% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $17.5M

34% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 110

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

23% more capital invested

Capital invested by funds: $8.17B → $10B (+$1.88B)

16% more funds holding

Funds holding: 313363 (+50)

13.28% more ownership

Funds ownership: 66.76%80.04% (+13%)

Holders
363
Holders Change
+50
Holders Change %
+15.97%
% of All Funds
5.29%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
79
Increased
147
Reduced
110
Closed
29
Calls
$25.5M
Puts
$17.5M
Net Calls
+$8.05M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
226
LPL Financial
California
$577K +$144K +5,241 +34%
LAM
227
LECAP Asset Management
United Kingdom
$564K +$552K +20,093 New
CLOS
228
Compagnie Lombard Odier SCmA
Switzerland
$562K -$137K -5,000 -20%
RJFSA
229
Raymond James Financial Services Advisors
Florida
$560K
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$557K -$47.8K -1,740 -8%
Neuberger Berman Group
231
Neuberger Berman Group
New York
$538K -$14.1M -511,692 -96%
M&T Bank
232
M&T Bank
New York
$520K +$59.8K +2,175 +13%
PA
233
Profund Advisors
Maryland
$514K -$58.3K -2,123 -10%
TRCT
234
Tower Research Capital (TRC)
New York
$502K -$566K -20,588 -54%
SC
235
Saybrook Capital
North Carolina
$496K +$486K +17,675 New
PPW
236
PACK Private Wealth
Minnesota
$489K
HIM
237
Hillsdale Investment Management
Ontario, Canada
$485K +$50.8K +1,850 +12%
SACTSONJ
238
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$478K +$467K +17,000 New
SSA
239
Schonfeld Strategic Advisors
New York
$466K +$158K +5,757 +53%
CC
240
Cipher Capital
New York
$463K +$64.2K +2,335 +17%
AIM
241
Aigen Investment Management
New York
$445K -$58K -2,110 -12%
II
242
Inspire Investing
Idaho
$444K +$66.2K +2,410 +18%
Truist Financial
243
Truist Financial
North Carolina
$443K +$434K +15,788 New
AI
244
AdvisorShares Investments
Maryland
$441K +$432K +15,717 New
BF
245
BOK Financial
Oklahoma
$434K -$62.3K -2,266 -13%
BCM
246
Bayesian Capital Management
New York
$428K +$419K +15,252 New
Wells Fargo
247
Wells Fargo
California
$418K +$8.55K +311 +2%
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$409K +$87.4K +3,180 +28%
Rafferty Asset Management
249
Rafferty Asset Management
New York
$403K +$47.7K +1,737 +14%
GCP
250
GSA Capital Partners
United Kingdom
$400K -$1.55M -56,554 -80%