Scholar Rock
SRRK
89 hedge funds and large institutions have $383M invested in Scholar Rock in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 15 reducing their positions, and 10 closing their positions.
1,504% more call options, than puts
Call options by funds: $385K | Put options by funds: $24K
240% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 15
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
6% more funds holding
Funds holding: 84 → 89 (+5)
1.49% more ownership
Funds ownership: 94.36% → 95.85% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $386M → $383M (-$3.63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$10.1M |
| 2 |
O
OrbiMed
New York
|
+$8.72M |
| 3 |
BlackRock
New York
|
+$4.63M |
| 4 |
DTC
Deep Track Capital
Greenwich,
Connecticut
|
+$2.38M |
| 5 |
RG
Redmile Group
San Francisco,
California
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$19.5M |
| 2 |
Goldman Sachs
New York
|
-$2.03M |
| 3 |
Renaissance Technologies
New York
|
-$257K |
| 4 |
FRM
Fox Run Management
Greenwich,
Connecticut
|
-$195K |
| 5 |
Morgan Stanley
New York
|
-$181K |
SRRK Hedge Fund Activity: Q3 2023 in Review
89 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Scholar Rock (SRRK) for Q3 2023, worth a combined $383M — down 0.94% from $386M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SRRK positions and 10 closed out — a net gain of 6 holders — while 51 added to existing stakes and 15 trimmed.
The largest buyer was Polar Capital Holdings, opening a new position worth an estimated $10.1M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $19.5M sold.
- 89 institutional investors held Scholar Rock (SRRK) as of Q3 2023, up from 84 in Q2 2023.
- Funds reported $383M of Scholar Rock stock for Q3 2023, down 0.94% quarter-over-quarter.
- 16 funds opened new Scholar Rock positions in Q3 2023 and 10 closed out, a net change of +6 holders.
- The largest Scholar Rock buyer in Q3 2023 was Polar Capital Holdings, an estimated $10.1M added.
- The largest Scholar Rock seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $19.5M sold.
Based on aggregated 13F filings for Q3 2023.