Scholar Rock
SRRK
165 hedge funds and large institutions have $712M invested in Scholar Rock in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 26 closing their positions.
278% more call options, than puts
Call options by funds: $1.27M | Put options by funds: $337K
53% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 45
23% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 26
3% more funds holding
Funds holding: 160 → 165 (+5)
1.73% less ownership
Funds ownership: 108.86% → 107.13% (-1.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
53% less capital invested
Capital invested by funds: $1.51B → $712M (-$794M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
+$19.1M |
| 2 |
MB
MPM BioImpact
Boston,
Massachusetts
|
+$12.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.6M |
| 4 |
ClearBridge Investments
New York
|
+$9.13M |
| 5 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
+$9.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OrbiMed
New York
|
-$30.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$16.6M |
| 3 |
RG
Redmile Group
San Francisco,
California
|
-$11.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.74M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.5M |
SRRK Hedge Fund Activity: Q2 2024 in Review
165 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Scholar Rock (SRRK) for Q2 2024, worth a combined $712M — down 53% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SRRK positions and 26 closed out — a net gain of 6 holders — while 69 added to existing stakes and 45 trimmed.
The largest buyer was Eventide Asset Management, adding an estimated $19.1M. The largest seller was OrbiMed, cutting an estimated $30.6M.
- 165 institutional investors held Scholar Rock (SRRK) as of Q2 2024, up from 160 in Q1 2024.
- Funds reported $712M of Scholar Rock stock for Q2 2024, down 53% quarter-over-quarter.
- 32 funds opened new Scholar Rock positions in Q2 2024 and 26 closed out, a net change of +6 holders.
- The largest Scholar Rock buyer in Q2 2024 was Eventide Asset Management, an estimated $19.1M added.
- The largest Scholar Rock seller in Q2 2024 was OrbiMed, an estimated $30.6M sold.
Based on aggregated 13F filings for Q2 2024.