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AGEN

Agenus

111 hedge funds and large institutions have $351M invested in Agenus in 2015 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

182% more capital invested

Capital invested by funds: $125M → $351M (+$227M)

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

32% more funds holding

Funds holding: 84111 (+27)

27% less call options, than puts

Call options by funds: $6.08M | Put options by funds: $8.3M

Holders
111
Holders Change
+27
Holders Change %
+32.14%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
34
Increased
46
Reduced
24
Closed
7
Calls
$6.08M
Puts
$8.3M
Net Calls
-$2.22M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$31.5M +$20.6M +144,984 +355%
OIM
2
Oracle Investment Management
Connecticut
$30.9M +$17.5M +123,014 +207%
QF
3
QVT Financial
New York
$27.9M -$3.11M -21,901 -12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$24.1M +$19M +133,987 +1,649%
Vanguard Group
5
Vanguard Group
Pennsylvania
$20.1M +$2.35M +16,577 +16%
BIT
6
BlackRock Institutional Trust
California
$19.7M +$9.22K +65 +0.1%
ACA
7
Avoro Capital Advisors
New York
$19M +$1.09M +7,702 +7%
RI
8
RTW Investments
New York
$17.7M +$14.8M +104,596 New
BFA
9
BlackRock Fund Advisors
California
$17.1M +$1.69M +11,897 +13%
Millennium Management
10
Millennium Management
New York
$16.9M +$1.59M +11,215 +13%
RCM
11
RA Capital Management
Massachusetts
$13.8M +$11.6M +81,520 New
CAM
12
Cormorant Asset Management
Massachusetts
$13.5M +$1.08M +7,642 +11%
Goldman Sachs
13
Goldman Sachs
New York
$7.67M +$6.17M +43,512 +2,469%
Northern Trust
14
Northern Trust
Illinois
$5.99M +$265K +1,865 +6%
TC
15
TFS Capital
Pennsylvania
$5.23M +$3.93M +27,714 +881%
AQR Capital Management
16
AQR Capital Management
Connecticut
$5.09M +$2.78M +19,623 +188%
EI
17
EAM Investors
California
$4.9M -$389K -2,738 -9%
AG
18
Artal Group
Luxembourg
$4.58M +$867K +6,112 +29%
CS
19
Candriam SCA
Luxembourg
$4.4M -$795K -5,604 -18%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.21M +$539K +3,801 +18%
ACP
21
Acuta Capital Partners
California
$3.83M +$3.21M +22,615 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.81M +$701K +4,943 +28%
TCIM
23
TIAA CREF Investment Management
New York
$3.54M +$1.35M +9,520 +84%
Citadel Advisors
24
Citadel Advisors
Florida
$2.97M +$2.45M +17,290 +6,944%
HCMT
25
Highland Capital Management (Texas)
Texas
$2.93M +$2.45M +17,301 New

AGEN Hedge Fund Activity: Q2 2015 in Review

111 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Agenus (AGEN) for Q2 2015, worth a combined $351M — up 182% from $125M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AGEN positions and 7 closed out — a net gain of 27 holders — while 46 added to existing stakes and 24 trimmed.

The largest buyer was State Street, adding an estimated $20.6M. The largest seller was QVT Financial, cutting an estimated $3.11M.

  • 111 institutional investors held Agenus (AGEN) as of Q2 2015, up from 84 in Q1 2015.
  • Funds reported $351M of Agenus stock for Q2 2015, up 182% quarter-over-quarter.
  • 34 funds opened new Agenus positions in Q2 2015 and 7 closed out, a net change of +27 holders.
  • The largest Agenus buyer in Q2 2015 was State Street, an estimated $20.6M added.
  • The largest Agenus seller in Q2 2015 was QVT Financial, an estimated $3.11M sold.

Based on aggregated 13F filings for Q2 2015.