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Octagon Capital Advisors’s Annexon ANNX Stock Holding History

Octagon Capital Advisors’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-400,000
Closed -$2.37M – 34
2024
Q3 		$2.37M Hold
400,000
– – 0.37% 34
2024
Q2 		$1.96M Sell
400,000
-1,650,000
-80% -$8.53M 0.31% 39
2024
Q1 		$14.7M Hold
2,050,000
– – 1.76% 19
2023
Q4 		$9.31M Hold
2,050,000
– – 1.49% 17
2023
Q3 		$4.84M Buy
2,050,000
+390,000
+23% +$1.18M 0.74% 27
2023
Q2 		$5.84M Buy
1,660,000
+470,000
+39% +$2.05M 0.81% 26
2023
Q1 		$4.58M Buy
+1,190,000
New +$6.55M 0.66% 27

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Octagon Capital Advisors's ANNX Position: Q4 2024 in Review

Octagon Capital Advisors sold out of Annexon (ANNX) in Q4 2024, closing a stake of 400,000 shares — an estimated $2.37M sold.

Octagon Capital Advisors first reported a position in ANNX in Q1 2023 and held it in 7 quarters. The position peaked at $14.7M in Q1 2024. 152 funds tracked by Wall St. Rank hold ANNX as of Q4 2024.

  • Octagon Capital Advisors reported no remaining Annexon position as of Q4 2024 after selling out during the quarter.
  • Octagon Capital Advisors sold 400,000 Annexon shares in Q4 2024, an estimated $2.37M.
  • Octagon Capital Advisors first reported a position in Annexon in Q1 2023 and held it in 7 quarters.
  • Octagon Capital Advisors's Annexon position peaked at $14.7M in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Annexon as of Q4 2024.

Based on Octagon Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.