Position in HIMS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$22,815,153
-$28,092,413 QoQ
Shares Held
1,098,996
-29.9% QoQ
Ownership
0.475%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 99.93803435135342.ToString("F0")%
Shared 0.ToString("F0")%
None 0.061965648646582876.ToString("F0")%
Common Shares in HIMS Over Time
Shares Held
Position Value (USD)
Derivatives in HIMS
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$28,922,832
PutShares
1,393,200
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, 2026BANK OF MONTREAL /CAN/ holds $195,360,884 across 29 Drug Manufacturers - Specialty & Generic names. HIMS ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
615,099 | $72,710,847 | |
| 2 | TEVA |
Teva Pharmaceutical Industries Ltd
|
879,345 | $26,485,869 | |
| 3 | HIMS |
Hims & Hers Health, Inc.
This page
|
1,098,996 | $22,815,153 | |
| 4 | ANIP |
Ani Pharmaceuticals Inc
|
230,072 | $17,692,535 | |
| 5 | VTRS |
Viatris Inc
|
1,247,615 | $16,855,274 | |
| 6 | HLN |
Haleon plc
|
946,633 | $9,475,792 | |
| 7 | UTHR |
UNITED THERAPEUTICS Corp
|
13,915 | $8,251,314 | |
| 8 | BHC |
Bausch Health Companies Inc.
|
929,431 | $5,018,926 |
All Filings in HIMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,815,153 | 1,098,996 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $28,922,832 | 1,393,200 | Put | Defined | 2026-05-13 | |
| 2025-12-31 | $51,169,473 | 1,575,900 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $50,907,566 | 1,567,834 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $104,551,348 | 1,843,289 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $112,294,256 | 1,979,800 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $76,888,389 | 1,542,395 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $59,914,715 | 1,201,900 | Put | Defined | 2025-08-05 | |
| 2025-03-31 | $785,614 | 26,586 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $4,580,250 | 155,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $1,910,220 | 79,000 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $1,191,613 | 49,281 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,958,946 | 106,349 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,038,000 | 200,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $1,009,500 | 50,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $2,249,206 | 111,402 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $1,078,963 | 121,232 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $143,135 | 22,756 | Shares | Defined | 2023-11-01 | |
| 2021-03-31 | $12,899 | 975 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||