Morphic Ownership 2024 | Who Owns Morphic Now?
Institutional Ownership
90.28%
Insider Ownership
17.13%
Retail Ownership
-7.41%
Institutional Holders
136.00
Morphic Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 15.00% | 0.02% | 7,514,010 | 8,426 | 0.11% | 256,002,321 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 11.61% | 0.04% | 5,814,446 | 1,791,462 | 44.53% | 198,098,177 | Jun 30, 2024 |
| ECOR1 CAPITAL, LLC | 9.95% | 5.19% | 4,982,945 | 2,598,561 | 108.98% | 169,768,936 | Jun 30, 2024 |
| BLACKROCK INC. | 7.04% | 0.00% | 3,527,564 | 244,240 | 7.44% | 120,184,107 | Jun 30, 2024 |
| ARTAL GROUP S.A. | 5.04% | 2.19% | 2,525,998 | 312,810 | 14.13% | 86,060,752 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.42% | 0.00% | 2,215,949 | -45,246 | -2.00% | 75,497,382 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.41% | 0.01% | 2,207,187 | -316,399 | -12.54% | 75,200,000 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 3.56% | 0.58% | 1,783,202 | 1,683,202 | 1683.20% | 60,753,692 | Jun 30, 2024 |
| STATE STREET CORP | 3.27% | 0.00% | 1,638,108 | -1,027,402 | -38.54% | 55,810,340,000 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 2.92% | 0.13% | 1,461,302 | -3,225,798 | -68.82% | 49,786,559 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 2.03% | 0.04% | 1,017,912 | -168,996 | -14.24% | 34,680,262 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.99% | 0.08% | 995,000 | - | - | 33,899,650,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.94% | 0.00% | 969,986 | 74,786 | 8.35% | 33,054,005 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.26% | 0.00% | 633,573 | 89,628 | 16.48% | 21,585,832 | Jun 30, 2024 |
| ORBIMED ADVISORS LLC | 1.22% | 0.41% | 612,500 | 54,000 | 9.67% | 20,867,875 | Jun 30, 2024 |
| SILVERARC CAPITAL MANAGEMENT, LLC | 0.97% | 3.91% | 486,306 | 2,334 | 0.48% | 16,568,445 | Jun 30, 2024 |
| NOVO HOLDINGS A/S | 0.75% | 0.74% | 375,000 | 375,000 | 100.00% | 12,776,250 | Jun 30, 2024 |
| BIOIMPACT CAPITAL LLC | 0.74% | 1.96% | 369,384 | 44,051 | 13.54% | 12,584,913 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.68% | 0.00% | 339,770 | 460 | 0.14% | 11,575,964,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.65% | 0.00% | 327,844 | 1,147 | 0.35% | 11,169,645 | Jun 30, 2024 |
Morphic's largest institutional shareholder is FMR LLC, holding 15.00% of the company's total share outstanding, currently valued at $256.00M. The top 10 institutional shareholders own together 67.21% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ECOR1 CAPITAL, LLC | 9.95% | 5.19% | 4,982,945 | 2,598,561 | 108.98% | 169,768,936 | Jun 30, 2024 |
| OMEGA FUND MANAGEMENT, LLC | 0.32% | 4.03% | 159,846 | - | - | 5,445,953 | Jun 30, 2024 |
| SILVERARC CAPITAL MANAGEMENT, LLC | 0.97% | 3.91% | 486,306 | 2,334 | 0.48% | 16,568,445 | Jun 30, 2024 |
| ARTAL GROUP S.A. | 5.04% | 2.19% | 2,525,998 | 312,810 | 14.13% | 86,060,752 | Jun 30, 2024 |
| BIOIMPACT CAPITAL LLC | 0.74% | 1.96% | 369,384 | 44,051 | 13.54% | 12,584,913 | Jun 30, 2024 |
| DAFNA CAPITAL MANAGEMENT LLC | 0.46% | 1.89% | 231,748 | - | - | 7,895,654 | Jun 30, 2024 |
| AFFINITY ASSET ADVISORS, LLC | 0.50% | 0.98% | 250,573 | 25,573 | 11.37% | 8,537,022 | Jun 30, 2024 |
| NOVO HOLDINGS A/S | 0.75% | 0.74% | 375,000 | 375,000 | 100.00% | 12,776,250 | Jun 30, 2024 |
| SATURN V CAPITAL MANAGEMENT LLC | 0.10% | 0.61% | 47,660 | -37,972 | -44.34% | 1,623,776 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 3.56% | 0.58% | 1,783,202 | 1,683,202 | 1683.20% | 60,753,692 | Jun 30, 2024 |
| BRANDYWINE MANAGERS, LLC | 0.03% | 0.51% | 14,286 | -6,000 | -29.58% | 486,724 | Jun 30, 2024 |
| HEALTHINVEST PARTNERS AB | 0.04% | 0.42% | 20,199 | 5,247 | 35.09% | 688,179 | Jun 30, 2024 |
| ORBIMED ADVISORS LLC | 1.22% | 0.41% | 612,500 | 54,000 | 9.67% | 20,867,875 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.13% | 0.23% | 66,628 | -20,002 | -23.09% | 2,270,016 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.01% | 0.13% | 2,625 | 2,625 | 100.00% | 89,434 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 2.92% | 0.13% | 1,461,302 | -3,225,798 | -68.82% | 49,786,559 | Jun 30, 2024 |
| FIDUCIARY TRUST CO | 0.43% | 0.11% | 214,366 | - | - | 7,303,450 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.05% | 0.09% | 26,474 | -34,663 | -56.70% | 901,969 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.99% | 0.08% | 995,000 | - | - | 33,899,650,000 | Jun 30, 2024 |
| VIRTUS ETF ADVISERS LLC | 0.01% | 0.05% | 3,262 | 327 | 11.14% | 111,136 | Jun 30, 2024 |
The largest Morphic shareholder by % of total assets is ECOR1 CAPITAL, LLC. The company owns 4.98M shares of Morphic (MORF), representing 5.19% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ECOR1 CAPITAL, LLC | 9.95% | 5.19% | 4,982,945 | 2,598,561 | 108.98% | 169,768,936 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 11.61% | 0.04% | 5,814,446 | 1,791,462 | 44.53% | 198,098,177 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 3.56% | 0.58% | 1,783,202 | 1,683,202 | 1683.20% | 60,753,692 | Jun 30, 2024 |
| NOVO HOLDINGS A/S | 0.75% | 0.74% | 375,000 | 375,000 | 100.00% | 12,776,250 | Jun 30, 2024 |
| ARTAL GROUP S.A. | 5.04% | 2.19% | 2,525,998 | 312,810 | 14.13% | 86,060,752 | Jun 30, 2024 |
| BLACKROCK INC. | 7.04% | 0.00% | 3,527,564 | 244,240 | 7.44% | 120,184,107 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.32% | 0.02% | 160,896 | 160,896 | 100.00% | 5,481,727 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.26% | 0.00% | 633,573 | 89,628 | 16.48% | 21,585,832 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.94% | 0.00% | 969,986 | 74,786 | 8.35% | 33,054,005 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.15% | 0.01% | 73,000 | 73,000 | 100.00% | 2,487,110 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.16% | 0.05% | 79,539 | 67,387 | 554.53% | 2,709,894 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.16% | 0.01% | 77,767 | 58,100 | 295.42% | 2,649,521 | Jun 30, 2024 |
| ORBIMED ADVISORS LLC | 1.22% | 0.41% | 612,500 | 54,000 | 9.67% | 20,867,875 | Jun 30, 2024 |
| BIOIMPACT CAPITAL LLC | 0.74% | 1.96% | 369,384 | 44,051 | 13.54% | 12,584,913 | Jun 30, 2024 |
| BARCLAYS PLC | 0.18% | 0.00% | 88,766 | 44,039 | 98.46% | 3,025,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.30% | 0.00% | 150,558 | 38,776 | 34.69% | 5,129,511 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.07% | 0.00% | 34,125 | 34,125 | 100.00% | 1,162,639 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.30% | 0.00% | 152,374 | 27,480 | 22.00% | 5,191,382 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.05% | 0.00% | 26,867 | 26,867 | 100.00% | 915,358 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.09% | 0.00% | 46,688 | 26,807 | 134.84% | 1,590,660 | Jun 30, 2024 |
As of Jun 30 2024, Morphic's largest institutional buyer is ECOR1 CAPITAL, LLC. The company purchased 2.60M stocks of MORF, valued at $169.77M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. | 2.92% | 0.13% | 1,461,302 | -3,225,798 | -68.82% | 49,786,559 | Jun 30, 2024 |
| STATE STREET CORP | 3.27% | 0.00% | 1,638,108 | -1,027,402 | -38.54% | 55,810,340,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4.41% | 0.01% | 2,207,187 | -316,399 | -12.54% | 75,200,000 | Jun 30, 2024 |
| PERCEPTIVE ADVISORS LLC | - | - | - | -288,221 | -100.00% | - | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -196,225 | -100.00% | - | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 2.03% | 0.04% | 1,017,912 | -168,996 | -14.24% | 34,680,262 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -149,253 | -100.00% | - | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.15% | 0.01% | 74,557 | -146,237 | -66.23% | 2,540,157 | Jun 30, 2024 |
| UBS GROUP AG | 0.08% | 0.00% | 41,460 | -107,534 | -72.17% | 1,412,543 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.35% | 0.01% | 177,420 | -79,331 | -30.90% | 6,044,699 | Jun 30, 2024 |
| MORGAN STANLEY | 0.30% | 0.00% | 152,366 | -68,209 | -30.92% | 5,191,141 | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | - | - | - | -64,195 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.31% | 0.00% | 152,819 | -61,637 | -28.74% | 5,206,543 | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -48,987 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.12% | 0.01% | 57,965 | -46,665 | -44.60% | 1,974,868 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.42% | 0.00% | 2,215,949 | -45,246 | -2.00% | 75,497,382 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.14% | 0.00% | 68,747 | -44,880 | -39.50% | 2,342,210 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.01% | 0.00% | 2,546 | -44,475 | -94.59% | 86,742 | Jun 30, 2024 |
| SATURN V CAPITAL MANAGEMENT LLC | 0.10% | 0.61% | 47,660 | -37,972 | -44.34% | 1,623,776 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -36,654 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Morphic's biggest institutional seller is POINT72 ASSET MANAGEMENT, L.P.. The company sold -3.23M shares of MORF, valued at $49.79M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NOVO HOLDINGS A/S | 0.75% | 0.74% | 375,000 | 375,000 | 100.00% | 12,776,250 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.15% | 0.01% | 73,000 | 73,000 | 100.00% | 2,487,110 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.05% | 0.00% | 26,867 | 26,867 | 100.00% | 915,358 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 22,331 | 22,331 | 100.00% | 760,649 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.04% | 0.04% | 21,459 | 21,459 | 100.00% | 731,108 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 21,431 | 21,431 | 100.00% | 730,154 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.04% | 0.03% | 17,760 | 17,760 | 100.00% | 605,083 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.03% | 0.00% | 14,054 | 14,054 | 100.00% | 478,820 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.02% | 0.04% | 10,227 | 10,227 | 100.00% | 348,434 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.02% | 0.00% | 8,691 | 8,691 | 100.00% | 296,000 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.02% | 0.00% | 7,873 | 7,873 | 100.00% | 268,233,000 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.01% | 0.13% | 2,625 | 2,625 | 100.00% | 89,434 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 48 | 48 | 100.00% | 1,636 | Jun 30, 2024 |
Morphic's largest new institutional shareholder by number of shares is NOVO HOLDINGS A/S, purchased 375.00K shares, valued at $12.78M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PERCEPTIVE ADVISORS LLC | - | - | - | -288,221 | -100.00% | - | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -196,225 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -149,253 | -100.00% | - | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | - | - | - | -64,195 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -48,987 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -36,654 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -31,495 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -22,835 | -100.00% | - | Jun 30, 2024 |
| ADAR1 CAPITAL MANAGEMENT, LLC | - | - | - | -19,701 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -18,797 | -100.00% | - | Jun 30, 2024 |
| E FUND MANAGEMENT CO., LTD. | - | - | - | -10,434 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | - | - | - | -9,822 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -7,765 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -5,705 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,004 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -152 | -100.00% | - | Jun 30, 2024 |
| SIGNATUREFD, LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
Morphic's largest sold out institutional shareholder by shares sold is PERCEPTIVE ADVISORS LLC, sold -0.29M shares, valued at -, as of undefined.
Morphic Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ALGER FUNDS II | 0.41% | 92,581 | - | - | Jan 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.27% | 67,131 | 5,056 | 8.14% | Dec 31, 2023 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.22% | 722,960 | 209,520 | 40.81% | Mar 31, 2024 |
| T. Rowe Price New Horizons Fund, Inc. | 0.20% | 980,853 | -7,302 | -0.74% | Mar 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.17% | 352,430 | - | - | Feb 29, 2024 |
| AB DISCOVERY GROWTH FUND, INC. | 0.16% | 244,219 | - | - | Jan 31, 2024 |
| TEKLA LIFE SCIENCES INVESTORS | 0.09% | 44,625 | - | - | Mar 31, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.08% | 2,342,248 | 236,014 | 11.21% | Feb 29, 2024 |
| TEKLA HEALTHCARE INVESTORS | 0.07% | 61,346 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.06% | 205,728 | 733 | 0.36% | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.06% | 467,512 | -30,000 | -6.03% | Jan 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.05% | 14,049 | - | - | Jan 31, 2024 |
| Federated Hermes Equity Funds | 0.05% | 1,000,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 24,600 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.05% | 165,180 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.04% | 536,966 | 22,767 | 4.43% | Jan 31, 2024 |
| ALGER PORTFOLIOS | 0.04% | 15,920 | - | - | Dec 31, 2023 |
| ALGER FUNDS | 0.04% | 35,366 | - | - | Jan 31, 2024 |
| BlackRock Health Sciences Trust | 0.03% | 7,827 | - | - | Mar 31, 2024 |
| BlackRock Health Sciences Trust II | 0.03% | 75,190 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.03% | 1,696,799 | 174,200 | 11.44% | Feb 29, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.02% | 1,237,989 | - | - | Jan 31, 2024 |
| Humankind Benefit Corp | 0.02% | 501 | 282 | 128.77% | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.02% | 60,000 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.02% | 11,200 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.02% | 35,779 | 10,700 | 42.67% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 72,792 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.01% | 114,500 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 145,838 | 2,800 | 1.96% | Jan 31, 2024 |
| AB CAP FUND, INC. | 0.01% | 402,789 | - | - | Jan 31, 2024 |
| Advantage Advisers Xanthus Fund, L.L.C. | 0.01% | 33,629 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 63,007 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,596 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 42,848 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 768,387 | 10,900 | 1.44% | Jan 31, 2024 |
| ACAP Strategic Fund | 0.01% | 109,191 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 76,690 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 14,217 | - | - | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 16,567 | 5,594 | 50.98% | Feb 29, 2024 |
| Nushares ETF Trust | 0.00% | 34,381 | 10,577 | 44.43% | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 106,128 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,779,933 | -578,605 | -24.53% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 33,000 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 36,169 | 2,314 | 6.84% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 112,370 | 4,231 | 3.91% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 597 | - | - | Mar 31, 2024 |
| Bernstein Fund Inc | 0.00% | 22,710 | - | - | Mar 31, 2024 |
| HARTFORD SERIES FUND INC | 0.00% | 110,348 | 66,575 | 152.09% | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.00% | 4,816 | - | - | Jan 31, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.00% | 100,000 | - | - | Mar 31, 2024 |
| ETFis Series Trust I | 0.00% | 2,777 | 1,123 | 67.90% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 387,755 | 25,565 | 7.06% | Feb 29, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 16,219 | - | - | Mar 28, 2024 |
| FEDERATED HERMES INSURANCE SERIES | 0.00% | 7,600 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 15,095 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,804 | - | - | Mar 31, 2024 |
| Ultimus Managers Trust | 0.00% | 15,563 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 28,000 | - | - | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 194,646 | 85,415 | 78.20% | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 225,036 | - | - | Feb 29, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.00% | 5,496 | - | - | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 10,511 | - | - | Dec 31, 2023 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 4,430 | 1,857 | 72.17% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 19,644 | 1,530 | 8.45% | Jan 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 2,088 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 2,340 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 11,505 | -167 | -1.43% | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 8,260 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 22,065 | -4,516 | -16.99% | Mar 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 10,256 | - | - | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 19,260 | 10,220 | 113.05% | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 62,343 | 1,480 | 2.43% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 11,029 | 1,468 | 15.35% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 40,187 | - | - | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 97,702 | 5,622 | 6.11% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 4,786 | -394 | -7.61% | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 7,746 | - | - | Mar 31, 2024 |
| Series Portfolios Trust | 0.00% | 2,392 | -273 | -10.24% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 12,158 | -2,234 | -15.52% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,836 | 43 | 2.40% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 87,906 | 82,830 | 1631.80% | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 213,051 | 13,116 | 6.56% | Feb 29, 2024 |
| Global X Funds | 0.00% | 15,613 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 2,202 | -7,310 | -76.85% | Aug 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,709 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,705 | 2,705 | - | Mar 28, 2024 |
| T. Rowe Price Exchange-Traded Funds, Inc. | 0.00% | 1,906 | 439 | 29.93% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 2,400 | - | - | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 113 | - | - | Apr 30, 2021 |
| HARTFORD MUTUAL FUNDS II INC | 0.00% | 34,828 | -2,664 | -7.11% | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 13,100 | -300 | -2.24% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,331 | 210 | 9.90% | Mar 31, 2024 |
| BlackRock ETF Trust | 0.00% | 154 | 6 | 4.05% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 456 | - | - | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 8,251 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 64,881 | -15,510 | -19.29% | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.00% | 10,634 | 10,111 | 1933.27% | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 15,805 | 5,524 | 53.73% | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 14,465 | 2,536 | 21.26% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 16,203 | -30 | -0.18% | Mar 28, 2024 |
Morphic's largest mutual fund holder by % of total assets is "ALGER FUNDS II", owning 92.58K shares, compromising 0.41% of its total assets.
Morphic Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 136 | -2.16% |
| 31 Mar, 24 | 139 | 1.46% |
| 31 Dec, 23 | 137 | -6.16% |
| 30 Sep, 23 | 146 | -10.43% |
| 30 Jun, 23 | 163 | 18.12% |
| 31 Mar, 23 | 138 | 24.32% |
| 31 Dec, 22 | 111 | - |
| 30 Sep, 22 | 111 | 15.63% |
| 30 Jun, 22 | 96 | -3.03% |
| 31 Mar, 22 | 99 | -9.17% |
| 31 Dec, 21 | 109 | -2.68% |
| 30 Sep, 21 | 112 | 6.67% |
| 30 Jun, 21 | 105 | -2.78% |
| 31 Mar, 21 | 108 | 40.26% |
| 31 Dec, 20 | 77 | 42.59% |
| 30 Sep, 20 | 54 | 3.85% |
| 30 Jun, 20 | 52 | 15.56% |
| 31 Mar, 20 | 45 | 18.42% |
| 31 Dec, 19 | 38 | -11.63% |
| 30 Sep, 19 | 43 | 48.28% |
| 30 Jun, 19 | 29 | - |
As of 30 Jun 24, 136 institutions are holding Morphic's shares, representing a decrease of -2.16% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 45,225,877 | 1.69% |
| 31 Mar, 24 | 44,474,634 | 3.57% |
| 31 Dec, 23 | 42,939,861 | 5.23% |
| 30 Sep, 23 | 40,803,941 | 5.58% |
| 30 Jun, 23 | 38,648,129 | 28.47% |
| 31 Mar, 23 | 30,082,510 | -2.86% |
| 31 Dec, 22 | 30,968,672 | 0.48% |
| 30 Sep, 22 | 30,821,226 | -1.77% |
| 30 Jun, 22 | 31,376,723 | 10.14% |
| 31 Mar, 22 | 28,487,563 | 5.03% |
| 31 Dec, 21 | 27,124,044 | 1.78% |
| 30 Sep, 21 | 26,649,112 | 1.86% |
| 30 Jun, 21 | 26,163,019 | 3.41% |
| 31 Mar, 21 | 25,300,518 | 20.74% |
| 31 Dec, 20 | 20,955,202 | 9.59% |
| 30 Sep, 20 | 19,121,207 | 2.53% |
| 30 Jun, 20 | 18,648,846 | 6.37% |
| 31 Mar, 20 | 17,532,618 | 25.22% |
| 31 Dec, 19 | 14,000,897 | 1.65% |
| 30 Sep, 19 | 13,773,435 | 12.29% |
| 30 Jun, 19 | 12,266,271 | - |
Morphic (MORF) has 45.23M shares outstanding as of 30 Jun 24, up 1.69% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 90.28% | 1.14% |
| 31 Mar, 24 | 88.93% | 1.19% |
| 31 Dec, 23 | 86.32% | 1.27% |
| 30 Sep, 23 | 82.35% | 0.99% |
| 30 Jun, 23 | 91.21% | 1.62% |
| 31 Mar, 23 | 75.00% | 1.16% |
| 31 Dec, 22 | 80.26% | 1.25% |
| 30 Sep, 22 | 80.07% | 1.19% |
| 30 Jun, 22 | 82.04% | 1.39% |
| 31 Mar, 22 | 76.72% | 1.34% |
| 31 Dec, 21 | 75.77% | 1.43% |
| 30 Sep, 21 | 72.92% | 1.39% |
| 30 Jun, 21 | 72.43% | 1.27% |
| 31 Mar, 21 | 75.45% | 1.60% |
| 31 Dec, 20 | 68.63% | 1.75% |
| 30 Sep, 20 | 62.62% | 1.66% |
| 30 Jun, 20 | 61.42% | 1.82% |
| 31 Mar, 20 | 58.08% | 2.69% |
| 31 Dec, 19 | 46.50% | 2.14% |
| 30 Sep, 19 | 46.62% | 2.62% |
| 30 Jun, 19 | 42.19% | - |
As of 30 Jun 24, Morphic is held by 90.28% institutional shareholders, representing a 1.14% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 70 | - |
| 31 Mar, 24 | 70 | -22.22% |
| 31 Dec, 23 | 90 | - |
| 30 Sep, 23 | 90 | -23.08% |
| 30 Jun, 23 | 117 | 69.57% |
| 31 Mar, 23 | 69 | 16.95% |
| 31 Dec, 22 | 59 | -14.49% |
| 30 Sep, 22 | 69 | 9.52% |
| 30 Jun, 22 | 63 | 36.96% |
| 31 Mar, 22 | 46 | -24.59% |
| 31 Dec, 21 | 61 | 3.39% |
| 30 Sep, 21 | 59 | -16.90% |
| 30 Jun, 21 | 71 | - |
| 31 Mar, 21 | 71 | 26.79% |
| 31 Dec, 20 | 56 | 100.00% |
| 30 Sep, 20 | 28 | -24.32% |
| 30 Jun, 20 | 37 | 23.33% |
| 31 Mar, 20 | 30 | 30.43% |
| 31 Dec, 19 | 23 | -23.33% |
| 30 Sep, 19 | 30 | 7.14% |
| 30 Jun, 19 | 28 | - |
70 institutional shareholders have increased their position in MORF stock as of 30 Jun 24 compared to 70 in the previous quarter (a 0.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 44 | 4.76% |
| 31 Mar, 24 | 42 | 35.48% |
| 31 Dec, 23 | 31 | -3.13% |
| 30 Sep, 23 | 32 | 3.23% |
| 30 Jun, 23 | 31 | -32.61% |
| 31 Mar, 23 | 46 | 39.39% |
| 31 Dec, 22 | 33 | 26.92% |
| 30 Sep, 22 | 26 | 36.84% |
| 30 Jun, 22 | 19 | -47.22% |
| 31 Mar, 22 | 36 | 33.33% |
| 31 Dec, 21 | 27 | -12.90% |
| 30 Sep, 21 | 31 | 40.91% |
| 30 Jun, 21 | 22 | -24.14% |
| 31 Mar, 21 | 29 | 163.64% |
| 31 Dec, 20 | 11 | -21.43% |
| 30 Sep, 20 | 14 | 27.27% |
| 30 Jun, 20 | 11 | 57.14% |
| 31 Mar, 20 | 7 | - |
| 31 Dec, 19 | 7 | -22.22% |
| 30 Sep, 19 | 9 | - |
| 30 Jun, 19 | - | - |
44 institutional shareholders have reduced their position in MORF stock as of 30 Jun 24 compared to 42 in the previous quarter (a 4.76% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 136 | -2.16% | 45,225,877 | 1.69% | 90.28% | 1.14% | 70 | - | 44 | 4.76% |
| 31 Mar, 24 | 139 | 1.46% | 44,474,634 | 3.57% | 88.93% | 1.19% | 70 | -22.22% | 42 | 35.48% |
| 31 Dec, 23 | 137 | -6.16% | 42,939,861 | 5.23% | 86.32% | 1.27% | 90 | - | 31 | -3.13% |
| 30 Sep, 23 | 146 | -10.43% | 40,803,941 | 5.58% | 82.35% | 0.99% | 90 | -23.08% | 32 | 3.23% |
| 30 Jun, 23 | 163 | 18.12% | 38,648,129 | 28.47% | 91.21% | 1.62% | 117 | 69.57% | 31 | -32.61% |
| 31 Mar, 23 | 138 | 24.32% | 30,082,510 | -2.86% | 75.00% | 1.16% | 69 | 16.95% | 46 | 39.39% |
| 31 Dec, 22 | 111 | - | 30,968,672 | 0.48% | 80.26% | 1.25% | 59 | -14.49% | 33 | 26.92% |
| 30 Sep, 22 | 111 | 15.63% | 30,821,226 | -1.77% | 80.07% | 1.19% | 69 | 9.52% | 26 | 36.84% |
| 30 Jun, 22 | 96 | -3.03% | 31,376,723 | 10.14% | 82.04% | 1.39% | 63 | 36.96% | 19 | -47.22% |
| 31 Mar, 22 | 99 | -9.17% | 28,487,563 | 5.03% | 76.72% | 1.34% | 46 | -24.59% | 36 | 33.33% |
| 31 Dec, 21 | 109 | -2.68% | 27,124,044 | 1.78% | 75.77% | 1.43% | 61 | 3.39% | 27 | -12.90% |
| 30 Sep, 21 | 112 | 6.67% | 26,649,112 | 1.86% | 72.92% | 1.39% | 59 | -16.90% | 31 | 40.91% |
| 30 Jun, 21 | 105 | -2.78% | 26,163,019 | 3.41% | 72.43% | 1.27% | 71 | - | 22 | -24.14% |
| 31 Mar, 21 | 108 | 40.26% | 25,300,518 | 20.74% | 75.45% | 1.60% | 71 | 26.79% | 29 | 163.64% |
| 31 Dec, 20 | 77 | 42.59% | 20,955,202 | 9.59% | 68.63% | 1.75% | 56 | 100.00% | 11 | -21.43% |
| 30 Sep, 20 | 54 | 3.85% | 19,121,207 | 2.53% | 62.62% | 1.66% | 28 | -24.32% | 14 | 27.27% |
| 30 Jun, 20 | 52 | 15.56% | 18,648,846 | 6.37% | 61.42% | 1.82% | 37 | 23.33% | 11 | 57.14% |
| 31 Mar, 20 | 45 | 18.42% | 17,532,618 | 25.22% | 58.08% | 2.69% | 30 | 30.43% | 7 | - |
| 31 Dec, 19 | 38 | -11.63% | 14,000,897 | 1.65% | 46.50% | 2.14% | 23 | -23.33% | 7 | -22.22% |
| 30 Sep, 19 | 43 | 48.28% | 13,773,435 | 12.29% | 46.62% | 2.62% | 30 | 7.14% | 9 | - |
| 30 Jun, 19 | 29 | - | 12,266,271 | - | 42.19% | - | 28 | - | - | - |
Morphic Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Morphic's stock was made by DeVaul William on Aug 07 2024, selling 4,000 shares at - per share (valued at -).
Morphic Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 5 | 12 | 41.67% |
| Q2 2024 | 8 | - | - |
| Q1 2024 | 24 | 16 | 150.00% |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 3 | 9 | 33.33% |
| Q2 2023 | 26 | 33 | 78.79% |
| Q1 2023 | 25 | 10 | 250.00% |
| Q2 2022 | 18 | 6 | 300.00% |
| Q1 2022 | 10 | - | - |
| Q4 2021 | 9 | 15 | 60.00% |
| Q3 2021 | 14 | 16 | 87.50% |
| Q2 2021 | 28 | 80 | 35.00% |
| Q1 2021 | 18 | 195 | 9.23% |
| Q4 2020 | 23 | 115 | 20.00% |
| Q3 2020 | 7 | 27 | 25.93% |
| Q2 2020 | 8 | 7 | 114.29% |
| Q1 2020 | 8 | 1 | 800.00% |
| Q4 2019 | 1 | - | - |
| Q3 2019 | 30 | 17 | 176.47% |
| Q2 2019 | 2 | 37 | 5.41% |
5 total buy trades, and 12 total sell trades (buy/sell ratio of 0.42%) were made by Morphic's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 5 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | 5 | - |
| Q4 2023 | 2 | - | - |
| Q3 2023 | - | 6 | - |
| Q2 2023 | 1 | 16 | 6.25% |
| Q1 2023 | - | 7 | - |
| Q2 2022 | - | 2 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 5 | - |
| Q3 2021 | 7 | 10 | 70.00% |
| Q2 2021 | 8 | 75 | 10.67% |
| Q1 2021 | 3 | 186 | 1.61% |
| Q4 2020 | - | 93 | - |
| Q3 2020 | - | 20 | - |
| Q2 2020 | - | 6 | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | 8 | - | - |
| Q2 2019 | 1 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 5 open market sell trades of Morphic's stocks.
Morphic Peer Ownership
| Ticker | Company |
|---|---|
| DICE | DICE Therapeutics, Inc. |
| PLRX | Pliant Therapeutics, Inc. |
| AKRO | Akero Therapeutics, Inc. |
| RVMD | Revolution Medicines, Inc. Warrant |
| VTYX | Ventyx Biosciences, Inc. |
| STOK | Stoke Therapeutics, Inc. |
| IMCR | Immunocore Holdings plc |
| RNA | Avidity Biosciences, Inc. |
| TERN | Terns Pharmaceuticals, Inc. |
| VKTX | Viking Therapeutics, Inc. |
| INZY | Inozyme Pharma, Inc. |
| ACLX | Arcellx, Inc. |
| ETNB | 89bio, Inc. |
| PCVX | Vaxcyte, Inc. |
| PTGX | Protagonist Therapeutics, Inc. |
| MDGL | Madrigal Pharmaceuticals, Inc. |
MORF Ownership FAQ
Who Owns Morphic?
Morphic is owned by institutional shareholders (90.28%), insiders (17.13%), and public (-7.41%). The largest institutional shareholder of Morphic is FMR LLC (15.00% of total shares) and the top mutual fund owner is ALGER FUNDS II (0.41% of total shares).
Who are the major institutional shareholders of Morphic?
Morphic's major institutional shareholders are FMR LLC, WELLINGTON MANAGEMENT GROUP LLP, ECOR1 CAPITAL, LLC, BLACKROCK INC., and ARTAL GROUP S.A.. The top five shareholders own together 48.64% of the company's share outstanding.
How many Morphic shareholders are there?
As of Jun 2024, there are 136 institutional shareholders of Morphic.
What percentage of Morphic is owned by FMR LLC?
FMR LLC owns 7.51M shares of Morphic, representing 15.00% of the company's total shares outstanding, valued at $256M (as of Jun 2024).
What percentage of Morphic is owned by WELLINGTON MANAGEMENT GROUP LLP?
As of Jun 2024, WELLINGTON MANAGEMENT GROUP LLP holds 5.81M shares of Morphic (MORF), compromising 11.61% of the company, valued at $198.1M.
What percentage of Morphic is owned by ECOR1 CAPITAL, LLC?
ECOR1 CAPITAL, LLC is the third largest holder of Morphic. The company owns 4.98M of the company's shares outstanding (worth $169.77M).