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AlphaCentric Advisors LLC

207 CALLE DE PARQUE ST., SAN JUAN 00912 • 631-629-4907

Q3 2024 · Filed 2024-10-30
Market Value
$127M
-2.6%
Holdings
231
-22
New Purchases
23
Added To
32
Closed
13
Reduced
134
Top 10 Concentration
22.7%
Turnover
15.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MRK 2.15% 0.00% +2.15% $3M
ATEC 1.62% 0.00% +1.62% $2M
NBIX 2.04% 0.74% +1.30% $3M
APLS 1.08% 0.00% +1.08% $1M
TAK 0.90% 0.00% +0.90% $1M
SRPT 1.77% 0.91% +0.86% $2M
LNTH 0.78% 0.00% +0.78% $988K
BMRN 1.80% 1.04% +0.76% $2M
DVAX 1.77% 1.12% +0.65% $2M
EXAS 1.61% 0.97% +0.64% $2M
PEN 0.61% 0.00% +0.61% $777K
NUVL 0.56% 0.00% +0.56% $716K
MLTX 0.56% 0.00% +0.56% $706K
CYTK 0.52% 0.00% +0.52% $660K
RVNC 1.00% 0.48% +0.52% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BCRX 0.00% 3.20% -3.20% $0
PCRX 0.00% 2.58% -2.58% $0
PFE 0.80% 3.01% -2.21% $1M
UTHR 1.76% 3.54% -1.78% $2M
QURE 0.00% 1.58% -1.58% $0
DCGO 0.00% 1.54% -1.54% $0
CERE 0.00% 1.33% -1.33% $0
CHRS 0.27% 1.33% -1.06% $343K
AVBP 0.28% 1.22% -0.95% $352K
ACAD 0.48% 1.25% -0.76% $615K
MDT 0.35% 1.06% -0.70% $450K
ONC 0.97% 1.64% -0.67% $1M
TRML 0.11% 0.74% -0.63% $141K
NARI 0.00% 0.55% -0.55% $0
CLDX 0.80% 1.35% -0.55% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 42.3%
Financial Services 26.0%
Industrials 9.7%
Real Estate 8.6%
Technology 6.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 9 $7M 5.4%
Large Cap 111 $54M 42.4%
Mid Cap 41 $25M 19.8%
Small Cap 51 $34M 26.9%
Micro Cap 19 $7M 5.5%

Portfolio Analytics

Avg Market Cap
$71.3B
Median Market Cap
$12.3B
Avg P/E
30.4
Median P/E
19.9
Avg Dividend Yield
0.01%
Avg Beta
0.97
# Stocks
177
# ETFs / Funds
54

Top Holdings (231 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RITM-PD 3.41% 380,966 $4M $11.35 $168K
2 HRMY 3.06% 97,000 $4M $40.00 $199K -25,000 -20.5%
3 LKFT 2.46% 108,500 $3M $28.79 $435K
4 MRK 2.15% 24,000 $3M $113.56 +24,000 NEW
5 EFC-PD 2.05% 201,602 $3M $12.89 $163K
6 NBIX 2.04% 22,500 $3M $115.22 $2M +15,500 +221.4%
7 MTG 2.00% 99,379 $3M $25.60 $79K -15,000 -13.1%
8 ARGX 1.92% 4,500 $2M $542.08 -$678K -2,750 -37.9%
9 DX 1.82% 181,492 $2M $12.76 $149K
10 BMRN 1.80% 32,500 $2M $70.29 $926K +16,000 +97.0%
11 SRPT 1.77% 18,000 $2M $124.89 $1M +10,500 +140.0%
12 DVAX 1.77% 201,500 $2M $11.14 $785K +71,500 +55.0%
13 UTHR 1.76% 6,250 $2M $358.35 -$2M -8,250 -56.9%
14 RWT 1.76% 288,343 $2M $7.73 $358K
15 FOLD 1.72% 205,000 $2M $10.68 $181K +2,500 +1.2%
16 MFA 1.68% 167,725 $2M $12.72 $349K
17 ATEC 1.62% 370,000 $2M $5.56 +370,000 NEW
18 EXAS 1.61% 30,000 $2M $68.12 $776K
19 QQQ 1.61% 4,182 $2M $488.07 $481K +925 +28.4%
20 QQQM 1.61% 10,158 $2M $200.85 $483K +2,259 +28.6%
21 RPRX 1.50% 67,500 $2M $28.29 $327K +7,500 +12.5%
22 MIRM 1.38% 45,000 $2M $39.00 -$433K -19,000 -29.7%
23 JAZZ 1.36% 15,500 $2M $111.41 $553K +4,500 +40.9%
24 MITT 1.24% 208,879 $2M $7.51 $182K
25 ACT 1.21% 42,367 $2M $36.33 $240K
26 ELS 1.16% 20,611 $1M $71.34 $128K
27 ITCI 1.15% 20,000 $1M $73.17 $94K
28 AMPH 1.15% 30,000 $1M $48.53 $456K +5,000 +20.0%
29 VRNA 1.13% 50,000 $1M $28.77 $629K -6,000 -10.7%
30 GSK 1.13% 35,000 $1M $40.88 $83K
31 APLS 1.08% 47,500 $1M $28.84 +47,500 NEW
32 ADAMH 1.00% 200,963 $1M $6.33 $98K
33 RVNC 1.00% 245,000 $1M $5.19 $642K
34 ONC 0.97% 5,500 $1M $224.51 -$905K -9,500 -63.3%
35 STXS 0.96% 600,000 $1M $2.04 $132K
36 ENOV 0.93% 27,500 $1M $43.05 $280K +7,500 +37.5%
37 ROIV 0.91% 100,000 $1M $11.54 $224K +12,000 +13.6%
38 GPCR 0.90% 26,000 $1M $43.89 $120K
39 TAK 0.90% 80,000 $1M $14.22 +80,000 NEW
40 PTGX 0.89% 25,000 $1M $45.00 $259K
41 CATX 0.84% 80,000 $1M $13.35 $250K -2,000 -2.4%
42 CLDX 0.80% 30,000 $1M $33.99 -$738K -17,500 -36.8%
43 PFE 0.80% 35,000 $1M $28.94 -$3M -105,000 -75.0%
44 SNY 0.79% 17,500 $1M $57.63 $159K
45 IMVT 0.79% 35,000 $998K $28.51 $34K -1,500 -4.1%
46 LNTH 0.78% 9,000 $988K $109.75 +9,000 NEW
47 AXSM 0.74% 10,500 $944K $89.87 -$264K -4,500 -30.0%
48 AGNCZ 0.70% 84,646 $885K $10.46 $78K
49 BCYC 0.67% 37,500 $849K $22.63 -$366K -22,500 -37.5%
50 ONIT 0.64% 25,567 $817K $31.94 $204K
51 PEN 0.61% 4,000 $777K $194.31 +4,000 NEW
52 NVDA 0.57% 5,981 $726K $121.44 -$16K -28 -0.5%
53 VALN 0.57% 118,000 $717K $6.08 $69K +29,748 +33.7%
54 NUVL 0.56% 7,000 $716K $102.30 +7,000 NEW
55 MLTX 0.56% 14,000 $706K $50.42 +14,000 NEW
56 CYTK 0.52% 12,500 $660K $52.80 +12,500 NEW
57 PRCT 0.50% 8,000 $641K $80.12 $30K -2,000 -20.0%
58 ARAY 0.50% 350,000 $630K $1.80 -$7K
59 ACAD 0.48% 40,000 $615K $15.38 -$1M -60,000 -60.0%
60 ISRG 0.48% 1,250 $614K $491.27 -$276K -750 -37.5%
61 SYM 0.48% 25,000 $610K $24.39 -$93K +5,000 +25.0%
62 CGNX 0.48% 15,000 $608K $40.50 +15,000 NEW
63 ROK 0.48% 2,250 $604K $268.46 +2,250 NEW
64 SOUN 0.46% 125,000 $582K $4.66 -$10K -25,000 -16.7%
65 HIG 0.41% 4,451 $523K $117.61 $56K -202 -4.3%
66 EWA 0.41% 19,248 $522K $27.11 $37K -605 -3.0%
67 SGMT 0.40% 185,000 $512K $2.77 -$120K
68 EMBC 0.40% 36,000 $508K $14.10 -$199K -20,500 -36.3%
69 SNPS 0.40% 1,000 $506K $506.39 -$684K -1,000 -50.0%
70 AVAV 0.39% 2,500 $501K $200.50 -$73K -650 -20.6%
71 BBJP 0.39% 8,363 $496K $59.28 $9K -260 -3.0%
72 KROS 0.37% 8,000 $465K $58.07 +8,000 NEW
73 MDT 0.35% 5,000 $450K $90.03 -$927K -12,500 -71.4%
74 COST 0.35% 499 $442K $886.52 -$12K -35 -6.5%
75 RSG 0.32% 2,020 $406K $200.84 -$14K -138 -6.4%
76 ACGL 0.32% 3,587 $401K $111.88 $27K -123 -3.3%
77 L 0.31% 4,953 $392K $79.05 $944 -273 -5.2%
78 JPM 0.30% 1,800 $380K $210.86 -$2K -84 -4.5%
79 IEF 0.30% 3,823 $375K $98.12 -$17K -365 -8.7%
80 IEI 0.29% 3,126 $374K $119.60 -$109K -1,060 -25.3%
81 SHY 0.29% 4,482 $373K $83.15 -$200K -2,534 -36.1%
82 CWB 0.29% 4,834 $370K $76.59 $15K -91 -1.9%
83 PFF 0.29% 11,136 $370K $33.23 $18K -21 -0.2%
84 EMHY 0.29% 9,401 $367K $39.02 $17K -45 -0.5%
85 EMB 0.29% 3,908 $366K $93.58 $14K -65 -1.6%
86 INSM 0.29% 5,000 $365K $73.00 +5,000 NEW
87 VYM 0.28% 2,815 $361K $128.20 $13K -121 -4.1%
88 PBP 0.28% 15,794 $361K $22.84 $6K -229 -1.4%
89 DWX 0.28% 9,375 $360K $38.40 $17K -589 -5.9%
90 DYN 0.28% 10,000 $359K $35.92 -$347K -10,000 -50.0%
91 BKLN 0.28% 17,016 $358K $21.01 $6K +333 +2.0%
92 REM 0.28% 14,926 $354K $23.73 $40K +745 +5.2%
93 DAL 0.28% 6,951 $353K $50.79 $13K -214 -3.0%
94 AVBP 0.28% 15,000 $352K $23.50 -$1M -71,000 -82.6%
95 CHRS 0.27% 330,000 $343K $1.04 -$1M -670,000 -67.0%
96 VRDN 0.27% 15,000 $341K $22.75 $179K +2,500 +20.0%
97 CDNS 0.27% 1,250 $339K $271.03 +1,250 NEW
98 VERA 0.26% 7,500 $332K $44.20 +7,500 NEW
99 SYF 0.25% 6,243 $311K $49.88 $8K -192 -3.0%
100 NUVB 0.24% 135,000 $309K $2.29 -$85K

New Positions

SymbolValue% Port
MRK $3M 2.15%
ATEC $2M 1.62%
APLS $1M 1.08%
TAK $1M 0.90%
LNTH $988K 0.78%
PEN $777K 0.61%
NUVL $716K 0.56%
MLTX $706K 0.56%
CYTK $660K 0.52%
CGNX $608K 0.48%
ROK $604K 0.48%
KROS $465K 0.37%
INSM $365K 0.29%
CDNS $339K 0.27%
VERA $332K 0.26%

Sold Out Positions

SymbolValue% Port
KALV —%
BCRX —%
CABA —%
AUPH —%
DCGO —%
PCRX —%
RPV —%
TUR —%
IWD —%
QURE —%
CERE —%
VTYX —%
NARI —%
View SEC EDGAR Filings for AlphaCentric Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms