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 ($3.2m this quarter). Holder counts are more reliable. Shares outstanding: 66.3m as of 2025-11-03, 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 ≈ $51.30. Options: 13 managers hold calls ($25.2m notional), 12 hold puts ($20.3m).
Trends to Q3 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 |
| Q2 2025 | 477 |
| Q3 2025 | 419 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 191 | 212 |
| Q1 2024 | 242 | 186 |
| Q2 2024 | 238 | 196 |
| Q3 2024 | 262 | 235 |
| Q4 2024 | 241 | 245 |
| Q1 2025 | 278 | 221 |
| Q2 2025 | 239 | 264 |
| Q3 2025 | 179 | 313 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $55.0m | $37.3m | 0.68 |
| Q1 2025 | $43.3m | $27.1m | 0.63 |
| Q2 2025 | $54.4m | $39.6m | 0.73 |
| Q3 2025 | $25.2m | $20.3m | 0.81 |
Biggest buyers
| MORGAN STANLEY | Added | +3.1m |
| Assenagon Asset Management S.A. | New | +1.3m |
| JPMORGAN CHASE & CO | Added | +668.0k |
| Polaris Capital Management, LLC | New | +637.3k |
| Carmignac Gestion | Added | +510.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +351.3k |
| CITADEL ADVISORS LLC | Added | +282.3k |
| JANE STREET GROUP, LLC | Added | +266.2k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | New | +223.1k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +195.9k |
Biggest sellers
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -3.2m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Sold out | -1.5m |
| T. Rowe Price Investment Management, Inc. | Reduced | -1.4m |
| Invesco Ltd. | Reduced | -950.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -947.4k |
| FMR LLC | Reduced | -820.1k |
| Boston Partners | Sold out | -576.4k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Reduced | -546.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -513.6k |
| ROYAL BANK OF CANADA | Reduced | -482.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.7m150.8k shares |
| CITADEL ADVISORS LLC | Added | $4.8m94.5k shares |
| IMC-Chicago, LLC | Added | $3.5m68.2k shares |
| Cubist Systematic Strategies, LLC | Added | $1.8m34.2k shares |
| JANE STREET GROUP, LLC | Added | $1.4m27.4k shares |
| WOLVERINE TRADING, LLC | Added | $1.3m24.8k shares |
| Walleye Capital LLC | Added | $1.0m20.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $871.0k17.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $800.1k15.6k shares |
| Twin Tree Management, LP | Unchanged | $620.6k12.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.2m100.9k shares |
| CITADEL ADVISORS LLC | Added | $5.1m100.2k shares |
| IMC-Chicago, LLC | Added | $3.0m58.6k shares |
| JANE STREET GROUP, LLC | Added | $2.0m39.5k shares |
| PEAK6 LLC | Reduced | $1.9m36.2k shares |
| WOLVERINE TRADING, LLC | Added | $1.1m22.1k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $846.3k16.5k shares |
| Twin Tree Management, LP | Reduced | $415.4k8.1k shares |
| Walleye Capital LLC | Added | $251.3k4.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $215.0k4.2k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 5 | $7.2m | $7.2m |
| Q3 2025 | 0 | — | 1 | $163.9k | $163.9k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-08-20 | FARALLON PARTNERS L L C/CA +9 10% owner · See Footnotes | Sold | $188.9m3.4m shares |
| 2025-08-20 | WEHRLY MARK C +7 Member of a Group Owning 10% · See Footnotes | Sold | $188.9m3.4m shares |
| 2025-08-19 | FARALLON PARTNERS L L C/CA +9 10% owner · See Footnotes | Sold | $2.3m41.0k shares |
| 2025-08-19 | WEHRLY MARK C +7 Member of a Group Owning 10% · See Footnotes | Sold | $2.3m41.0k shares |
| 2025-08-13 | Blanchfield Paul President | Sold plan | $163.9k3.1k 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 8.3m $424.0m | Reduced -267.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 7.0m $356.6m | Added +115.3k |
| JANUS HENDERSON GROUP PLC 0.16% of their portfolio | 6.7m $342.9m | Reduced -254.2k |
| FMR LLC 0.01% of their portfolio | 4.2m $215.4m | Reduced -820.1k |
| MORGAN STANLEY 0.01% of their portfolio | 3.9m $198.9m | Added +3.1m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.01% of their portfolio | 3.5m $178.3m | Reduced -3.2m |
| STATE STREET CORP 0.00% of their portfolio | 2.5m $128.1m | Reduced -61.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.8m $90.0m | Reduced -22.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $80.2m | Added +668.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.4m $70.3m | Reduced -12.0k |
| REINHART PARTNERS, LLC. 2.25% of their portfolio | 1.3m $69.1m | Reduced -55.9k |
| Assenagon Asset Management S.A. 0.10% of their portfolio | 1.3m $65.7m | New |
| Swedbank AB 0.06% of their portfolio | 1.2m $63.0m | Unchanged |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 1.0m $53.3m | Reduced -82.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 844.2k $43.3m | Reduced -21.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 811.9k $41.6m | Reduced -221.5k |
| Carmignac Gestion 0.62% of their portfolio | 807.4k $41.4m | Added +510.4k |
| TD Asset Management Inc 0.03% of their portfolio | 791.0k $40.6m | Added +158.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 772.0k $39.6m | Reduced -947.4k |
| Invesco Ltd. 0.01% of their portfolio | 733.0k $37.6m | Reduced -950.8k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 721.4k $37.0m | Added +139.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 659.3k $33.8m | Added +195.9k |
| Polaris Capital Management, LLC 2.15% of their portfolio | 637.3k $32.7m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 629.8k $32.3m | Reduced -204.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 574.7k $29.5m | Added +183.1k |
| Private Capital Management, LLC 2.66% of their portfolio | 560.7k $28.8m | Added +17.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 557.4k $28.6m | Added +28.7k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 519.4k $26.6m | Added +282.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 517.8k $26.6m | Reduced -101.5k |
| MACKENZIE FINANCIAL CORP 0.03% of their portfolio | 501.6k $25.7m | Added +3.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 487.8k $25.0m | Reduced -49.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.16% of their portfolio | 469.5k $24.1m | Reduced -546.9k |
| Epoch Investment Partners, Inc. 0.13% of their portfolio | 455.9k $23.4m | Added +115.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 448.5k $23.0m | Added +189.8k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 443.5k $22.7m | Added +351.3k |
| Pacer Advisors, Inc. 0.06% of their portfolio | 422.2k $21.7m | Added +74.3k |
| Artisan Partners Limited Partnership 0.03% of their portfolio | 404.0k $20.7m | Reduced -13.9k |
| GROUPAMA ASSET MANAGMENT 0.01% of their portfolio | 400.0k $423.2k | Unchanged |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 327.6k $16.8m | Reduced -25.4k |
| UBS Group AG 0.00% of their portfolio | 321.1k $16.5m | Reduced -329.5k |
| BRIGADE CAPITAL MANAGEMENT, LP 8.95% of their portfolio | 316.3k $16.2m | Added +173.2k |
| Portolan Capital Management, LLC 0.82% of their portfolio | 297.2k $15.2m | Added +42.7k |
| Bridgewater Associates, LP 0.06% of their portfolio | 296.9k $15.2m | Reduced -100.9k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.23% of their portfolio | 274.2k $14.1m | Added +127.2k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 270.7k $13.9m | Added +266.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 249.9k $12.8m | Added +30.7k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 236.6k $12.1m | Reduced -162.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 223.1k $11.4m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 214.2k $11.0m | Reduced -6.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 206.5k $10.6m | Added +10.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 197.6k $10.1m | Reduced -27.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 195.2k $10.0m | Added +59.0k |
| Capital World Investors 0.00% of their portfolio | 194.9k $10.0m | Unchanged |
| KEYBANK NATIONAL ASSOCIATION/OH 0.03% of their portfolio | 187.0k $9.6m | Reduced -327.7k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 185.5k $9.5m | Reduced -101.3k |
| Sarissa Capital Management LP 5.16% of their portfolio | 181.4k $9.3m | Added +85.2k |
| Retirement Systems of Alabama 0.03% of their portfolio | 174.9k $9.0m | Reduced -2.4k |
| Vestal Point Capital, LP 0.40% of their portfolio | 170.0k $8.7m | Added +120.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 163.8k $8.4m | Reduced -482.4k |
| Verition Fund Management LLC 0.05% of their portfolio | 163.0k $8.4m | Added +131.6k |
| BARCLAYS PLC 0.00% of their portfolio | 162.7k $8.3m | Reduced -38.5k |
| Nuveen, LLC 0.00% of their portfolio | 155.8k $8.0m | Reduced -62.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 149.8k $7.7m | Reduced -37.6k |
| Legal & General Group Plc 0.00% of their portfolio | 142.3k $7.3m | Reduced -10.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 140.3k $7.2m | Added +4.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 138.8k $7.1m | Reduced -44.8k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 138.2k $7.1m | Reduced -1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 136.9k $7.0m | New |
| Swiss National Bank 0.00% of their portfolio | 134.2k $6.9m | Added +3.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 120.8k $6.2m | Reduced -5.6k |
| California Public Employees Retirement System 0.00% of their portfolio | 120.6k $6.2m | Added +1.4k |
| Nearwater Capital Markets, Ltd 0.08% of their portfolio | 119.6k $6.1m | New |
| ASSETMARK, INC 0.01% of their portfolio | 118.5k $6.1m | Added +19.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 113.4k $5.8m | Reduced -357.3k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 97.9k $5.1m | Reduced -92.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 95.9k $4.9m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 94.2k $4.8m | Reduced -53.4k |
| LPL Financial LLC 0.00% of their portfolio | 92.2k $4.7m | Added +1.8k |
| Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio | 91.5k $4.7m | Reduced -1.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 86.2k $4.4m | Added +66.0k |
| Focus Partners Wealth 0.01% of their portfolio | 80.2k $4.1m | Reduced -772 |
| Phocas Financial Corp. 0.53% of their portfolio | 80.1k $4.1m | Added +1.6k |
| Stanley-Laman Group, Ltd. 0.58% of their portfolio | 79.7k $4.1m | Added +22.2k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.08% of their portfolio | 79.3k $4.1m | Unchanged |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 76.4k $3.9m | Reduced -207.4k |
| Y-Intercept (Hong Kong) Ltd 0.09% of their portfolio | 75.4k $3.9m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 75.3k $3.9m | Reduced -8.3k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 73.8k $3.8m | Reduced -2.3k |
| Velan Capital Investment Management LP 3.54% of their portfolio | 73.5k $3.8m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 71.2k $3.7m | Reduced -255.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 70.5k $3.6m | Reduced -22.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 68.2k $3.5m | Added +21.9k |
| Lido Advisors, LLC 0.01% of their portfolio | 67.2k $3.4m | Reduced -474 |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 66.2k $3.4m | Reduced -3.2k |
| WINTON GROUP Ltd 0.13% of their portfolio | 65.1k $3.3m | Added +50.7k |
| SECTOR GAMMA AS 0.82% of their portfolio | 64.4k $3.3m | Added +14.1k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 64.3k $3.3m | Added +28.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 64.1k $3.3m | Added +3 |
| Man Group plc 0.01% of their portfolio | 64.0k $3.3m | Reduced -150.6k |
| INTECH INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 63.4k $3.3m | Reduced -33.7k |