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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

AlphaCentric Advisors LLC

Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001162044-23-000179

Total Value
$101.2M
Positions
165
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (165)

#IssuerTicker / CUSIPSharesValue% of Filing
1NEW RESIDENTIAL INVT CORPRITM-PF491,699$4.0M3.97%
2HORIZON THERAPEUTICS PUB LG4618810125,500$2.9M2.87%
3MR COOPER GROUP INC62482R10756,790$2.3M2.25%
4GSK PLCGLAXF61,000$2.1M2.12%
5PROCEPT BIOROBOTICS CORPPRCT50,000$2.1M2.05%
6ELLINGTON FINANCIAL INCEFC-PD165,154$2.0M2.02%
7GALAPAGOS NVGLPGF42,500$1.9M1.86%
8PENNYMAC FINL SVCS INC NEW70932M10731,123$1.8M1.74%
92SEVENTY BIO INC901384107180,000$1.7M1.67%
10MFA FINL INC55272X607158,230$1.6M1.54%
11NEW YORK MTG TR INC649604501595,731$1.5M1.51%
12AURINIA PHARMACEUTICALS INCAUPH352,500$1.5M1.50%
13COHERUS BIOSCIENCES INCCHRS187,500$1.5M1.47%
14VERONA PHARMA PLC92505010655,000$1.4M1.42%
15BIOCRYST PHARMACEUTICALS INCBCRX125,000$1.4M1.42%
16BIO RAD LABS INC0905722073,400$1.4M1.41%
17AIRSCULPT TECHNOLOGIES INCAIRS360,000$1.3M1.32%
18INTUITIVE SURGICAL INCISRG5,000$1.3M1.31%
19ALLIED MOTION TECHNOLOGIES IALNT37,500$1.3M1.29%
20AEROVIRONMENT INCAVAV15,000$1.3M1.27%
21ELANCO ANIMAL HEALTH INCELAN102,500$1.3M1.24%
22ULTRAGENYX PHARMACEUTICAL INRARE27,000$1.3M1.24%
23STARWOOD PPTY TR INCSTHO65,000$1.2M1.18%
24FULGENT GENETICS INCFLGT39,500$1.2M1.16%
25ARCUTIS BIOTHERAPEUTICS INCARQT78,500$1.2M1.15%
26COLLEGIUM PHARMACEUTICAL INCCOLL49,500$1.1M1.13%
27ADC THERAPEUTICS SAADCT297,500$1.1M1.13%
28OCWEN FINL CORPONIT35,618$1.1M1.08%
29NOVAVAX INCNVAX105,000$1.1M1.07%
30BIOXCEL THERAPEUTICS INCBTAI50,000$1.1M1.06%
31DYNEX CAP INCDX-PC83,590$1.1M1.05%
32AMETEK INC NEWAME7,500$1.0M1.04%
33SOMALOGIC INC83444K105415,000$1.0M1.03%
34VIRIDIAN THERAPEUTICS INCVRDN35,500$1.0M1.02%
35STEREOTAXIS INCSTXS500,000$1.0M1.02%
36INNOVIVA INCINVA75,000$993,7500.98%
37SANOFISNYNF20,000$968,6000.96%
38AGNC INVT CORP00123Q10492,746$959,9210.95%
39REDWOOD TR INCRWTQ131,398$888,2500.88%
40MOBILEYE GLOBAL INCMBLY25,000$876,5000.87%
41PETIQ INC71639T10695,000$875,9000.87%
42LANTHEUS HLDGS INCLNTH17,000$866,3200.86%
43CINCOR PHARMA INC17240Y10970,000$860,3000.85%
44TARO PHARMACEUTICAL INDS LTDM8737E10827,500$798,6000.79%
45ACADIA PHARMACEUTICALS INCACAD50,000$796,0000.79%
46ANNALY CAPITAL MANAGEMENT INNLY-PJ37,500$790,5000.78%
47DOCGO INCDCGO110,000$777,7000.77%
48OMNICELL COMOMCL15,000$756,3000.75%
49GLOBUS MED INCGMED10,000$742,7000.73%
50PACIRA BIOSCIENCES INCPCRX19,000$733,5900.72%
51ACCURAY INCARAY350,000$731,5000.72%
52GILEAD SCIENCES INCGILD8,500$729,7250.72%
53WELLTOWER INCWELL11,059$724,9170.72%
54MGIC INVT CORP WIS55284810353,900$700,7000.69%
55KINIKSA PHARMACEUTICALS LTDKNSA45,000$674,1000.67%
56CELLDEX THERAPEUTICS INC NEWCLDX15,000$668,5500.66%
57MORPHOSYS AG617760202185,000$662,3000.65%
58AVEANNA HEALTHCARE HLDGS INCAVAH842,000$656,7600.65%
59MIRATI THERAPEUTICS INC60468T10514,000$634,3400.63%
60UNITED THERAPEUTICS CORP DELUTHR2,250$625,7030.62%
61NUVATION BIO INCNUVB325,000$624,0000.62%
62ENACT HLDGS INCACT25,367$611,8520.60%
63AMARIN CORP PLCAMRN500,000$605,0000.60%
64AMRYT PHARMA PLC03217L10681,000$591,3000.58%
65MARATHON PETE CORPMARA4,819$560,8830.55%
66JAZZ PHARMACEUTICALS PLCJAZZ3,500$557,5850.55%
67VUZIX CORPVUZI150,000$546,0000.54%
68APA CORPORATIONAPA11,571$540,1340.53%
69EXELIXIS INCEXEL33,000$529,3200.52%
70VALERO ENERGY CORP NEWVLO4,055$514,4170.51%
71CONOCOPHILLIPSCOP4,282$505,2760.50%
72EXXON MOBIL CORPXOM4,419$487,4160.48%
73KNIGHTSCOPE INCKSCP250,000$472,5000.47%
74NUVALENT INCNUVL15,500$461,5900.46%
75WALGREENS BOOTS ALLIANCE INC93142710812,000$448,3200.44%
76LENNAR CORPLEN-B4,867$440,4640.44%
77CABOT OIL & GAS CORPCTRA17,606$432,5790.43%
78CIGNA CORP NEW1255231001,287$426,4350.42%
79MAINSTAY MACKAY DEFINEDTERMMMD26,000$417,5600.41%
80ZYMEWORKS DEL INCZYME52,500$412,6500.41%
81PHILLIPS 66PSX3,843$399,9790.40%
82INSMED INCINSM20,000$399,6000.39%
83INTRA CELLULAR THERAPIES INC46116X1017,500$396,9000.39%
84TRAVERE THERAPEUTICS INCTVTX18,640$391,9990.39%
85DIAMONDBACK ENERGY INCFANG2,863$391,6010.39%
86ISTAR INC45031U10150,617$386,2080.38%
87DYNAVAX TECHNOLOGIES CORP26815820136,000$383,0400.38%
88OCCIDENTAL PETE CORP DEL6745991055,942$374,2870.37%
89INMODE LTDINMD10,000$357,0000.35%
90PIMCO MUN INCOME FD72200R10732,150$335,3250.33%
91CENOVUS ENERGY INCCVE17,060$331,1350.33%
92MOSAIC CO NEWMOS7,358$322,7950.32%
93MEDTRONIC PLCMDT4,000$310,8800.31%
94VICARIOUS SURGICAL INCRBOTW150,000$303,0000.30%
95MARATHON OIL CORPMARA11,143$301,6410.30%
96MICROBOT MED INCMBOT100,000$301,0000.30%
97PIONEER NAT RES CO7237871071,312$299,6480.30%
98GENERAL MLS INC3703341043,536$296,4940.29%
99ARCHER DANIELS MIDLAND COADM3,103$288,1140.28%
100AMERICAN INTL GROUP INC0268747844,547$287,5520.28%
101AFLAC INCAFL3,954$284,4510.28%
102GLOBE LIFE INCGL-PD2,358$284,2570.28%
103JOHNSON & JOHNSONJNJ1,596$281,9330.28%
104UNITEDHEALTH GROUP INCUNH530$280,9950.28%
105MCKESSON CORPMCK743$278,7140.28%
106PROGRESSIVE CORP OHIO7433151032,147$278,4870.28%
107AMERISOURCEBERGEN CORPCOR1,678$278,0610.27%
108BERKLEY W R CORPWRB-PH3,828$277,7980.27%
109ABBVIE INCABBV1,693$273,6060.27%
110HEWLETT PACKARD ENTERPRISE CHPE-PC17,013$271,5270.27%
111PEPSICO INCPEP1,496$270,2670.27%
112HENRY JACK & ASSOC INC4262811011,532$268,9580.27%
113D R HORTON INC23331A1093,000$267,4200.26%
114GENUINE PARTS COGPC1,539$267,0320.26%
115HERSHEY COHSY1,144$264,9160.26%
116IMPERIAL OIL LTDIMO5,431$264,7070.26%
117CHEVRON CORP NEWCVX1,463$262,5940.26%
118AMGEN INCAMGN992$260,5390.26%
119NUCOR CORPNUE1,939$255,5800.25%
120KELLOGG COBEKE3,579$254,9680.25%
121BRISTOL MYERS SQUIBB COCELG-RI3,518$253,1200.25%
122REPUBLIC SVCS INC7607591001,961$252,9490.25%
123COCA COLA COKO3,963$252,0860.25%
124NUVEEN MUN HIGH INCOME OPPORNU23,100$238,8540.24%
125NUVEEN MUN CR OPPORTUNITIESNU21,550$236,8350.23%
126HF SINCLAIR CORPDINO4,494$233,1940.23%
127EQT CORPEQT6,817$230,6190.23%
128DRAGANFLY INC.DPRO300,000$222,0000.22%
129PUMA BIOTECHNOLOGY INCPBYI50,000$211,5000.21%
130CF INDS HLDGS INC1252691002,468$210,2740.21%
131PIMCO MUN INCOME FD III72201A10323,550$205,1210.20%
132TECK RESOURCES LTDTCKRF4,420$167,1640.17%
133EOG RES INCEOG1,274$165,0080.16%
134PUTNAM MUN OPPORTUNITIES TR74692210314,820$160,7970.16%
135METLIFE INCMET-PF2,062$149,2270.15%
136STEEL DYNAMICS INCSTLD1,483$144,8890.14%
137HARTFORD FINL SVCS GROUP INCHIG-PG1,883$142,7880.14%
138TRAVELERS COMPANIES INCTRV754$141,3670.14%
139PRINCIPAL FINL GROUP INCPFG1,594$133,7680.13%
140EMBECTA CORPEMBC5,000$126,4500.12%
141CVS CAREMARK CORPORATIONCVS1,337$124,5950.12%
142BLACKROCK MUNIYILD QULT FD IBLK10,000$116,0000.11%
143SAFEHOLD INCSAFE3,874$110,8740.11%
144PUTNAM MANAGED MUN INCOME TR74682310317,600$110,5280.11%
145LYONDELLBASELL INDUSTRIES NLYB1,311$108,8520.11%
146OVINTIV INCOVV2,146$108,8240.11%
147CANADIAN NAT RES LTD1363851011,958$108,7280.11%
148ANTERO RES CORPAR3,503$108,5580.11%
149BUILDERS FIRSTSOURCE INCBLDR1,628$105,6250.10%
150DOW INCDOW1,980$99,7720.10%
151SOUTHWESTERN ENERGY CO84546710916,557$96,8580.10%
152HP INCHPQ3,558$95,6030.09%
153AUTONATION INCAN881$94,5310.09%
154TYSON FOODS INCTSN1,457$90,6980.09%
155UNITED CONTL HLDGS INCUNTCW2,364$89,1230.09%
156AVIS BUDGET GROUPCAR531$87,0470.09%
157WESTLAKE CHEM CORPWLK841$86,2360.09%
158CLEVELAND CLIFFS INCCLF5,013$80,7590.08%
159HESS CORPHESM401$56,8700.06%
160DEVON ENERGY CORP NEW25179M103846$52,0370.05%
161ENPHASE ENERGY INCENPH175$46,3680.05%
162ALBEMARLE CORPALB-PA210$45,5410.04%
163MONOLITHIC PWR SYS INC609839105126$44,5550.04%
164DATADOG INCDDOG500$36,7500.04%
165MARVELL TECHNOLOGY INCMRVL949$35,1510.03%