LANTHEUS HLDGS INC LNTH
COM · Common Stock · CUSIP 516544103 · ISIN US5165441032
Radiopharmaceuticals company
- SectorHealth care
- IndustryIn Vitro & In Vivo Diagnostic Substances
- HeadquartersBedford, MA
- Websitelantheus.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.7m this quarter). Holder counts are more reliable. Shares outstanding: 69.2m as of 2025-05-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $97.48. Options: 17 managers hold calls ($43.3m notional), 15 hold puts ($27.1m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 353 |
| Q4 2022 | 367 |
| Q1 2023 | 389 |
| Q2 2023 | 433 |
| Q3 2023 | 401 |
| Q4 2023 | 403 |
| Q1 2024 | 409 |
| Q2 2024 | 453 |
| Q3 2024 | 501 |
| Q4 2024 | 488 |
| Q1 2025 | 526 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 232 | 213 |
| Q3 2023 | 196 | 243 |
| Q4 2023 | 191 | 212 |
| Q1 2024 | 242 | 186 |
| Q2 2024 | 238 | 196 |
| Q3 2024 | 262 | 235 |
| Q4 2024 | 241 | 245 |
| Q1 2025 | 278 | 221 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $109.1m | $77.2m | 0.71 |
| Q3 2024 | $93.8m | $58.8m | 0.63 |
| Q4 2024 | $55.0m | $37.3m | 0.68 |
| Q1 2025 | $43.3m | $27.1m | 0.63 |
Biggest buyers
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +707.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +685.3k |
| TD Asset Management Inc | Added | +622.1k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +500.4k |
| Epoch Investment Partners, Inc. | New | +364.2k |
| JANUS HENDERSON GROUP PLC | Added | +315.8k |
| JPMORGAN CHASE & CO | Added | +315.5k |
| Assenagon Asset Management S.A. | Added | +310.3k |
| KEYBANK NATIONAL ASSOCIATION/OH | Added | +269.1k |
| Nitorum Capital, L.P. | New | +238.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -275.9k |
| AMERIPRISE FINANCIAL INC | Reduced | -262.9k |
| UBS Group AG | Reduced | -251.9k |
| Driehaus Capital Management LLC | Reduced | -243.8k |
| VANGUARD GROUP INC | Reduced | -242.6k |
| GMT Capital Corp | Reduced | -220.6k |
| REINHART PARTNERS, LLC. | Reduced | -160.9k |
| MACKENZIE FINANCIAL CORP | Reduced | -153.7k |
| Clearbridge Investments, LLC | Reduced | -147.5k |
| WELLS FARGO & COMPANY/MN | Reduced | -135.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $14.9m153.1k shares |
| IMC-Chicago, LLC | Added | $6.5m66.6k shares |
| JANE STREET GROUP, LLC | Added | $5.0m50.9k shares |
| Twin Tree Management, LP | Reduced | $3.8m38.6k shares |
| CITADEL ADVISORS LLC | Reduced | $3.6m36.7k shares |
| WOLVERINE TRADING, LLC | Added | $2.3m24.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.8m18.6k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.6m16.0k shares |
| Private Capital Management, LLC | Added | $956.5k9.8k shares |
| PEAK6 LLC | Reduced | $741.8k7.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.8m79.5k shares |
| Atika Capital Management LLC | New | $7.3m750 shares |
| CITADEL ADVISORS LLC | Reduced | $2.1m21.4k shares |
| Twin Tree Management, LP | Reduced | $2.0m20.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.6m16.2k shares |
| IMC-Chicago, LLC | Reduced | $1.2m12.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.2m11.8k shares |
| JANE STREET GROUP, LLC | Reduced | $868.6k8.9k shares |
| GROUP ONE TRADING LLC | Added | $829.6k8.5k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $800.3k8.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| JANUS HENDERSON GROUP PLC 13G · institution -1.2 pts · filed 2026-05-15 | 7.4% |
| FMR LLC 13G · institution -1.0 pts · filed 2025-11-05 | 6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), MORGAN STANLEY (2.5%, 2026-02-12)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 6 | $2.3m | $2.3m |
| Q3 2023 | 0 | — | 5 | $2.2m | $2.2m |
| Q4 2023 | 0 | — | 4 | $1.7m | $1.7m |
| Q1 2024 | 0 | — | 5 | $10.2m | $8.8m |
| Q2 2024 | 0 | — | 6 | $2.8m | $2.8m |
| Q3 2024 | 0 | — | 7 | $4.5m | $4.5m |
| Q4 2024 | 0 | — | 3 | $2.0m | $2.0m |
| Q1 2025 | 0 | — | 4 | $6.3m | $6.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-17 | Marshall Robert J. Jr. CFO and Treasurer | Sold plan | $1.0m10.0k shares |
| 2025-03-13 | Heino Mary Anne Director · By Grantor Retained Annuity Trust | Sold | $2002 shares |
| 2025-03-05 | Blanchfield Paul President | Sold plan | $204.2k2.1k shares |
| 2025-03-03 | Heino Mary Anne Director | Sold plan | $5.0m53.1k shares |
| 2025-01-15 | Thrall James H Director | Sold plan | $94.8k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 8.8m $854.4m | Added +139.5k |
| VANGUARD GROUP INC 0.01% of their portfolio | 7.0m $683.3m | Reduced -242.6k |
| JANUS HENDERSON GROUP PLC 0.34% of their portfolio | 6.5m $626.4m | Added +315.8k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 3.17% of their portfolio | 6.0m $587.9m | Added +707.0k |
| FMR LLC 0.02% of their portfolio | 2.6m $257.7m | Added +136.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.6m $257.2m | Reduced -4.3k |
| Invesco Ltd. 0.04% of their portfolio | 2.0m $192.3m | Added +95.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.8m $173.5m | Added +94.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.75% of their portfolio | 1.6m $155.1m | Added +34.1k |
| T. Rowe Price Investment Management, Inc. 0.09% of their portfolio | 1.4m $137.9m | Reduced -96.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.4m $134.5m | Added +31.5k |
| REINHART PARTNERS, LLC. 4.29% of their portfolio | 1.2m $117.7m | Reduced -160.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.74% of their portfolio | 1.1m $103.8m | Added +89.1k |
| MACQUARIE GROUP LTD 0.13% of their portfolio | 1.1m $103.3m | Added +75.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.0m $98.0m | Reduced -100.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 909.1k $88.7m | Added +685.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 908.2k $88.6m | Reduced -8.2k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 878.9k $85.8m | Added +315.5k |
| Portolan Capital Management, LLC 6.43% of their portfolio | 867.3k $84.6m | Added +54.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 816.1k $79.7m | Added +1.9k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 780.5k $76.2m | Added +110.2k |
| Hood River Capital Management LLC 1.23% of their portfolio | 740.2k $72.2m | Reduced -18.5k |
| MORGAN STANLEY 0.00% of their portfolio | 709.1k $69.2m | Reduced -275.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 689.2k $67.3m | Added +155.4k |
| TD Asset Management Inc 0.06% of their portfolio | 682.6k $66.6m | Added +622.1k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.23% of their portfolio | 576.8k $56.3m | Added +269.1k |
| Nuveen, LLC 0.02% of their portfolio | 573.2k $55.9m | First filing |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 560.9k $54.7m | Added +500.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 544.8k $53.2m | Added +1.7k |
| NORGES BANK 0.01% of their portfolio | 524.9k $51.2m | Added +232.2k |
| Private Capital Management, LLC 5.70% of their portfolio | 524.5k $51.1m | Added +24.2k |
| MACKENZIE FINANCIAL CORP 0.07% of their portfolio | 497.4k $48.5m | Reduced -153.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 458.6k $44.8m | First filing |
| Boston Partners 0.05% of their portfolio | 441.6k $43.2m | Added +40.8k |
| Artisan Partners Limited Partnership 0.07% of their portfolio | 421.5k $41.1m | Added +84.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 405.0k $39.5m | Reduced -85.4k |
| GROUPAMA ASSET MANAGMENT 0.01% of their portfolio | 400.0k $563.9k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 376.4k $36.7m | Reduced -28.1k |
| LSV ASSET MANAGEMENT 0.09% of their portfolio | 370.6k $36.2m | Reduced -99.1k |
| LAZARD ASSET MANAGEMENT LLC 0.05% of their portfolio | 364.6k $35.6m | Added +120.7k |
| Epoch Investment Partners, Inc. 0.18% of their portfolio | 364.2k $35.5m | New |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 363.8k $35.5m | Reduced -16.6k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 355.2k $34.7m | Added +1.4k |
| Assenagon Asset Management S.A. 0.06% of their portfolio | 336.2k $32.8m | Added +310.3k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 312.2k $30.5m | Reduced -3.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 307.0k $30.0m | Reduced -16.9k |
| COMERICA BANK 0.12% of their portfolio | 304.2k $29.7m | Added +39.0k |
| Bridgewater Associates, LP 0.14% of their portfolio | 303.2k $29.6m | Added +193.5k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 283.5k $27.7m | Reduced -1.2k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 274.0k $26.7m | Reduced -96 |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 272.1k $26.6m | Added +3.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 258.5k $25.2m | Added +74.1k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.46% of their portfolio | 240.2k $23.4m | Unchanged |
| Nitorum Capital, L.P. 3.27% of their portfolio | 238.3k $23.3m | New |
| UBS Group AG 0.01% of their portfolio | 238.2k $23.2m | Reduced -251.9k |
| GMT Capital Corp 1.23% of their portfolio | 236.9k $23.1m | Reduced -220.6k |
| MPM BIOIMPACT LLC 3.90% of their portfolio | 232.4k $22.7m | Reduced -3.8k |
| Clearbridge Investments, LLC 0.02% of their portfolio | 221.6k $21.6m | Reduced -147.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 220.6k $21.5m | Added +23.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 220.4k $21.5m | Reduced -262.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 216.3k $21.1m | Added +3.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.22% of their portfolio | 207.5k $20.2m | Added +70.0k |
| Retirement Systems of Alabama 0.07% of their portfolio | 193.2k $18.9m | Added +84 |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 192.7k $18.9m | Added +20.1k |
| Carmignac Gestion 0.31% of their portfolio | 190.5k $18.6m | Reduced -42.2k |
| Amundi 0.01% of their portfolio | 184.8k $18.0m | Added +7.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 183.0k $17.9m | Reduced -8.7k |
| AXIOM INVESTORS LLC /DE 0.08% of their portfolio | 177.9k $17.4m | Added +81.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 177.8k $17.4m | Added +34.4k |
| Man Group plc 0.05% of their portfolio | 172.6k $16.8m | Reduced -26.7k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 163.9k $16.0m | Added +14.5k |
| TWINBEECH CAPITAL LP 0.28% of their portfolio | 159.0k $15.5m | New |
| HARBOR CAPITAL ADVISORS, INC. 0.68% of their portfolio | 152.3k $14.9m | Added +6.9k |
| Legal & General Group Plc 0.00% of their portfolio | 150.9k $14.7m | Reduced -688 |
| BARCLAYS PLC 0.01% of their portfolio | 147.7k $14.4m | Reduced -12.6k |
| Penn Capital Management Company, LLC 1.40% of their portfolio | 146.9k $14.4m | Added +15.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 144.7k $14.1m | Reduced -135.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 143.7k $14.0m | Reduced -23.4k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 142.5k $13.9m | Reduced -10.9k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.23% of their portfolio | 137.0k $13.4m | Reduced -20.9k |
| Resolute Capital Asset Partners LLC 7.52% of their portfolio | 136.9k $13.4m | Added +15.9k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 135.7k $13.2m | Reduced -14.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 135.2k $13.2m | Added +7.6k |
| Swiss National Bank 0.01% of their portfolio | 134.8k $13.2m | Reduced -1.9k |
| WCM INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 127.2k $12.2m | Reduced -427 |
| Driehaus Capital Management LLC 0.12% of their portfolio | 126.9k $12.4m | Reduced -243.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 124.2k $12.1m | Added +6.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 123.1k $12.0m | Added +35.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 119.6k $11.7m | Reduced -2.0k |
| Corebridge Financial, Inc. 0.06% of their portfolio | 110.1k $10.7m | Reduced -2.4k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 103.6k $10.1m | Added +90.6k |
| Candriam S.C.A. 0.06% of their portfolio | 103.3k $10.1m | Reduced -10.3k |
| ASSETMARK, INC 0.03% of their portfolio | 101.4k $9.9m | Added +32.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 101.0k $9.9m | Reduced -45.2k |
| Select Equity Group, L.P. 0.04% of their portfolio | 100.8k $9.8m | Added +90.8k |
| Sarissa Capital Management LP 6.31% of their portfolio | 100.0k $9.8m | Added +37.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 96.3k $9.4m | Reduced -1.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 95.6k $9.3m | Added +90.8k |
| EAGLE GLOBAL ADVISORS LLC 0.38% of their portfolio | 95.2k $9.3m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 94.3k $9.2m | Reduced -6.0k |