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Summit Therapeutics

105 hedge funds and large institutions have $205M invested in Summit Therapeutics in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $915K | Put options by funds: $211K

138% more capital invested

Capital invested by funds: $86.3M → $205M (+$119M)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

8% more funds holding

Funds holding: 97105 (+8)

2.35% more ownership

Funds ownership: 4.72%7.06% (+2.3%)

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
39
Reduced
29
Closed
11
Calls
$915K
Puts
$211K
Net Calls
+$704K
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40.7M +$254K +63,958 +0.7%
State Street
2
State Street
Massachusetts
$33.6M +$22.5M +5,658,062 +230%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$33M +$31.7M +7,965,209 +85,445%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.1M +$1.01M +254,261 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$13.1M +$265K +66,724 +2%
Northern Trust
6
Northern Trust
Illinois
$4.44M -$141K -35,375 -3%
Charles Schwab
7
Charles Schwab
California
$4.21M +$249K +62,699 +7%
Morgan Stanley
8
Morgan Stanley
New York
$2.87M -$2.85M -716,003 -51%
Goldman Sachs
9
Goldman Sachs
New York
$2.82M +$1.93M +486,193 +250%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$2.72M +$2.24M +563,266 +2,142%
Rafferty Asset Management
11
Rafferty Asset Management
New York
$2.69M +$2.58M +650,286 New
SPIA
12
Steward Partners Investment Advisory
New York
$2.51M +$25.8K +6,500 +1%
Citigroup
13
Citigroup
New York
$2.31M +$2.11M +529,869 +1,819%
Federated Hermes
14
Federated Hermes
Pennsylvania
$2.28M +$2.14M +539,453 +4,380%
AA
15
ALPS Advisors
Colorado
$2.05M -$149K -37,482 -7%
UBS Group
16
UBS Group
Switzerland
$1.97M +$1.29M +325,674 +215%
Barclays
17
Barclays
United Kingdom
$1.63M +$297K +74,747 +23%
Bank of America
18
Bank of America
North Carolina
$1.62M +$1.07M +268,051 +219%
N
19
Nuveen
North Carolina
$1.53M -$778K -195,699 -35%
SAM
20
Sectoral Asset Management
Quebec, Canada
$1.3M +$1.13M +285,000 +950%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.25M -$162K -40,830 -12%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$1.23M +$1.18M +297,620 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.14M
JP Morgan Chase
24
JP Morgan Chase
New York
$1.03M -$185K -46,538 -16%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$668K -$274K -69,012 -30%

SMMT Hedge Fund Activity: Q1 2024 in Review

105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Summit Therapeutics (SMMT) for Q1 2024, worth a combined $205M — up 138% from $86.3M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMMT positions and 11 closed out — a net gain of 8 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $31.7M. The largest seller was Morgan Stanley, cutting an estimated $2.85M.

  • 105 institutional investors held Summit Therapeutics (SMMT) as of Q1 2024, up from 97 in Q4 2023.
  • Funds reported $205M of Summit Therapeutics stock for Q1 2024, up 138% quarter-over-quarter.
  • 19 funds opened new Summit Therapeutics positions in Q1 2024 and 11 closed out, a net change of +8 holders.
  • The largest Summit Therapeutics buyer in Q1 2024 was Fidelity Investments, an estimated $31.7M added.
  • The largest Summit Therapeutics seller in Q1 2024 was Morgan Stanley, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2024.