SUPERNUS PHARMACEUTICALS INC SUPN
COM · Common Stock · CUSIP 868459108 · ISIN US8684591089
Company in Rockville, United States
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersRockville, MD
- Founded2005
- Websitesupernus.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 ($2.0m this quarter). Holder counts are more reliable. Shares outstanding: 55.0m as of 2024-05-01, 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 ≈ $34.10. Options: 5 managers hold calls ($3.5m notional), 5 hold puts ($2.3m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 243 |
| Q4 2022 | 263 |
| Q1 2023 | 259 |
| Q2 2023 | 249 |
| Q3 2023 | 239 |
| Q4 2023 | 246 |
| Q1 2024 | 251 |
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 2022 | 124 | 106 |
| Q1 2023 | 116 | 126 |
| Q2 2023 | 118 | 129 |
| Q3 2023 | 104 | 126 |
| Q4 2023 | 114 | 111 |
| Q1 2024 | 99 | 126 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $2.5m | $342.7k | 0.14 |
| Q3 2023 | $611.3k | $52.4k | 0.09 |
| Q4 2023 | $766.2k | $778.0k | 1.02 |
| Q1 2024 | $3.5m | $2.3m | 0.65 |
Biggest buyers
| Woodline Partners LP | New | +1.3m |
| MORGAN STANLEY | Added | +504.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC | New | +203.0k |
| HSBC HOLDINGS PLC | Added | +177.1k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | New | +173.6k |
| Point72 Asset Management, L.P. | New | +127.8k |
| CONGRESS ASSET MANAGEMENT CO | Added | +111.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +100.6k |
| Nuveen Asset Management, LLC | Added | +96.3k |
| JPMORGAN CHASE & CO | Added | +82.7k |
Biggest sellers
| ARMISTICE CAPITAL, LLC | Reduced | -1.1m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -184.3k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -171.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -149.2k |
| Epoch Investment Partners, Inc. | Reduced | -144.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -142.0k |
| CITADEL ADVISORS LLC | Reduced | -122.8k |
| Parkman Healthcare Partners LLC | Sold out | -119.4k |
| Qube Research & Technologies Ltd | Reduced | -84.7k |
| TWO SIGMA ADVISERS, LP | Reduced | -83.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.9m55.8k shares |
| Caption Management, LLC | New | $682.2k20.0k shares |
| SIMPLEX TRADING, LLC | Added | $600.0k17.6k shares |
| CITADEL ADVISORS LLC | Added | $283.1k8.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| J. Goldman & Co LP | New | $921.0k27.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $842.5k24.7k shares |
| CITADEL ADVISORS LLC | Reduced | $324.0k9.5k shares |
| SIMPLEX TRADING, LLC | Added | $167.0k4.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-22 | 14.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.0% |
Fell to 5% or below in the last year: MILLENNIUM MANAGEMENT LLC (6.6%, 2026-08-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), ARMISTICE CAPITAL, LLC (4.8%, 2026-02-17), DIMENSIONAL FUND ADVISORS LP (4.7%, 2026-01-21)
Insider purchases and sales in Q1 2024
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 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 2 | $7.3m | — |
| Q4 2022 | 0 | — | 2 | $1.6m | — |
| Q1 2023 | 0 | — | 3 | $2.2m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $421.4k | — |
| Q4 2023 | 0 | — | 3 | $360.4k | — |
| Q1 2024 | 0 | — | 2 | $3.6m | $3.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-21 | Bhatt Padmanabh P. Sr. VP of IP, CSO | Sold plan | $511.7k14.5k shares |
| 2024-03-20 | Bhatt Padmanabh P. Sr. VP of IP, CSO | Sold plan | $14.1k400 shares |
| 2024-03-19 | Bhatt Padmanabh P. Sr. VP of IP, CSO | Sold plan | $436.6k12.4k shares |
| 2024-03-13 | Bhatt Padmanabh P. Sr. VP of IP, CSO | Sold plan | $2.1m62.4k shares |
| 2024-03-12 | Bhatt Padmanabh P. Sr. VP of IP, CSO | Sold plan | $128.1k3.9k shares |
| 2024-02-26 | Bhatt Padmanabh P. Sr. VP of IP, CSO | Sold plan | $151.1k5.0k shares |
| 2024-01-10 | Martin Tami Tillotson Sr. V.P., Regulatory Affairs | Sold plan | $223.3k8.0k 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 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 10.4m $353.5m | Reduced -20.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 6.2m $211.7m | Reduced -7.9k |
| ARMISTICE CAPITAL, LLC 3.24% of their portfolio | 3.6m $121.8m | Reduced -1.1m |
| MACQUARIE GROUP LTD 0.10% of their portfolio | 2.7m $91.0m | Reduced -68.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 2.6m $87.2m | Added +100.6k |
| STATE STREET CORP 0.00% of their portfolio | 2.0m $69.5m | Reduced -23.7k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $66.5m | Added +504.0k |
| Polar Capital Holdings Plc 0.35% of their portfolio | 1.9m $66.2m | Added +1.1k |
| Stephens Investment Management Group LLC 0.86% of their portfolio | 1.9m $64.9m | Reduced -3.1k |
| LOOMIS SAYLES & CO L P 0.08% of their portfolio | 1.6m $54.5m | Reduced -39.1k |
| GW&K Investment Management, LLC 0.40% of their portfolio | 1.3m $45.7m | Added +21.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 1.3m $45.5m | Reduced -45.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $44.6m | Added +61.8k |
| Woodline Partners LP 0.41% of their portfolio | 1.3m $44.0m | New |
| Aristotle Capital Boston, LLC 1.18% of their portfolio | 1.1m $38.9m | Reduced -20.0k |
| CONGRESS ASSET MANAGEMENT CO 0.25% of their portfolio | 1.0m $35.2m | Added +111.3k |
| Pictet Asset Management Holding SA 0.04% of their portfolio | 990.0k $33.6m | Reduced -56.0k |
| ASHFORD CAPITAL MANAGEMENT INC 3.52% of their portfolio | 763.5k $26.0m | Reduced -63.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 647.8k $22.1m | Reduced -42.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 619.2k $21.1m | Reduced -29.2k |
| Invesco Ltd. 0.00% of their portfolio | 603.8k $20.6m | Added +73.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 592.6k $20.2m | Added +36.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 566.3k $19.3m | Added +6.6k |
| RICE HALL JAMES & ASSOCIATES, LLC 1.01% of their portfolio | 516.8k $17.6m | Reduced -13.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 442.8k $15.1m | Reduced -2.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 423.0k $14.4m | Reduced -22.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 394.2k $13.4m | Added +82.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 360.6k $12.3m | Reduced -4.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 357.7k $12.2m | Reduced -184.3k |
| Tributary Capital Management, LLC 0.96% of their portfolio | 344.8k $11.8m | Reduced -1.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 330.6k $11.3m | Added +64.8k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 320.9k $10.9m | Reduced -16.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 314.9k $10.7m | Added +75.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 284.0k $9.7m | Reduced -16.4k |
| SCOUT INVESTMENTS, INC. 0.22% of their portfolio | 265.5k $8.9m | Reduced -16.9k |
| NORGES BANK 0.00% of their portfolio | 232.2k $7.9m | Reduced -42.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 227.0k $7.7m | Added +96.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 203.0k $6.9m | New |
| Epoch Investment Partners, Inc. 0.03% of their portfolio | 202.3k $6.9m | Reduced -144.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 187.4k $6.4m | Added +177.1k |
| CW Advisors, LLC 0.10% of their portfolio | 177.8k $6.1m | Added +48.8k |
| S&T Bank/PA 1.15% of their portfolio | 175.6k $6.0m | Reduced -13.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 174.5k $6.0m | Reduced -3.3k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 173.6k $5.9m | New |
| THIRD AVENUE MANAGEMENT LLC 0.87% of their portfolio | 159.7k $5.4m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 154.1k $5.3m | Reduced -616 |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 143.3k $4.9m | Reduced -83.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 130.4k $4.4m | Added +1.2k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 127.8k $4.4m | New |
| Phocas Financial Corp. 0.46% of their portfolio | 118.5k $4.0m | Reduced -3.0k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 112.0k $3.8m | Reduced -1.4k |
| Swiss National Bank 0.00% of their portfolio | 107.6k $3.7m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 106.9k $3.6m | Added +34.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 98.0k $3.3m | Added +65.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 95.3k $3.2m | Added +16.1k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 92.8k $3.2m | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 88.5k $3.0m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 88.3k $3.0m | Added +12.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 87.3k $3.0m | Reduced -122.8k |
| Bruce & Co., Inc. 0.93% of their portfolio | 82.1k $2.8m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 81.3k $2.8m | Reduced -22.7k |
| Bridge City Capital, LLC 1.00% of their portfolio | 80.7k $2.8m | Added +2.0k |
| BARCLAYS PLC 0.00% of their portfolio | 80.6k $2.7m | Reduced -22.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 77.9k $2.7m | Added +24.4k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 69.3k $2.4m | Added +14.9k |
| UBS Group AG 0.00% of their portfolio | 64.5k $2.2m | Reduced -875 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 61.8k $2.1m | Reduced -1.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 57.1k $1.9m | Reduced -2.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 55.6k $1.9m | Added +4.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 54.7k $1.9m | Added +27 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 54.4k $1.9m | Added +11.0k |
| AXIOM INVESTORS LLC /DE 0.02% of their portfolio | 54.2k $1.8m | Added +5.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 54.1k $1.8m | Reduced -2.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 51.4k $1.8m | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 50.8k $1.7m | Reduced -4.3k |
| ISTHMUS PARTNERS, LLC 0.19% of their portfolio | 50.1k $1.7m | Reduced -25.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 49.2k $1.8m | Added +35.1k |
| PDT Partners, LLC 0.16% of their portfolio | 49.0k $1.7m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 48.8k $1.7m | Added +2.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 47.9k $1.6m | Added +28.0k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 47.8k $1.6m | Added +619 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 47.4k $1.6m | Reduced -1.3k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 46.3k $1.6m | Reduced -3.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 45.4k $1.5m | Reduced -77.1k |
| CITIGROUP INC 0.00% of their portfolio | 45.1k $1.5m | Added +813 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC 0.12% of their portfolio | 43.5k $1.5m | Added +1.2k |
| Polaris Capital Management, LLC 0.07% of their portfolio | 42.5k $1.4m | Unchanged |
| TOWNSQUARE CAPITAL LLC 0.02% of their portfolio | 42.4k $1.4m | Added +12.2k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 40.2k $1.4m | Reduced -1.4k |
| Hennion & Walsh Asset Management, Inc. 0.07% of their portfolio | 39.8k $1.4m | Added +16.6k |
| MERITAGE PORTFOLIO MANAGEMENT 0.09% of their portfolio | 39.7k $1.4m | Reduced -3.3k |
| SIT INVESTMENT ASSOCIATES INC 0.03% of their portfolio | 38.8k $1.3m | Added +29.4k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 37.9k $1.3m | Added +1.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 37.7k $1.3m | Reduced -14.6k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 36.3k $1.2m | Reduced -303 |
| MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio | 36.1k $1.2m | Unchanged |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 33.3k $1.1m | Reduced -329 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 32.6k $1.1m | Reduced -142.0k |
| ASSETMARK, INC 0.00% of their portfolio | 31.1k $1.1m | Added +1.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 31.0k $1.1m | Added +4.3k |