Scholar Rock
SRRK
83 hedge funds and large institutions have $249M invested in Scholar Rock in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 34 closing their positions.
109% more call options, than puts
Call options by funds: $653K | Put options by funds: $312K
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
0.71% less ownership
Funds ownership: 88.41% → 87.71% (-0.71%)
12% less funds holding
Funds holding: 94 → 83 (-11)
29% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 34
38% less capital invested
Capital invested by funds: $402M → $249M (-$154M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Artal Group
Luxembourg
|
+$45.3M |
| 2 |
SB
Samsara BioCapital
Palo Alto,
California
|
+$30.6M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$19.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.5M |
| 5 |
O
OrbiMed
New York
|
+$7.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$18.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$8.75M |
| 3 |
LGM
Logos Global Management
San Francisco,
California
|
-$8.7M |
| 4 |
BlackRock
New York
|
-$8.51M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$7.4M |
SRRK Hedge Fund Activity: Q2 2022 in Review
83 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Scholar Rock (SRRK) for Q2 2022, worth a combined $249M — down 38% from $402M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of SRRK and 24 opened new positions — a net loss of 10 holders — while 22 trimmed existing stakes and 25 added.
The largest buyer was Artal Group, adding an estimated $45.3M. The largest seller was Victory Capital Management, exiting entirely with an estimated $18.8M sold.
- 83 institutional investors held Scholar Rock (SRRK) as of Q2 2022, down from 94 in Q1 2022.
- Funds reported $249M of Scholar Rock stock for Q2 2022, down 38% quarter-over-quarter.
- 24 funds opened new Scholar Rock positions in Q2 2022 and 34 closed out, a net change of -10 holders.
- The largest Scholar Rock buyer in Q2 2022 was Artal Group, an estimated $45.3M added.
- The largest Scholar Rock seller in Q2 2022 was Victory Capital Management, an estimated $18.8M sold.
Based on aggregated 13F filings for Q2 2022.