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Phathom Pharmaceuticals (PHAT) Institutional Ownership

Phathom Pharmaceuticals logo
$6.96 0.00 (0.00%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Phathom Pharmaceuticals (NASDAQ:PHAT)

Current
Institutional Ownership
Percentage
99.01%
Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$206.30M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.59M
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PHAT Institutional Buying and Selling by Quarter

Phathom Pharmaceuticals Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Kera Capital Partners Inc.26,849$218K0.1%N/A0.039%
1/15/2025 Inspirion Wealth Advisors LLC19,964$162K0.0%-45.5%0.029%
11/19/2024Barclays PLC57,807$1.04M0.0%+366.0%0.085%
11/16/2024Geode Capital Management LLC862,918$15.61M0.0%+7.1%1.262%
11/15/2024Barclays PLC57,807$1.04M0.0%+366.0%0.085%
11/15/2024MML Investors Services LLC33,860$612K0.0%+72.8%0.050%
11/15/2024Jane Street Group LLC27,842$503K0.0%-50.1%0.041%
11/15/2024Wellington Management Group LLP173,383$3.14M0.0%-23.5%0.254%
11/15/2024State Street Corp922,788$16.68M0.0%+17.5%1.349%
11/15/2024Point72 Asset Management L.P.439,816$7.95M0.0%N/A0.643%
11/15/2024Portolan Capital Management LLC1,699,918$30.74M2.2%+50.4%2.486%
11/15/2024Checkpoint Capital L.P.1,504,307$27.20M13.5%+71.9%2.200%
11/14/2024Wasatch Advisors LP246,942$4.47M0.0%N/A0.361%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC98,025$1.77M0.0%+5.2%0.143%
11/13/2024FMR LLC1,304,114$23.58M0.0%+49,000.7%1.907%
11/13/2024Summit Financial Wealth Advisors LLC29,032$525K0.1%N/A0.042%
11/12/2024Eagle Asset Management Inc.455,196$7.68M0.0%+25.9%0.764%
11/12/2024Charles Schwab Investment Management Inc.292,860$5.30M0.0%+2.4%0.491%
11/9/2024Intech Investment Management LLC11,443$207K0.0%N/A0.019%
11/8/2024Jennison Associates LLC5,866,389$106.06M0.1%+112.7%9.845%
11/7/2024Quest Partners LLC10,918$197K0.0%N/A0.018%
11/6/2024Huntington National Bank1,471$27K0.0%+62.2%0.002%
11/5/2024GSA Capital Partners LLP15,083$273K0.0%-48.7%0.025%
11/4/2024Chartwell Investment Partners LLC21,904$396K0.0%N/A0.037%
10/28/2024US Bancorp DE5,248$95K0.0%+28.6%0.009%
10/25/2024China Universal Asset Management Co. Ltd.13,134$237K0.0%+91.0%0.022%
10/23/2024Mirae Asset Global Investments Co. Ltd.2,470$43K0.0%+41.3%0.004%
10/11/2024Creative Planning33,884$613K0.0%+25.7%0.057%
10/3/2024SG Americas Securities LLC13,483$244K0.0%N/A0.023%
8/16/2024Creative Planning26,951$278K0.0%-16.0%0.045%
8/15/2024The Manufacturers Life Insurance Company13,941$144K0.0%+10.6%0.023%
8/14/2024Oracle Investment Management Inc.225,000$2.32M2.2%N/A0.378%
8/14/2024Marshall Wace LLP112,691$1.16M0.0%N/A0.193%
8/13/2024Ensign Peak Advisors Inc2,244,828$23.12M0.0%-1.5%3.835%
8/1/2024Rhumbline Advisers55,178$568K0.0%+17.1%0.094%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank10,071$104K0.0%+42.2%0.017%
7/26/2024Bank of New York Mellon Corp114,721$1.18M0.0%+20.5%0.196%
7/16/2024LVW Advisors LLC12,909$133K0.0%N/A0.022%
7/13/2024 Inspirion Wealth Advisors LLC36,634$377K0.1%+4.3%0.063%
5/16/2024California State Teachers Retirement System28,947$307K0.0%-5.4%0.049%
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5/16/2024Jacobs Levy Equity Management Inc.20,987$223K0.0%-96.5%0.036%
5/15/2024Price T Rowe Associates Inc. MD19,573$208K0.0%+12.5%0.033%
5/14/2024EntryPoint Capital LLC19,380$206K0.2%N/A0.033%
5/14/2024Propel Bio Management LLC869,927$9.24M5.1%+96.4%1.486%
5/10/2024Vanguard Group Inc.1,979,113$21.02M0.0%+1.2%3.382%
5/9/2024State Board of Administration of Florida Retirement System11,228$119K0.0%N/A0.019%
5/8/2024Entropy Technologies LP12,138$129K0.0%-16.8%0.021%
5/2/2024Jennison Associates LLC1,647,697$17.50M0.0%N/A2.816%
5/1/2024Klingman & Associates LLC10,376$110K0.0%N/A0.018%
4/29/2024China Universal Asset Management Co. Ltd.10,989$117K0.0%+65.8%0.019%
4/15/2024Medicxi Ventures Management Jersey Ltd7,464,572$79.27M17.6%+98.5%12.764%
3/5/2024Wellington Management Group LLP154,391$1.41M0.0%+54.7%0.270%
2/15/2024Octagon Capital Advisors LP50,000$456K0.1%N/A0.087%
2/14/2024Avidity Partners Management LP1,721,580$15.72M0.6%+6.4%3.007%
2/14/2024Catalys Pacific LLC721,962$6.59M6.2%N/A1.261%
2/12/2024Decheng Capital LLC850,000$7.76M2.2%N/A1.485%
2/9/2024GW&K Investment Management LLC561,490$5.13M0.0%-2.8%0.981%
2/9/2024Dynamic Technology Lab Private Ltd15,000$137K0.0%N/A0.026%
2/6/2024Swiss National Bank56,000$511K0.0%-7.0%0.098%
2/5/2024Russell Investments Group Ltd.39,292$359K0.0%+178.3%0.069%
2/2/2024Fulton Breakefield Broenniman LLC23,579$215K0.0%N/A0.041%
1/24/2024Allworth Financial LP22,580$206K0.0%+15.3%0.039%
1/24/2024China Universal Asset Management Co. Ltd.6,626$60K0.0%+355.4%0.012%
1/23/2024DAVENPORT & Co LLC10,000$91K0.0%N/A0.017%
1/12/2024SG Americas Securities LLC18,070$165K0.0%+48.6%0.032%
1/10/2024 Inspirion Wealth Advisors LLC35,134$322K0.1%+16.6%0.061%
12/19/2023Public Employees Retirement System of Ohio8,900$92K0.0%N/A0.016%
12/18/2023Vanguard Group Inc.1,922,662$19.94M0.0%+10.3%3.358%
12/6/2023Citigroup Inc.3,828$40K0.0%-57.9%0.007%
12/1/2023Wellington Management Group LLP99,810$1.04M0.0%+1.8%0.174%
11/15/2023GSA Capital Partners LLP121,892$1.26M0.1%+126.1%0.213%
11/15/2023Kennedy Capital Management LLC1,061,745$11.01M0.3%+1.1%1.855%
11/14/2023683 Capital Management LLC1,100,000$11.41M0.9%-14.6%1.921%
11/14/2023MPM Bioimpact LLC347,332$3.60M1.0%+23.0%0.607%
11/14/2023Newtyn Management LLC500,000$5.19M1.3%-26.9%0.873%
11/14/2023Avidity Partners Management LP1,617,300$16.77M0.7%-17.0%2.825%
11/14/2023Trexquant Investment LP58,825$610K0.0%+221.4%0.103%
11/13/2023Algert Global LLC91,820$952K0.0%N/A0.160%
11/13/2023Federated Hermes Inc.82,148$852K0.0%-49.9%0.143%
11/13/2023Invesco Ltd.3,418,959$35.46M0.0%+2.6%5.972%
11/8/2023Swiss National Bank60,200$624K0.0%-15.8%0.106%
11/7/2023Barclays PLC13,235$137K0.0%+22.4%0.023%
11/2/2023Principal Financial Group Inc.11,801$122K0.0%+11.9%0.021%
10/27/2023 Hennion & Walsh Asset Management Inc.48,987$508K0.0%-16.5%0.086%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank8,429$87K0.0%+371.4%0.015%
10/24/2023Bank of New York Mellon Corp95,065$986K0.0%+21.0%0.167%
10/13/2023SG Americas Securities LLC12,164$126K0.0%N/A0.021%
9/21/2023Barclays PLC10,813$155K0.0%-13.7%0.019%
8/15/2023Kennedy Capital Management LLC1,049,675$15.03M0.4%N/A2.407%
8/14/2023683 Capital Management LLC1,287,500$18.44M1.3%-2.9%2.952%
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8/11/2023Trexquant Investment LP18,301$262K0.0%N/A0.042%
8/8/2023AlphaCentric Advisors LLC130,000$1.86M1.0%N/A0.298%
8/7/2023Principal Financial Group Inc.10,542$151K0.0%N/A0.024%
8/4/2023Carlyle Group Inc.3,496,808$50.07M1.8%+19.1%8.018%
7/28/2023Decheng Capital Management III Cayman LLC850,000$12.17M3.8%N/A1.949%
7/20/2023 Inspirion Wealth Advisors LLC30,134$432K0.1%+29.6%0.069%
7/19/2023Medicxi Ventures Management Jersey Ltd3,760,869$53.86M15.1%+51.4%8.624%
5/15/2023Atom Investors LP86,607$618K0.3%N/A0.199%
5/10/2023Simplify Asset Management Inc.237,935$1.70M0.2%N/A0.546%
5/9/2023GW&K Investment Management LLC598,848$4.28M0.0%+0.8%1.374%
(Data available from 1/1/2016 forward)

PHAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHAT shares?

During the previous two years, 77 institutional investors and hedge funds held shares of Phathom Pharmaceuticals. The most heavily invested institutionals were Jennison Associates LLC ($106.06M), Medicxi Ventures Management Jersey Ltd ($79.27M), Carlyle Group Inc. ($50.07M), Invesco Ltd. ($35.46M), Portolan Capital Management LLC ($30.74M), Checkpoint Capital L.P. ($27.20M), and FMR LLC ($23.58M).Learn more on PHAT's institutional investors.

What percentage of Phathom Pharmaceuticals stock is owned by institutional investors?

99.01% of Phathom Pharmaceuticals stock is owned by institutional investors. Learn more on PHAT's institutional investor holdings.

Which institutional investors have been buying Phathom Pharmaceuticals stock?

Of the 65 institutional investors that purchased Phathom Pharmaceuticals stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Medicxi Ventures Management Jersey Ltd ($4.98M), Jennison Associates LLC ($4.76M), Carlyle Group Inc. ($3.50M), FMR LLC ($1.30M), Kennedy Capital Management LLC ($1.06M), Decheng Capital LLC ($850K), and Decheng Capital Management III Cayman LLC ($850K).

How much institutional buying is happening at Phathom Pharmaceuticals?

Institutional investors have bought a total of 23,155,856 shares in the last 24 months. This purchase volume represents approximately $296.79M in transactions.

Which Phathom Pharmaceuticals major shareholders have been selling company stock?

Of the 20 institutional investors that sold Phathom Pharmaceuticals stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jacobs Levy Equity Management Inc. ($572.76K), 683 Capital Management LLC ($539.44K), Avidity Partners Management LP ($339.20K), Newtyn Management LLC ($183.65K), Federated Hermes Inc. ($81.81K), Wellington Management Group LLP ($53.26K), and Ensign Peak Advisors Inc ($35.17K).

How much institutional selling is happening at Phathom Pharmaceuticals?

Institutional investors have sold a total of 1,952,010 shares in the last 24 months. This volume of shares sold represents approximately $21.51M in transactions.



This page (NASDAQ:PHAT) was last updated on 1/19/2025 by MarketBeat.com Staff
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