Scholar Rock
SRRK
94 hedge funds and large institutions have $402M invested in Scholar Rock in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 17 closing their positions.
2,282% more call options, than puts
Call options by funds: $1.43M | Put options by funds: $60K
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
4% more funds holding
Funds holding: 90 → 94 (+4)
3.7% more ownership
Funds ownership: 84.71% → 88.41% (+3.7%)
46% less capital invested
Capital invested by funds: $738M → $402M (-$336M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGM
Logos Global Management
San Francisco,
California
|
+$11.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.01M |
| 3 |
SB
Samsara BioCapital
Palo Alto,
California
|
+$5.8M |
| 4 |
Millennium Management
New York
|
+$5.27M |
| 5 |
State Street
Boston,
Massachusetts
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.9M |
| 2 |
FM
Frazier Management
Seattle,
Washington
|
-$3.88M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$2.54M |
| 4 |
BG
Bellevue Group
Kuesnacht,
Switzerland
|
-$1.88M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$1.37M |
SRRK Hedge Fund Activity: Q1 2022 in Review
94 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Scholar Rock (SRRK) for Q1 2022, worth a combined $402M — down 46% from $738M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SRRK positions and 17 closed out — a net gain of 4 holders — while 33 added to existing stakes and 24 trimmed.
The largest buyer was Logos Global Management, opening a new position worth an estimated $11.5M. The largest seller was Wellington Management Group, cutting an estimated $18.9M.
- 94 institutional investors held Scholar Rock (SRRK) as of Q1 2022, up from 90 in Q4 2021.
- Funds reported $402M of Scholar Rock stock for Q1 2022, down 46% quarter-over-quarter.
- 21 funds opened new Scholar Rock positions in Q1 2022 and 17 closed out, a net change of +4 holders.
- The largest Scholar Rock buyer in Q1 2022 was Logos Global Management, an estimated $11.5M added.
- The largest Scholar Rock seller in Q1 2022 was Wellington Management Group, an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2022.