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Travere Therapeutics

111 hedge funds and large institutions have $710M invested in Travere Therapeutics in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 31

41% more capital invested

Capital invested by funds: $505M → $710M (+$205M)

7% less funds holding

Funds holding: 119111 (-8)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

23% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $36.7M

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
111
Holders Change
-8
Holders Change %
-6.72%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
11
Increased
53
Reduced
31
Closed
18
Calls
$28.5M
Puts
$36.7M
Net Calls
-$8.27M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Scopia Capital Management
New York
$67.9M +$3.46M +213,599 +6%
PA
2
Perceptive Advisors
New York
$58.4M +$4.53M +280,000 +9%
CCM
3
Consonance Capital Management
New York
$48.1M -$486K -30,000 -1%
BC
4
Broadfin Capital
New York
$47.4M -$4.81M -297,199 -10%
Jennison Associates
5
Jennison Associates
New York
$40.3M -$13.5K -833 -0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$35.6M +$12.4M +767,152 +62%
Macquarie Group
7
Macquarie Group
Australia
$33.1M +$21.7M +1,337,597 +257%
BFA
8
BlackRock Fund Advisors
California
$23.6M +$372K +22,957 +2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$22.4M +$1.12M +69,097 +6%
EC
10
EcoR1 Capital
California
$21.8M
Invesco
11
Invesco
Georgia
$20.8M +$6.58M +406,257 +53%
Franklin Resources
12
Franklin Resources
California
$19.7M -$2.65M -163,800 -13%
LOAMU
13
Lombard Odier Asset Management (USA)
New York
$19.3M -$3.19M -197,151 -15%
State Street
14
State Street
Massachusetts
$17.4M -$2.51M -154,963 -14%
BIT
15
BlackRock Institutional Trust
California
$16.1M +$258K +15,914 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$15.7M +$5.19M +320,583 +57%
Goldman Sachs
17
Goldman Sachs
New York
$15.4M +$673K +41,573 +5%
PWAM
18
Park West Asset Management
California
$14.2M +$5.17M +319,411 +66%
Millennium Management
19
Millennium Management
New York
$13.8M +$7.02M +433,464 +126%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$12.6M -$244K -15,100 -2%
AC
21
Amici Capital
New York
$11.4M -$4.53M -280,108 -31%
Citadel Advisors
22
Citadel Advisors
Florida
$10.4M +$6.8M +420,273 +259%
EAM
23
EverPoint Asset Management
Connecticut
$9.8M +$8.9M +550,000 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$9.31M -$262K -16,188 -3%
RSCM
25
Rock Springs Capital Management
Maryland
$9.29M

TVTX Hedge Fund Activity: Q2 2016 in Review

111 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Travere Therapeutics (TVTX) for Q2 2016, worth a combined $710M — up 41% from $505M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TVTX and 11 opened new positions — a net loss of 7 holders — while 31 trimmed existing stakes and 53 added.

The largest buyer was Macquarie Group, adding an estimated $21.7M. The largest seller was Senzar Asset Management, cutting an estimated $12.7M.

  • 111 institutional investors held Travere Therapeutics (TVTX) as of Q2 2016, down from 119 in Q1 2016.
  • Funds reported $710M of Travere Therapeutics stock for Q2 2016, up 41% quarter-over-quarter.
  • 11 funds opened new Travere Therapeutics positions in Q2 2016 and 18 closed out, a net change of -7 holders.
  • The largest Travere Therapeutics buyer in Q2 2016 was Macquarie Group, an estimated $21.7M added.
  • The largest Travere Therapeutics seller in Q2 2016 was Senzar Asset Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2016.