We are live on ! Find out more
SDGR icon

Schrodinger

222 hedge funds and large institutions have $1.58B invested in Schrodinger in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 73 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 73

1.31% less ownership

Funds ownership: 93.7%92.39% (-1.3%)

7% less funds holding

Funds holding: 238222 (-16)

15% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $19.8M

25% less capital invested

Capital invested by funds: $2.11B → $1.58B (-$534M)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

Holders
222
Holders Change
-16
Holders Change %
-6.72%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
72
Reduced
73
Closed
43
Calls
$16.8M
Puts
$19.8M
Net Calls
-$3.05M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$1.35K
AF
202
Allworth Financial
California
$1.19K -$308 -11 -20%
SWS
203
SYSTM Wealth Solutions
Illinois
$837
UB
204
UMB Bank
Missouri
$702 +$727 +26 New
CA
205
Clearstead Advisors
Ohio
$696
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$675
GWP
207
Gen-Wealth Partners
Michigan
$621 +$643 +23 New
NSIM
208
North Star Investment Management
Illinois
$432
BTI
209
Blue Trust Inc
Georgia
$405 -$252 -9 -38%
CA
210
CoreCap Advisors
Michigan
$405 +$419 +15 New
AWM
211
Avior Wealth Management
Nebraska
$297 +$308 +11 New
WT
212
Whittier Trust
California
$270
AWM
213
Abound Wealth Management
Tennessee
$216
RIL
214
Rothschild Investment LLC
Illinois
$135 +$140 +5 New
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$132 +$140 +5 New
AFWM
216
Abich Financial Wealth Management
Virginia
$108 +$112 +4 New
FGAM
217
Financial Gravity Asset Management
Texas
$95 +$56 +2 +200%
EWA
218
EverSource Wealth Advisors
Alabama
$49 -$3.86K -138 -99%
JWA
219
JFS Wealth Advisors
Pennsylvania
$27 -$28 -1 -50%
NA
220
NewEdge Advisors
Louisiana
$27
FIA
221
FNY Investment Advisers
New York
$7 +$7.69K +275 New
FAM
222
Fred Alger Management
New York
-$22.7M -632,848 Closed
PP
223
Pertento Partners
United Kingdom
-$20M -557,612 Closed
American Century Companies
224
American Century Companies
Missouri
-$14.7M -409,738 Closed
AG
225
Artal Group
Luxembourg
-$10.7M -300,000 Closed

SDGR Hedge Fund Activity: Q1 2024 in Review

222 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schrodinger (SDGR) for Q1 2024, worth a combined $1.58B — down 25% from $2.11B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SDGR and 29 opened new positions — a net loss of 14 holders — while 73 trimmed existing stakes and 72 added.

The largest buyer was Schonfeld Strategic Advisors, adding an estimated $29.3M. The largest seller was Morgan Stanley, cutting an estimated $49.5M.

  • 222 institutional investors held Schrodinger (SDGR) as of Q1 2024, down from 238 in Q4 2023.
  • Funds reported $1.58B of Schrodinger stock for Q1 2024, down 25% quarter-over-quarter.
  • 29 funds opened new Schrodinger positions in Q1 2024 and 43 closed out, a net change of -14 holders.
  • The largest Schrodinger buyer in Q1 2024 was Schonfeld Strategic Advisors, an estimated $29.3M added.
  • The largest Schrodinger seller in Q1 2024 was Morgan Stanley, an estimated $49.5M sold.

Based on aggregated 13F filings for Q1 2024.