MondegarAI
AlphaCentric Advisors LLC

Q4 2023 · 13F-HR

AlphaCentric Advisors LLCholdings as filed

Filed 2024-02-14 · accession 0001162044-24-000160

$149.0M
Reported value
216
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
64828T201RITMRITHM CAPITAL CORP$4.3M2.87%400,966CommonSHARED
36315X101LKFTGALAPAGOS NV$4.3M2.86%105,000CommonSHARED
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$4.0M2.71%675,000CommonSHARED
695127100PCRXPACIRA BIOSCIENCES INC$4.0M2.66%117,500CommonSHARED
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$3.9M2.65%122,000CommonSHARED
29082K105EMBCEMBECTA CORP$3.8M2.54%200,000CommonSHARED
45253H101IMGNEURIMMUNOGEN INC$3.8M2.54%127,500CommonSHARED
19249H103CHRSCOHERUS BIOSCIENCES INC$3.3M2.24%1,000,000CommonSHARED
931427108WFCWALGREENS BOOTS ALLIANCE INC$3.1M2.10%120,000CommonSHARED
90187BAB7TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO$3.0M1.99%3,205,000CommonSHARED
04016X101ARGXARGENX SE$2.9M1.98%7,750CommonSHARED
00370M103ABVXABIVAX SA$2.9M1.92%267,500CommonSHARED
N90064101QUREUNIQURE NV$2.9M1.91%421,025CommonSHARED
28852N109EFCELLINGTON FINANCIAL INC$2.8M1.89%221,602CommonSHARED
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$2.8M1.88%245,000CommonSHARED
M96088105URGNUROGEN PHARMA LTD$2.3M1.56%155,000CommonSHARED
717081103PFEPFIZER INC$2.3M1.55%80,000CommonSHARED
26817Q886DXDYNEX CAP INC$2.3M1.53%181,492CommonSHARED
03237H101AMLXAMYLYX PHARMACEUTICALS INC$2.2M1.49%151,000CommonSHARED
749772AD1RWT 5.75 10/01/25RWT HLDGS INC$2.1M1.44%2,284,000CommonSHARED
46138G649QQQMINVESCO EXCH TRADED FD TR II$2.1M1.41%12,478CommonSHARED
46090E103QQQINVESCO QQQ TR$2.1M1.41%5,122CommonSHARED
03152W109AM6AMICUS THERAPEUTICS INC$2.0M1.33%140,000CommonSHARED
761330109RVNCEURREVANCE THERAPEUTICS INC$1.9M1.30%220,000CommonSHARED
70932AAD5PENNYMAC CORP$1.9M1.29%1,965,000CommonSHARED
256086109DCGODOCGO INC$1.7M1.16%310,000CommonSHARED
649604840ADAMNEW YORK MTG TR INC$1.7M1.15%200,963CommonSHARED
G5960L103MDTMEDTRONIC PLC$1.7M1.13%20,500CommonSHARED
483497103KALVKALVISTA PHARMACEUTICALS INC$1.7M1.13%137,000CommonSHARED
55272X607MFAMFA FINL INC$1.6M1.08%142,725CommonSHARED
45258J102IMVTIMMUNOVANT INC$1.6M1.07%38,000CommonSHARED
92941V308VYNEVYNE THERAPEUTICS INC$1.6M1.04%668,151CommonSHARED
552848103MTGMGIC INVT CORP WIS$1.5M1.03%79,379CommonSHARED
604749101MIRMMIRUM PHARMACEUTICALS INC$1.5M0.99%50,000CommonSHARED
29472R108ELSEQUITY LIFESTYLE PPTYS INC$1.5M0.98%20,611CommonSHARED
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$1.4M0.96%20,000CommonSHARED
62482R10707WAMR COOPER GROUP INC$1.4M0.94%21,591CommonSHARED
268158201DVAXDYNAVAX TECHNOLOGIES CORP$1.4M0.94%100,000CommonSHARED
07725L102ONCBEIGENE LTD$1.4M0.91%7,500CommonSHARED
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.3M0.91%14,000CommonSHARED
001228501MITTAG MTG INVT TR INC$1.3M0.89%208,879CommonSHARED
37733W204GSKGSK PLC$1.3M0.87%35,000CommonSHARED
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.3M0.87%10,500CommonSHARED
87151X101SYMSYMBOTIC INC$1.3M0.86%25,000CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$1.3M0.85%3,750CommonSHARED
29249E109ACTENACT HLDGS INC$1.2M0.82%42,367CommonSHARED
86366E106GPCRSTRUCTURE THERAPEUTICS INC$1.2M0.82%30,000CommonSHARED
92337C203VSTMVERASTEM INC$1.2M0.82%150,000CommonSHARED
G7709Q104RPRXROYALTY PHARMA PLC$1.1M0.75%40,000CommonSHARED
925050106VRNAVERONA PHARMA PLC$1.1M0.75%56,000CommonSHARED
48576A100KARUNA THERAPEUTICS INC$1.1M0.74%3,500CommonSHARED
758075402RWTREDWOOD TRUST INC$1.1M0.73%146,593CommonSHARED
871607107SNPSSYNOPSYS INC$1.1M0.73%2,100CommonSHARED
15678U128CERE1EURCEREVEL THERAPEUTICS HLDNG I$1.1M0.71%25,000CommonSHARED
85916J409STXSSTEREOTAXIS INC$1.1M0.70%600,000CommonSHARED
48576U106KPTIEURKARYOPHARM THERAPEUTICS INC$973,1250.65%1,125,000CommonSHARED
464287457SHYISHARES TR$930,3340.62%11,340CommonSHARED
675746606ONITOCWEN FINL CORP$867,2780.58%28,195CommonSHARED
60741F104MBLYMOBILEYE GLOBAL INC$866,4000.58%20,000CommonSHARED
00123Q104AGNCAGNC INVT CORP$830,3770.56%84,646CommonSHARED
004225108ACADACADIA PHARMACEUTICALS INC$814,0600.55%26,000CommonSHARED
68213N109OMCLOMNICELL COM$752,6000.51%20,000CommonSHARED
375558103GILDGILEAD SCIENCES INC$688,5850.46%8,500CommonSHARED
74366E102PTGXPROTAGONIST THERAPEUTICS INC$687,9000.46%30,000CommonSHARED
67080N101NUVBNUVATION BIO INC$679,5000.46%450,000CommonSHARED
G76279101ROIVROIVANT SCIENCES LTD$617,6500.41%55,000CommonSHARED
450056106IRTCIRHYTHM TECHNOLOGIES INC$535,2000.36%5,000CommonSHARED
464288661IEIISHARES TR$535,0500.36%4,568CommonSHARED
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$514,0000.35%50,000CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$509,3420.34%5,053CommonSHARED
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$501,3030.34%9,545CommonSHARED
464286103EWAISHARES INC$491,3760.33%20,188CommonSHARED
95790DAD7WESTERN ASSET MORTGAGE CAPIT$487,5000.33%500,000CommonSHARED
63008G203NNDMNANO DIMENSION LTD SPONSORD ADS$480,0000.32%200,000CommonSHARED
758075AF2RWT 7.75 06/15/27REDWOOD TRUST INC$460,9380.31%500,000CommonSHARED
693718108PCARPACCAR INC$450,9480.30%4,618CommonSHARED
05156V102AUPHAURINIA PHARMACEUTICALS INC$449,5000.30%50,000CommonSHARED
836100107SOUNSOUNDHOUND AI INC$424,0000.28%200,000CommonSHARED
92556V106VTRSVIATRIS INC$379,0500.25%35,000CommonSHARED
78464A359CWBSPDR SER TR$378,2100.25%5,242CommonSHARED
921946406VYMVANGUARD WHITEHALL FDS$374,8540.25%3,358CommonSHARED
46435G342REMISHARES TR$372,1790.25%15,777CommonSHARED
464288281EMBISHARES TR$371,7360.25%4,174CommonSHARED
78463X772DWXSPDR INDEX SHS FDS$370,3240.25%10,417CommonSHARED
464286285EMHYISHARES INC$369,0250.25%10,152CommonSHARED
745867101PHMPULTE GROUP INC$366,7410.25%3,553CommonSHARED
464288687PFFISHARES TR$364,6420.24%11,691CommonSHARED
46138G508BKLNINVESCO EXCH TRADED FD TR II$363,2580.24%17,151CommonSHARED
46137V399PBPINVESCO EXCHANGE TRADED FD T$362,8020.24%16,719CommonSHARED
247361702DALDELTA AIR LINES INC DEL$361,7080.24%8,991CommonSHARED
92025Y103VALNVALNEVA SE$352,9260.24%34,298CommonSHARED
45332Y109NARIUSDINARI MED INC$324,6000.22%5,000CommonSHARED
910047109UALUNITED AIRLS HLDGS INC$320,0950.21%7,758CommonSHARED
540424108LLOEWS CORP$309,2580.21%4,444CommonSHARED
78646V107SAFESAFEHOLD INC$280,1450.19%11,972CommonSHARED
911363109URIUNITED RENTALS INC$276,3880.19%482CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$265,4890.18%5,942CommonSHARED
G3223R108EGEVEREST GROUP LTD$259,1740.17%733CommonSHARED
G0450A105ACGLARCH CAP GROUP LTD$252,6670.17%3,402CommonSHARED
26142Q205DRAGANFLY INC.$239,7500.16%500,000CommonSHARED
23257D103CBAYUSDCYMABAY THERAPEUTICS INC$236,2000.16%10,000CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$221,1270.15%335CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$219,9470.15%1,069CommonSHARED
345370860FFORD MTR CO DEL$213,7390.14%17,534CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$211,9620.14%2,637CommonSHARED
217204106CPRTCOPART INC$211,5820.14%4,318CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$211,1800.14%3,653CommonSHARED
760759100RSGREPUBLIC SVCS INC$208,6110.14%1,265CommonSHARED
92826C839VVISA INC$208,2800.14%800CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$207,7100.14%381CommonSHARED
12572Q105CMECME GROUP INC$203,6500.14%967CommonSHARED
580135101MCDMCDONALDS CORP$199,8480.13%674CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$193,8160.13%204CommonSHARED
922908553VNQVANGUARD INDEX FDS$193,7730.13%2,193CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$190,9230.13%849CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$190,8680.13%1,474CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$189,8250.13%3,295CommonSHARED
513272104LWLAMB WESTON HLDGS INC$188,6170.13%1,745CommonSHARED
922042676VNQIVANGUARD INTL EQUITY INDEX F$186,6290.13%4,382CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$186,4300.13%1,096CommonSHARED
143658300CCL1EURCARNIVAL CORP$186,4010.13%10,054CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$185,2030.12%3,008CommonSHARED
609207105MDLZMONDELEZ INTL INC$184,1170.12%2,542CommonSHARED
464286178GHYGISHARES INC$175,8780.12%3,976CommonSHARED
78468R622JNKSPDR SER TR$174,4930.12%1,842CommonSHARED
46435G474FALNISHARES TR$174,4250.12%6,607CommonSHARED
33939L662HYGVFLEXSHARES TR$173,8200.12%4,253CommonSHARED
46434V407SHYGISHARES TR$172,6800.12%4,090CommonSHARED
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$166,3120.11%8,299CommonSHARED
832696405SJMSMUCKER J M CO$164,0410.11%1,298CommonSHARED
59503A204MBOTMICROBOT MED INC$164,0000.11%100,000CommonSHARED
02376R102AALAMERICAN AIRLS GROUP INC$162,3930.11%11,819CommonSHARED
444859102HUMHUMANA INC$154,2820.10%337CommonSHARED
464289842EPUISHARES TR$139,7550.09%4,065CommonSHARED
58733R102MELIMERCADOLIBRE INC$138,2960.09%88CommonSHARED
427866108HSYHERSHEY CO$136,2880.09%731CommonSHARED
464286822EWWISHARES INC$133,5290.09%1,968CommonSHARED
46429B598INDAISHARES TR$132,0310.09%2,705CommonSHARED
26142V105DKNGDRAFTKINGS INC NEW$130,2140.09%3,694CommonSHARED
46429B606EPOLISHARES TR$129,7390.09%5,728CommonSHARED
464287440IEFISHARES TR$129,1630.09%1,340CommonSHARED
464286400EWZISHARES INC$127,9540.09%3,660CommonSHARED
526057104LENLENNAR CORP$127,8760.09%858CommonSHARED
37954Y319GREKGLOBAL X FDS$123,3020.08%3,328CommonSHARED
464286756EWDISHARES INC$121,2520.08%3,072CommonSHARED
46434G772EWTISHARES INC MSCI TAIWAN$117,6530.08%2,556CommonSHARED
464286749EWLISHARES INC$117,5860.08%2,436CommonSHARED
464286814EWNISHARES INC$117,0640.08%2,623CommonSHARED
464286772EWYISHARES INC$117,0370.08%1,786CommonSHARED
85512G106STHOSTAR HLDGS$116,0050.08%7,744CommonSHARED
464286806EWGISHARES INC$115,6130.08%3,894CommonSHARED
71424F105PRPERMIAN RESOURCES CORP$115,5590.08%8,497CommonSHARED
464286707EWQISHARES INC$115,3850.08%2,945CommonSHARED
46434G830EWIISHARES INC$113,8350.08%3,355CommonSHARED
464286202EWOISHARES INC$113,0420.08%5,231CommonSHARED
46435G334EWUISHARES TR$112,8990.08%3,416CommonSHARED
125523100CITHE CIGNA GROUP$111,6950.07%373CommonSHARED
150870103CECELANESE CORP DEL$111,4000.07%717CommonSHARED
464286764EWPISHARES INC$110,9980.07%3,625CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$109,6430.07%2,871CommonSHARED
949746101WMT2WELLS FARGO CO NEW$108,1860.07%2,198CommonSHARED
58155Q103MCKMCKESSON CORP$107,8740.07%233CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$107,2760.07%276CommonSHARED
466313103JBLJABIL INC$106,3790.07%835CommonSHARED
20030N101CMCSACOMCAST CORP NEW$105,5470.07%2,407CommonSHARED
37045V100GMGENERAL MTRS CO$103,1620.07%2,872CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$102,7890.07%1,103CommonSHARED
04621X108AIZASSURANT INC$101,7680.07%604CommonSHARED
23918K108DVADAVITA INC$98,6840.07%942CommonSHARED
26884L109EQTEQT CORP$98,0030.07%2,535CommonSHARED
04367G103TRXCEURASENSUS SURGICAL INC$95,6700.06%300,000CommonSHARED
448579102HHYATT HOTELS CORP$87,6360.06%672CommonSHARED
876030107TPRTAPESTRY INC$85,1420.06%2,313CommonSHARED
833445109SNOWSNOWFLAKE INC$83,7790.06%421CommonSHARED
22266T109CPNGCOUPANG INC$79,7030.05%4,923CommonSHARED
78464A490WIPSPDR SER TR$77,7990.05%1,855CommonSHARED
464287242LQDISHARES TR$77,7940.05%703CommonSHARED
464288414MUBISHARES TR$75,9950.05%701CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$75,9350.05%1,581CommonSHARED
G87110105FTITECHNIPFMC PLC$75,7060.05%3,759CommonSHARED
496902404KGCKINROSS GOLD CORP$75,7040.05%12,513CommonSHARED
88033G407THCTENET HEALTHCARE CORP$75,6460.05%1,001CommonSHARED
464288646IGSBISHARES TR$75,5790.05%1,474CommonSHARED
36262G101GXOGXO LOGISTICS INCORPORATED$75,2880.05%1,231CommonSHARED
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$75,2050.05%53CommonSHARED
78468R200FLRNSPDR SER TR$74,3950.05%2,432CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$70,0330.05%6,154CommonSHARED
983134107WYNNWYNN RESORTS LTD$69,3350.05%761CommonSHARED
808524870SCHPSCHWAB STRATEGIC TR$68,8520.05%1,319CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$66,2860.04%1,347CommonSHARED
09254F100MQYBLACKROCK MUNIYILD QULT FD I$62,1690.04%5,100CommonSHARED
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$61,3370.04%5,150CommonSHARED
09254L107MUCBLACKROCK MUNIHLDNGS CALI QL$61,2150.04%5,500CommonSHARED
09254X101MUJBLACKROCK MUNIHLDGS NJ QLTY$61,0440.04%5,350CommonSHARED
09249N101BLEBLACKROCK MUNI INCOME TR II$60,8760.04%5,700CommonSHARED
09253X102XMUIXBLACKROCK MUNICIPAL INCOME$60,5280.04%5,200CommonSHARED
464286715TURISHARES INC$59,6530.04%1,848CommonSHARED
337655104DSACEURFISCALNOTE HOLDINGS INC$57,0000.04%50,000CommonSHARED
27827X101EIMEATON VANCE MUN BD FD$50,6500.03%5,000CommonSHARED
670663103NMCONUVEEN MUN CR OPPORTUNITIES$49,8500.03%5,000CommonSHARED
67079X102NDMONUVEEN DYNAMIC MUN OPPORTUNI$49,5500.03%5,000CommonSHARED
746823103PMMPUTNAM MANAGED MUN INCOME TR$49,4000.03%8,125CommonSHARED
60937P106MDBMONGODB INC$43,3380.03%106CommonSHARED
443573100HUBSHUBSPOT INC$39,4770.03%68CommonSHARED
88339J105TTDTHE TRADE DESK INC$38,1390.03%530CommonSHARED
67066G104NVDANVIDIA CORPORATION$38,1320.03%77CommonSHARED
98980G102ZSZSCALER INC$37,6650.03%170CommonSHARED
23804L103DDOGDATADOG INC$37,3850.03%308CommonSHARED
25809K105DASHDOORDASH INC$36,6880.02%371CommonSHARED
34959E109FTNTFORTINET INC$34,1230.02%583CommonSHARED
803607100SRPTSAREPTA THERAPEUTICS INC$29,4110.02%305CommonSHARED
20717M1038QRCONFLUENT INC$26,5590.02%1,135CommonSHARED
82489T104SWAVUSDSHOCKWAVE MED INC$25,9160.02%136CommonSHARED
92332V107VTYXUSDVENTYX BIOSCIENCES INC$24,7000.02%10,000CommonSHARED
464286640ECHISHARES INC$18,6750.01%662CommonSHARED
71880K101PHINPHINIA INC$12,0860.01%399CommonSHARED

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.