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Summit Therapeutics

97 hedge funds and large institutions have $86.3M invested in Summit Therapeutics in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

787% more call options, than puts

Call options by funds: $896K | Put options by funds: $101K

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

43% more capital invested

Capital invested by funds: $60.4M → $86.3M (+$25.9M)

4% more funds holding

Funds holding: 9397 (+4)

0.09% more ownership

Funds ownership: 4.63%4.72% (+0.09%)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
36
Reduced
21
Closed
6
Calls
$896K
Puts
$101K
Net Calls
+$795K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.5M +$1.61M +782,464 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.3M +$1.89M +919,307 +15%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$8.05M +$265K +128,603 +4%
State Street
4
State Street
Massachusetts
$6.41M +$390K +189,599 +8%
Morgan Stanley
5
Morgan Stanley
New York
$3.68M +$1.76M +853,208 +154%
Northern Trust
6
Northern Trust
Illinois
$2.89M +$81.4K +39,590 +4%
Charles Schwab
7
Charles Schwab
California
$2.49M +$26.8K +13,050 +1%
SPIA
8
Steward Partners Investment Advisory
New York
$1.57M -$103K -50,000 -8%
N
9
Nuveen
North Carolina
$1.48M +$362K +175,877 +45%
AA
10
ALPS Advisors
Colorado
$1.39M +$35.9K +17,471 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$894K +$49.8K +24,199 +8%
Barclays
12
Barclays
United Kingdom
$831K +$351K +170,549 +115%
JP Morgan Chase
13
JP Morgan Chase
New York
$773K +$169K +82,391 +39%
Swiss National Bank
14
Swiss National Bank
Switzerland
$718K -$59.2K -28,800 -9%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$601K +$214K +103,979 +82%
Goldman Sachs
16
Goldman Sachs
New York
$507K +$4.55K +2,210 +1%
First Trust Advisors
17
First Trust Advisors
Illinois
$444K +$350K +170,189 New
UBS Group
18
UBS Group
Switzerland
$395K +$110K +53,482 +55%
Osaic Holdings
19
Osaic Holdings
Arizona
$376K -$52.7K -25,622 -15%
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$374K -$11.8K -5,752 -4%
SPS
21
Susquehanna Portfolio Strategies
Pennsylvania
$358K +$282K +137,071 New
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$349K +$872 +424 +0.3%
Bank of America
23
Bank of America
North Carolina
$319K +$120K +58,240 +91%
AllianceBernstein
24
AllianceBernstein
Tennessee
$315K +$77.4K +37,644 +45%
CL
25
CSS LLC
Illinois
$312K -$286K -139,193 -54%

SMMT Hedge Fund Activity: Q4 2023 in Review

97 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Summit Therapeutics (SMMT) for Q4 2023, worth a combined $86.3M — up 43% from $60.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMMT positions and 6 closed out — a net gain of 4 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.89M. The largest seller was Baker Bros. Advisors, exiting entirely with an estimated $5.87M sold.

  • 97 institutional investors held Summit Therapeutics (SMMT) as of Q4 2023, up from 93 in Q3 2023.
  • Funds reported $86.3M of Summit Therapeutics stock for Q4 2023, up 43% quarter-over-quarter.
  • 10 funds opened new Summit Therapeutics positions in Q4 2023 and 6 closed out, a net change of +4 holders.
  • The largest Summit Therapeutics buyer in Q4 2023 was Vanguard Group, an estimated $1.89M added.
  • The largest Summit Therapeutics seller in Q4 2023 was Baker Bros. Advisors, an estimated $5.87M sold.

Based on aggregated 13F filings for Q4 2023.