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Schrodinger
SDGR

238 hedge funds and large institutions have $2.11B invested in Schrodinger in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $18.4M

32% more capital invested

Capital invested by funds: $1.6B → $2.11B (+$506M)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

3.86% more ownership

Funds ownership: 89.84% → 93.7% (+3.9%)

2% more funds holding

Funds holding: 234 → 238 (+4)

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
80
Reduced
76
Closed
39
Calls
$30.1M
Puts
$18.4M
Net Calls
+$11.7M
Net Calls Change
+$5.01M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$60.1M
2
Lazard Asset Management
Lazard Asset Management
New York
+$29.7M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$25.1M
4
ITP
Iron Triangle Partners
Connecticut
+$13.6M
5
BlackRock
BlackRock
New York
+$9.74M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.4M
2
APM
Avidity Partners Management
Texas
-$11.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$10.1M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$7.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pictet Asset Management
151
Pictet Asset Management
Switzerland
$262K – – –
VA
152
Vident Advisory
Georgia
$250K +$202K +6,981 New
Wolverine Trading
153
Wolverine Trading
Illinois
$247K +$200K +6,906 New
CAN
154
Cetera Advisor Networks
California
$243K +$196K +6,774 New
AI
155
Atom Investors
Texas
$235K -$155K -5,339 -45%
SO
156
STRS Ohio
Ohio
$232K -$72.5K -2,500 -28%
CUAMC
157
China Universal Asset Management Company
China
$229K -$467K -16,092 -72%
WP
158
Westmount Partners
California
$226K +$183K +6,300 New
ECM
159
Everence Capital Management
Indiana
$222K +$180K +6,200 New
SEI Investments
160
SEI Investments
Pennsylvania
$215K +$174K +5,994 New
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$211K – – –
CIM
162
CIM Investment Management
Pennsylvania
$206K +$167K +5,763 New
Simplex Trading
163
Simplex Trading
Illinois
$203K +$165K +5,676 New
AIM
164
Aurora Investment Managers
Florida
$201K +$163K +5,628 New
BC
165
BIT Capital
Germany
$200K +$49.4K +1,703 +44%
AIP
166
Ameritas Investment Partners
Nebraska
$194K – – –
SG Americas Securities
167
SG Americas Securities
New York
$183K +$11.5K +397 +8%
A
168
AlphaQuest
New York
$153K +$124K +4,261 New
ETC
169
Exchange Traded Concepts
Oklahoma
$152K +$31.2K +1,076 +34%
CFS
170
CGC Financial Services
Oregon
$151K – – –
Federated Hermes
171
Federated Hermes
Pennsylvania
$143K – – –
DZ Bank
172
DZ Bank
Germany
$125K – – –
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$116K – – –
ACM
174
Aquatic Capital Management
Illinois
$107K -$87K -3,000 -50%
BCV
175
Banque Cantonale Vaudoise
Switzerland
$107K – – –
5 6
7
8 9

SDGR Hedge Fund Activity: Q4 2023 in Review

238 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schrodinger (SDGR) for Q4 2023, worth a combined $2.11B — up 32% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SDGR positions and 39 closed out — a net gain of 5 holders — while 80 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.1M. The largest seller was Fidelity Investments, cutting an estimated $22.4M.

  • 238 institutional investors held Schrodinger (SDGR) as of Q4 2023, up from 234 in Q3 2023.
  • Funds reported $2.11B of Schrodinger stock for Q4 2023, up 32% quarter-over-quarter.
  • 44 funds opened new Schrodinger positions in Q4 2023 and 39 closed out, a net change of +5 holders.
  • The largest Schrodinger buyer in Q4 2023 was Morgan Stanley, an estimated $60.1M added.
  • The largest Schrodinger seller in Q4 2023 was Fidelity Investments, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2023.