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X4 Pharmaceuticals

91 hedge funds and large institutions have $123M invested in X4 Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0.09% less ownership

Funds ownership: 2.37%2.28% (-0.09%)

4% less funds holding

Funds holding: 9591 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

35% less call options, than puts

Call options by funds: $323K | Put options by funds: $494K

44% less capital invested

Capital invested by funds: $219M → $123M (-$96.5M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
27
Reduced
26
Closed
15
Calls
$323K
Puts
$494K
Net Calls
-$171K
Net Calls Change
-$9.23M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$478K
MIM
27
Monashee Investment Management
Massachusetts
$466K -$212K -4,851 -25%
SAM
28
Simplify Asset Management
Nevada
$436K
Barclays
29
Barclays
United Kingdom
$417K +$428K +9,809 +335%
Bank of America
30
Bank of America
North Carolina
$407K +$477K +10,945 +732%
NLVP
31
New Leaf Venture Partners
New York
$365K
Charles Schwab
32
Charles Schwab
California
$353K
Morgan Stanley
33
Morgan Stanley
New York
$264K +$62.4K +1,430 +22%
Group One Trading
34
Group One Trading
Illinois
$247K -$145K -3,319 -31%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$175K +$9.38K +215 +4%
UBS Group
36
UBS Group
Switzerland
$156K +$204K +4,674 +5,564%
RA
37
Royce & Associates
New York
$130K +$95.3K +2,184 +122%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$115K -$198K -4,541 -56%
Verition Fund Management
39
Verition Fund Management
Connecticut
$96.4K +$129K +2,947 New
Invesco
40
Invesco
Georgia
$88.3K +$13.8K +316 +13%
Stifel Financial
41
Stifel Financial
Missouri
$87.5K -$1.53K -35 -1%
JP Morgan Chase
42
JP Morgan Chase
New York
$87K -$22.8K -522 -16%
MIM
43
MetLife Investment Management
New Jersey
$71.3K
AIG
44
American International Group
New York
$67K +$3.18K +73 +4%
AQR Capital Management
45
AQR Capital Management
Connecticut
$66.8K +$89.1K +2,043 New
Deutsche Bank
46
Deutsche Bank
Germany
$66.7K
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$60.3K
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$56.6K +$1.96K +45 +3%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.2K -$131 -3 -0.2%
Goldman Sachs
50
Goldman Sachs
New York
$54.1K -$414K -9,495 -85%

XFOR Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in X4 Pharmaceuticals (XFOR) for Q3 2023, worth a combined $123M — down 44% from $219M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of XFOR and 11 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 27 added.

The largest buyer was Polar Capital Holdings, opening a new position worth an estimated $10.9M. The largest seller was CVI Holdings, exiting entirely with an estimated $4.46M sold.

  • 91 institutional investors held X4 Pharmaceuticals (XFOR) as of Q3 2023, down from 95 in Q2 2023.
  • Funds reported $123M of X4 Pharmaceuticals stock for Q3 2023, down 44% quarter-over-quarter.
  • 11 funds opened new X4 Pharmaceuticals positions in Q3 2023 and 15 closed out, a net change of -4 holders.
  • The largest X4 Pharmaceuticals buyer in Q3 2023 was Polar Capital Holdings, an estimated $10.9M added.
  • The largest X4 Pharmaceuticals seller in Q3 2023 was CVI Holdings, an estimated $4.46M sold.

Based on aggregated 13F filings for Q3 2023.