Concurrent Investment Advisors, LLC
Position in HIMS — Hims & Hers Health, Inc.
CIK 2001015
Tampa, FL
Position in HIMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,222,879
+$873,842 QoQ
Shares Held
35,272
+109.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 116 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIMS Over Time
Shares Held
Position Value (USD)
Derivatives in HIMS
reported options exposure · as of Dec 31, 2024CallValue
$19,344
CallShares
800
PutValue
$0
PutShares
0
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 Jun 30, 2026Concurrent Investment Advisors, LLC holds $11,325,302 across 18 Drug Manufacturers - Specialty & Generic names. HIMS ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
34,405 | $2,472,342 | |
| 2 | GLAS |
Glass House Brands Inc.
|
147,253 | $1,914,289 | |
| 3 | HIMS |
Hims & Hers Health, Inc.
This page
|
35,272 | $1,222,879 | |
| 4 | AMRX |
Amneal Pharmaceuticals, Inc.
|
60,025 | $1,039,032 | |
| 5 | UTHR |
UNITED THERAPEUTICS Corp
|
1,852 | $1,003,468 | |
| 6 | TRLV |
Trulieve Cannabis Corp.
|
100,761 | $990,480 | |
| 7 | VTRS |
Viatris Inc
|
45,255 | $718,648 | |
| 8 | TEVA |
Teva Pharmaceutical Industries Ltd
|
11,370 | $385,214 |
All Filings in HIMS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,879 | 35,272 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $349,037 | 16,813 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $590,920 | 18,199 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $793,172 | 13,984 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $684,540 | 13,732 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $390,946 | 13,230 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $19,344 | 800 | Call | Sole | 2025-02-03 | |
| 2024-12-31 | $344,081 | 14,230 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $243,622 | 13,226 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $364,752 | 18,066 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $216,533 | 13,997 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $124,573 | 13,997 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||