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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

AlphaCentric Advisors LLC

Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001162044-23-000539

Total Value
$144.9M
Positions
209
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (209)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428745776,992$6.3M4.37%
2NEW RESIDENTIAL INVT CORPRITM-PF491,699$3.9M2.71%
3GALAPAGOS NVGLPGF92,000$3.6M2.45%
4BIOCRYST PHARMACEUTICALS INCBCRX419,500$3.5M2.41%
5CENTENE CORP DELCNC50,000$3.2M2.18%
62SEVENTY BIO INC901384107302,500$3.1M2.13%
7GSK PLCGLAXF80,000$2.8M1.96%
8INVESCO QQQ TRIVZ8,749$2.8M1.94%
9INVESCO EXCH TRADED FD TR IIIVZ21,262$2.8M1.94%
10HORIZON THERAPEUTICS PUB LG4618810125,500$2.8M1.92%
11ELLINGTON FINANCIAL INCEFC-PD200,171$2.4M1.69%
12COHERUS BIOSCIENCES INCCHRS354,500$2.4M1.67%
13MR COOPER GROUP INC62482R10756,790$2.3M1.61%
14HARMONY BIOSCIENCES HLDGS INHRMY67,500$2.2M1.52%
15ARCUTIS BIOTHERAPEUTICS INCARQT190,000$2.1M1.44%
16INNOVIVA INCINVA184,000$2.1M1.43%
17ELANCO ANIMAL HEALTH INCELAN215,000$2.0M1.39%
18LANTHEUS HLDGS INCLNTH23,000$1.9M1.31%
19MFA FINL INC55272X607173,425$1.7M1.19%
20NEW YORK MTG TR INCADAMZ172,079$1.7M1.18%
21BIO RAD LABS INC0905722073,400$1.6M1.12%
22NEUROCRINE BIOSCIENCES INCNBIX15,500$1.6M1.08%
23ADC THERAPEUTICS SAADCT760,000$1.5M1.02%
24PACIRA BIOSCIENCES INCPCRX36,000$1.5M1.01%
25ADAPTHEALTH CORPAHCO116,500$1.4M1.00%
26INSMED INCINSM84,500$1.4M0.99%
27DYNEX CAP INCDX-PC118,590$1.4M0.99%
28PROCEPT BIOROBOTICS CORPPRCT50,000$1.4M0.98%
29INTRA CELLULAR THERAPIES INC46116X10125,500$1.4M0.95%
30PENNYMAC CORP70932AAD51,465,000$1.4M0.95%
31AEROVIRONMENT INCAVAV15,000$1.4M0.95%
32ALLIED MOTION TECHNOLOGIES IALNT35,000$1.4M0.93%
33INTUITIVE SURGICAL INCISRG5,000$1.3M0.88%
34ALKERMES PLCALKS45,000$1.3M0.88%
35FULGENT GENETICS INCFLGT39,500$1.2M0.85%
36COLLEGIUM PHARMACEUTICAL INCCOLL49,500$1.2M0.82%
37AMRYT PHARMA PLC03217L10681,000$1.2M0.81%
38ULTRAGENYX PHARMACEUTICAL INRARE28,500$1.1M0.79%
39TWO HARBORS INVENTMENT CORPO90187BAB71,315,000$1.1M0.79%
40STEREOTAXIS INCSTXS550,000$1.1M0.77%
41DECIPHERA PHARMACEUTICALS IN24344T10172,500$1.1M0.77%
42VERONA PHARMA PLC92505010655,000$1.1M0.76%
43PETIQ INC71639T10695,000$1.1M0.75%
44MOBILEYE GLOBAL INCMBLY25,000$1.1M0.75%
45DYNAVAX TECHNOLOGIES CORP268158201107,500$1.1M0.73%
46ACCURAY INCARAY350,000$1.0M0.72%
47NOVAVAX INCNVAX150,000$1.0M0.72%
48DOCGO INCDCGO120,000$1.0M0.72%
49JAZZ PHARMACEUTICALS PLCJAZZ7,000$1.0M0.71%
50RWT HLDGS INC749772AD11,124,000$1.0M0.70%
51REDWOOD TR INCRWTQ146,593$988,0370.68%
52WALGREENS BOOTS ALLIANCE INC93142710828,000$968,2400.67%
53OCWEN FINL CORPONIT35,618$965,9600.67%
54SYNOPSYS INCSNPS2,500$965,6250.67%
55ACADIA PHARMACEUTICALS INCACAD50,000$941,0000.65%
56AGNC INVT CORP00123Q10492,746$934,8800.65%
57KARYOPHARM THERAPEUTICS INCKPTI240,000$933,6000.64%
58VIRIDIAN THERAPEUTICS INCVRDN35,500$903,1200.62%
59KINIKSA PHARMACEUTICALS LTDKNSA82,500$887,7000.61%
60OMNICELL COMOMCL15,000$880,0500.61%
61INMODE LTDINMD27,000$862,9200.60%
62ITEOS THERAPEUTICS INC46565G10463,000$857,4300.59%
63AURINIA PHARMACEUTICALS INCAUPH77,500$849,4000.59%
64WELLTOWER INCWELL11,059$792,8200.55%
65TARO PHARMACEUTICAL INDS LTDM8737E10832,500$790,4000.55%
66UNITED THERAPEUTICS CORP DELUTHR3,500$783,8600.54%
67AMARIN CORP PLCAMRN500,000$750,0000.52%
68BIOXCEL THERAPEUTICS INCBTAI40,000$746,4000.52%
69MORPHOSYS AG617760202185,000$730,7500.50%
70MGIC INVT CORP WIS55284810353,900$723,3380.50%
71NANO DIMENSION LTDNNDM250,000$722,5000.50%
72ANNALY CAPITAL MANAGEMENT INNLY-PJ37,500$716,6250.49%
73GILEAD SCIENCES INCGILD8,500$705,2450.49%
74J P MORGAN EXCHANGE TRADED46641Q21713,912$673,3410.46%
75EXELIXIS INCEXEL33,000$640,5300.44%
76DRAGANFLY INC.DPRO500,000$640,0000.44%
77MARATHON PETE CORPMARA4,609$621,4310.43%
78SOMALOGIC INC83444K105239,500$610,7250.42%
79ENACT HLDGS INCACT25,367$579,8900.40%
80NUVATION BIO INCNUVB345,000$572,7000.40%
81ISHARES TR4642886614,695$552,3670.38%
82SANOFISNYNF10,000$544,2000.38%
83VALERO ENERGY CORP NEWVLO3,883$542,0670.37%
84CELLDEX THERAPEUTICS INC NEWCLDX15,000$539,7000.37%
85BIOMARIN PHARMACEUTICAL INCBMRN5,500$534,8200.37%
86LENNAR CORPLEN-B4,867$511,5700.35%
87NUVALENT INCNUVL17,897$466,9330.32%
88REDWOOD TRUST INCRWTQ490,000$465,8810.32%
89EXXON MOBIL CORPXOM4,235$464,4100.32%
90ISHARES INC46428628513,178$464,3930.32%
91INVESCO EXCHNG TRADED FD TRIVZ22,066$458,9730.32%
92KNIGHTSCOPE INCKSCP500,000$445,4500.31%
93TRAVERE THERAPEUTICS INCTVTX19,640$441,7040.30%
94CABOT OIL & GAS CORPCTRA16,728$410,5050.28%
95CONOCOPHILLIPSCOP4,111$407,8520.28%
96APA CORPORATIONAPA11,062$398,8960.28%
97VICARIOUS SURGICAL INCRBOTW175,000$397,2500.27%
98PHILLIPS 66PSX3,693$374,3960.26%
99DIAMONDBACK ENERGY INCFANG2,744$370,9060.26%
100OCCIDENTAL PETE CORP DEL6745991055,663$353,5410.24%
101SAFEHOLD INCSAFE11,973$351,6390.24%
102ASENSUS SURGICAL INC04367G103500,000$329,0000.23%
103MEDTRONIC PLCMDT4,000$322,4800.22%
104MOSAIC CO NEWMOS7,026$322,3530.22%
105CIGNA CORP NEW1255231001,251$319,6680.22%
106MFA FINL INC55272XAA0315,000$302,4710.21%
107PROGRESSIVE CORP OHIO7433151032,108$301,5700.21%
108GENERAL MLS INC3703341043,495$298,6830.21%
109D R HORTON INC23331A1093,000$293,0700.20%
110SPDR INDEX SHS FDS78463X7728,497$291,2770.20%
111INVESCO EXCHANGE TRADED FD TIVZ13,653$289,4440.20%
112HERSHEY COHSY1,128$286,9740.20%
113NUCOR CORPNUE1,851$285,9240.20%
114CENOVUS ENERGY INCCVE16,258$283,8650.20%
115PEPSICO INCPEP1,469$267,7990.18%
116ABBVIE INCABBV1,679$267,5820.18%
117AMERISOURCEBERGEN CORPCOR1,652$264,5020.18%
118IMPERIAL OIL LTDIMO5,154$261,8750.18%
119REPUBLIC SVCS INC7607591001,933$261,3800.18%
120MCKESSON CORPMCK731$260,2730.18%
121HEWLETT PACKARD ENTERPRISE CHPE-PC16,318$259,9460.18%
122GLOBE LIFE INCGL-PD2,319$255,1360.18%
123MARATHON OIL CORPMARA10,631$254,7190.18%
124PIONEER NAT RES CO7237871071,247$254,6870.18%
125GENUINE PARTS COGPC1,510$252,6380.17%
126AFLAC INCAFL3,905$251,9510.17%
127VANECK VECTORS ETF TR92189H4094,840$250,4220.17%
128SPDR SER TR78464A28410,000$250,4000.17%
129UNITEDHEALTH GROUP INCUNH520$245,7470.17%
130JOHNSON & JOHNSONJNJ1,577$244,4350.17%
131COCA COLA COKO3,892$241,4210.17%
132BRISTOL MYERS SQUIBB COCELG-RI3,479$241,1290.17%
133KELLOGG COBEKE3,546$237,4400.16%
134AMGEN INCAMGN982$237,3990.16%
135ARCHER DANIELS MIDLAND COADM2,971$236,6700.16%
136BERKLEY W R CORPWRB-PH3,790$235,9650.16%
137CHEVRON CORP NEWCVX1,404$229,0770.16%
138HENRY JACK & ASSOC INC4262811011,504$226,6830.16%
139ISHARES TR4642861785,278$226,0040.16%
140VIEWRAY INC92672L10765,000$224,9000.16%
141ISHARES TR46434V4075,356$223,2380.15%
142AMYLYX PHARMACEUTICALS INCAMLX7,500$220,0500.15%
143AMERICAN INTL GROUP INC0268747844,351$219,1160.15%
144MICROBOT MED INCMBOT100,000$208,0000.14%
145EQT CORPEQT6,513$207,8300.14%
146HF SINCLAIR CORPDINO4,265$206,3410.14%
147NANO X IMAGING LTDNNOX35,000$201,9500.14%
148MAINSTAY MACKAY DEFINEDTERMMMD11,242$195,3860.13%
149CF INDS HLDGS INC1252691002,355$170,7140.12%
150ISHARES4642898425,527$168,4630.12%
151ISHARES4642868222,785$165,7910.11%
152ISHARES4642866405,710$164,3340.11%
153ISHARES TR46435G4746,329$159,9340.11%
154STEEL DYNAMICS INCSTLD1,413$159,7540.11%
155TECK RESOURCES LTDTCKRF4,208$153,5920.11%
156GLOBAL X FDS37954Y3194,930$149,6750.10%
157ISHARES4642868065,228$148,7890.10%
158ISHARES4642867073,907$147,6850.10%
159ISHARES4642867154,524$147,5730.10%
160ISHARES4642868143,497$147,5730.10%
161ISHARES4642867645,205$145,0630.10%
162ISHARES INC46434G8304,754$144,6640.10%
163ISHARES TR46435G3344,420$142,5890.10%
164EOG RES INCEOG1,231$141,1100.10%
165BUILDERS FIRSTSOURCE INCBLDR1,545$137,1650.09%
166ISHARES INC46434G7722,974$134,8110.09%
167ISHARES4642862026,655$134,7350.09%
168STAR HLDGSSTHO7,744$134,6750.09%
169ISHARES4642867563,655$129,8990.09%
170ISHARES TR46429B6068,240$127,5550.09%
171HARTFORD FINL SVCS GROUP INCHIG-PG1,793$124,9540.09%
172TRAVELERS COMPANIES INCTRV720$123,4150.09%
173ISHARES4642867492,663$120,6870.08%
174LYONDELLBASELL INDUSTRIES NLYB1,247$117,0810.08%
175METLIFE INCMET-PF1,977$114,5470.08%
176PRINCIPAL FINL GROUP INCPFG1,518$112,8180.08%
177AUTONATION INCAN835$112,1910.08%
178ISHARES TR4642882811,291$111,3870.08%
179DOW INCDOW1,930$105,8030.07%
180CANADIAN NAT RES LTD1363851011,879$104,0030.07%
181PUTNAM MANAGED MUN INCOME TR74682310316,500$101,1450.07%
182HP INCHPQ3,417$100,2890.07%
183PIMCO MUN INCOME FD72200R10710,000$99,5000.07%
184UNITED CONTL HLDGS INCUNTCW2,243$99,2530.07%
185ISHARES TR464288414914$98,4740.07%
186AVIS BUDGET GROUPCAR504$98,1790.07%
187SPDR SER TR78468R2003,152$95,9150.07%
188CVS CAREMARK CORPORATIONCVS1,281$95,1910.07%
189WESTLAKE CHEM CORPWLK801$92,9000.06%
190NUVEEN MUN HIGH INCOME OPPORNU8,100$87,4800.06%
191CLEVELAND CLIFFS INCCLF4,758$87,2140.06%
192TYSON FOODS INCTSN1,399$82,9890.06%
193SOUTHWESTERN ENERGY CO84546710915,712$78,5600.05%
194ANTERO RES CORPAR3,324$76,7510.05%
195NUVEEN MUN CR OPPORTUNITIESNU6,550$74,7360.05%
196OVINTIV INCOVV2,045$73,7840.05%
197ISHARES TR4642886461,198$60,5470.04%
198MONOLITHIC PWR SYS INC609839105120$60,0650.04%
199HESS CORPHESM381$50,4220.03%
200PUTNAM MUN OPPORTUNITIES TR7469221034,820$49,9350.03%
201ALBEMARLE CORPALB-PA200$44,2080.03%
202PIMCO MUN INCOME FD III72201A1035,000$41,5500.03%
203DEVON ENERGY CORP NEW25179M103820$41,5000.03%
204MARVELL TECHNOLOGY INCMRVL901$39,0130.03%
205ENPHASE ENERGY INCENPH166$34,9060.02%
206DATADOG INCDDOG474$34,4410.02%
207KKR REAL ESTATE FIN TR INCKKRT30,000$29,8500.02%
208ISHARES464286624323$23,6920.02%
209ISHARES TR46429B408289$7,7910.01%