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AGEN

Agenus

40 hedge funds and large institutions have $19.6M invested in Agenus in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

33% more call options, than puts

Call options by funds: $100K | Put options by funds: $75K

9% less funds holding

Funds holding: 4440 (-4)

20% less capital invested

Capital invested by funds: $24.7M → $19.6M (-$5.01M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
12
Reduced
8
Closed
10
Calls
$100K
Puts
$75K
Net Calls
+$25K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
1
Ingalls & Snyder LLC
New York
$5.28M -$70.6K -1,371 -1%
OIM
2
Oracle Investment Management
Connecticut
$3.24M
BIT
3
BlackRock Institutional Trust
California
$2.89M +$664K +12,892 +30%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.93M +$78K +1,513 +4%
TC
5
TFS Capital
Pennsylvania
$1.46M -$49.8K -966 -3%
AG
6
Artal Group
Luxembourg
$1.08M
BC
7
Bruce & Co
Illinois
$616K
GT
8
Glenview Trust
Kentucky
$470K +$468K +9,075 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$421K
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$407K +$405K +7,854 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$256K +$103 +2 +0%
BFA
12
BlackRock Fund Advisors
California
$211K +$8.81K +171 +4%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$201K -$2.63K -51 -1%
Northern Trust
14
Northern Trust
Illinois
$173K +$42.2K +819 +33%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$143K +$39.3K +762 +38%
Wells Fargo
16
Wells Fargo
California
$137K -$68K -1,320 -33%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$115K -$11.8K -230 -9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$96K
Bank of America
19
Bank of America
North Carolina
$85K -$15.9K -308 -16%
Tudor Investment Corp
20
Tudor Investment Corp
Connecticut
$74K +$73.5K +1,427 New
William Blair & Company
21
William Blair & Company
Illinois
$59K +$18.6K +361 +46%
DFIM
22
Detwiler Fenton Investment Management
Massachusetts
$37K +$37.3K +723 New
Morgan Stanley
23
Morgan Stanley
New York
$33K -$50K -971 -60%
LPL Financial
24
LPL Financial
California
$32K
PAM
25
Panagora Asset Management
Massachusetts
$30K

AGEN Hedge Fund Activity: Q4 2013 in Review

40 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Agenus (AGEN) for Q4 2013, worth a combined $19.6M — down 20% from $24.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AGEN and 6 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 12 added.

The largest buyer was BlackRock Institutional Trust, adding an estimated $664K. The largest seller was Sabby Management, exiting entirely with an estimated $4.63M sold.

  • 40 institutional investors held Agenus (AGEN) as of Q4 2013, down from 44 in Q3 2013.
  • Funds reported $19.6M of Agenus stock for Q4 2013, down 20% quarter-over-quarter.
  • 6 funds opened new Agenus positions in Q4 2013 and 10 closed out, a net change of -4 holders.
  • The largest Agenus buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $664K added.
  • The largest Agenus seller in Q4 2013 was Sabby Management, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2013.