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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 Q4 2023 · Filed November 13, 2023 · Accession 0001162044-23-001154

Total Value
$176.3M
Positions
235
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (235)

#IssuerTicker / CUSIPSharesValue% of Filing
1WALGREENS BOOTS ALLIANCE INC931427108225,000$5.0M2.84%
2NEW RESIDENTIAL INVT CORPRITM-PF507,277$4.7M2.67%
3BIOCRYST PHARMACEUTICALS INCBCRX649,000$4.6M2.61%
4HARMONY BIOSCIENCES HLDGS INHRMY122,000$4.0M2.27%
5ISHARES TR46428745745,190$3.7M2.08%
6GALAPAGOS NVGLPGF105,000$3.6M2.06%
7JAZZ PHARMACEUTICALS PLCJAZZ26,500$3.4M1.95%
8COHERUS BIOSCIENCES INCCHRS912,500$3.4M1.94%
9NEUROCRINE BIOSCIENCES INCNBIX30,000$3.4M1.91%
10PACIRA BIOSCIENCES INCPCRX103,000$3.2M1.79%
11EMBECTA CORPEMBC207,000$3.1M1.77%
12ELLINGTON FINANCIAL INCEFC-PD239,271$3.0M1.69%
13TWO HARBORS INVENTMENT CORPO90187BAB73,205,000$3.0M1.68%
14HORIZON THERAPEUTICS PUB LG4618810125,500$3.0M1.67%
15IRONWOOD PHARMACEUTICALS INCIRWD292,500$2.8M1.60%
16AMYLYX PHARMACEUTICALS INCAMLX145,500$2.7M1.51%
17UNIQURE NVQURE391,500$2.6M1.49%
182SEVENTY BIO INC901384107657,500$2.6M1.46%
19CRINETICS PHARMACEUTICALS INCRNX82,000$2.4M1.38%
20UROGEN PHARMA LTDURGN165,000$2.3M1.31%
21REVANCE THERAPEUTICS INC761330109190,000$2.2M1.24%
22DYNEX CAP INCDX-PC181,492$2.2M1.23%
23INVESCO EXCHANGE TRADED FD TIVZ29,285$2.2M1.22%
24ISHARES TR46428759814,193$2.2M1.22%
25RWT HLDGS INC749772AD12,284,000$2.1M1.21%
26UNITED THERAPEUTICS CORP DELUTHR9,000$2.0M1.15%
27INSMED INCINSM80,000$2.0M1.15%
28MFA FINL INC55272X607202,725$1.9M1.10%
29PENNYMAC CORP70932AAD51,965,000$1.9M1.09%
30KINIKSA PHARMACEUTICALS LTDKNSA110,000$1.9M1.08%
31GSK PLCGLAXF50,000$1.8M1.03%
32NEW YORK MTG TR INCADAMZ200,963$1.7M0.97%
33DECIPHERA PHARMACEUTICALS IN24344T101132,000$1.7M0.95%
34MR COOPER GROUP INC62482R10731,290$1.7M0.95%
35PHATHOM PHARMACEUTICALS INCPHAT160,000$1.7M0.94%
36DYNAVAX TECHNOLOGIES CORP268158201110,000$1.6M0.92%
37AMICUS THERAPEUTICS INCFOLD132,500$1.6M0.91%
38KARYOPHARM THERAPEUTICS INCKPTI1,125,000$1.5M0.85%
39BIOMARIN PHARMACEUTICAL INCBMRN16,500$1.5M0.83%
40IMMUNOVANT INCIMVT38,000$1.5M0.83%
41ARGENX SEARGX2,750$1.4M0.77%
42INTRA CELLULAR THERAPIES INC46116X10125,500$1.3M0.75%
43MGIC INVT CORP WIS55284810379,379$1.3M0.75%
44EQUITY LIFESTYLE PPTYS INC29472R10820,611$1.3M0.74%
45KALVISTA PHARMACEUTICALS INCKALV135,000$1.3M0.74%
46MORPHOSYS AG617760202185,000$1.2M0.71%
47VIRIDIAN THERAPEUTICS INCVRDN80,000$1.2M0.70%
48VERASTEM INCVSTM150,000$1.2M0.69%
49ALKERMES PLCALKS42,500$1.2M0.68%
50REDWOOD TRUST INCRWTQ1,190,000$1.2M0.67%
51BICYCLE THERAPEUTICS PLCBCYC58,500$1.2M0.67%
52DAY ONE BIOPHARMACEUTICALS IDAWN95,000$1.2M0.66%
53AG MTG INVT TR INCTPGXL208,879$1.2M0.66%
54ENACT HLDGS INCACT42,367$1.2M0.65%
55COLLEGIUM PHARMACEUTICAL INCCOLL49,500$1.1M0.63%
56INTUITIVE SURGICAL INCISRG3,750$1.1M0.62%
57ULTRAGENYX PHARMACEUTICAL INRARE30,000$1.1M0.61%
58REDWOOD TR INCRWTQ146,593$1.0M0.59%
59ACADIA PHARMACEUTICALS INCACAD50,000$1.0M0.59%
60PETIQ INC71639T10652,000$1.0M0.58%
61AEROVIRONMENT INCAVAV9,000$1.0M0.57%
62IMMUNOGEN INC45253H10162,500$991,8750.56%
63PROCEPT BIOROBOTICS CORPPRCT30,000$984,3000.56%
64SYNOPSYS INCSNPS2,100$963,8370.55%
65ADC THERAPEUTICS SAADCT1,068,468$958,4160.54%
66ACCURAY INCARAY350,000$952,0000.54%
67STEREOTAXIS INCSTXS600,000$948,0000.54%
68ALLIED MOTION TECHNOLOGIES IALNT30,000$927,6000.53%
69VERONA PHARMA PLC92505010656,000$912,8000.52%
70SCPHARMACEUTICALS INC810648105125,000$890,0000.50%
71ARCUTIS BIOTHERAPEUTICS INCARQT165,000$876,1500.50%
72SYMBOTIC INCSYM25,000$835,7500.47%
73MOBILEYE GLOBAL INCMBLY20,000$831,0000.47%
74AGNC INVT CORP00123Q10484,646$799,0580.45%
75TERADYNE INCTER7,500$753,4500.43%
76OCWEN FINL CORPONIT28,195$729,6870.41%
77PROTAGONIST THERAPEUTICS INCPTGX43,500$725,5800.41%
78OMNICELL COMOMCL15,000$675,6000.38%
79HELIX ENERGY SOLUTIONS GRP I42330P10760,000$670,2000.38%
80VIKING THERAPEUTICS INCVKTX60,000$664,2000.38%
81IRHYTHM TECHNOLOGIES INCIRTC7,000$659,8200.37%
82EXELIXIS INCEXEL30,000$655,5000.37%
83GILEAD SCIENCES INCGILD8,500$636,9900.36%
84ZEBRA TECHNOLOGIES CORPZBRA2,500$591,3250.34%
85J P MORGAN EXCHANGE TRADED46641Q21710,975$551,3840.31%
86NUVATION BIO INCNUVB410,000$549,4000.31%
87NANO DIMENSION LTDNNDM200,000$544,0000.31%
88GLOBUS MED INCGMED10,000$496,5000.28%
89WESTERN ASSET MORTGAGE CAPIT95790DAD7500,000$481,4020.27%
90VIATRIS INCVTRS47,500$468,3500.27%
91REDWOOD TRUST INCRWTQ500,000$449,6880.26%
92POINT BIOPHARMA GLOBAL INC73054110967,400$449,5580.25%
93CIGNA CORP NEW1255231001,519$434,5400.25%
94CARDINAL HEALTH INCCAH4,835$419,7750.24%
95VENTYX BIOSCIENCES INC92332V10712,000$416,7600.24%
96FISCALNOTE HOLDINGS INCNOTEW200,000$416,0000.24%
97CELLDEX THERAPEUTICS INC NEWCLDX15,000$412,8000.23%
98ROIVANT SCIENCES LTDROIV35,000$408,8000.23%
99AKERO THERAPEUTICS INC00973Y1088,000$404,6400.23%
100INVESCO EXCHNG TRADED FD TRIVZ19,258$404,2250.23%
101SOUNDHOUND AI INCSOUNW200,000$402,0000.23%
102ISHARES INC46428628511,696$398,1320.23%
103MCKESSON CORPMCK913$397,0180.23%
104SPDR SERIES TRUST78464A3595,834$395,5450.22%
105INVESCO EXCHANGE TRADED FD TIVZ18,437$393,4200.22%
106SPDR INDEX SHS FDS78463X77211,824$389,0100.22%
107AURINIA PHARMACEUTICALS INCAUPH50,000$388,5000.22%
108DRAGANFLY INC.DPRO500,000$384,5000.22%
109ISHARES TR46435G34216,846$376,3400.21%
110VANECK VECTORS ETF TR92189H4097,000$343,4900.19%
111EQT CORPEQT8,320$337,6260.19%
112MFA FINL INC55272XAA0315,000$315,7860.18%
113MEDTRONIC PLCMDT4,000$313,4400.18%
114SPDR SER TR78464A28413,000$309,6600.18%
115J P MORGAN EXCHANGE TRADED F46641Q6546,000$302,7000.17%
116ISHARES TR4642886879,435$284,4650.16%
117MARATHON PETE CORPMARA1,862$281,7950.16%
118EXXON MOBIL CORPXOM2,390$281,0160.16%
119ISHARES TR4642882813,403$280,8160.16%
120VANGUARD WHITEHALL FDS9219464062,694$278,3440.16%
121AFLAC INCAFL3,520$270,1600.15%
122CABOT OIL & GAS CORPCTRA9,731$263,2240.15%
123PROGRESSIVE CORP OHIO7433151031,880$261,8840.15%
124CONOCOPHILLIPSCOP2,162$259,0080.15%
125UNITED CONTL HLDGS INCUNTCW5,797$245,2130.14%
126VALERO ENERGY CORP NEWVLO1,724$244,3080.14%
127VALNEVA SEVALN20,590$242,9620.14%
128PHILLIPS 66PSX1,999$240,1800.14%
129AMGEN INCAMGN890$239,1960.14%
130MARATHON OIL CORPMARA8,936$239,0380.14%
131AUTOZONE INCAZO89$226,0590.13%
132GLOBE LIFE INCGL-PD2,074$225,5060.13%
133CYMABAY THERAPEUTICS INC23257D10315,000$223,6500.13%
134JOHNSON & JOHNSONJNJ1,426$222,1000.13%
135BOSTON SCIENTIFIC CORPBSX4,193$221,3900.13%
136PACCAR INCPCAR2,600$221,0520.13%
137O REILLY AUTOMOTIVE INC NEW67103H107235$213,5820.12%
138SAFEHOLD INCSAFE11,972$213,1020.12%
139PULTE GROUP INC7458671012,775$205,4890.12%
140OCCIDENTAL PETE CORP DEL6745991053,141$203,7880.12%
141HENRY JACK & ASSOC INC4262811011,344$203,1320.12%
142GRANITE PT MTG TR INC38741LAC1200,000$203,0050.12%
143MCDONALDS CORPMCD769$202,5850.11%
144CHEVRON CORP NEWCVX1,195$201,5010.11%
145MONDELEZ INTL INC6092071052,900$201,2600.11%
146MONSTER BEVERAGE CORP NEWMNST3,783$200,3100.11%
147GENUINE PARTS COGPC1,362$196,6460.11%
148DELTA AIR LINES INC DELDAL5,212$192,8440.11%
149ISHARES TR46434V4074,674$191,7740.11%
150FLEXSHARES TRFLEX4,800$190,8480.11%
151APA CORPORATIONAPA4,632$190,3750.11%
152SPDR SER TR78468R6222,103$190,1110.11%
153ISHARES TR4642861784,570$189,7230.11%
154ISHARES TR46435G4747,637$189,3980.11%
155LAMB WESTON HLDGS INCLW1,997$184,6430.10%
156BRISTOL MYERS SQUIBB COCELG-RI3,153$183,0000.10%
157HUMANA INCHUM374$181,9580.10%
158SMUCKER J M CO8326964051,476$181,4150.10%
159MGM RESORTS INTERNATIONALMGM4,659$171,2650.10%
160AMERICAN AIRLS GROUP INC02376R10213,142$168,3490.10%
161HERSHEY COHSY834$166,8670.09%
162UBER TECHNOLOGIES INCUBER3,307$152,0890.09%
163MOSAIC CO NEWMOS4,255$151,4780.09%
164CENOVUS ENERGY INCCVE7,003$145,8020.08%
165ISHARES4642867153,764$145,1400.08%
166ISHARES TR46429B5983,207$141,8140.08%
167ISHARES4642864004,571$140,1930.08%
168MICROBOT MED INCMBOT100,000$139,0000.08%
169UNITED RENTALS INCURI310$137,8170.08%
170ISHARES INC46434G7723,093$137,7930.08%
171ASENSUS SURGICAL INC04367G103500,000$135,0000.08%
172DIAMONDBACK ENERGY INCFANG860$133,1970.08%
173ISHARES4642868222,287$133,1720.08%
174ISHARES4642898424,403$132,8830.08%
175EOG RES INCEOG1,036$131,3230.07%
176KARUNA THERAPEUTICS INC48576A100750$126,8180.07%
177ISHARES TR46429B6067,364$125,9980.07%
178HEWLETT PACKARD ENTERPRISE CHPE-PC7,249$125,9150.07%
179GLOBAL X FDS37954Y3193,753$124,7120.07%
180ISHARES TR46435G3343,917$123,9340.07%
181PIONEER NAT RES CO723787107531$121,8910.07%
182ISHARES4642867644,402$121,0550.07%
183ISHARES INC46434G8303,905$118,7900.07%
184JABIL INCJBL918$116,4850.07%
185AMERICAN INTL GROUP INC0268747841,902$115,2610.07%
186FORD MTR CO DEL3453708609,201$114,2760.06%
187ISHARES4642862025,606$110,1770.06%
188APOLLO GLOBAL MGMT INC03769M1061,207$108,3400.06%
189LENNAR CORPLEN-B958$107,5160.06%
190ISHARES4642867073,012$107,1970.06%
191EVEREST RE GROUP LTDEG287$106,6690.06%
192HARTFORD FINL SVCS GROUP INCHIG-PG1,496$106,0810.06%
193GENERAL MTRS CO37045V1003,211$105,8670.06%
194IMPERIAL OIL LTDIMO1,671$102,9170.06%
195CANADIAN NAT RES LTD1363851011,586$102,5670.06%
196CF INDS HLDGS INC1252691001,150$98,6010.06%
197ARCHER DANIELS MIDLAND COADM1,290$97,2920.06%
198STAR HLDGSSTHO7,744$96,9550.05%
199HF SINCLAIR CORPDINO1,699$96,7240.05%
200ARCH CAP GROUP LTDG0450A1051,206$96,1300.05%
201HCA HEALTHCARE INCHCA390$95,9320.05%
202ISHARES4642867721,613$95,0700.05%
203PRINCIPAL FINL GROUP INCPFG1,308$94,2680.05%
204COUPANG INCCPNG5,413$92,0210.05%
205BORGWARNER INCBWA2,246$90,6710.05%
206CARNIVAL CORPCUKPF6,597$90,5110.05%
207MERCADOLIBRE INCMELI71$90,0190.05%
208ROYAL CARIBBEAN CRUISES LTDV7780T103944$86,9800.05%
209SPDR SER TR78468R2002,768$85,0330.05%
210ISHARES4642867491,941$84,5690.05%
211ISHARES TR4642886461,689$84,1630.05%
212ISHARES4642868063,207$84,0230.05%
213NORWEGIAN CRUISE LINE HLDG LNCLH5,051$83,2400.05%
214OVINTIV INCOVV1,708$81,2500.05%
215HYATT HOTELS CORPH738$78,2870.04%
216WYNN RESORTS LTDWYNN835$77,1620.04%
217TAPESTRY INCTPR2,538$72,9680.04%
218ANTERO RES CORPAR2,737$69,4650.04%
219LAS VEGAS SANDS CORPLVS1,475$67,6140.04%
220ARISTA NETWORKS INCANET276$50,7650.03%
221DRAFTKINGS INC NEWDKNG1,715$50,4900.03%
222HESS CORPHESM315$48,1950.03%
223THE TRADE DESK INC88339J105583$45,5610.03%
224SAREPTA THERAPEUTICS INCSRPT336$40,7300.02%
225MONGODB INCMDB117$40,4660.02%
226DOCGO INCDCGO7,500$39,9750.02%
227SNOWFLAKE INCSNOW254$38,8040.02%
228FORTINET INCFTNT641$37,6140.02%
229CONFLUENT INC20717M1031,249$36,9830.02%
230ISHARES TR464288414345$35,3760.02%
231DEVON ENERGY CORP NEW25179M103697$33,2470.02%
232SHOCKWAVE MED INC82489T104149$29,6660.02%
233ALBEMARLE CORPALB-PA165$28,0570.02%
234ENPHASE ENERGY INCENPH137$16,4610.01%
235PHINIA INCPHIN448$12,0020.01%