SkinHealth Systems
SKIN
130 hedge funds and large institutions have $266M invested in SkinHealth Systems in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 38 closing their positions.
284% more call options, than puts
Call options by funds: $8.6M | Put options by funds: $2.24M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 38
4% less funds holding
Funds holding: 135 → 130 (-5)
12.62% less ownership
Funds ownership: 77.83% → 65.21% (-13%)
23% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 44
57% less capital invested
Capital invested by funds: $622M → $266M (-$356M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.9M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$8.55M |
| 3 |
ACM
Ararat Capital Management
Westport,
Connecticut
|
+$6.53M |
| 4 |
Millennium Management
New York
|
+$3.25M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
-$53.8M |
| 2 |
BAMCO Inc
New York
|
-$32M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$10M |
| 5 |
SCM
Soleus Capital Management
Greenwich,
Connecticut
|
-$9.95M |
SKIN Hedge Fund Activity: Q4 2023 in Review
130 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in SkinHealth Systems (SKIN) for Q4 2023, worth a combined $266M — down 57% from $622M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of SKIN and 35 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 34 added.
The largest buyer was Morgan Stanley, adding an estimated $21.9M. The largest seller was Senvest Management, exiting entirely with an estimated $53.8M sold.
- 130 institutional investors held SkinHealth Systems (SKIN) as of Q4 2023, down from 135 in Q3 2023.
- Funds reported $266M of SkinHealth Systems stock for Q4 2023, down 57% quarter-over-quarter.
- 35 funds opened new SkinHealth Systems positions in Q4 2023 and 38 closed out, a net change of -3 holders.
- The largest SkinHealth Systems buyer in Q4 2023 was Morgan Stanley, an estimated $21.9M added.
- The largest SkinHealth Systems seller in Q4 2023 was Senvest Management, an estimated $53.8M sold.
Based on aggregated 13F filings for Q4 2023.