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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
MA
351
Montag & Associates
Georgia
$927
FHA
352
First Horizon Advisors
Tennessee
$899 -$3.85K -140 -81%
TFM
353
TFC Financial Management
Massachusetts
$815 +$385 +14 +93%
PS
354
Principal Securities
Iowa
$815 +$797 +29 New
VCM
355
Versant Capital Management
Arizona
$562 +$275 +10 +100%
RF
356
Robbins Farley
New Hampshire
$562 +$550 +20 New
GRP
357
Global Retirement Partners
California
$511 +$495 +18 New
AF
358
Advisornet Financial
Minnesota
$281 +$275 +10 New
AssetMark Inc
359
AssetMark Inc
California
$253 +$247 +9 New
JWM
360
Janiczek Wealth Management
Colorado
$253 +$247 +9 New
MCM
361
MV Capital Management
Maryland
$57 +$55 +2 New
LFG
362
Larson Financial Group
Missouri
$56 +$55 +2 New
RCMU
363
Rokos Capital Management (UK)
United Kingdom
-$29.6M -1,106,813 Closed
Renaissance Technologies
364
Renaissance Technologies
New York
-$13.1M -483,200 Closed
HF
365
HRT Financial
New York
-$2.82M -103,916 Closed
JAM
366
Jupiter Asset Management
United Kingdom
-$2.76M -101,856 Closed
DFCM
367
Dark Forest Capital Management
Puerto Rico
-$1.81M -66,710 Closed
VCG
368
Vantage Consulting Group
Virginia
-$1.56M -57,500 Closed
Walleye Capital
369
Walleye Capital
New York
-$1.5M -55,104 Closed
ESCM
370
Echo Street Capital Management
New York
-$1.15M -42,317 Closed
LIM
371
Lagoda Investment Management
New York
-$1.06M -38,930 Closed
MFS
372
Mirabella Financial Services
United Kingdom
-$664K -24,452 Closed
Janney Montgomery Scott
373
Janney Montgomery Scott
Pennsylvania
-$515K -18,972 Closed
BRWA
374
B. Riley Wealth Advisors
Florida
-$436K -16,050 Closed
CAN
375
Cetera Advisor Networks
California
-$431K -15,882 Closed