Hudson Bay Capital Management LP
Position in HIMS — Hims & Hers Health, Inc.
CIK 1393825
STAMFORD, CT
Position in HIMS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,142,358
+$3,142,358 QoQ
Shares Held
151,366
Ownership
0.065%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HIMS Over Time
Shares Held
Position Value (USD)
Derivatives in HIMS
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$22,432,500
PutShares
450,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Hudson Bay Capital Management LP holds $123,784,198 across 12 Drug Manufacturers - Specialty & Generic names. HIMS ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBIX |
Neurocrine Biosciences Inc
|
395,850 | $52,149,278 | |
| 2 | BHC |
Bausch Health Companies Inc.
|
5,000,000 | $27,000,000 | |
| 3 | UTHR |
UNITED THERAPEUTICS Corp
|
20,918 | $12,403,955 | |
| 4 | INDV |
Indivior Pharmaceuticals, Inc.
|
364,212 | $11,101,181 | |
| 5 | ALKS |
Alkermes plc.
|
173,626 | $6,139,415 | |
| 6 | SUPN |
Supernus Pharmaceuticals, Inc.
|
90,821 | $4,694,536 | |
| 7 | BCRX |
Biocryst Pharmaceuticals Inc
|
490,369 | $4,668,312 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
This page
|
151,366 | $3,142,358 |
All Filings in HIMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,142,358 | 151,366 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $22,432,500 | 450,000 | Put | Sole | 2025-08-18 | |
| 2025-03-31 | $432,612 | 14,640 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $483,600 | 20,000 | Put | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||