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AGEN

Agenus

157 hedge funds and large institutions have $316M invested in Agenus in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more call options, than puts

Call options by funds: $3.4M | Put options by funds: $642K

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 155157 (+2)

0.23% more ownership

Funds ownership: 2.95%3.18% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less capital invested

Capital invested by funds: $432M → $316M (-$116M)

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
62
Reduced
44
Closed
17
Calls
$3.4M
Puts
$642K
Net Calls
+$2.75M
Net Calls Change
-$8.93M
Name Holding Trade Value Shares
Change
Change in
Stake
DTC
1
Deep Track Capital
Connecticut
$45.6M +$6.46M +152,850 +11%
State Street
2
State Street
Massachusetts
$39.8M +$7.64M +180,897 +16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.9M -$1.41M -33,290 -3%
BlackRock
4
BlackRock
New York
$35.7M +$118K +2,791 +0.2%
AG
5
Artal Group
Luxembourg
$23.8M +$2.44M +57,636 +8%
Citadel Advisors
6
Citadel Advisors
Florida
$12.7M +$15.7M +372,488 +702%
Bank of America
7
Bank of America
North Carolina
$12.1M +$14.5M +343,213 +548%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$11.9M -$2.33M -55,148 -12%
SI
9
Sofinnova Investments
California
$9.74M +$7.56M +179,008 +121%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.4M +$595K +14,084 +5%
Renaissance Technologies
11
Renaissance Technologies
New York
$6.79M +$1.25M +29,683 +15%
OIM
12
Oracle Investment Management
Connecticut
$6M -$2.04M -48,187 -19%
Goldman Sachs
13
Goldman Sachs
New York
$5.33M +$2.84M +67,296 +60%
Northern Trust
14
Northern Trust
Illinois
$4.2M +$91.7K +2,170 +2%
Rafferty Asset Management
15
Rafferty Asset Management
New York
$3.32M +$929K +21,994 +25%
Charles Schwab
16
Charles Schwab
California
$3.22M +$31.3K +740 +0.7%
Wells Fargo
17
Wells Fargo
California
$3.03M +$1.55M +36,663 +57%
Citigroup
18
Citigroup
New York
$2.86M +$2.39M +56,616 +145%
Millennium Management
19
Millennium Management
New York
$2.47M +$3.29M +77,960 +1,662%
Morgan Stanley
20
Morgan Stanley
New York
$2.36M +$1.57M +37,058 +88%
PAM
21
Panagora Asset Management
Massachusetts
$2.3M +$820K +19,415 +34%
UBS Group
22
UBS Group
Switzerland
$2.22M +$623K +14,746 +25%
UOC
23
UBS O'Connor
Illinois
$1.92M +$2.72M +64,370 New
N
24
Nuveen
North Carolina
$1.82M -$3.74M -88,565 -59%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$1.71M +$2.07M +49,054 +602%

AGEN Hedge Fund Activity: Q1 2023 in Review

157 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Agenus (AGEN) for Q1 2023, worth a combined $316M — down 27% from $432M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AGEN positions and 17 closed out — a net gain of 3 holders — while 62 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $15.7M. The largest seller was Pathstone Family Office, cutting an estimated $8.2M.

  • 157 institutional investors held Agenus (AGEN) as of Q1 2023, up from 155 in Q4 2022.
  • Funds reported $316M of Agenus stock for Q1 2023, down 27% quarter-over-quarter.
  • 20 funds opened new Agenus positions in Q1 2023 and 17 closed out, a net change of +3 holders.
  • The largest Agenus buyer in Q1 2023 was Citadel Advisors, an estimated $15.7M added.
  • The largest Agenus seller in Q1 2023 was Pathstone Family Office, an estimated $8.2M sold.

Based on aggregated 13F filings for Q1 2023.