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Schrodinger

223 hedge funds and large institutions have $2.16B invested in Schrodinger in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

0.03% less ownership

Funds ownership: 64.1%64.08% (-0.03%)

3% less funds holding

Funds holding: 229223 (-6)

10% less call options, than puts

Call options by funds: $57.3M | Put options by funds: $63.8M

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

27% less capital invested

Capital invested by funds: $2.97B → $2.16B (-$813M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
223
Holders Change
-6
Holders Change %
-2.62%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
83
Reduced
57
Closed
39
Calls
$57.3M
Puts
$63.8M
Net Calls
-$6.57M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$382M
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M +$9.91M +154,898 +3%
BlackRock
3
BlackRock
New York
$162M +$6M +93,733 +3%
CS
4
Credit Suisse
Switzerland
$129M +$2.05M +32,037 +1%
AIM
5
ARK Investment Management
Florida
$125M -$21M -327,750 -13%
BAMCO Inc
6
BAMCO Inc
New York
$105M -$6.12M -95,618 -5%
Ameriprise
7
Ameriprise
Minnesota
$78.1M +$25.7M +401,126 +39%
LCM
8
Laurion Capital Management
New York
$66.9M +$1.15M +18,023 +1%
Morgan Stanley
9
Morgan Stanley
New York
$63.6M -$609K -9,524 -0.8%
Invesco
10
Invesco
Georgia
$50M -$1.54M -24,088 -3%
State Street
11
State Street
Massachusetts
$48M +$2.9M +45,400 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$43.3M +$5.02M +78,501 +11%
Wells Fargo
13
Wells Fargo
California
$40.9M -$862K -13,477 -2%
AG
14
Artal Group
Luxembourg
$38.3M -$6.24M -97,445 -12%
VCM
15
Valiant Capital Management
California
$36.1M
Fidelity Investments
16
Fidelity Investments
Massachusetts
$32.7M -$19.1M -298,307 -33%
Northern Trust
17
Northern Trust
Illinois
$24.7M -$1.75M -27,291 -6%
MICM
18
Matthews International Capital Management
California
$21.4M
Alkeon Capital Management
19
Alkeon Capital Management
New York
$19.1M -$50.8K -794 -0.2%
Charles Schwab
20
Charles Schwab
California
$17.6M -$2.82M -43,999 -12%
Amundi
21
Amundi
France
$17.1M +$19.8M +310,051 +10,002%
JP Morgan Chase
22
JP Morgan Chase
New York
$16.7M +$7.68M +120,025 +65%
Norges Bank
23
Norges Bank
Norway
$15.4M +$4.44M +69,366 +33%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$14.3M -$84.5K -1,321 -0.5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$13.8M +$5.21M +81,372 +48%

SDGR Hedge Fund Activity: Q3 2021 in Review

223 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schrodinger (SDGR) for Q3 2021, worth a combined $2.16B — down 27% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SDGR and 34 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 83 added.

The largest buyer was Ameriprise, adding an estimated $25.7M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $34M.

  • 223 institutional investors held Schrodinger (SDGR) as of Q3 2021, down from 229 in Q2 2021.
  • Funds reported $2.16B of Schrodinger stock for Q3 2021, down 27% quarter-over-quarter.
  • 34 funds opened new Schrodinger positions in Q3 2021 and 39 closed out, a net change of -5 holders.
  • The largest Schrodinger buyer in Q3 2021 was Ameriprise, an estimated $25.7M added.
  • The largest Schrodinger seller in Q3 2021 was Gilder Gagnon Howe & Co, an estimated $34M sold.

Based on aggregated 13F filings for Q3 2021.