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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 Q3 2023 · Filed August 8, 2023 · Accession 0001162044-23-000820

Total Value
$180.2M
Positions
233
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (233)

#IssuerTicker / CUSIPSharesValue% of Filing
1JAZZ PHARMACEUTICALS PLCJAZZ40,750$5.1M2.80%
2NEW RESIDENTIAL INVT CORPRITM-PF491,699$4.6M2.55%
3HARMONY BIOSCIENCES HLDGS INHRMY118,000$4.2M2.30%
4GALAPAGOS NVGLPGF99,000$4.0M2.23%
5BIOCRYST PHARMACEUTICALS INCBCRX570,000$4.0M2.23%
6COHERUS BIOSCIENCES INCCHRS912,500$3.9M2.16%
7NEUROCRINE BIOSCIENCES INCNBIX36,500$3.4M1.91%
8ADAPTHEALTH CORPAHCO282,500$3.4M1.91%
9ELLINGTON FINANCIAL INCEFC-PD239,271$3.3M1.83%
10ELANCO ANIMAL HEALTH INCELAN295,000$3.0M1.65%
11ARCUTIS BIOTHERAPEUTICS INCARQT292,500$2.8M1.55%
12CENTENE CORP DELCNC40,000$2.7M1.50%
13HORIZON THERAPEUTICS PUB LG4618810125,500$2.6M1.46%
14INVESCO EXCHANGE TRADED FD TIVZ31,211$2.4M1.34%
15ISHARES TR46428759815,005$2.4M1.31%
16AMYLYX PHARMACEUTICALS INCAMLX108,000$2.3M1.29%
17WALGREENS BOOTS ALLIANCE INC93142710880,000$2.3M1.26%
18PACIRA BIOSCIENCES INCPCRX56,500$2.3M1.26%
19ISHARES TR46428745726,793$2.2M1.21%
20MFA FINL INC55272X607187,725$2.1M1.17%
21MR COOPER GROUP INC62482R10741,290$2.1M1.16%
22ISHARES TR46428858821,955$2.0M1.14%
23EMBECTA CORPEMBC93,500$2.0M1.12%
24INSMED INCINSM95,000$2.0M1.11%
25RWT HLDGS INC749772AD12,284,000$2.0M1.11%
26UNITED THERAPEUTICS CORP DELUTHR9,000$2.0M1.10%
27TWO HARBORS INVENTMENT CORPO90187BAB72,205,000$2.0M1.10%
28DYNEX CAP INCDX-PC153,492$1.9M1.07%
29LANTHEUS HLDGS INCLNTH23,000$1.9M1.07%
30PHATHOM PHARMACEUTICALS INCPHAT130,000$1.9M1.03%
31PENNYMAC CORP70932AAD51,965,000$1.9M1.03%
32NEW YORK MTG TR INCADAMZ185,963$1.8M1.02%
332SEVENTY BIO INC901384107180,000$1.8M1.01%
34MGIC INVT CORP WIS552848103113,900$1.8M1.00%
35GSK PLCGLAXF50,000$1.8M0.99%
36PROCEPT BIOROBOTICS CORPPRCT50,000$1.8M0.98%
37INTUITIVE SURGICAL INCISRG5,000$1.7M0.95%
38IRONWOOD PHARMACEUTICALS INCIRWD157,500$1.7M0.93%
39ADC THERAPEUTICS SAADCT778,000$1.7M0.93%
40AMICUS THERAPEUTICS INCFOLD132,500$1.7M0.92%
41INTRA CELLULAR THERAPIES INC46116X10125,500$1.6M0.90%
42UROGEN PHARMA LTDURGN152,500$1.6M0.88%
43KINIKSA PHARMACEUTICALS LTDKNSA110,000$1.5M0.86%
44KARYOPHARM THERAPEUTICS INCKPTI810,000$1.4M0.80%
45FULGENT GENETICS INCFLGT39,000$1.4M0.80%
46PETIQ INC71639T10695,000$1.4M0.80%
47BIOMARIN PHARMACEUTICAL INCBMRN16,500$1.4M0.79%
48DYNAVAX TECHNOLOGIES CORP268158201110,000$1.4M0.79%
49MORPHOSYS AG617760202185,000$1.4M0.77%
50ACCURAY INCARAY350,000$1.4M0.75%
51ULTRAGENYX PHARMACEUTICAL INRARE28,500$1.3M0.73%
52DAY ONE BIOPHARMACEUTICALS IDAWN110,000$1.3M0.73%
53AGNC INVT CORP00123Q104124,646$1.3M0.70%
54KALVISTA PHARMACEUTICALS INCKALV135,000$1.2M0.67%
55ALLIED MOTION TECHNOLOGIES IALNT30,000$1.2M0.66%
56ACADIA PHARMACEUTICALS INCACAD50,000$1.2M0.66%
57VERONA PHARMA PLC92505010655,000$1.2M0.65%
58REDWOOD TRUST INCRWTQ1,190,000$1.1M0.63%
59VERASTEM INCVSTM150,000$1.1M0.62%
60OMNICELL COMOMCL15,000$1.1M0.61%
61ALKERMES PLCALKS35,000$1.1M0.61%
62DECIPHERA PHARMACEUTICALS IN24344T10177,500$1.1M0.61%
63SYNOPSYS INCSNPS2,500$1.1M0.60%
64SYMBOTIC INCSYM25,000$1.1M0.59%
65ENACT HLDGS INCACT42,367$1.1M0.59%
66COLLEGIUM PHARMACEUTICAL INCCOLL49,500$1.1M0.59%
67AEROVIRONMENT INCAVAV10,000$1.0M0.57%
68MOBILEYE GLOBAL INCMBLY25,000$960,5000.53%
69REDWOOD TR INCRWTQ146,593$933,7970.52%
70SOUNDHOUND AI INCSOUNW200,000$910,0000.50%
71WELLTOWER INCWELL11,059$894,5630.50%
72ARGENX SEARGX2,250$876,8930.49%
73CRINETICS PHARMACEUTICALS INCRNX47,000$846,9400.47%
74OCWEN FINL CORPONIT28,195$845,0040.47%
75VIRIDIAN THERAPEUTICS INCVRDN35,500$844,5450.47%
76STEREOTAXIS INCSTXS550,000$841,5000.47%
77ITEOS THERAPEUTICS INC46565G10463,000$834,1200.46%
78ISHARES TR4642886616,920$797,5990.44%
79ANNALY CAPITAL MANAGEMENT INNLY-PJ37,500$750,3750.42%
80FISCALNOTE HOLDINGS INCNOTEW200,000$728,0000.40%
81NANO DIMENSION LTDNNDM250,000$722,5000.40%
82AMARIN CORP PLCAMRN585,000$696,1500.39%
83GILEAD SCIENCES INCGILD8,500$655,0950.36%
84AG MTG INVT TR INCTPGXL104,821$641,5050.36%
85DRAGANFLY INC.DPRO500,000$640,0000.36%
86POINT BIOPHARMA GLOBAL INC73054110970,000$634,2000.35%
87EXELIXIS INCEXEL33,000$630,6300.35%
88NUVATION BIO INCNUVB345,000$621,0000.34%
89LENNAR CORPLEN-B4,867$609,8840.34%
90J P MORGAN EXCHANGE TRADED46641Q21711,389$586,9890.33%
91VIATRIS INCVTRS55,000$548,9000.30%
92UNIQURE NVQURE47,500$544,3500.30%
93EQUITY LIFESTYLE PPTYS INC29472R1088,111$542,5450.30%
94ISHARES46428610323,064$520,0930.29%
95CELLDEX THERAPEUTICS INC NEWCLDX15,000$508,9500.28%
96VANECK VECTORS ETF TR92189H4099,680$496,9710.28%
97CARDINAL HEALTH INCCAH5,217$493,3720.27%
98AURINIA PHARMACEUTICALS INCAUPH50,000$484,0000.27%
99CIGNA CORP NEW1255231001,631$457,6590.25%
100SPDR SERIES TRUST78464A3596,014$420,6790.23%
101ISHARES INC46428628511,864$416,7820.23%
102MCKESSON CORPMCK965$412,3540.23%
103ISHARES TR4642882814,756$411,5840.23%
104INVESCO EXCHANGE TRADED FD TIVZ18,538$410,0610.23%
105INVESCO EXCHNG TRADED FD TRIVZ19,486$409,9850.23%
106SPDR INDEX SHS FDS78463X77211,782$405,1830.22%
107EQT CORPEQT9,328$383,6610.21%
108D R HORTON INC23331A1093,000$365,0700.20%
109UNITED CONTL HLDGS INCUNTCW6,645$364,6110.20%
110MEDTRONIC PLCMDT4,000$352,4000.20%
111VICARIOUS SURGICAL INCRBOTW175,000$320,2500.18%
112MFA FINL INC55272XAA0315,000$313,8190.17%
113EXXON MOBIL CORPXOM2,704$290,0040.16%
114SAFEHOLD INCSAFE11,972$284,0960.16%
115DELTA AIR LINES INC DELDAL5,901$280,5340.16%
116CABOT OIL & GAS CORPCTRA11,020$278,8060.15%
117MICROBOT MED INCMBOT100,000$272,0000.15%
118AMERICAN AIRLS GROUP INC02376R10214,911$267,5030.15%
119PROGRESSIVE CORP OHIO7433151031,953$258,5190.14%
120AFLAC INCAFL3,638$253,9320.14%
121CONOCOPHILLIPSCOP2,442$253,0160.14%
122ASENSUS SURGICAL INC04367G103500,000$252,5000.14%
123SPDR SER TR78464A2849,900$247,5990.14%
124PACCAR INCPCAR2,942$246,0980.14%
125MARATHON PETE CORPMARA2,102$245,0930.14%
126PULTE GROUP INC7458671013,142$244,0710.14%
127JOHNSON & JOHNSONJNJ1,471$243,4800.14%
128GENUINE PARTS COGPC1,415$239,4600.13%
129LAMB WESTON HLDGS INCLW2,071$238,0610.13%
130MCDONALDS CORPMCD796$237,5340.13%
131GLOBE LIFE INCGL-PD2,151$235,7930.13%
132BOSTON SCIENTIFIC CORPBSX4,359$235,7780.13%
133HENRY JACK & ASSOC INC4262811011,397$233,7600.13%
134MARATHON OIL CORPMARA10,154$233,7450.13%
135O REILLY AUTOMOTIVE INC NEW67103H107244$233,0930.13%
136MGM RESORTS INTERNATIONALMGM5,290$232,3370.13%
137AUTOZONE INCAZO93$231,8820.13%
138VALERO ENERGY CORP NEWVLO1,940$227,5620.13%
139MONSTER BEVERAGE CORP NEWMNST3,932$225,8540.13%
140SMUCKER J M CO8326964051,524$225,0490.12%
141MONDELEZ INTL INC6092071052,999$218,7470.12%
142HERSHEY COHSY862$215,2410.12%
143PHILLIPS 66PSX2,246$214,2230.12%
144CHEVRON CORP NEWCVX1,343$211,3210.12%
145OCCIDENTAL PETE CORP DEL6745991053,555$209,0340.12%
146BRISTOL MYERS SQUIBB COCELG-RI3,248$207,7100.12%
147AMGEN INCAMGN918$203,8140.11%
148GRANITE PT MTG TR INC38741LAC1200,000$196,0140.11%
149FLEXSHARES TRFLEX4,838$195,6490.11%
150ISHARES TR46435G4747,711$195,6280.11%
151SPDR SER TR78468R6222,117$194,8280.11%
152ISHARES TR4642861784,585$194,7480.11%
153ISHARES TR46434V4074,691$194,4420.11%
154HUMANA INCHUM425$190,0300.11%
155VANGUARD WHITEHALL FDS9219464061,697$180,0010.10%
156APA CORPORATIONAPA5,219$178,3330.10%
157MOSAIC CO NEWMOS4,825$168,8750.09%
158UBER TECHNOLOGIES INCUBER3,871$167,1110.09%
159CYMABAY THERAPEUTICS INC23257D10315,000$164,2500.09%
160ISHARES TR46429B6068,208$157,4290.09%
161ISHARES4642864004,836$156,8310.09%
162FORD MTR CO DEL34537086010,078$152,4800.08%
163UNITED RENTALS INCURI342$152,3170.08%
164GLOBAL X FDS37954Y3194,099$152,1960.08%
165EQRX INC26886C10780,000$148,8000.08%
166ISHARES TR46429B5983,342$146,0450.08%
167CARNIVAL CORPCUKPF7,722$145,4050.08%
168ISHARES4642898424,736$145,1580.08%
169ISHARES4642868222,329$144,8170.08%
170ISHARES4642866404,932$143,9160.08%
171ISHARES INC46434G7723,017$141,8590.08%
172ISHARES4642867722,220$140,7040.08%
173CENOVUS ENERGY INCCVE8,147$138,3360.08%
174EOG RES INCEOG1,205$137,9000.08%
175ISHARES TR46429B3095,961$137,4010.08%
176GENERAL MTRS CO37045V1003,546$136,7340.08%
177HEWLETT PACKARD ENTERPRISE CHPE-PC7,969$133,8790.07%
178ISHARES INC46434G8304,174$132,8580.07%
179LENNAR CORPLEN-B1,058$132,5780.07%
180ISHARES4642867644,585$132,5070.07%
181HCA HEALTHCARE INCHCA431$130,8000.07%
182ISHARES4642867073,348$128,9980.07%
183NORWEGIAN CRUISE LINE HLDG LNCLH5,912$128,7040.07%
184ISHARES4642868142,959$128,0660.07%
185ISHARES4642862026,305$127,9920.07%
186ISHARES4642867563,608$127,7950.07%
187ISHARES4642868064,428$126,5080.07%
188ISHARES TR46435G3343,884$125,6470.07%
189DIAMONDBACK ENERGY INCFANG947$124,3980.07%
190ISHARES4642867492,678$123,7500.07%
191PIONEER NAT RES CO723787107588$121,8220.07%
192BORGWARNER INCBWA2,480$121,2970.07%
193AMERICAN INTL GROUP INC0268747842,092$120,3740.07%
194TAPESTRY INCTPR2,791$119,4550.07%
195HARTFORD FINL SVCS GROUP INCHIG-PG1,647$118,6170.07%
196JABIL INCJBL1,073$115,8090.06%
197ROYAL CARIBBEAN CRUISES LTDV7780T1031,105$114,6330.06%
198STAR HLDGSSTHO7,744$113,6040.06%
199COUPANG INCCPNG6,336$110,2460.06%
200PRINCIPAL FINL GROUP INCPFG1,448$109,8160.06%
201EVEREST RE GROUP LTDEG317$108,3700.06%
202APOLLO GLOBAL MGMT INC03769M1061,406$107,9950.06%
203ARCHER DANIELS MIDLAND COADM1,420$107,2950.06%
204ARCH CAP GROUP LTDG0450A1051,412$105,6880.06%
205CANADIAN NAT RES LTD1363851011,834$103,1810.06%
206WYNN RESORTS LTDWYNN974$102,8640.06%
207LAS VEGAS SANDS CORPLVS1,720$99,7600.06%
208IMPERIAL OIL LTDIMO1,943$99,4040.06%
209HYATT HOTELS CORPH863$98,8830.05%
210MERCADOLIBRE INCMELI83$98,3220.05%
211HF SINCLAIR CORPDINO1,974$88,0600.05%
212CF INDS HLDGS INC1252691001,268$88,0250.05%
213ISHARES464287242779$84,2410.05%
214SPDR SER TR78468R2002,741$84,1210.05%
215ISHARES TR464288414787$83,9970.05%
216ISHARES TR4642886461,665$83,5330.05%
217ISHARES4642867152,843$80,3150.04%
218SPDR SERIES TRUST78464A4901,848$77,1720.04%
219OVINTIV INCOVV1,984$75,5310.04%
220ANTERO RES CORPAR3,203$73,7650.04%
221FORTINET INCFTNT750$56,6930.03%
222MONGODB INCMDB137$56,3060.03%
223DRAFTKINGS INC NEWDKNG2,008$53,3530.03%
224THE TRADE DESK INC88339J105683$52,7410.03%
225SNOWFLAKE INCSNOW298$52,4420.03%
226ARISTA NETWORKS INCANET323$52,3450.03%
227CONFLUENT INC20717M1031,461$51,5880.03%
228HESS CORPHESM368$50,0300.03%
229SHOCKWAVE MED INC82489T104175$49,9470.03%
230SAREPTA THERAPEUTICS INCSRPT393$45,0060.02%
231ALBEMARLE CORPALB-PA193$43,0560.02%
232DEVON ENERGY CORP NEW25179M103804$38,8650.02%
233ENPHASE ENERGY INCENPH160$26,7970.01%