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Velan Capital Investment Management’s Annexon ANNX Stock Holding History

Velan Capital Investment Management’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
2023
Q4 		– Sell
-459,746
Closed -$1.09M – 21
2023
Q3 		$1.09M Hold
459,746
– – 0.88% 22
2023
Q2 		$1.62M Buy
459,746
+359,746
+360% +$1.57M 1.5% 22
2023
Q1 		$385K Buy
+100,000
New +$550K 0.33% 28

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 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 $3.14B AUM 249.53% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

Velan Capital Investment Management's ANNX Position: Q4 2023 in Review

Velan Capital Investment Management sold out of Annexon (ANNX) in Q4 2023, closing a stake of 459,746 shares — an estimated $1.09M sold.

Velan Capital Investment Management first reported a position in ANNX in Q1 2023 and held it in 3 quarters. The position peaked at $1.62M in Q2 2023. 99 funds tracked by Wall St. Rank hold ANNX as of Q4 2023.

  • Velan Capital Investment Management reported no remaining Annexon position as of Q4 2023 after selling out during the quarter.
  • Velan Capital Investment Management sold 459,746 Annexon shares in Q4 2023, an estimated $1.09M.
  • Velan Capital Investment Management first reported a position in Annexon in Q1 2023 and held it in 3 quarters.
  • Velan Capital Investment Management's Annexon position peaked at $1.62M in Q2 2023.
  • 99 funds tracked by Wall St. Rank held Annexon as of Q4 2023.

Based on Velan Capital Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.