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Scholar Rock

133 hedge funds and large institutions have $1.53B invested in Scholar Rock in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 64 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,155% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $69K

643% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 7

482% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 11

301% more capital invested

Capital invested by funds: $383M → $1.53B (+$1.15B)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more funds holding

Funds holding: 89133 (+44)

17.17% more ownership

Funds ownership: 95.85%113.02% (+17%)

Holders
133
Holders Change
+44
Holders Change %
+49.44%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
64
Reduced
11
Closed
7
Calls
$2.25M
Puts
$69K
Net Calls
+$2.18M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
Artal Group
Luxembourg
$212M +$27.3M +2,199,931 +24%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$196M +$29.9M +2,408,881 +30%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$156M +$14.3M +1,149,519 +16%
SB
4
Samsara BioCapital
California
$128M +$27.2M +2,189,781 +48%
RG
5
Redmile Group
California
$120M +$20.8M +1,669,257 +35%
BlackRock
6
BlackRock
New York
$93.3M +$18.4M +1,481,952 +43%
O
7
OrbiMed
New York
$79.8M +$27.5M +2,211,211 +109%
PCH
8
Polar Capital Holdings
United Kingdom
$55.3M +$17.9M +1,438,746 +96%
Vanguard Group
9
Vanguard Group
Pennsylvania
$53.7M +$9.97M +802,266 +39%
BG
10
Bellevue Group
Switzerland
$40.8M +$385K +31,000 +1%
State Street
11
State Street
Massachusetts
$40.6M +$16.7M +1,345,353 +165%
Goldman Sachs
12
Goldman Sachs
New York
$26.9M +$4.26M +342,690 +31%
Adage Capital Partners
13
Adage Capital Partners
Massachusetts
$24.4M +$16.2M +1,300,000 New
Morgan Stanley
14
Morgan Stanley
New York
$22M +$11.8M +947,770 +430%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.5M +$3.59M +288,475 +34%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$21.3M +$14.1M +1,131,668 New
DTC
17
Deep Track Capital
Connecticut
$19M +$8.18M +657,974 +186%
EAM
18
Eventide Asset Management
Massachusetts
$18.3M +$12.1M +972,733 New
WP
19
Woodline Partners
California
$17.4M +$5.09M +409,267 +79%
Citadel Advisors
20
Citadel Advisors
Florida
$10.1M +$6.13M +493,130 +1,079%
Axa
21
Axa
France
$9.91M -$159K -12,754 -2%
Northern Trust
22
Northern Trust
Illinois
$9.67M +$1.31M +105,071 +26%
HRCM
23
Hood River Capital Management
Florida
$9.38M +$6.21M +499,144 New
LCM
24
Laurion Capital Management
New York
$8.5M -$1.26M -101,554 -18%
Charles Schwab
25
Charles Schwab
California
$7.41M +$1.14M +91,754 +30%

SRRK Hedge Fund Activity: Q4 2023 in Review

133 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Scholar Rock (SRRK) for Q4 2023, worth a combined $1.53B — up 301% from $383M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SRRK positions and 7 closed out — a net gain of 45 holders — while 64 added to existing stakes and 11 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.9M. The largest seller was Sectoral Asset Management, exiting entirely with an estimated $2.2M sold.

  • 133 institutional investors held Scholar Rock (SRRK) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $1.53B of Scholar Rock stock for Q4 2023, up 301% quarter-over-quarter.
  • 52 funds opened new Scholar Rock positions in Q4 2023 and 7 closed out, a net change of +45 holders.
  • The largest Scholar Rock buyer in Q4 2023 was Fidelity Investments, an estimated $29.9M added.
  • The largest Scholar Rock seller in Q4 2023 was Sectoral Asset Management, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2023.