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Sarepta Therapeutics

132 hedge funds and large institutions have $680M invested in Sarepta Therapeutics in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more call options, than puts

Call options by funds: $86.6M | Put options by funds: $85.3M

13% less funds holding

Funds holding: 151132 (-19)

38% less capital invested

Capital invested by funds: $1.1B → $680M (-$420M)

48% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 40

Holders
132
Holders Change
-19
Holders Change %
-12.58%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
21
Increased
56
Reduced
34
Closed
40
Calls
$86.6M
Puts
$85.3M
Net Calls
+$1.35M
Net Calls Change
-$83.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Perceptive Advisors
New York
$74.8M +$27.8M +1,592,200 +71%
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$57.8M +$10.2M +586,531 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$57.5M +$1.82M +103,897 +4%
State Street
4
State Street
Massachusetts
$48.2M +$15.1M +865,658 +54%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$35.2M -$9.88M -565,500 -24%
BFA
6
BlackRock Fund Advisors
California
$32.4M +$635K +36,371 +2%
Citadel Advisors
7
Citadel Advisors
Florida
$29.7M +$12.4M +707,906 +87%
JG
8
Jefferies Group
New York
$22.6M +$20.2M +1,157,779 New
ACA
9
Avoro Capital Advisors
New York
$22.5M +$11.4M +651,993 +130%
CWAM
10
Columbia Wanger Asset Management
Illinois
$21.9M -$783K -44,797 -4%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$21.2M +$6.16M +352,359 +48%
BIT
12
BlackRock Institutional Trust
California
$20.9M +$451K +25,799 +2%
PC
13
PointState Capital
New York
$17.6M +$3.93M +225,000 +33%
TCP
14
Tourbillon Capital Partners
New York
$15.7M +$14.1M +805,243 New
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$14.7M +$1.02M +58,202 +8%
Franklin Resources
16
Franklin Resources
California
$13.5M +$12.1M +691,900 New
Deutsche Bank
17
Deutsche Bank
Germany
$12.9M +$5.96M +340,957 +107%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$11.3M -$1.92M -109,719 -16%
Northern Trust
19
Northern Trust
Illinois
$10.4M +$268K +15,330 +3%
SM
20
Sabby Management
Florida
$9.88M +$8.84M +505,937 New
CS
21
Credit Suisse
Switzerland
$8.84M +$6.6M +377,537 +502%
QF
22
QVT Financial
New York
$8.78M +$5.69M +325,676 +263%
Morgan Stanley
23
Morgan Stanley
New York
$8.7M +$5.45M +311,893 +233%
Invesco
24
Invesco
Georgia
$7.63M -$3.21M -183,570 -32%
ARTA
25
A.R.T. Advisors
New York
$7.46M +$6.68M +382,227 New

SRPT Hedge Fund Activity: Q1 2016 in Review

132 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sarepta Therapeutics (SRPT) for Q1 2016, worth a combined $680M — down 38% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SRPT and 21 opened new positions — a net loss of 19 holders — while 34 trimmed existing stakes and 56 added.

The largest buyer was Perceptive Advisors, adding an estimated $27.8M. The largest seller was Jennison Associates, exiting entirely with an estimated $32.4M sold.

  • 132 institutional investors held Sarepta Therapeutics (SRPT) as of Q1 2016, down from 151 in Q4 2015.
  • Funds reported $680M of Sarepta Therapeutics stock for Q1 2016, down 38% quarter-over-quarter.
  • 21 funds opened new Sarepta Therapeutics positions in Q1 2016 and 40 closed out, a net change of -19 holders.
  • The largest Sarepta Therapeutics buyer in Q1 2016 was Perceptive Advisors, an estimated $27.8M added.
  • The largest Sarepta Therapeutics seller in Q1 2016 was Jennison Associates, an estimated $32.4M sold.

Based on aggregated 13F filings for Q1 2016.