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Reata Pharmaceuticals Inc

RETADelisted Sep 26, 2023
Industry
Pharmaceutical Preparations
SEC CIK
0001358762

Reata Pharmaceuticals Inc was delisted on Sep 26, 2023; its insiders filed their last Form 4 on Sep 28, 2023; 214 institutions reported holding it in 13F filings for Q2 2023, worth $3.21B in total; no superinvestor held it.

13F holders, Q2 2023

Institutional positions in Reata Pharmaceuticals Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

RETA is no longer listed, so this page shows Q2 2023. 13F filings for later quarters list far fewer holders.

Institutional holders
214
+10 vs. Q1 2023
Shares held
31.5M
+3.11M (+10.9%) vs. Q1 2023
Total value
$3.21B
+$629.4M (+24.4%) vs. Q1 2023
New holders
43
73 more added
Sold out
33
62 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RETA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 214 institutions
Q1 2021: 201 institutionsQ2 2021: 195 institutionsQ3 2021: 183 institutionsQ4 2021: 151 institutionsQ1 2022: 149 institutionsQ2 2022: 147 institutionsQ3 2022: 159 institutionsQ4 2022: 168 institutionsQ1 2023: 205 institutionsQ2 2023: 214 institutionsQ3 2023: 2 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2023: $3.21B
Q1 2021: $2.52BQ2 2021: $3.76BQ3 2021: $2.69BQ4 2021: $704.3MQ1 2022: $884.1MQ2 2022: $841.1MQ3 2022: $706.1MQ4 2022: $1.14BQ1 2023: $2.58BQ2 2023: $3.21BQ3 2023: $2.98MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding RETA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20232$2.98M
Q2 2023214$3.21B
Q1 2023205$2.58B
Q4 2022168$1.14B
Q3 2022159$706.1M
Q2 2022147$841.1M
Q1 2022149$884.1M
Q4 2021151$704.3M
Q3 2021183$2.69B
Q2 2021195$3.76B
Q1 2021201$2.52B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Reata Pharmaceuticals Inc; share changes are against Q1 2023.

Institutions holding RETA in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd2$00.00%−1−33.3%Reduced
Sofos Investments, Inc.102$500.00%+11+12.1%Added
AdvisorNet Financial, Inc1$1020.00%+1New
Optimum Investment Advisors2$2040.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$2040.00%+2New
Disciplined Investments, LLC2$2040.00%+2New
SJS Investment Consulting Inc.2$2040.00%+2New
NewSquare Capital LLC4$4080.00%00.0%Unchanged
Colonial Trust Advisors5$5100.00%00.0%Unchanged
Versant Capital Management, Inc5$5100.00%+5New
Global Retirement Partners, LLC6$6120.00%00.0%Unchanged
Harbour Investments, Inc.9$9180.00%00.0%Unchanged
Missouri Trust & Investment Co20$2.04K0.00%00.0%Unchanged
Parallel Advisors, LLC25$2.55K0.00%00.0%Unchanged
Toronto Dominion Bank31$3.00K0.00%+31New
Impact Partnership Wealth, LLC32$3.26K0.00%+32New
TD Waterhouse Canada Inc.33$3.36K0.00%00.0%Unchanged
CWM, LLC36$4.00K0.00%00.0%Unchanged
Russell Investments Group, Ltd.78$7.95K0.00%−46−37.1%Reduced
Adirondack Trust Co55$9.11K0.00%00.0%Unchanged
Signaturefd, LLC99$10.1K0.00%+6+6.5%Added
Worth Asset Management, LLC100$10.2K0.01%−175−63.6%Reduced
IFP Advisors, Inc300$10.7K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC109$11.1K0.00%00.0%Unchanged
Daiwa Securities Group Inc.126$13.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC144$14.7K0.00%−1−0.7%Reduced
Quadrant Capital Group LLC175$17.8K0.00%−93−34.7%Reduced
Meeder Asset Management Inc267$27.2K0.00%+267New
First Horizon Advisors, Inc.272$27.7K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC403$41.1K0.02%+403New
China Universal Asset Management Co., Ltd.433$44.1K0.01%−2−0.5%Reduced
STRS Ohio500$50.0K0.00%+500New
Allspring Global Investments Holdings, LLC721$73.5K0.00%−532−42.5%Reduced
Nisa Investment Advisors, LLC736$75.0K0.00%−5−0.7%Reduced
Metropolitan Life Insurance Co1,561$159.2K0.01%+66+4.4%Added
Lee Financial Co1,618$165.0K0.03%00.0%Unchanged
Tower Research Capital LLC (TRC)1,633$166.5K0.01%+873+114.9%Added
Cutler Group LP1,800$183.0K0.04%+800+80.0%Added
Walleye Capital LLC1,923$196.1K0.00%−12,179−86.4%Reduced
Security National Bank of So Dak1,975$201.4K0.14%+1,975New
Great West Life Assurance Co2,167$222.0K0.00%+888+69.4%Added
Cambridge Investment Research Advisors, Inc.2,192$223.0K0.00%+2,192New
Prudential Financial Inc2,208$225.1K0.00%+2,208New
Ameritas Investment Partners, Inc.2,360$240.6K0.01%+207+9.6%Added
Westwood Holdings Group Inc.2,467$252.0K0.00%00.0%Unchanged
Penn Davis McFarland Inc2,565$261.5K0.05%00.0%Unchanged
Headlands Technologies LLC2,602$265.3K0.08%+2,602New
Pictet Asset Management SA2,646$269.8K0.00%−558−17.4%Reduced
Brinker Capital Investments, LLC2,682$273.5K0.00%+5+0.2%Added
Orion Portfolio Solutions, LLC2,682$273.5K0.00%+5+0.2%Added
Amalgamated Bank2,757$281.0K0.00%−997−26.6%Reduced
NinePointTwo Capital2,868$292.0K0.11%+2,868New
Transcend Wealth Collective, LLC3,000$305.9K0.03%00.0%Unchanged
Nan Fung Group Holdings Ltd3,300$336.5K0.22%+3,300New
Virtus ETF Advisers LLC3,362$342.8K0.20%+488+17.0%Added
Public Employees Retirement Association of Colorado3,417$348.0K0.00%00.0%Unchanged
Rafferty Asset Management, LLC3,424$349.1K0.00%+3,424New
Royal Bank of Canada3,462$353.0K0.00%+1,511+77.4%Added
Johnson Investment Counsel Inc3,469$353.7K0.00%00.0%Unchanged
Edgestream Partners, L.P.3,671$374.3K0.03%−8,679−70.3%Reduced
FORA Capital, LLC3,708$378.1K0.05%+3,708New
Putnam Investments LLC3,767$384.1K0.00%+3,767New
Sigma Planning Corp3,775$384.9K0.01%−2,545−40.3%Reduced
Blueshift Asset Management, LLC4,007$408.6K0.16%+4,007New
The PNC Financial Services Group, Inc.4,156$423.7K0.00%+60+1.5%Added
Belvedere Trading LLC4,193$427.5K0.14%−558−11.7%Reduced
SG Americas Securities, LLC4,761$485.0K0.00%−3,797−44.4%Reduced
PDT Partners, LLC4,806$490.0K0.07%−38,343−88.9%Reduced
Jefferies Financial Group Inc.4,849$494.4K0.01%+4,849New
UBS Oconnor LLC5,000$509.8K0.01%−250−4.8%Reduced
Advisor Group Holdings, Inc.5,406$551.1K0.00%−2,863−34.6%Reduced
Ikarian Capital, LLC5,472$557.9K0.20%−75,092−93.2%Reduced
Handelsbanken Fonder AB5,732$584.0K0.00%−2,500−30.4%Reduced
Verition Fund Management LLC5,771$588.4K0.01%00.0%Unchanged
Glenmede Trust Co NA6,502$591.2K0.00%00.0%Unchanged
ProShare Advisors LLC5,855$597.0K0.00%+376+6.9%Added
AQR Capital Management LLC5,957$607.4K0.00%−232−3.7%Reduced
Commerce Bank6,000$611.8K0.00%+6,000New
D. E. Shaw & Co., Inc.6,075$619.4K0.00%−87,341−93.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)6,397$652.2K0.00%−100−1.5%Reduced
Teacher Retirement System of Texas6,531$666.0K0.00%−1,778−21.4%Reduced
Rockefeller Capital Management L.P.6,534$666.2K0.00%+60+0.9%Added
TD Asset Management Inc6,600$672.9K0.00%−2,268−25.6%Reduced
Arizona State Retirement System6,762$689.5K0.01%−1,052−13.5%Reduced
Solidarilty Wealth, LLC6,866$700.1K0.29%00.0%Unchanged
Profund Advisors LLC7,007$714.4K0.04%+2,401+52.1%Added
Principal Financial Group Inc7,051$718.9K0.00%−941−11.8%Reduced
Algert Global LLC7,150$729.0K0.03%+7,150New
Envestnet Asset Management Inc7,176$731.7K0.00%+2,993+71.6%Added
Two Sigma Advisers, LP7,200$734.1K0.00%−28,000−79.5%Reduced
Allianz Asset Management GmbH7,300$744.3K0.00%00.0%Unchanged
GTS Securities LLC7,833$798.7K0.03%+7,833New
State Board of Administration of Florida Retirement System8,117$827.6K0.00%−590−6.8%Reduced
US Bancorp8,875$904.9K0.00%−771−8.0%Reduced
Moore Capital Management, LP10,000$1.02M0.02%−48,301−82.8%Reduced
HRT Financial LP10,069$1.03M0.01%+7,376+273.9%Added
Prelude Capital Management, LLC10,550$1.08M0.09%+10,550New
Integrated Wealth Concepts LLC11,171$1.14M0.02%−123−1.1%Reduced
New York State Common Retirement Fund11,526$1.18M0.00%−3,003−20.7%Reduced
Silverarc Capital Management, LLC12,500$1.27M0.43%+12,500New