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Royalty Pharma

335 hedge funds and large institutions have $10.9B invested in Royalty Pharma in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 144 increasing their positions, 98 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,099% more call options, than puts

Call options by funds: $37.9M | Put options by funds: $3.16M

47% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 98

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 43

0.23% more ownership

Funds ownership: 67.87%68.1% (+0.23%)

0% less funds holding

Funds holding: 336335 (-1)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$928M)

Holders
335
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
5.34%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
47
Increased
144
Reduced
98
Closed
43
Calls
$37.9M
Puts
$3.16M
Net Calls
+$34.7M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$9.55K +$2.41K +65 +33%
SPIA
302
Steward Partners Investment Advisory
New York
$7.64K +$779 +21 +11%
ASN
303
Advisory Services Network
Georgia
$7.28K +$37 +1 +0.5%
PP
304
PFS Partners
New Jersey
$7.28K +$37 +1 +0.5%
CFGS
305
Concourse Financial Group Securities
Alabama
$7.03K +$7.23K +195 New
CA
306
Crewe Advisors
Utah
$6.34K
FHA
307
First Horizon Advisors
Tennessee
$6.2K
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$5.37K +$4.19K +113 +314%
GFPC
309
Global Financial Private Client
Florida
$4.13K
PTC
310
Private Trust Company
Ohio
$3.96K
TWA
311
TCI Wealth Advisors
Arizona
$2.31K -$6.38K -172 -73%
HWM
312
HighMark Wealth Management
Minnesota
$2.2K +$2.26K +61 New
BTI
313
Blue Trust Inc
Georgia
$2K -$260 -7 -11%
UB
314
UMB Bank
Missouri
$1.8K -$13K -351 -88%
NFSG
315
Newbridge Financial Services Group
Florida
$1.8K
BAM
316
Bellevue Asset Management
Washington
$1.8K
BIA
317
Bell Investment Advisors
California
$1.73K -$1.82K -49 -51%
FSWA
318
Financial Synergies Wealth Advisors
Texas
$1.62K +$334 +9 +25%
CWP
319
Concord Wealth Partners
Virginia
$1.44K
MA
320
Montag & Associates
Georgia
$1.37K
FFA
321
Farther Finance Advisors
California
$1.37K +$1.22K +33 +660%
BAAM
322
Baker Avenue Asset Management
California
$1.3K -$74 -2 -5%
SWA
323
Sutton Wealth Advisors
Florida
$1.15K
RA
324
Rise Advisors
New York
$1.03K
PFBT
325
Parkside Financial Bank & Trust
Missouri
$1.01K -$2.15K -58 -67%