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AGEN

Agenus

104 hedge funds and large institutions have $199M invested in Agenus in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

6% less funds holding

Funds holding: 111104 (-7)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

43% less capital invested

Capital invested by funds: $351M → $199M (-$153M)

46% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $3.48M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
104
Holders Change
-7
Holders Change %
-6.31%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
36
Reduced
31
Closed
26
Calls
$1.87M
Puts
$3.48M
Net Calls
-$1.6M
Net Calls Change
+$613K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$22.6M +$9.49M +64,100 +34%
OIM
2
Oracle Investment Management
Connecticut
$15M -$2.48M -16,761 -9%
Millennium Management
3
Millennium Management
New York
$14.5M +$8.97M +60,583 +61%
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$14.1M +$23.1M +156,101 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$12.8M
QF
6
QVT Financial
New York
$12.3M -$4.17M -28,163 -17%
Vanguard Group
7
Vanguard Group
Pennsylvania
$11.5M +$1.33M +8,954 +8%
ACA
8
Avoro Capital Advisors
New York
$10.1M
RI
9
RTW Investments
New York
$9.59M +$236K +1,591 +2%
BFA
10
BlackRock Fund Advisors
California
$9.16M +$76.5K +517 +0.5%
BIT
11
BlackRock Institutional Trust
California
$8.37M -$3.53M -23,859 -20%
CAM
12
Cormorant Asset Management
Massachusetts
$7.17M
Northern Trust
13
Northern Trust
Illinois
$4.04M +$1.4M +9,426 +27%
Deutsche Bank
14
Deutsche Bank
Germany
$2.71M +$2.11M +14,242 +90%
AG
15
Artal Group
Luxembourg
$2.53M +$150K +1,015 +4%
ACP
16
Acuta Capital Partners
California
$2.35M +$499K +3,370 +15%
AQR Capital Management
17
AQR Capital Management
Connecticut
$2.24M -$776K -5,244 -17%
CS
18
Candriam SCA
Luxembourg
$2.11M -$395K -2,665 -10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.06M +$52.4K +354 +2%
TA
20
Teachers Advisors
New York
$2.03M +$2.5M +16,893 +300%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.96M +$1.96M +13,218 +155%
Zurich Cantonal Bank
22
Zurich Cantonal Bank
Switzerland
$1.9M +$2.58M +17,441 +477%
TCIM
23
TIAA CREF Investment Management
New York
$1.78M -$169K -1,140 -5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.55M -$1.14M -7,723 -31%
Goldman Sachs
25
Goldman Sachs
New York
$1.53M -$4.2M -28,349 -63%

AGEN Hedge Fund Activity: Q3 2015 in Review

104 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Agenus (AGEN) for Q3 2015, worth a combined $199M — down 43% from $351M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AGEN and 20 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $23.1M. The largest seller was RA Capital Management, exiting entirely with an estimated $13.8M sold.

  • 104 institutional investors held Agenus (AGEN) as of Q3 2015, down from 111 in Q2 2015.
  • Funds reported $199M of Agenus stock for Q3 2015, down 43% quarter-over-quarter.
  • 20 funds opened new Agenus positions in Q3 2015 and 26 closed out, a net change of -6 holders.
  • The largest Agenus buyer in Q3 2015 was Point72 Asset Management, an estimated $23.1M added.
  • The largest Agenus seller in Q3 2015 was RA Capital Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2015.