As the third quarter of 2016 has ended, 13F forms from institutional investors are now becoming available. The 13F form is filed with the SEC and discloses all trades for institutions (e.g. hedge funds) managing >$100M. We list out below, trades that were made last quarter by biotech hedge funds we follow, of shares of companies within our AMP Biopharma Fantasy Portfolio:
ALKS:
OrbiMed Advisors LLC sold 100% of their position totaling 172K shares
Iguana Healthcare Mgmt sold 100% of their position totaling 30K shares
FGEN:
EcoR1 Capital LLC sold 13% of their position totaling 103K shares
Nexthera Capital LP sold 17% of their position totaling 26K shares
NKTR:
RA Capital Mgmt LLC increased their position 13% adding 439K shares
Cormorant Asset Mgmt LLC sold 100% of their position totaling 2M shares
OPHT:
Perceptive Advisors LLC initiated a new position (Call) for 600K shares
Redmile Group LLC initiated a new position for 505K shares
Dafna Capital Mgmt LLC initiated a new position for 47K shares
Iguana Healthcare Mgmt initiated a new position for 35K shares
Nexthera Capital LP initiated a new position for 24K shares
OrbiMed Advisors LLC sold 45% of their position totaling 982K shares
QURE:
OrbiMed Advisor LLC added to their position 294K shares
Dafna Capital Mgmt LLC increased their position 28% adding 45K shares
Nexthera Capital LP sold 100% of their position totaling 93K shares
Perceptive Advisors LLC sold 2% of their position totaling 29K shares
CYTR:
OrbiMed Advisor LLC added to their position 294K shares
Dafna Capital Mgmt LLC increased their position 28% adding 45K shares
Nexthera Capital LP sold 100% of their position totaling 93K shares
Perceptive Advisors LLC sold 2% of their position totaling 29K shares
Some common buys among institutions analyzed:
BOLD – OrbiMed, RA, Redmile, Cormorant, Foresite, Perceptive
OPHT – Perceptive, Redmile, Dafna, Iguana, Nexthera
ARDX – RA, Cormorant, EcoR1, Perceptive
ARRY – OrbiMed, Cormorant, Iguana, Dafna
OMED – BVF, EcoR1, Iguana,
Some common sells among institutions analyzed:
NVAX – Baker Bros, Cormorant, Dafna, Iguana, Perceptive
ARRY – Redmile, BVF, Baker Bros, Nexthera, EcoR1
CYTK – EcoR1, Iguana
RTRX – EcoR1, Perceptive
EPZM – EcoR1, Iguana
Biotech Hedgefunds Included
Perceptive Advisors LLC
EcoR1 Capital LLC
RA Capital Mgmt LLC
BVF Inc
Dafna Capital Mgmt LLC
Baker Bros Advisors LP
Redmile Group LLC
Cormorant Asset Mgmt LLC
Foresite Capital Mgmt LLC
OrbiMed Advisors LLC
Iguana Healthcare Mgmt LLC
Nexthera Capital LP
Palo Alto Investors LLC