2024 SOHN Conference Stock Pitches
We were one of the media sponsors of the 2024 Sohn Investment Conference in New York City on April 3rd and we will be sharing our takeaways with our premium subscribers over the next few days.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Driehaus Capital Richard Driehaus | 5,039,957 | $179,321,670 | -2% | 2.16% |
2. | Point72 Asset Management Steve Cohen | 3,416,900 | $121,573,302 | -20% | 0.29% |
3. | EcoR1 Capital Oleg Nodelman | 2,012,517 | $71,605,355 | +32% | 1.85% |
4. | OrbiMed Advisors Samuel Isaly | 1,667,360 | $59,324,669 | -43% | 1.18% |
5. | Perceptive Advisors Joseph Edelman | 1,255,512 | $44,671,117 | -1% | 0.99% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$22.06 | 5,000 | Director | 5,000 | 2023-06-08 | Filing | |
$22.22 | 157,515 | Large Shareholder | 5,321,032 | 2022-04-18 | Filing | |
$19.80 | 1,200,000 | Large Shareholder | 5,163,517 | 2021-10-25 | Filing | |
$16.44 | 304,136 | Large Shareholder | 3,963,517 | 2021-04-08 | Filing | |
$13.10 | 4,000 | Officer, Director | 4,000 | 2020-12-03 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$44.47 | 14,375 | 27,786 | 2024-04-15 | Filing | ||
$49.17 | 40,951 | 237,835 | 2024-04-04 | Filing | ||
$46.38 | 17,500 | Director | 6,000 | 2024-03-28 | Filing | |
$45.39 | 2,359 | Officer | 52,580 | 2024-03-22 | Filing | |
$44.22 | 30,000 | Officer | 54,939 | 2024-03-22 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 5,345,114 | $190,179,156 | 0% | |
2. | 4,043,865 | $143,880,730 | 0.01% | |
3. | 3,563,736 | $126,797,727 | 0% | |
4. | 3,502,452 | $124,617,243 | 0% | |
5. | 3,245,105 | $115,460,836 | 0.02% |