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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
Fidelity International
201
Fidelity International
Bermuda
$696K +$423K +11,406 +144%
Mirae Asset Global Investments
202
Mirae Asset Global Investments
South Korea
$687K +$31.8K +857 +5%
Aviva
203
Aviva
United Kingdom
$686K -$1.15M -30,939 -62%
LPL Financial
204
LPL Financial
California
$668K +$407K +10,984 +145%
DF
205
Donoghue Forlines
Massachusetts
$664K +$479K +12,916 +234%
Verition Fund Management
206
Verition Fund Management
Connecticut
$662K -$512K -13,798 -43%
DTL
207
Dynamic Technology Lab
Singapore
$662K +$15.3K +413 +2%
PA
208
Profund Advisors
Maryland
$629K -$136K -3,670 -17%
Mariner
209
Mariner
Kansas
$602K +$203K +5,476 +49%
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$570K +$107K +2,899 +22%
GCM
211
Graham Capital Management
Connecticut
$569K -$2.05M -55,279 -78%
TFA
212
Transamerica Financial Advisors
Florida
$542K +$117K +3,147 +27%
PCM
213
Prelude Capital Management
New York
$540K
IIM
214
INTECH Investment Management
Florida
$540K -$41K -1,107 -7%
II
215
Inspire Investing
Idaho
$530K +$545K +14,699 New
KI
216
Kula Investments
Illinois
$521K -$148K -4,002 -22%
M&T Bank
217
M&T Bank
New York
$513K -$169K -4,559 -24%
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
$504K
JMPWA
219
JP Morgan Private Wealth Advisors
California
$494K -$61.8K -1,668 -11%
BRWA
220
B. Riley Wealth Advisors
Florida
$492K -$204K -5,500 -29%
HEIP
221
Hudson Edge Investment Partners
New Jersey
$486K +$65.1K +1,757 +15%
X
222
Xponance
Pennsylvania
$474K +$2.34K +63 +0.5%
GCP
223
GSA Capital Partners
United Kingdom
$471K +$485K +13,069 New
BC
224
BIT Capital
Germany
$469K +$483K +13,018 New
ESCM
225
Echo Street Capital Management
New York
$451K -$496K -13,373 -52%