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Royalty Pharma plc

RPRX Healthcare
$45.65 $-0.22 (-0.48%)
Market Cap: $19.56 B
Gurus Holding
6
Popularity Rank
#1631
% of Shares Held
1.16%
Net Activity (Q4 2025)
+$45.15 M

Guru Ownership Trend

Guru Analysis for Royalty Pharma plc (RPRX)

Royalty Pharma plc (RPRX), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $305.79 M.

Top institutional holders include Cliff Asness and Pat Dorsey.

Notably, Pat Dorsey has expressed high conviction in this stock, allocating 7.59% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $45.15 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Pat Dorsey reduced exposure by 3.9%.

Key Holders

Top 5 by Value

$99.06 M
$87.31 M
$35.74 M
$20.65 M
$13.65 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$48.72 M
Total Buy Value
New Buys 2
Additions 2
-$3.57 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for Royalty Pharma plc (RPRX)

Major holders include Cliff Asness ($99.06 M), Pat Dorsey ($87.31 M), Paul Tudor Jones ($35.74 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 6.7 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $45.15 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited RPRX. The total reported sell value was $3.57 M.

Yes, 2 managers opened new positions in RPRX, and 2 increased their existing holdings. The total reported buy value was $48.72 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 30.7% 2,563,654 $99.06 M Q4 2025
7.59% Reduce -3.9% 2,259,469 $87.31 M Q4 2025
0.07% Add 7.1% 924,819 $35.74 M Q4 2025
0.02% New Buy 534,306 $20.65 M Q4 2025
0.18% Reduce -0.4% 353,361 $13.65 M Q4 2025
0.59% New Buy 63,000 $2.43 M Q4 2025
Date
Insider Name
Transaction
Value
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Position / Chg
SEC Form