Potential Winners and Losers in Today’s Onyx Pharmaceuticals (ONXX) Action
Posted on June 21st, 2012 by whalewisdom
Onyx Pharmaceuticals (ONXX) is up over 37% at the time of this posting on news that Onyx’s myeloma drug received approval from the DFA’s Oncologic Drugs Advisory Committee. Here’s a quick snapshot of potential fund winner’s and loser’s in the stock based on March 31st 13F holdings data.
|
Filer
|
Market Value
|
% of
Portfolio |
Prior
% of Portfolio |
Ranking
|
||
|---|---|---|---|---|---|---|
| SECTORAL ASSET MANAGEMENT INC | 3,381,087 | $ 127,399,359 | 4.64% | 5.48% | 1 | 480,566 |
| MEDITOR GROUP LTD | 2,231,803 | $ 84,094,338 | 10.99% | 13.11% | 3 | 50,000 |
| ROC CAPITAL MANAGEMENT, L.P. | 16,361 | $ 616,482 | 1.79% | 1.22% | 5 | 3,759 |
| ORACLE INVESTMENT MANAGEMENT INC | 942,000 | $ 35,494,560 | 5.92% | 8.45% | 6 | 283,000 |
| ULYS, LLC | 650,000 | $ 24,492,000 | 1.84% | 1.74% | 6 | 275,000 |
| SPARTA ASSET MANAGEMENT, LLC | 500,350 | $ 18,853,188 | 3.21% | 4.03% | 7 | 18,277 |
| REDMILE GROUP, LLC | 390,841 | $ 14,726,889 | 5.08% | 6.42% | 7 | 8,100 |
| PENTWATER CAPITAL MANAGEMENT LP | 1,710,000 | $ 64,432,801 | 2.11% | 1.34% | 8 | 410,000 |
| EXPO CAPITAL MANAGEMENT LLC | 550,000 | $ 20,724,000 | 3.96% | 3.77% | 10 | 200,000 |
| SECTOR GAMMA AS | 413,100 | $ 15,565,608 | 3.95% | 3.83% | 11 | 105,900 |
| PALO ALTO INVESTORS, LLC | 838,745 | $ 31,603,912 | 3.50% | 4.33% | 12 | 40,300 |
| MAZAMA CAPITAL MANAGEMENT INC | 107,467 | $ 4,049,357 | 1.13% | 1.31% | 12 | 9,518 |
|
Shares Held
|
Market Value
|
% of
Portfolio |
Prior
% of Portfolio |
Change in Shares |
||
|---|---|---|---|---|---|---|
| FMR LLC | 4,281,072 | $ 161,310,794 | 0.03% | 0.05% | 588 | -1,489,023 |
| TURNER INVESTMENTS, L.P. | 744,005 | $ 28,034,109 | 0.26% | 0.73% | 115 | -1,087,433 |
| CITADEL ADVISORS LLC | 0 | $ 0 | 0.00 | 0.09% | Sold All | -875,724 |
| D. E. SHAW & CO., INC. | 1,709,616 | $ 64,418,331 | 0.17% | 0.30% | 79 | -797,359 |
| RIDGEBACK CAPITAL INVESTMENTS L.P. | 0 | $ 0 | 0.00 | 23.20% | Sold All | -790,000 |
| SAC CAPITAL ADVISORS LP | 409,584 | $ 15,433,125 | 0.07% | 0.30% | 244 | -666,584 |
| POINTSTATE CAPITAL LP | 0 | $ 0 | 0.00 | 2.04% | Sold All | -602,800 |
| BRIDGER MANAGEMENT, LLC | 500,000 | $ 18,840,000 | 1.31% | 3.02% | 26 | -575,000 |