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AGEN

Agenus

133 hedge funds and large institutions have $398M invested in Agenus in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

93% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $1.6M

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

13% more capital invested

Capital invested by funds: $353M → $398M (+$44.4M)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more funds holding

Funds holding: 132133 (+1)

0.13% more ownership

Funds ownership: 2.7%2.83% (+0.13%)

Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
51
Reduced
35
Closed
22
Calls
$3.08M
Puts
$1.6M
Net Calls
+$1.48M
Net Calls Change
-$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$53.9M +$4.13M +53,061 +8%
OIM
2
Oracle Investment Management
Connecticut
$52.5M +$25.4M +326,714 +95%
RI
3
RTW Investments
New York
$51.5M
Vanguard Group
4
Vanguard Group
Pennsylvania
$34.2M +$2.98M +38,347 +10%
CAM
5
Cormorant Asset Management
Massachusetts
$34M -$9.91M -127,375 -23%
AG
6
Artal Group
Luxembourg
$27.6M +$16.1M +206,347 +142%
State Street
7
State Street
Massachusetts
$26.9M +$414K +5,325 +2%
BC
8
Boxer Capital
California
$16M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.98M +$786K +10,106 +10%
Northern Trust
10
Northern Trust
Illinois
$7.03M +$1.38M +17,772 +25%
First Manhattan
11
First Manhattan
New York
$5.56M +$1.57M +20,228 +40%
Wells Fargo
12
Wells Fargo
California
$4.81M -$107K -1,381 -2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$4.79M -$2.66M -34,147 -36%
Charles Schwab
14
Charles Schwab
California
$4.22M +$270K +3,470 +7%
IC
15
Ikarian Capital
Texas
$3.8M +$3.77M +48,402 New
Morgan Stanley
16
Morgan Stanley
New York
$3.7M +$1.98M +25,421 +117%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$3.24M +$3.21M +41,231 New
TMC
18
Trellus Management Company
Florida
$3M +$1.74M +22,417 +142%
Goldman Sachs
19
Goldman Sachs
New York
$2.97M +$87.6K +1,126 +3%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$2.95M +$75.7K +973 +3%
PAM
21
Panagora Asset Management
Massachusetts
$2.88M -$76.9K -988 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.33M +$148K +1,901 +7%
N
23
Nuveen
North Carolina
$2.26M +$211K +2,715 +10%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$2.01M +$79.3K +1,019 +4%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$1.52M -$1.6M -20,510 -51%

AGEN Hedge Fund Activity: Q3 2020 in Review

133 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Agenus (AGEN) for Q3 2020, worth a combined $398M — up 13% from $353M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AGEN positions and 22 closed out — a net gain of 2 holders — while 51 added to existing stakes and 35 trimmed.

The largest buyer was Oracle Investment Management, adding an estimated $25.4M. The largest seller was Cormorant Asset Management, cutting an estimated $9.91M.

  • 133 institutional investors held Agenus (AGEN) as of Q3 2020, up from 132 in Q2 2020.
  • Funds reported $398M of Agenus stock for Q3 2020, up 13% quarter-over-quarter.
  • 24 funds opened new Agenus positions in Q3 2020 and 22 closed out, a net change of +2 holders.
  • The largest Agenus buyer in Q3 2020 was Oracle Investment Management, an estimated $25.4M added.
  • The largest Agenus seller in Q3 2020 was Cormorant Asset Management, an estimated $9.91M sold.

Based on aggregated 13F filings for Q3 2020.