Theratechnologies Inc T.TH

Institutional Holdings Update

[SPCEO1]

According 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.

[Biobob]

Th is best described the the saying when it rains it pours... we just had this geriatric shareholder liquidation event and now the possibility of having Soleus puke some shares, the best proxy we have for the futur of the company.  Whatever again.

[palinc2000]

It seems that millions of shares were purchased by institutional holders and yet the SP did not rise,,,So THTX problem is not really the lack of interest from the smart money but the lack of patience and interest and conviction by retail holders .....Institutios are not only very patient holders but very methodical and patient when adding to their positions .....thus they were able to buy a

[PWIB123]

Unfortunately, THTX has put themselves in a position where I can buy super cheap now and then sell higher priced shares later for a tax loss while maintaining the same number of shares I want to own while waiting this out.  I bought an additional 15,000 shares a couple weeks ago.  I bought another 5,000 shares today.  I'm hoping I won't want to sell any shares near the end