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Sarepta Therapeutics

114 hedge funds and large institutions have $321M invested in Sarepta Therapeutics in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $9.47M

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 120114 (-6)

10% less capital invested

Capital invested by funds: $355M → $321M (-$34.4M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
38
Reduced
37
Closed
20
Calls
$37.3M
Puts
$9.47M
Net Calls
+$27.8M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAM
1
Columbia Wanger Asset Management
Illinois
$43.5M
Vanguard Group
2
Vanguard Group
Pennsylvania
$32.2M +$1.77M +132,696 +6%
PA
3
Perceptive Advisors
New York
$29.3M -$8.1M -607,700 -22%
State Street
4
State Street
Massachusetts
$29M +$4.39M +329,575 +18%
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$22.6M +$2.01M +150,900 +10%
BFA
6
BlackRock Fund Advisors
California
$20.7M +$604K +45,301 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$16.7M
BIT
8
BlackRock Institutional Trust
California
$15.5M +$3.93K +295 +0%
PC
9
PointState Capital
New York
$9.96M +$6.66M +500,000 +200%
BA
10
BlackRock Advisors
Delaware
$8.04M +$3.09M +231,546 +62%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.26M -$156K -11,702 -2%
HM
12
HealthCor Management
New York
$6.14M +$6.17M +462,700 New
Northern Trust
13
Northern Trust
Illinois
$5.99M +$84.7K +6,352 +1%
Renaissance Technologies
14
Renaissance Technologies
New York
$5.27M +$3.1M +232,261 +141%
Wells Fargo
15
Wells Fargo
California
$3.94M +$257K +19,295 +7%
TCIM
16
TIAA CREF Investment Management
New York
$3.52M +$8.45K +634 +0.2%
EAM
17
Eventide Asset Management
Massachusetts
$3.44M
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$3.41M -$1.12M -84,206 -25%
GIM
19
Granahan Investment Management
Massachusetts
$3.27M -$5.05M -378,646 -61%
TCM
20
Tekla Capital Management
Massachusetts
$3.06M -$1.53M -115,100 -33%
HCMT
21
Highland Capital Management (Texas)
Texas
$3.04M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.03M +$262K +19,670 +9%
Deutsche Bank
23
Deutsche Bank
Germany
$2.98M +$967K +72,529 +48%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.98M +$88.2K +6,614 +3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$2.18M

SRPT Hedge Fund Activity: Q1 2015 in Review

114 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sarepta Therapeutics (SRPT) for Q1 2015, worth a combined $321M — down 9.7% from $355M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SRPT and 14 opened new positions — a net loss of 6 holders — while 37 trimmed existing stakes and 38 added.

The largest buyer was PointState Capital, adding an estimated $6.66M. The largest seller was Perceptive Advisors, cutting an estimated $8.1M.

  • 114 institutional investors held Sarepta Therapeutics (SRPT) as of Q1 2015, down from 120 in Q4 2014.
  • Funds reported $321M of Sarepta Therapeutics stock for Q1 2015, down 9.7% quarter-over-quarter.
  • 14 funds opened new Sarepta Therapeutics positions in Q1 2015 and 20 closed out, a net change of -6 holders.
  • The largest Sarepta Therapeutics buyer in Q1 2015 was PointState Capital, an estimated $6.66M added.
  • The largest Sarepta Therapeutics seller in Q1 2015 was Perceptive Advisors, an estimated $8.1M sold.

Based on aggregated 13F filings for Q1 2015.