SkinHealth Systems
SKIN
158 hedge funds and large institutions have $929M invested in SkinHealth Systems in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 30 closing their positions.
28% more call options, than puts
Call options by funds: $32.5M | Put options by funds: $25.5M
5% less funds holding
Funds holding: 167 → 158 (-9)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
10.3% less ownership
Funds ownership: 81.51% → 71.21% (-10%)
23% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 30
36% less capital invested
Capital invested by funds: $1.44B → $929M (-$515M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$22.7M |
| 2 |
SM
Senvest Management
New York
|
+$13M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$7.55M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$7.03M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$6.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$118M |
| 2 |
RG
Redmile Group
San Francisco,
California
|
-$24.9M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$17.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$14.2M |
| 5 |
SCM
Soleus Capital Management
Greenwich,
Connecticut
|
-$13.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCP
176
GSA Capital Partners
London,
United Kingdom
| – | -$173K | -14,659 | Closed |
|
177
HighTower Advisors
Chicago,
Illinois
| – | -$169K | -14,436 | Closed |
|
|
FRM
178
Fox Run Management
Greenwich,
Connecticut
| – | -$159K | -13,470 | Closed |
|
179
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$158K | -13,370 | Closed |
|
180
Teacher Retirement System of Texas
Austin,
Texas
| – | -$152K | -12,864 | Closed |
|
|
E
181
Ergoteles
New York
| – | -$127K | -10,800 | Closed |
|
|
MWM
182
Mission Wealth Management
Santa Barbara,
California
| – | -$87K | -7,375 | Closed |
|
|
PHK
183
Point72 Hong Kong
Hong Kong
| – | -$85K | -7,223 | Closed |
|
|
EC
184
Elequin Capital
New York
| – | -$4K | -325 | Closed |
|
|
TWA
185
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -276 | Closed |
|
|
BTI
186
Blue Trust Inc
Alpharetta,
Georgia
| – | -$140 | -13 | -30% |
|
|
C
187
Covestor
London,
United Kingdom
| – | -$11 | -1 | -7% |
|
SKIN Hedge Fund Activity: Q4 2022 in Review
158 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SkinHealth Systems (SKIN) for Q4 2022, worth a combined $929M — down 36% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of SKIN and 23 opened new positions — a net loss of 7 holders — while 59 trimmed existing stakes and 53 added.
The largest buyer was Goldman Sachs, adding an estimated $22.7M. The largest seller was Janus Henderson Group, cutting an estimated $118M.
- 158 institutional investors held SkinHealth Systems (SKIN) as of Q4 2022, down from 167 in Q3 2022.
- Funds reported $929M of SkinHealth Systems stock for Q4 2022, down 36% quarter-over-quarter.
- 23 funds opened new SkinHealth Systems positions in Q4 2022 and 30 closed out, a net change of -7 holders.
- The largest SkinHealth Systems buyer in Q4 2022 was Goldman Sachs, an estimated $22.7M added.
- The largest SkinHealth Systems seller in Q4 2022 was Janus Henderson Group, an estimated $118M sold.
Based on aggregated 13F filings for Q4 2022.