Concurrent Investment Advisors, LLC
Position in REGN — Regeneron Pharmaceuticals, Inc.
CIK 2001015
Tampa, FL
Position in REGN
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,520,555
-$455,431 QoQ
Shares Held
1,968
-23.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Derivatives in REGN
reported options exposure · as of Dec 31, 2025CallValue
$154,374
CallShares
200
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 Biotechnology
Healthcare · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $31,084,354 across 38 Biotechnology names. REGN ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VKTX |
Viking Therapeutics, Inc.
|
347,786 | $11,316,956 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
9,484 | $4,234,984 | |
| 3 | CRSP |
CRISPR Therapeutics AG
|
62,423 | $2,969,461 | |
| 4 | EXEL |
Exelixis, Inc.
|
36,987 | $1,586,372 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
This page
|
1,968 | $1,520,555 | |
| 6 | ROIV |
Roivant Sciences Ltd.
|
43,787 | $1,212,899 | |
| 7 | INSM |
INSMED Inc
|
5,141 | $840,656 | |
| 8 | ACAD |
Acadia Pharmaceuticals Inc
|
29,405 | $654,555 |
All Filings in REGN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,520,555 | 1,968 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $154,374 | 200 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $1,975,986 | 2,560 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,016,021 | 1,807 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $851,550 | 1,622 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $435,081 | 686 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $480,110 | 674 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $905,117 | 861 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $873,405 | 831 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $764,217 | 794 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $313,549 | 357 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||