MondegarAI
AlphaCentric Advisors LLC

Q3 2023 · 13F-HR

AlphaCentric Advisors LLCholdings as filed

Filed 2023-11-13 · accession 0001162044-23-001154

$176.3M
Reported value
235
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
931427108WFCWALGREENS BOOTS ALLIANCE INC$5.0M2.84%225,000CommonSHARED
64828T201RITMNEW RESIDENTIAL INVT CORP$4.7M2.67%507,277CommonSHARED
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$4.6M2.61%649,000CommonSHARED
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$4.0M2.27%122,000CommonSHARED
464287457SHYISHARES TR$3.7M2.08%45,190CommonSHARED
36315X101LKFTGALAPAGOS NV$3.6M2.06%105,000CommonSHARED
G50871105JAZZJAZZ PHARMACEUTICALS PLC$3.4M1.95%26,500CommonSHARED
19249H103CHRSCOHERUS BIOSCIENCES INC$3.4M1.94%912,500CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$3.4M1.91%30,000CommonSHARED
695127100PCRXPACIRA BIOSCIENCES INC$3.2M1.79%103,000CommonSHARED
29082K105EMBCEMBECTA CORP$3.1M1.77%207,000CommonSHARED
28852N109EFCELLINGTON FINANCIAL INC$3.0M1.69%239,271CommonSHARED
90187BAB7TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO$3.0M1.68%3,205,000CommonSHARED
G46188101HZNPNHORIZON THERAPEUTICS PUB L$3.0M1.67%25,500CommonSHARED
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$2.8M1.60%292,500CommonSHARED
03237H101AMLXAMYLYX PHARMACEUTICALS INC$2.7M1.51%145,500CommonSHARED
N90064101QUREUNIQURE NV$2.6M1.49%391,500CommonSHARED
901384107TSVT*2SEVENTY BIO INC$2.6M1.46%657,500CommonSHARED
22663K107CRNXCRINETICS PHARMACEUTICALS IN$2.4M1.38%82,000CommonSHARED
M96088105URGNUROGEN PHARMA LTD$2.3M1.31%165,000CommonSHARED
761330109RVNCEURREVANCE THERAPEUTICS INC$2.2M1.24%190,000CommonSHARED
26817Q886DXDYNEX CAP INC$2.2M1.23%181,492CommonSHARED
46137V258RPVINVESCO EXCHANGE TRADED FD T$2.2M1.22%29,285CommonSHARED
464287598IWDISHARES TR$2.2M1.22%14,193CommonSHARED
749772AD1RWT 5.75 10/01/25RWT HLDGS INC$2.1M1.21%2,284,000CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2.0M1.15%9,000CommonSHARED
457669307INSMINSMED INC$2.0M1.15%80,000CommonSHARED
55272X607MFAMFA FINL INC$1.9M1.10%202,725CommonSHARED
70932AAD5PENNYMAC CORP$1.9M1.09%1,965,000CommonSHARED
G5269C101KINIKSA PHARMACEUTICALS LTD$1.9M1.08%110,000CommonSHARED
37733W204GSKGSK PLC$1.8M1.03%50,000CommonSHARED
649604840ADAMNEW YORK MTG TR INC$1.7M0.97%200,963CommonSHARED
24344T101DCPHEURDECIPHERA PHARMACEUTICALS IN$1.7M0.95%132,000CommonSHARED
62482R10707WAMR COOPER GROUP INC$1.7M0.95%31,290CommonSHARED
71722W107PHATPHATHOM PHARMACEUTICALS INC$1.7M0.94%160,000CommonSHARED
268158201DVAXDYNAVAX TECHNOLOGIES CORP$1.6M0.92%110,000CommonSHARED
03152W109AM6AMICUS THERAPEUTICS INC$1.6M0.91%132,500CommonSHARED
48576U106KPTIEURKARYOPHARM THERAPEUTICS INC$1.5M0.85%1,125,000CommonSHARED
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.5M0.83%16,500CommonSHARED
45258J102IMVTIMMUNOVANT INC$1.5M0.83%38,000CommonSHARED
04016X101ARGXARGENX SE$1.4M0.77%2,750CommonSHARED
46116X101ITCIEURINTRA CELLULAR THERAPIES INC$1.3M0.75%25,500CommonSHARED
552848103MTGMGIC INVT CORP WIS$1.3M0.75%79,379CommonSHARED
29472R108ELSEQUITY LIFESTYLE PPTYS INC$1.3M0.74%20,611CommonSHARED
483497103KALVKALVISTA PHARMACEUTICALS INC$1.3M0.74%135,000CommonSHARED
617760202MOR2MORPHOSYS AG$1.2M0.71%185,000CommonSHARED
92790C104VRDNVIRIDIAN THERAPEUTICS INC$1.2M0.70%80,000CommonSHARED
92337C203VSTMVERASTEM INC$1.2M0.69%150,000CommonSHARED
G01767105ALKSALKERMES PLC$1.2M0.68%42,500CommonSHARED
758075AD7REDWOOD TRUST INC$1.2M0.67%1,190,000CommonSHARED
088786108BCYCBICYCLE THERAPEUTICS PLC$1.2M0.67%58,500CommonSHARED
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$1.2M0.66%95,000CommonSHARED
001228501MITTAG MTG INVT TR INC$1.2M0.66%208,879CommonSHARED
29249E109ACTENACT HLDGS INC$1.2M0.65%42,367CommonSHARED
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$1.1M0.63%49,500CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.62%3,750CommonSHARED
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$1.1M0.61%30,000CommonSHARED
758075402RWTREDWOOD TR INC$1.0M0.59%146,593CommonSHARED
004225108ACADACADIA PHARMACEUTICALS INC$1.0M0.59%50,000CommonSHARED
71639T106PETQEURPETIQ INC$1.0M0.58%52,000CommonSHARED
008073108AVAVAEROVIRONMENT INC$1.0M0.57%9,000CommonSHARED
45253H101IMGNEURIMMUNOGEN INC$991,8750.56%62,500CommonSHARED
74276L105PRCTPROCEPT BIOROBOTICS CORP$984,3000.56%30,000CommonSHARED
871607107SNPSSYNOPSYS INC$963,8370.55%2,100CommonSHARED
H0036K147ADCTADC THERAPEUTICS SA$958,4160.54%1,068,468CommonSHARED
004397105ARAYACCURAY INC$952,0000.54%350,000CommonSHARED
85916J409STXSSTEREOTAXIS INC$948,0000.54%600,000CommonSHARED
019330109ALNTALLIED MOTION TECHNOLOGIES I$927,6000.53%30,000CommonSHARED
925050106VRNAVERONA PHARMA PLC$912,8000.52%56,000CommonSHARED
810648105SCPHSCPHARMACEUTICALS INC$890,0000.50%125,000CommonSHARED
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$876,1500.50%165,000CommonSHARED
87151X101SYMSYMBOTIC INC$835,7500.47%25,000CommonSHARED
60741F104MBLYMOBILEYE GLOBAL INC$831,0000.47%20,000CommonSHARED
00123Q104AGNCAGNC INVT CORP$799,0580.45%84,646CommonSHARED
880770102TERTERADYNE INC$753,4500.43%7,500CommonSHARED
675746606ONITOCWEN FINL CORP$729,6870.41%28,195CommonSHARED
74366E102PTGXPROTAGONIST THERAPEUTICS INC$725,5800.41%43,500CommonSHARED
68213N109OMCLOMNICELL COM$675,6000.38%15,000CommonSHARED
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$670,2000.38%60,000CommonSHARED
92686J106VKTXVIKING THERAPEUTICS INC$664,2000.38%60,000CommonSHARED
450056106IRTCIRHYTHM TECHNOLOGIES INC$659,8200.37%7,000CommonSHARED
30161Q104EXELEXELIXIS INC$655,5000.37%30,000CommonSHARED
375558103GILDGILEAD SCIENCES INC$636,9900.36%8,500CommonSHARED
989207105ZBRAZEBRA TECHNOLOGIES CORP$591,3250.34%2,500CommonSHARED
46641Q217BBJPJ P MORGAN EXCHANGE TRADED$551,3840.31%10,975CommonSHARED
67080N101NUVBNUVATION BIO INC$549,4000.31%410,000CommonSHARED
63008G203NNDMNANO DIMENSION LTD$544,0000.31%200,000CommonSHARED
379577208GMEDGLOBUS MED INC$496,5000.28%10,000CommonSHARED
95790DAD7WESTERN ASSET MORTGAGE CAPIT$481,4020.27%500,000CommonSHARED
92556V106VTRSVIATRIS INC$468,3500.27%47,500CommonSHARED
758075AF2RWT 7.75 06/15/27REDWOOD TRUST INC$449,6880.26%500,000CommonSHARED
730541109POINT BIOPHARMA GLOBAL INC$449,5580.25%67,400CommonSHARED
125523100CICIGNA CORP NEW$434,5400.25%1,519CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$419,7750.24%4,835CommonSHARED
92332V107VTYXUSDVENTYX BIOSCIENCES INC$416,7600.24%12,000CommonSHARED
337655104DSACEURFISCALNOTE HOLDINGS INC$416,0000.24%200,000CommonSHARED
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$412,8000.23%15,000CommonSHARED
G76279101ROIVROIVANT SCIENCES LTD$408,8000.23%35,000CommonSHARED
00973Y108AKROAKERO THERAPEUTICS INC$404,6400.23%8,000CommonSHARED
46138G508BKLNINVESCO EXCHNG TRADED FD TR$404,2250.23%19,258CommonSHARED
836100107SOUNSOUNDHOUND AI INC$402,0000.23%200,000CommonSHARED
464286285EMHYISHARES INC$398,1320.23%11,696CommonSHARED
58155Q103MCKMCKESSON CORP$397,0180.23%913CommonSHARED
78464A359CWBSPDR SERIES TRUST$395,5450.22%5,834CommonSHARED
46137V399PBPINVESCO EXCHANGE TRADED FD T$393,4200.22%18,437CommonSHARED
78463X772DWXSPDR INDEX SHS FDS$389,0100.22%11,824CommonSHARED
05156V102AUPHAURINIA PHARMACEUTICALS INC$388,5000.22%50,000CommonSHARED
26142Q205DRAGANFLY INC.$384,5000.22%500,000CommonSHARED
46435G342REMISHARES TR$376,3400.21%16,846CommonSHARED
92189H409HYDVANECK VECTORS ETF TR$343,4900.19%7,000CommonSHARED
26884L109EQTEQT CORP$337,6260.19%8,320CommonSHARED
55272XAA0MFA FINL INC$315,7860.18%315,000CommonSHARED
G5960L103MDTMEDTRONIC PLC$313,4400.18%4,000CommonSHARED
78464A284HYMBSPDR SER TR$309,6600.18%13,000CommonSHARED
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$302,7000.17%6,000CommonSHARED
464288687PFFISHARES TR$284,4650.16%9,435CommonSHARED
56585A102MPCMARATHON PETE CORP$281,7950.16%1,862CommonSHARED
30231G102XOMEXXON MOBIL CORP$281,0160.16%2,390CommonSHARED
464288281EMBISHARES TR$280,8160.16%3,403CommonSHARED
921946406VYMVANGUARD WHITEHALL FDS$278,3440.16%2,694CommonSHARED
001055102AFLAFLAC INC$270,1600.15%3,520CommonSHARED
127097103CTRACABOT OIL & GAS CORP$263,2240.15%9,731CommonSHARED
743315103PGRPROGRESSIVE CORP OHIO$261,8840.15%1,880CommonSHARED
20825C104COPCONOCOPHILLIPS$259,0080.15%2,162CommonSHARED
910047109UALUNITED CONTL HLDGS INC$245,2130.14%5,797CommonSHARED
91913Y100VLOVALERO ENERGY CORP NEW$244,3080.14%1,724CommonSHARED
92025Y103VALNVALNEVA SE$242,9620.14%20,590CommonSHARED
718546104PSXPHILLIPS 66$240,1800.14%1,999CommonSHARED
031162100AMGNAMGEN INC$239,1960.14%890CommonSHARED
565849106MRO*MARATHON OIL CORP$239,0380.14%8,936CommonSHARED
053332102AZOAUTOZONE INC$226,0590.13%89CommonSHARED
37959E102GLGLOBE LIFE INC$225,5060.13%2,074CommonSHARED
23257D103CBAYUSDCYMABAY THERAPEUTICS INC$223,6500.13%15,000CommonSHARED
478160104JNJJOHNSON & JOHNSON$222,1000.13%1,426CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$221,3900.13%4,193CommonSHARED
693718108PCARPACCAR INC$221,0520.13%2,600CommonSHARED
67103H107ORLYO REILLY AUTOMOTIVE INC NEW$213,5820.12%235CommonSHARED
78646V107SAFESAFEHOLD INC$213,1020.12%11,972CommonSHARED
745867101PHMPULTE GROUP INC$205,4890.12%2,775CommonSHARED
674599105OXYOCCIDENTAL PETE CORP DEL$203,7880.12%3,141CommonSHARED
426281101JKHYHENRY JACK & ASSOC INC$203,1320.12%1,344CommonSHARED
38741LAC1GRANITE PT MTG TR INC$203,0050.12%200,000CommonSHARED
580135101MCDMCDONALDS CORP$202,5850.11%769CommonSHARED
166764100CVXCHEVRON CORP NEW$201,5010.11%1,195CommonSHARED
609207105MDLZMONDELEZ INTL INC$201,2600.11%2,900CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$200,3100.11%3,783CommonSHARED
372460105GPCGENUINE PARTS CO$196,6460.11%1,362CommonSHARED
247361702DALDELTA AIR LINES INC DEL$192,8440.11%5,212CommonSHARED
46434V407SHYGISHARES TR$191,7740.11%4,674CommonSHARED
33939L662HYGVFLEXSHARES TR$190,8480.11%4,800CommonSHARED
03743Q108APAAPA CORPORATION$190,3750.11%4,632CommonSHARED
78468R622JNKSPDR SER TR$190,1110.11%2,103CommonSHARED
464286178GHYGISHARES TR$189,7230.11%4,570CommonSHARED
46435G474FALNISHARES TR$189,3980.11%7,637CommonSHARED
513272104LWLAMB WESTON HLDGS INC$184,6430.10%1,997CommonSHARED
110122108BMYBRISTOL MYERS SQUIBB CO$183,0000.10%3,153CommonSHARED
444859102HUMHUMANA INC$181,9580.10%374CommonSHARED
832696405SJMSMUCKER J M CO$181,4150.10%1,476CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$171,2650.10%4,659CommonSHARED
02376R102AALAMERICAN AIRLS GROUP INC$168,3490.10%13,142CommonSHARED
427866108HSYHERSHEY CO$166,8670.09%834CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$152,0890.09%3,307CommonSHARED
61945C103MOSMOSAIC CO NEW$151,4780.09%4,255CommonSHARED
15135U109CVECENOVUS ENERGY INC$145,8020.08%7,003CommonSHARED
464286715TURISHARES$145,1400.08%3,764CommonSHARED
46429B598INDAISHARES TR$141,8140.08%3,207CommonSHARED
464286400EWZISHARES$140,1930.08%4,571CommonSHARED
59503A204MBOTMICROBOT MED INC$139,0000.08%100,000CommonSHARED
911363109URIUNITED RENTALS INC$137,8170.08%310CALLSHARED
46434G772EWTISHARES INC$137,7930.08%3,093CommonSHARED
04367G103TRXCEURASENSUS SURGICAL INC$135,0000.08%500,000CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$133,1970.08%860CommonSHARED
464286822EWWISHARES$133,1720.08%2,287CommonSHARED
464289842EPUISHARES$132,8830.08%4,403CommonSHARED
26875P101EOGEOG RES INC$131,3230.07%1,036CommonSHARED
48576A100KARUNA THERAPEUTICS INC$126,8180.07%750CommonSHARED
46429B606EPOLISHARES TR$125,9980.07%7,364CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$125,9150.07%7,249CommonSHARED
37954Y319GREKGLOBAL X FDS$124,7120.07%3,753CommonSHARED
46435G334EWUISHARES TR$123,9340.07%3,917CommonSHARED
723787107PXDEURPIONEER NAT RES CO$121,8910.07%531CommonSHARED
464286764EWPISHARES$121,0550.07%4,402CommonSHARED
46434G830EWIISHARES INC$118,7900.07%3,905CommonSHARED
466313103JBLJABIL INC$116,4850.07%918CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$115,2610.07%1,902CommonSHARED
345370860FFORD MTR CO DEL$114,2760.06%9,201CommonSHARED
464286202EWOISHARES$110,1770.06%5,606CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$108,3400.06%1,207CommonSHARED
526057104LENLENNAR CORP$107,5160.06%958CommonSHARED
464286707EWQISHARES$107,1970.06%3,012CommonSHARED
G3223R108EGEVEREST RE GROUP LTD$106,6690.06%287CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$106,0810.06%1,496CommonSHARED
37045V100GMGENERAL MTRS CO$105,8670.06%3,211CommonSHARED
453038408IMOIMPERIAL OIL LTD$102,9170.06%1,671CommonSHARED
136385101CNQCANADIAN NAT RES LTD$102,5670.06%1,586CommonSHARED
125269100CFCF INDS HLDGS INC$98,6010.06%1,150CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$97,2920.06%1,290CommonSHARED
85512G106STHOSTAR HLDGS$96,9550.05%7,744CommonSHARED
403949100DINOHF SINCLAIR CORP$96,7240.05%1,699CommonSHARED
G0450A105ACGLARCH CAP GROUP LTD$96,1300.05%1,206CommonSHARED
40412C101HCAHCA HEALTHCARE INC$95,9320.05%390CommonSHARED
464286772EWYISHARES$95,0700.05%1,613CommonSHARED
74251V102PFGPRINCIPAL FINL GROUP INC$94,2680.05%1,308CommonSHARED
22266T109CPNGCOUPANG INC$92,0210.05%5,413CommonSHARED
099724106BWABORGWARNER INC$90,6710.05%2,246CommonSHARED
143658300CCL1EURCARNIVAL CORP$90,5110.05%6,597CommonSHARED
58733R102MELIMERCADOLIBRE INC$90,0190.05%71CommonSHARED
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$86,9800.05%944CommonSHARED
78468R200FLRNSPDR SER TR$85,0330.05%2,768CommonSHARED
464286749EWLISHARES$84,5690.05%1,941CommonSHARED
464288646IGSBISHARES TR$84,1630.05%1,689CommonSHARED
464286806EWGISHARES$84,0230.05%3,207CommonSHARED
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$83,2400.05%5,051CommonSHARED
69047Q102OVVOVINTIV INC$81,2500.05%1,708CommonSHARED
448579102HHYATT HOTELS CORP$78,2870.04%738CommonSHARED
983134107WYNNWYNN RESORTS LTD$77,1620.04%835CommonSHARED
876030107TPRTAPESTRY INC$72,9680.04%2,538CommonSHARED
03674X106ARANTERO RES CORP$69,4650.04%2,737CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$67,6140.04%1,475CommonSHARED
040413106ANETEURARISTA NETWORKS INC$50,7650.03%276CommonSHARED
26142V105DKNGDRAFTKINGS INC NEW$50,4900.03%1,715CommonSHARED
42809H107HESHESS CORP$48,1950.03%315CommonSHARED
88339J105TTDTHE TRADE DESK INC$45,5610.03%583CommonSHARED
803607100SRPTSAREPTA THERAPEUTICS INC$40,7300.02%336CommonSHARED
60937P106MDBMONGODB INC$40,4660.02%117CommonSHARED
256086109DCGODOCGO INC$39,9750.02%7,500CommonSHARED
833445109SNOWSNOWFLAKE INC$38,8040.02%254CommonSHARED
34959E109FTNTFORTINET INC$37,6140.02%641CommonSHARED
20717M1038QRCONFLUENT INC$36,9830.02%1,249CommonSHARED
464288414MUBISHARES TR$35,3760.02%345CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$33,2470.02%697CommonSHARED
82489T104SWAVUSDSHOCKWAVE MED INC$29,6660.02%149CommonSHARED
012653101ALBALBEMARLE CORP$28,0570.02%165CommonSHARED
29355A107ENPHENPHASE ENERGY INC$16,4610.01%137CommonSHARED
71880K101PHINPHINIA INC$12,0020.01%448CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.