SkinHealth Systems
SKIN
112 hedge funds and large institutions have $1.4B invested in SkinHealth Systems in 2021 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 21 closing their positions.
277% more capital invested
Capital invested by funds: $372M → $1.4B (+$1.03B)
229% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 21
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
72% more funds holding
Funds holding: 65 → 112 (+47)
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
14% more call options, than puts
Call options by funds: $26M | Put options by funds: $22.8M
10.64% less ownership
Funds ownership: 74.78% → 64.15% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$175M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$97M |
| 3 |
LCG
Luxor Capital Group
New York
|
+$66.4M |
| 4 |
RG
Redmile Group
San Francisco,
California
|
+$59.8M |
| 5 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$16.7M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$12.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.65M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$9.37M |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$8.1M |
SKIN Hedge Fund Activity: Q2 2021 in Review
112 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in SkinHealth Systems (SKIN) for Q2 2021, worth a combined $1.4B — up 277% from $372M a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SKIN positions and 21 closed out — a net gain of 48 holders — while 24 added to existing stakes and 16 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $175M. The largest seller was Park West Asset Management, cutting an estimated $16.7M.
- 112 institutional investors held SkinHealth Systems (SKIN) as of Q2 2021, up from 65 in Q1 2021.
- Funds reported $1.4B of SkinHealth Systems stock for Q2 2021, up 277% quarter-over-quarter.
- 69 funds opened new SkinHealth Systems positions in Q2 2021 and 21 closed out, a net change of +48 holders.
- The largest SkinHealth Systems buyer in Q2 2021 was Fidelity Investments, an estimated $175M added.
- The largest SkinHealth Systems seller in Q2 2021 was Park West Asset Management, an estimated $16.7M sold.
Based on aggregated 13F filings for Q2 2021.