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Royalty Pharma

378 hedge funds and large institutions have $9.24B invested in Royalty Pharma in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 161 increasing their positions, 113 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $10.7M

42% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 113

35% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 48

4% more funds holding

Funds holding: 363378 (+15)

8% less capital invested

Capital invested by funds: $10B → $9.24B (-$805M)

11.89% less ownership

Funds ownership: 80.04%68.15% (-12%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
378
Holders Change
+15
Holders Change %
+4.13%
% of All Funds
5.45%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
65
Increased
161
Reduced
113
Closed
48
Calls
$15.3M
Puts
$10.7M
Net Calls
+$4.62M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
176
Taika Capital
Florida
$1.33M +$1.29M +43,740 New
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$1.32M -$26.2K -888 -2%
II
178
Inspire Investing
Idaho
$1.32M +$817K +27,701 +175%
AIC
179
Aurora Investment Counsel
Georgia
$1.32M +$83.3K +2,827 +7%
Toronto Dominion Bank
180
Toronto Dominion Bank
Ontario, Canada
$1.26M -$395K -13,388 -24%
VI
181
Versor Investments
New York
$1.2M +$546K +18,517 +88%
AI
182
Atria Investments
North Carolina
$1.19M +$1.15M +39,019 New
PIM
183
Plato Investment Management
Australia
$1.16M +$1.13M +38,310 New
SEI Investments
184
SEI Investments
Pennsylvania
$1.15M +$3.57K +121 +0.3%
FAM
185
Formidable Asset Management
Ohio
$1.14M -$93.8K -3,183 -8%
Creative Planning
186
Creative Planning
Kansas
$1.13M +$40.4K +1,372 +4%
YIH
187
Y-Intercept (HK)
Hong Kong
$1.13M +$777K +26,354 +246%
Mariner
188
Mariner
Kansas
$1.12M +$199K +6,750 +22%
IG
189
ING Group
Netherlands
$1.11M -$286K -9,700 -21%
Cerity Partners
190
Cerity Partners
New York
$1.11M +$243K +8,259 +29%
NCFG
191
New Century Financial Group
New Jersey
$1.09M +$1.06M +35,908 New
VanEck Associates
192
VanEck Associates
New York
$1.08M +$855K +28,987 +448%
EMPI
193
Elo Mutual Pension Insurance
Finland
$1.05M +$40.6K +1,378 +4%
Wealthfront Advisers
194
Wealthfront Advisers
California
$1.03M -$978K -33,185 -50%
LTAS
195
Linden Thomas Advisory Services
North Carolina
$1.02M +$79.6K +2,699 +9%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$1.02M -$165K -5,589 -14%
FDP
197
Financiere des Professionnels
Quebec, Canada
$1M +$971K +32,931 New
SWS
198
SYSTM Wealth Solutions
Illinois
$997K +$689K +23,373 +247%
Principal Financial Group
199
Principal Financial Group
Iowa
$956K +$238K +8,086 +35%
GIBU
200
Gulf International Bank (UK)
United Kingdom
$955K