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Viking Therapeutics

168 hedge funds and large institutions have $360M invested in Viking Therapeutics in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 72 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 37

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

28% more call options, than puts

Call options by funds: $8.42M | Put options by funds: $6.59M

14% more funds holding

Funds holding: 148168 (+20)

4.4% more ownership

Funds ownership: 61.39%65.79% (+4.4%)

52% less capital invested

Capital invested by funds: $753M → $360M (-$394M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
168
Holders Change
+20
Holders Change %
+13.51%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
51
Increased
72
Reduced
37
Closed
29
Calls
$8.42M
Puts
$6.59M
Net Calls
+$1.83M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$2.78M -$8.74M -731,245 -67%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$2.57M +$2.92M +243,897 +264%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$2.46M +$770K +64,431 +25%
Wells Fargo
29
Wells Fargo
California
$2.23M +$2.7M +226,054 +343%
EIM
30
Essex Investment Management
Massachusetts
$2.01M +$3.15M +263,105 New
Bank of America
31
Bank of America
North Carolina
$1.93M +$2.9M +242,296 +2,349%
American Century Companies
32
American Century Companies
Missouri
$1.9M -$68.8K -5,753 -2%
PPA
33
Parametric Portfolio Associates
Washington
$1.83M -$102K -8,542 -3%
DMK
34
David M. Knott
$1.82M +$18K +1,502 +0.6%
CWG
35
C WorldWide Group
Denmark
$1.78M +$2.78M +232,138 New
Goldman Sachs
36
Goldman Sachs
New York
$1.69M +$1.38M +115,709 +110%
CC
37
Cornerstone Capital
California
$1.63M +$388K +32,479 +18%
EI
38
EAM Investors
California
$1.53M -$941K -78,665 -28%
Group One Trading
39
Group One Trading
Illinois
$1.49M -$2.82M -236,241 -55%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$1.48M +$2.31M +193,248 New
DCM
41
DAFNA Capital Management
California
$1.37M +$2.14M +179,200 New
Deutsche Bank
42
Deutsche Bank
Germany
$1.32M -$4.98M -416,663 -71%
Allianz Asset Management
43
Allianz Asset Management
Germany
$1.28M +$279K +23,361 +16%
RJA
44
Raymond James & Associates
Florida
$1.26M +$264K +22,122 +15%
AA
45
ALPS Advisors
Colorado
$1.26M +$1.97M +165,145 New
William Blair & Company
46
William Blair & Company
Illinois
$1.24M +$1.87M +156,330 +2,842%
B
47
Bailard
California
$1.14M +$1.78M +149,000 New
TA
48
Teachers Advisors
New York
$1.09M +$177K +14,795 +12%
NTC
49
NF Trinity Capital
Hong Kong
$1.07M +$1.67M +140,000 New
RA
50
Royce & Associates
New York
$1.03M +$1.61M +135,000 New

VKTX Hedge Fund Activity: Q4 2018 in Review

168 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Viking Therapeutics (VKTX) for Q4 2018, worth a combined $360M — down 52% from $753M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VKTX positions and 29 closed out — a net gain of 22 holders — while 72 added to existing stakes and 37 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $17.5M. The largest seller was Fidelity Investments, cutting an estimated $25.9M.

  • 168 institutional investors held Viking Therapeutics (VKTX) as of Q4 2018, up from 148 in Q3 2018.
  • Funds reported $360M of Viking Therapeutics stock for Q4 2018, down 52% quarter-over-quarter.
  • 51 funds opened new Viking Therapeutics positions in Q4 2018 and 29 closed out, a net change of +22 holders.
  • The largest Viking Therapeutics buyer in Q4 2018 was Fiera Capital (Canada), an estimated $17.5M added.
  • The largest Viking Therapeutics seller in Q4 2018 was Fidelity Investments, an estimated $25.9M sold.

Based on aggregated 13F filings for Q4 2018.