RTW INVESTMENTS, LP

Q3 2021 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2021
Date filed
11/15/2021
Form type
13F-HR
Num holdings
120
Total value ($000)
$6,630,943
Net value change ($000)
+3,915 (0.1%)
New positions
19
Sold out positions
12
Turnover %
10.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TMO 237,673 NEW
PEN 102,654 NEW
CLDX 80,329 61.5%
FULC 75,167 223.8%
IVERIC bio, Inc. 66,755 157.4%
TNYA 48,581 NEW
ARGX 32,814 343.2%
ALNY 32,472 11.4%
CYTK 31,900 80.6%
CCCC 30,148 37.1%
Top Reduces (Value $000, Stocks/ETFs)
RCKT -194,319 -29.3%
Dicerna Pharmaceuticals Inc -127,855 -45.5%
PTGX -126,337 -80.3%
QUIDEL CORP /DE/ -112,558 -100.0%
EPIX -66,152 -75.8%
AXSM -55,769 -51.1%
SPY -51,708 -12.1%
TXG -36,900 -25.7%
ESTA -36,550 -18.0%
ILMN -32,637 -14.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type