Savara
SVRA
83 hedge funds and large institutions have $201M invested in Savara in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 8 closing their positions.
1,551% more call options, than puts
Call options by funds: $743K | Put options by funds: $45K
230% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 10
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
21% more capital invested
Capital invested by funds: $167M → $201M (+$34.1M)
9% more funds holding
Funds holding: 76 → 83 (+7)
3.19% more ownership
Funds ownership: 48.06% → 51.25% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GPP
Great Point Partners
Greenwich,
Connecticut
|
+$12.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$8.2M |
| 3 |
SAM
Sectoral Asset Management
Montreal,
Quebec, Canada
|
+$5.46M |
| 4 |
SI
Sofinnova Investments
Menlo Park,
California
|
+$5.08M |
| 5 |
CCM
Consonance Capital Management
New York
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$8.99M |
| 2 |
LSC
Lyon Street Capital
Sausalito,
California
|
-$6.48M |
| 3 |
Millennium Management
New York
|
-$1.7M |
| 4 |
CM
Crestline Management
Fort Worth,
Texas
|
-$850K |
| 5 |
JP Morgan Chase
New York
|
-$764K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $2K | – | – | – |
|
77
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | +$253 | +22 | +12% |
|
78
EARNEST Partners
Atlanta,
Georgia
| $1K | – | – | – |
|
|
MAM
79
Meeder Asset Management
Dublin,
Ohio
| $1K | +$472 | +41 | +820% |
|
|
80
Jennison Associates
New York
| – | -$8.99M | -794,234 | Closed |
|
|
81
Millennium Management
New York
| – | -$1.7M | -150,416 | Closed |
|
|
CM
82
Crestline Management
Fort Worth,
Texas
| – | -$850K | -75,099 | Closed |
|
|
SI
83
SCP Investment
Orinda,
California
| – | -$679K | -60,000 | Closed |
|
|
GCP
84
GSA Capital Partners
London,
United Kingdom
| – | -$450K | -39,784 | Closed |
|
|
MWNA
85
Marshall Wace North America
New York
| – | -$373K | -32,955 | Closed |
|
|
GIP
86
Granite Investment Partners
El Segundo,
California
| – | -$176K | -15,551 | Closed |
|
|
PIA
87
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$5K | -434 | Closed |
|
|
PHK
88
Point72 Hong Kong
Hong Kong
| – | +$46 | +4 | New |
|
|
CSS
89
Cubist Systematic Strategies
Stamford,
Connecticut
| – | +$58 | +5 | New |
|
SVRA Hedge Fund Activity: Q3 2018 in Review
83 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Savara (SVRA) for Q3 2018, worth a combined $201M — up 21% from $167M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SVRA positions and 8 closed out — a net gain of 7 holders — while 33 added to existing stakes and 10 trimmed.
The largest buyer was Great Point Partners, adding an estimated $12.3M. The largest seller was Jennison Associates, exiting entirely with an estimated $8.99M sold.
- 83 institutional investors held Savara (SVRA) as of Q3 2018, up from 76 in Q2 2018.
- Funds reported $201M of Savara stock for Q3 2018, up 21% quarter-over-quarter.
- 15 funds opened new Savara positions in Q3 2018 and 8 closed out, a net change of +7 holders.
- The largest Savara buyer in Q3 2018 was Great Point Partners, an estimated $12.3M added.
- The largest Savara seller in Q3 2018 was Jennison Associates, an estimated $8.99M sold.
Based on aggregated 13F filings for Q3 2018.