Solid Biosciences
SLDB
75 hedge funds and large institutions have $414M invested in Solid Biosciences in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 12 closing their positions.
680% more capital invested
Capital invested by funds: $53M → $414M (+$361M)
241% more call options, than puts
Call options by funds: $5.24M | Put options by funds: $1.53M
200% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 11
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
21% more funds holding
Funds holding: 62 → 75 (+13)
0.56% more ownership
Funds ownership: 3.73% → 4.29% (+0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EcoR1 Capital
San Francisco,
California
|
+$33.6M |
| 2 |
RCM
RA Capital Management
Boston,
Massachusetts
|
+$22.8M |
| 3 |
PA
Perceptive Advisors
New York
|
+$17.1M |
| 4 |
SCM
Suvretta Capital Management
New York
|
+$17.1M |
| 5 |
BCLSI
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Artal Group
Luxembourg
|
-$3.47M |
| 2 |
BlackRock
New York
|
-$998K |
| 3 |
EP
Eversept Partners
New York
|
-$623K |
| 4 |
D.E. Shaw & Co
New York
|
-$283K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$194K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
76
Artal Group
Luxembourg
| – | -$3.47M | -114,000 | Closed |
|
|
EP
77
Eversept Partners
New York
| – | -$623K | -20,468 | Closed |
|
|
PP
78
PDT Partners
New York
| – | -$84K | -2,747 | Closed |
|
79
Tudor Investment Corp
Stamford,
Connecticut
| – | -$40K | -1,301 | Closed |
|
|
GCP
80
GSA Capital Partners
London,
United Kingdom
| – | -$27K | -877 | Closed |
|
81
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$23K | -833 | Closed |
|
82
Squarepoint
New York
| – | -$25K | -807 | Closed |
|
83
ProShare Advisors
Bethesda,
Maryland
| – | -$21K | -697 | Closed |
|
|
CG
84
Cutler Group
San Francisco,
California
| – | -$1K | -40 | Closed |
|
85
Daiwa Securities Group
Tokyo,
Japan
| – | -$1K | -20 | Closed |
|
86
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -8 | Closed |
|
SLDB Hedge Fund Activity: Q4 2020 in Review
75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Solid Biosciences (SLDB) for Q4 2020, worth a combined $414M — up 680% from $53M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SLDB positions and 12 closed out — a net gain of 13 holders — while 33 added to existing stakes and 11 trimmed.
The largest buyer was EcoR1 Capital, opening a new position worth an estimated $33.6M. The largest seller was Artal Group, exiting entirely with an estimated $3.47M sold.
- 75 institutional investors held Solid Biosciences (SLDB) as of Q4 2020, up from 62 in Q3 2020.
- Funds reported $414M of Solid Biosciences stock for Q4 2020, up 680% quarter-over-quarter.
- 25 funds opened new Solid Biosciences positions in Q4 2020 and 12 closed out, a net change of +13 holders.
- The largest Solid Biosciences buyer in Q4 2020 was EcoR1 Capital, an estimated $33.6M added.
- The largest Solid Biosciences seller in Q4 2020 was Artal Group, an estimated $3.47M sold.
Based on aggregated 13F filings for Q4 2020.