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Royalty Pharma

447 hedge funds and large institutions have $10.1B invested in Royalty Pharma in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 160 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $89M | Put options by funds: $34.2M

68% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 50

22% more capital invested

Capital invested by funds: $8.21B → $10.1B (+$1.84B)

7% more funds holding

Funds holding: 416447 (+31)

2.07% more ownership

Funds ownership: 72.43%74.49% (+2.1%)

7% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 149

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
447
Holders Change
+31
Holders Change %
+7.45%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
84
Increased
160
Reduced
149
Closed
50
Calls
$89M
Puts
$34.2M
Net Calls
+$54.8M
Net Calls Change
+$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.28B +$47.5M +1,497,062 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.23B +$413M +13,024,760 +49%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.14B -$21.4M -676,561 -2%
BlackRock
4
BlackRock
New York
$764M -$28.2M -890,658 -4%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$417M -$23.2M -732,232 -5%
Swedbank
6
Swedbank
Sweden
$378M -$212K -6,700 -0.1%
Viking Global Investors
7
Viking Global Investors
Connecticut
$329M -$52.1M -1,643,946 -13%
State Street
8
State Street
Massachusetts
$296M -$7.74M -244,035 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$253M +$21.8M +686,917 +9%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$195M -$340M -10,718,321 -63%
CIA
11
Caledonia Investments (Australia)
Australia
$159M +$162M +5,114,567 New
Norges Bank
12
Norges Bank
Norway
$152M +$427K +13,470 +0.3%
Bank of America
13
Bank of America
North Carolina
$125M +$33M +1,039,998 +35%
Victory Capital Management
14
Victory Capital Management
Texas
$113M +$83.8M +2,644,923 +270%
Charles Schwab
15
Charles Schwab
California
$97.2M -$288K -9,097 -0.3%
Northern Trust
16
Northern Trust
Illinois
$92.7M -$11.2M -354,172 -11%
PCM
17
Patient Capital Management
Maryland
$92.5M +$3.09M +97,557 +3%
NSCM
18
New South Capital Management
Tennessee
$90.5M -$1.57M -49,656 -2%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$90.4M -$24.4M -769,300 -21%
UBS AM
20
UBS AM
Illinois
$88.7M +$7.16M +226,048 +9%
Legal & General Group
21
Legal & General Group
United Kingdom
$87.5M +$5.61M +176,998 +7%
AQR Capital Management
22
AQR Capital Management
Connecticut
$80.4M +$22.3M +704,414 +37%
GC
23
GMT Capital
Georgia
$74M -$28.2M -890,200 -27%
Citadel Advisors
24
Citadel Advisors
Florida
$64.3M -$26.4M -832,188 -29%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$61M +$11.8M +371,221 +23%