Solid Biosciences
SLDB
64 hedge funds and large institutions have $616M invested in Solid Biosciences in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 13 closing their positions.
420% more capital invested
Capital invested by funds: $119M → $616M (+$498M)
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
83% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 12
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
10% more funds holding
Funds holding: 58 → 64 (+6)
0.15% more ownership
Funds ownership: 3.11% → 3.26% (+0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Boxer Capital
San Diego,
California
|
+$41.6M |
| 2 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$9.63M |
| 3 |
AC
Armistice Capital
New York
|
+$3.69M |
| 4 |
DM
Deerfield Management
New York
|
+$3.68M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$6.15M |
| 2 |
Millennium Management
New York
|
-$5.03M |
| 3 |
JP Morgan Chase
New York
|
-$2.98M |
| 4 |
GTC
Ghost Tree Capital
New York
|
-$2.89M |
| 5 |
ACA
Avoro Capital Advisors
New York
|
-$2.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$6K | -55 | Closed |
|
SLDB Hedge Fund Activity: Q2 2018 in Review
64 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Solid Biosciences (SLDB) for Q2 2018, worth a combined $616M — up 420% from $119M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SLDB positions and 13 closed out — a net gain of 7 holders — while 22 added to existing stakes and 12 trimmed.
The largest buyer was Boxer Capital, adding an estimated $41.6M. The largest seller was Adage Capital Partners, cutting an estimated $6.15M.
- 64 institutional investors held Solid Biosciences (SLDB) as of Q2 2018, up from 58 in Q1 2018.
- Funds reported $616M of Solid Biosciences stock for Q2 2018, up 420% quarter-over-quarter.
- 20 funds opened new Solid Biosciences positions in Q2 2018 and 13 closed out, a net change of +7 holders.
- The largest Solid Biosciences buyer in Q2 2018 was Boxer Capital, an estimated $41.6M added.
- The largest Solid Biosciences seller in Q2 2018 was Adage Capital Partners, an estimated $6.15M sold.
Based on aggregated 13F filings for Q2 2018.