Institutional Holdings UpdateAccording to Bloomberg, Soleus has not yet posted its updated holdings of THTX thru 3/31/22. Soleus' stock holdings have been hit hard (assuming they did not get out early) so far in 2022 and that raises concerns about Soleus getting fired by some of its institutional clients (they should be giving new money to Soleus on weakness but that normally is not how things go). Alternatively, because THTX has not performed as badly, it is now likely a larger holding in their portfolios and they might feel a need to trim it a bit. Hopefully, we will know tomorrow when we presume the filing will be updated on Bloomberg.
As pointed out earlier by Louis, Morgan Stanley added 1.4 million shares. Caisse de Depot sold the remaining 300,000+ shares they owned during the first quarter. Most of the other changes were small and were mostly biased to the buy side.