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This page summarizes the REGN holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether REGN is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing REGN Share Count |
|---|
| Norden Group LLC |
262 |
7,002 |
+6,740 |
+2572.52% |
| West Paces Advisors Inc. |
4 |
27 |
+23 |
+575.00% |
| Rise Advisors LLC |
25 |
86 |
+61 |
+244.00% |
| Hexagon Capital Partners LLC |
10 |
21 |
+11 |
+110.00% |
| Keel Point LLC |
268 |
440 |
+172 |
+64.18% |
| Simon Quick Advisors LLC |
449 |
680 |
+231 |
+51.45% |
| Stratos Wealth Partners LTD. |
423 |
625 |
+202 |
+47.75% |
| Greenfield Savings Bank |
292 |
415 |
+123 |
+42.12% |
| Ballentine Partners LLC |
755 |
1,040 |
+285 |
+37.75% |
| Miracle Mile Advisors LLC |
1,497 |
2,051 |
+554 |
+37.01% |
| Banque Cantonale Vaudoise |
3,496 |
4,663 |
+1,167 |
+33.38% |
| Trifecta Capital Advisors LLC |
2,533 |
3,298 |
+765 |
+30.20% |
| Outlook Wealth Advisors LLC |
261 |
334 |
+73 |
+27.97% |
| Cassia Capital Partners LLC |
621 |
777 |
+156 |
+25.12% |
| Hennion & Walsh Asset Management Inc. |
1,939 |
2,365 |
+426 |
+21.97% |
| GAMMA Investing LLC |
730 |
884 |
+154 |
+21.10% |
| JJJ Advisors Inc. |
184 |
221 |
+37 |
+20.11% |
| Wedmont Private Capital |
1,190 |
1,423 |
+233 |
+19.58% |
| Capital Advisors Ltd. LLC |
11 |
13 |
+2 |
+18.18% |
| Berger Financial Group Inc |
329 |
377 |
+48 |
+14.59% |
| Wealthcare Advisory Partners LLC |
257 |
294 |
+37 |
+14.40% |
| Gateway Investment Advisers LLC |
1,176 |
1,337 |
+161 |
+13.69% |
| Wealth Enhancement Advisory Services LLC |
20,739 |
23,151 |
+2,412 |
+11.63% |
| Allspring Global Investments Holdings LLC |
52,299 |
58,217 |
+5,918 |
+11.32% |
| New Mexico Educational Retirement Board |
5,600 |
6,200 |
+600 |
+10.71% |
| Portside Wealth Group LLC |
546 |
599 |
+53 |
+9.71% |
| Marshall Financial Group LLC |
932 |
1,022 |
+90 |
+9.66% |
| International Assets Investment Management LLC |
673 |
736 |
+63 |
+9.36% |
| Park Avenue Securities LLC |
1,530 |
1,671 |
+141 |
+9.22% |
| Procyon Private Wealth Partners LLC |
3,205 |
3,473 |
+268 |
+8.36% |
| Atlantic Union Bankshares Corp |
1,434 |
1,549 |
+115 |
+8.02% |
| Flagship Harbor Advisors LLC |
240 |
259 |
+19 |
+7.92% |
| River Street Advisors LLC |
430 |
460 |
+30 |
+6.98% |
| Raymond James & Associates |
66,999 |
71,341 |
+4,342 |
+6.48% |
| Oak Harvest Investment Services |
1,211 |
1,277 |
+66 |
+5.45% |
| Traynor Capital Management Inc. |
18,868 |
19,746 |
+878 |
+4.65% |
| FCG Investment Co |
723 |
754 |
+31 |
+4.29% |
| Valley National Advisers Inc. |
1,394 |
1,453 |
+59 |
+4.23% |
| Woodstock Corp |
4,052 |
4,222 |
+170 |
+4.20% |
| Drive Wealth Management LLC |
311 |
324 |
+13 |
+4.18% |
| Transform Wealth LLC |
8,450 |
8,794 |
+344 |
+4.07% |
| Cardinal Capital Management |
7,490 |
7,774 |
+284 |
+3.79% |
| Legato Capital Management LLC |
5,495 |
5,695 |
+200 |
+3.64% |
| Valeo Financial Advisors LLC |
640 |
661 |
+21 |
+3.28% |
| Horizon Wealth Management LLC |
491 |
506 |
+15 |
+3.05% |
| Fulton Bank N.A. |
3,753 |
3,864 |
+111 |
+2.96% |
| Veriti Management LLC |
3,284 |
3,381 |
+97 |
+2.95% |
| Signet Financial Management LLC |
3,942 |
4,020 |
+78 |
+1.98% |
| Nilsine Partners LLC |
1,159 |
1,182 |
+23 |
+1.98% |
| Stratos Wealth Advisors LLC |
8,309 |
8,465 |
+156 |
+1.88% |
| Altfest L J & Co. Inc. |
965 |
983 |
+18 |
+1.87% |
| Westhampton Capital LLC |
863 |
878 |
+15 |
+1.74% |
| Asio Capital LLC |
2,502 |
2,545 |
+43 |
+1.72% |
| Slow Capital Inc. |
11,844 |
12,040 |
+196 |
+1.65% |
| Diversified Trust Co |
1,169 |
1,187 |
+18 |
+1.54% |
| Green Alpha Advisors LLC |
461 |
468 |
+7 |
+1.52% |
| Alaska Permanent Fund Corp |
3,846 |
3,904 |
+58 |
+1.51% |
| NorthCrest Asset Manangement LLC |
10,406 |
10,549 |
+143 |
+1.37% |
| Wealthfront Advisers LLC |
9,611 |
9,740 |
+129 |
+1.34% |
| Mezzasalma Advisors LLC |
2,500 |
2,533 |
+33 |
+1.32% |
| Shikiar Asset Management Inc. |
838 |
849 |
+11 |
+1.31% |
| Massmutual Trust Co. FSB ADV |
4,013 |
4,065 |
+52 |
+1.30% |
| Harbor Investment Advisory LLC |
3,673 |
3,708 |
+35 |
+0.95% |
| Maryland State Retirement & Pension System |
7,980 |
8,048 |
+68 |
+0.85% |
| Welch Group LLC |
410 |
413 |
+3 |
+0.73% |
| CVA Family Office LLC |
137 |
138 |
+1 |
+0.73% |
| Cravens & Co Advisors LLC |
1,284 |
1,291 |
+7 |
+0.55% |
| NBC Securities Inc. |
201 |
202 |
+1 |
+0.50% |
| Gulf International Bank UK Ltd |
8,864 |
8,907 |
+43 |
+0.49% |
| Mather Group LLC. |
1,045 |
1,049 |
+4 |
+0.38% |
| McLean Asset Management Corp |
361 |
362 |
+1 |
+0.28% |
| 13F Filers Reporting New Positions In REGN |
|---|
| GoalVest Advisory LLC |
0 |
0 |
UNCH |
100% |
| OLD National Bancorp IN |
0 |
274 |
+274 |
+100% |
| Courier Capital LLC |
0 |
994 |
+994 |
+100% |
| Burns J W & Co. Inc. NY |
0 |
1,040 |
+1,040 |
+100% |
| First Citizens Bank & Trust Co. |
0 |
295 |
+295 |
+100% |
| Montecito Bank & Trust |
0 |
540 |
+540 |
+100% |
| Northwest Investment Counselors LLC |
0 |
184 |
+184 |
+100% |
| Riverview Trust Co |
0 |
74 |
+74 |
+100% |
| Integrated Investment Consultants LLC |
0 |
308 |
+308 |
+100% |
| 180 Wealth Advisors LLC |
0 |
227 |
+227 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
266 |
+266 |
+100% |
| Gunderson Capital Management Inc. |
0 |
6,064 |
+6,064 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
400 |
+400 |
+100% |
| Fifth Third Wealth Advisors LLC |
0 |
225 |
+225 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
7 |
+7 |
+100% |
| Range Financial Group LLC |
0 |
238 |
+238 |
+100% |
| Retirement Guys Formula LLC |
0 |
1,193 |
+1,193 |
+100% |
| Global Assets Advisory LLC |
0 |
352,829 |
+352,829 |
+100% |
| GuoLine Advisory Pte Ltd |
0 |
25,900 |
+25,900 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Meyer Handelman Co. |
4,265 |
4,265 |
UNCH |
0.00% |
| Stonebridge Capital Management Inc. |
735 |
735 |
UNCH |
0.00% |
| Rowland & Co. Investment Counsel ADV |
116 |
116 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
18 |
18 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
150 |
150 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
485 |
485 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
7 |
7 |
UNCH |
0.00% |
| Bangor Savings Bank |
1,000 |
1,000 |
UNCH |
0.00% |
| Penbrook Management LLC |
1,147 |
1,147 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
30 |
30 |
UNCH |
0.00% |
| Aspiriant LLC |
398 |
398 |
UNCH |
0.00% |
| Ipswich Investment Management Co. Inc. |
245 |
245 |
UNCH |
0.00% |
| Asset Dedication LLC |
15 |
15 |
UNCH |
0.00% |
| Kessler Investment Group LLC |
30 |
30 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
1,473 |
1,473 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
50 |
50 |
UNCH |
0.00% |
| Founders Capital Management LLC |
7,839 |
7,839 |
UNCH |
0.00% |
| E&G Advisors LP |
301 |
301 |
UNCH |
0.00% |
| CKW Financial Group |
110 |
110 |
UNCH |
0.00% |
| St. Johns Investment Management Company LLC |
86 |
86 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
37 |
37 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
13 |
13 |
UNCH |
0.00% |
| Cornerstone Wealth Management LLC |
300 |
300 |
UNCH |
0.00% |
| Unison Advisors LLC |
5,998 |
5,998 |
UNCH |
0.00% |
| Security National Bank |
400 |
400 |
UNCH |
0.00% |
| Gradient Capital Advisors LLC |
384 |
384 |
UNCH |
0.00% |
| Kovack Advisors Inc. |
332 |
332 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
186 |
186 |
UNCH |
0.00% |
| Versant Capital Management Inc |
31 |
31 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
42 |
42 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
10 |
10 |
UNCH |
0.00% |
| Tsfg LLC |
90 |
90 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
115 |
115 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
66 |
66 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
1 |
1 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
3 |
3 |
UNCH |
0.00% |
| Purus Wealth Management LLC |
300 |
300 |
UNCH |
0.00% |
| Bank of New Hampshire |
2 |
2 |
UNCH |
0.00% |
| Five Oceans Advisors |
281 |
281 |
UNCH |
0.00% |
| Maryland Capital Advisors Inc. |
130 |
130 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
8 |
8 |
UNCH |
0.00% |
| DGS Capital Management LLC |
376 |
376 |
UNCH |
0.00% |
| Red Tortoise LLC |
8 |
8 |
UNCH |
0.00% |
| KRS Capital Management LLC |
330 |
330 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
41 |
41 |
UNCH |
0.00% |
| High Net Worth Advisory Group LLC |
302 |
302 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
20 |
20 |
UNCH |
0.00% |
| Pacific Sage Partners LLC |
284 |
284 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
35 |
35 |
UNCH |
0.00% |
| Cyndeo Wealth Partners LLC |
839 |
839 |
UNCH |
0.00% |
| Daymark Wealth Partners LLC |
347 |
347 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
11 |
11 |
UNCH |
0.00% |
| PFS Partners LLC |
14 |
14 |
UNCH |
0.00% |
| Financial Perspectives Inc |
174 |
174 |
UNCH |
0.00% |
| Sivia Capital Partners LLC |
271 |
271 |
UNCH |
0.00% |
| 13F Filers Decreasing REGN Share Count |
|---|
| Atlas Capital Advisors LLC |
8,485 |
151 |
-8,334 |
-98.22% |
| Los Angeles Capital Management & Equity Research Inc. |
5,345 |
1,243 |
-4,102 |
-76.74% |
| Park Place Capital Corp |
22 |
7 |
-15 |
-68.18% |
| Sound Income Strategies LLC |
20 |
10 |
-10 |
-50.00% |
| Exchange Traded Concepts LLC |
4,954 |
3,149 |
-1,805 |
-36.44% |
| ARK Investment Management LLC |
27,731 |
18,213 |
-9,518 |
-34.32% |
| AdvisorNet Financial Inc |
103 |
69 |
-34 |
-33.01% |
| Dynamic Advisor Solutions LLC |
877 |
590 |
-287 |
-32.73% |
| Congress Wealth Management LLC DE |
307 |
210 |
-97 |
-31.60% |
| Anderson Hoagland & Co. |
5,055 |
3,489 |
-1,566 |
-30.98% |
| Cornerstone Wealth Group LLC |
5,071 |
3,614 |
-1,457 |
-28.73% |
| Everpar Advisors LLC |
890 |
689 |
-201 |
-22.58% |
| Boston Common Asset Management LLC |
42,652 |
34,381 |
-8,271 |
-19.39% |
| Bruce G. Allen Investments LLC |
45 |
37 |
-8 |
-17.78% |
| First Hawaiian Bank |
3,159 |
2,660 |
-499 |
-15.80% |
| Perpetual Ltd |
100,219 |
84,779 |
-15,440 |
-15.41% |
| Plimoth Trust Co. LLC |
1,132 |
968 |
-164 |
-14.49% |
| Clarius Group LLC |
782 |
677 |
-105 |
-13.43% |
| Symmetry Partners LLC |
873 |
779 |
-94 |
-10.77% |
| Arthur M. Cohen & Associates LLC |
245 |
220 |
-25 |
-10.20% |
| CWM LLC |
2,438 |
2,198 |
-240 |
-9.84% |
| Capstone Wealth Management Group LLC |
1,984 |
1,795 |
-189 |
-9.53% |
| State of Alaska Department of Revenue |
23,134 |
21,239 |
-1,895 |
-8.19% |
| Central Bank & Trust Co. |
1,487 |
1,376 |
-111 |
-7.46% |
| Hartford Investment Management Co. |
7,219 |
6,828 |
-391 |
-5.42% |
| Partnership Wealth Management LLC |
58 |
55 |
-3 |
-5.17% |
| MV Capital Management Inc. |
83 |
79 |
-4 |
-4.82% |
| CX Institutional |
315 |
300 |
-15 |
-4.76% |
| AlphaMark Advisors LLC |
1,825 |
1,741 |
-84 |
-4.60% |
| Kingswood Wealth Advisors LLC |
1,467 |
1,404 |
-63 |
-4.29% |
| Financial Management Professionals Inc. |
123 |
118 |
-5 |
-4.07% |
| Veracity Capital LLC |
6,363 |
6,122 |
-241 |
-3.79% |
| Adirondack Trust Co. |
438 |
422 |
-16 |
-3.65% |
| DNB Asset Management AS |
32,293 |
31,234 |
-1,059 |
-3.28% |
| Hudson Capital Management LLC |
4,783 |
4,641 |
-142 |
-2.97% |
| MCF Advisors LLC |
36 |
35 |
-1 |
-2.78% |
| Oak Asset Management LLC |
1,860 |
1,810 |
-50 |
-2.69% |
| RK Asset Management LLC |
9,399 |
9,219 |
-180 |
-1.92% |
| Winthrop Advisory Group LLC |
300 |
295 |
-5 |
-1.67% |
| Crescent Sterling Ltd. |
440 |
433 |
-7 |
-1.59% |
| State of Michigan Retirement System |
29,321 |
28,921 |
-400 |
-1.36% |
| Raymond James Financial Services Advisors Inc. |
8,772 |
8,657 |
-115 |
-1.31% |
| BKD Wealth Advisors LLC |
3,288 |
3,245 |
-43 |
-1.31% |
| StoneCrest Wealth Management Inc. |
325 |
321 |
-4 |
-1.23% |
| Atwood & Palmer Inc. |
44,474 |
43,938 |
-536 |
-1.21% |
| Capital Investment Advisors LLC |
295 |
292 |
-3 |
-1.02% |
| Tealwood Asset Management Inc. |
1,748 |
1,731 |
-17 |
-0.97% |
| Czech National Bank |
18,766 |
18,588 |
-178 |
-0.95% |
| GraniteShares Advisors LLC |
1,137 |
1,128 |
-9 |
-0.79% |
| IFM Investors Pty Ltd |
22,702 |
22,568 |
-134 |
-0.59% |
| Jacobs & Co. CA |
9,521 |
9,476 |
-45 |
-0.47% |
| Pflug Koory LLC |
1,083 |
1,078 |
-5 |
-0.46% |
| Gilman Hill Asset Management LLC |
4,907 |
4,892 |
-15 |
-0.31% |
| Murphy Pohlad Asset Management LLC |
1,874 |
1,869 |
-5 |
-0.27% |
| Ameliora Wealth Management Ltd. |
3,264 |
3,258 |
-6 |
-0.18% |
| Sumitomo Mitsui Trust Holdings Inc. |
319,349 |
319,048 |
-301 |
-0.09% |
| 13F Filers Exiting REGN |
|---|
| BKM Wealth Management LLC |
6 |
0 |
-6 |
-100.00% |
| Arlington Trust Co LLC |
7 |
0 |
-7 |
-100.00% |
| Koss Olinger Consulting LLC |
320 |
0 |
-320 |
-100.00% |
| Collective Family Office LLC |
256 |
0 |
-256 |
-100.00% |
| Clearview Wealth Advisors LLC |
855 |
0 |
-855 |
-100.00% |
| Gleason Group Inc. |
55 |
0 |
-55 |
-100.00% |
| Aurum Wealth Management Group LLC |
229 |
0 |
-229 |
-100.00% |
| Apexium Financial LP |
4,031 |
0 |
-4,031 |
-100.00% |
| Perkins Coie Trust Co |
2 |
0 |
-2 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
6,193 |
0 |
-6,193 |
-100.00% |
| Appleton Partners Inc. MA |
907 |
0 |
-907 |
-100.00% |
See Summary: Institutional Holders of REGN
See Details: Top 10 Hedge Funds Holding REGN
Also See: REGN Insider Buying
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