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Lantheus Holdings, Inc.

LNTH Healthcare
$78.5 $-0.99 (-1.25%)
Market Cap: $5.07 B
Gurus Holding
8
Popularity Rank
#820
% of Shares Held
3.86%
Net Activity (Q4 2025)
+$73.41 M

Guru Ownership Trend

Guru Analysis for Lantheus Holdings, Inc. (LNTH)

Lantheus Holdings, Inc. (LNTH), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $195.95 M.

Top institutional holders include Steven Cohen and Private Capital.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $73.41 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 368.0%. Conversely, Ray Dalio reduced exposure by 43.9%.

Key Holders

Top 5 by Value

$67.51 M
$37.19 M
$26.86 M
$14.94 M
$11.09 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$90.18 M
Total Buy Value
New Buys 1
Additions 4
-$16.77 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Lantheus Holdings, Inc. (LNTH)

Major holders include Steven Cohen ($67.51 M), Private Capital ($37.19 M), Cliff Asness ($26.86 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.5 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $73.41 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited LNTH. The total reported sell value was $16.77 M.

Yes, 1 managers opened new positions in LNTH, and 4 increased their existing holdings. The total reported buy value was $90.18 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% New Buy 1,014,369 $67.51 M Q4 2025
3.41% Reduce -0.3% 558,824 $37.19 M Q4 2025
0.01% Add 368.0% 403,622 $26.86 M Q4 2025
0.04% Add 0.6% 224,496 $14.94 M Q4 2025
0.04% Reduce -43.9% 166,706 $11.09 M Q4 2025
0.01% Add 26.7% 75,782 $5.04 M Q4 2025
0.01% Reduce -33.9% 26,401 $1.76 M Q4 2025
0.02% Add 30.3% 25,984 $1.73 M Q4 2025
Date
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Value
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Position / Chg
SEC Form