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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
RIA
276
Regal Investment Advisors
Michigan
$267K +$261K +9,507 New
SWS
277
SYSTM Wealth Solutions
Illinois
$266K +$260K +9,463 New
IMCOOI
278
Investment Management Corp of Ontario (IMCO)
Canada
$251K +$245K +8,933 New
SGI
279
Summit Global Investments
Utah
$250K -$62.2K -2,264 -20%
GCM
280
Graham Capital Management
Connecticut
$249K -$549K -19,965 -69%
NIM
281
NEOS Investment Management
Connecticut
$241K +$11.2K +409 +5%
US Bancorp
282
US Bancorp
Minnesota
$239K +$131K +4,759 +127%
IFWM
283
Institute for Wealth Management
Colorado
$237K +$232K +8,441 New
TFA
284
Transamerica Financial Advisors
Florida
$235K -$61.4K -2,234 -21%
Pacer Advisors
285
Pacer Advisors
Pennsylvania
$231K +$115K +4,177 +103%
OFS
286
OneAscent Financial Services
Alabama
$231K +$226K +8,238 New
TMAM
287
Tokio Marine Asset Management
Japan
$231K
UFA
288
US Financial Advisors
Massachusetts
$229K
VI
289
Vestcor Inc
New Brunswick, Canada
$229K -$2.2K -80 -1%
MAS
290
Meeder Advisory Services
Ohio
$210K +$206K +7,482 New
LSAG
291
Lake Street Advisors Group
New Hampshire
$204K +$200K +7,267 New
ATC
292
Argent Trust Co
Tennessee
$204K -$6.49K -236 -3%
MIM
293
MetLife Investment Management
New Jersey
$203K -$3.79K -138 -2%
CB
294
Commerce Bank
Missouri
$201K +$197K +7,168 New
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$191K +$55.3K +2,014 +42%
SOW
296
State of Wyoming
Wyoming
$186K +$17.2K +626 +10%
VanEck Associates
297
VanEck Associates
New York
$182K +$80.9K +2,944 +83%
CI Investments Inc
298
CI Investments Inc
Ontario, Canada
$176K -$28.6K -1,041 -14%
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$166K +$4.67K +170 +3%
NEI
300
Northwest & Ethical Investments
Ontario, Canada
$163K +$160K +5,805 New