Replies to post #126419 on Biotech Values

[zipjet]

A glance at the MNTA institutional ownership (81%) goes to 91% when you add in NVS and the increase in Discovery (post 6/30). Of course there could have been others selling.

ij

[pcrutch]

Looks like Oppenheimer sold a bunch of their MNTA shares if I am reading this correctly. Only holding 488K now.

http://secfilings.com/searchresultswide.aspx?link=1&filingid=8177987

[DewDiligence]

MNTA Major Shareholders

[Updated for Oppenheimer 13-G filing today.]


The table below shows all shareholders who filed their MNTA holdings
on SEC Form 13-G in Feb 2011 (or later); the holdings are updated each
for filings on Form 13F-HR (except Novartis) and are accurate as of
6/30/11. The percentages in the table are based on 53.3M diluted shares
(#msg-65636329) and do not concur with the percentages on Form 13-G,
which use a different formula. (For insider holdings, see #msg-66636158.)

 
                            Shares    Stake* 
 Novartis                  4,708,679   8.8% 
 Fidelity                  3,970,314   7.4% 
 T Rowe Price              3,686,647   6.9% 
 Palo Alto Investors       3,583,602   6.7% 
 Discovery Capital Mgmt*   2,561,111   4.8% 
 Wellington                2,151,950   4.0% 
 BlackRock                 1,322,370   2.5% 
 Oppenheimer‡                488,204   0.9%

*Form 13-G filed 8/29/11.

‡Form 13-G filed 10/4/11.