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Royalty Pharma

326 hedge funds and large institutions have $9.32B invested in Royalty Pharma in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 139 increasing their positions, 107 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $5.29M

30% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 107

3.26% more ownership

Funds ownership: 68.1%71.36% (+3.3%)

3% less funds holding

Funds holding: 335326 (-9)

12% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 51

14% less capital invested

Capital invested by funds: $10.9B → $9.32B (-$1.56B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
326
Holders Change
-9
Holders Change %
-2.69%
% of All Funds
5.12%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
45
Increased
139
Reduced
107
Closed
51
Calls
$21.9M
Puts
$5.29M
Net Calls
+$16.6M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$6.12K +$1.69K +50 +34%
SPIA
302
Steward Partners Investment Advisory
New York
$5.78K -$813 -24 -11%
FHA
303
First Horizon Advisors
Tennessee
$5.29K
GFPC
304
Global Financial Private Client
Florida
$3.53K
PTC
305
Private Trust Company
Ohio
$3.38K
FA
306
Fiduciary Alliance
South Carolina
$3.1K +$3.42K +101 New
HWM
307
HighMark Wealth Management
Minnesota
$2.52K +$711 +21 +34%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$2.34K +$1.63K +48 +171%
IA
309
IFP Advisors
Florida
$2.18K -$16.6K -489 -87%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$1.81K +$1.9K +56 +1,867%
BAAM
311
Baker Avenue Asset Management
California
$1.66K +$610 +18 +50%
BAM
312
Bellevue Asset Management
Washington
$1.54K
NFSG
313
Newbridge Financial Services Group
Florida
$1.54K
Allspring Global Investments
314
Allspring Global Investments
North Carolina
$1.29K -$145K -4,275 -99%
CWP
315
Concord Wealth Partners
Virginia
$1.23K
BIA
316
Bell Investment Advisors
California
$1.14K -$373 -11 -23%
MA
317
Montag & Associates
Georgia
$1.01K -$169 -5 -13%
BTI
318
Blue Trust Inc
Georgia
$1K -$1.05K -31 -57%
FSWA
319
Financial Synergies Wealth Advisors
Texas
$800 -$644 -19 -42%
AWM
320
Abound Wealth Management
Tennessee
$619 +$677 +20 New
HI
321
Harbour Investments
Wisconsin
$615
ZB
322
Zions Bancorporation
Utah
$553 +$610 +18 New
FFA
323
Farther Finance Advisors
California
$400 -$847 -25 -66%
FGAM
324
Financial Gravity Asset Management
Texas
$110 +$1.05K +31 New
NC
325
NewSquare Capital
Pennsylvania
$31