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Sarepta Therapeutics

120 hedge funds and large institutions have $355M invested in Sarepta Therapeutics in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $54M | Put options by funds: $25M

55% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

2% less funds holding

Funds holding: 123120 (-3)

35% less capital invested

Capital invested by funds: $545M → $355M (-$190M)

Holders
120
Holders Change
-3
Holders Change %
-2.44%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
45
Reduced
29
Closed
26
Calls
$54M
Puts
$25M
Net Calls
+$29M
Net Calls Change
-$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAM
1
Columbia Wanger Asset Management
Illinois
$47.4M +$599K +35,400 +1%
PA
2
Perceptive Advisors
New York
$40.7M +$3.65M +215,661 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.1M +$1.4M +82,961 +4%
State Street
4
State Street
Massachusetts
$26.9M +$9.44M +557,448 +43%
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$22.4M +$22.4M +1,324,000 +582%
BFA
6
BlackRock Fund Advisors
California
$21.9M +$2.28M +134,357 +10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$18.2M
BIT
8
BlackRock Institutional Trust
California
$16.9M +$1.56M +91,835 +9%
GIM
9
Granahan Investment Management
Massachusetts
$9.04M -$97.7K -5,770 -0.9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$6.99M +$1.13M +66,558 +16%
Northern Trust
11
Northern Trust
Illinois
$6.43M -$238K -14,036 -3%
GGHC
12
Gilder Gagnon Howe & Co
New York
$6.39M -$6.76M -399,449 -47%
Bank of America
13
Bank of America
North Carolina
$6.36M -$786K -46,426 -10%
BA
14
BlackRock Advisors
Delaware
$5.41M +$5.94M +350,567 +1,518%
TCM
15
Tekla Capital Management
Massachusetts
$5M
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$4.94M -$7.13M -420,966 -55%
Wells Fargo
17
Wells Fargo
California
$4.01M +$4.07M +240,340 +655%
TCIM
18
TIAA CREF Investment Management
New York
$3.83M -$122K -7,230 -3%
EAM
19
Eventide Asset Management
Massachusetts
$3.75M
PC
20
PointState Capital
New York
$3.62M -$8.04M -475,000 -66%
HCMT
21
Highland Capital Management (Texas)
Texas
$3.31M -$416K -24,588 -10%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.15M +$27.6K +1,631 +0.8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.02M -$109K -6,412 -3%
GC
24
Guggenheim Capital
Illinois
$2.93M +$1.3M +76,493 +61%
SFM
25
Sphera Funds Management
Israel
$2.53M +$2.96M +175,000 New

SRPT Hedge Fund Activity: Q4 2014 in Review

120 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Sarepta Therapeutics (SRPT) for Q4 2014, worth a combined $355M — down 35% from $545M a quarter earlier.

Fund positioning in SRPT was balanced in Q4 2014: 26 funds opened new positions, 26 closed out, 45 added to existing stakes and 29 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $22.4M. The largest seller was Jennison Associates, exiting entirely with an estimated $21.6M sold.

  • 120 institutional investors held Sarepta Therapeutics (SRPT) as of Q4 2014, down from 123 in Q3 2014.
  • Funds reported $355M of Sarepta Therapeutics stock for Q4 2014, down 35% quarter-over-quarter.
  • 26 funds opened new Sarepta Therapeutics positions in Q4 2014 and 26 closed out, a net change of 0 holders.
  • The largest Sarepta Therapeutics buyer in Q4 2014 was Point72 Asset Management, an estimated $22.4M added.
  • The largest Sarepta Therapeutics seller in Q4 2014 was Jennison Associates, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2014.