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Which funds own LNTH

Lantheus HLDGS Inc in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $1.3bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 4; at least, of 91 current
Combined value: $1.3bn; as reported
Opened: 1; new this quarter
Added to: 1; already held
Trimmed or sold out: 1; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Farallon Capital Management LLC Long/short equity · $21.7bn book	$619m	2.9%	5,583,479	+$196m0	Held
Janus Henderson Group Ltd Long-only · $245bn book	$576m	0.2%	5,188,416	+$214m+413,575	Added
Holocene Advisors LP Long/short equity · $44.4bn book	$61m	0.1%	546,961	opened546,961	New
ExodusPoint Capital Management LP Multi-strategy · $15.5bn book	$17m	0.1%	150,033	+$200k-66,289	Trimmed

Ownership through time

At least 10 of the 95 managers whose filings are on file listed LNTH in Q2 2026, against 1 in Q3 2016. 4 managers more than in Q1 2026: 3 started positions; 2 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Holocene Advisors LP$61m
Caxton Associates LLP$2.4m
First Eagle Investment Management LLC$888k

Largest increases, by shares

Holocene Advisors LPnew: 546,961 shares+$61m
Janus Henderson Group Ltd4,774,841 to 5,188,416 shares+$46m
Marshall Wace LLP611,747 to 773,978 shares+$18m
Caxton Associates LLPnew: 21,854 shares+$2.4m
First Eagle Investment Management LLCnew: 8,000 shares+$888k

Largest decreases, by shares

Point72 Asset Management LP974,210 to 629,806 shares-$38m
ExodusPoint Capital Management LP216,322 to 150,033 shares-$7.4m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Farallon Capital Management LLC	Q2 2020	$619m	$619m
Janus Henderson Group Ltd	Q1 2023	$626m	$576m
T. Rowe Price Associates Inc	Q1 2023	$211m	$211m
Marshall Wace LLP	Q1 2020	$90m	$86m
Point72 Asset Management LP	Q2 2021	$74m	$70m
Holocene Advisors LP	Q1 2023	$61m	$61m
ExodusPoint Capital Management LP	Q4 2022	$17m	$17m
Bridgewater Associates LP	Q2 2021	$33m	$7.3m
Caxton Associates LLP	Q1 2019	$2.4m	$2.4m
First Eagle Investment Management LLC	Q2 2026	$888k	$888k
AllianceBernstein LP	Q3 2022	$235m	last listed Q4 2023
Wellington Management Group LLP	Q2 2025	$141m	last listed Q2 2025
Millennium Management LLC	Q1 2022	$120m	last listed Q2 2023
Artisan Partners LP	Q1 2021	$93m	last listed Q3 2025
Balyasny Asset Management LLC	Q1 2023	$51m	last listed Q1 2026
Renaissance Technologies LLC	Q2 2019	$50m	last listed Q3 2024
D. E. Shaw & Co.	Q2 2023	$47m	last listed Q2 2023
MFS Investment Management	Q2 2025	$43m	last listed Q2 2025
Arrowstreet Capital LP	Q2 2022	$42m	last listed Q2 2023
Freestone Grove Partners LP	Q4 2024	$40m	last listed Q4 2025

What LNTH is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around LNTH →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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