Agios Pharmaceuticals
AGIO
214 hedge funds and large institutions have $2.3B invested in Agios Pharmaceuticals in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 36 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 60
1% less funds holding
Funds holding: 216 → 214 (-2)
6% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 36
2.67% less ownership
Funds ownership: 97.98% → 95.31% (-2.7%)
23% less call options, than puts
Call options by funds: $7.7M | Put options by funds: $9.96M
36% less capital invested
Capital invested by funds: $3.61B → $2.3B (-$1.31B)
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Casdin Capital
New York
|
+$29.8M |
| 2 |
O
OrbiMed
New York
|
+$21M |
| 3 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
+$17.6M |
| 4 |
Morgan Stanley
New York
|
+$17.2M |
| 5 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$78.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$53.3M |
| 3 |
PA
Perceptive Advisors
New York
|
-$48.1M |
| 4 |
Alkeon Capital Management
New York
|
-$26.3M |
| 5 |
AG
Artal Group
Luxembourg
|
-$20.1M |
AGIO Hedge Fund Activity: Q3 2020 in Review
214 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Agios Pharmaceuticals (AGIO) for Q3 2020, worth a combined $2.3B — down 36% from $3.61B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of AGIO and 34 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 80 added.
The largest buyer was Casdin Capital, adding an estimated $29.8M. The largest seller was Fidelity Investments, cutting an estimated $78.3M.
- 214 institutional investors held Agios Pharmaceuticals (AGIO) as of Q3 2020, down from 216 in Q2 2020.
- Funds reported $2.3B of Agios Pharmaceuticals stock for Q3 2020, down 36% quarter-over-quarter.
- 34 funds opened new Agios Pharmaceuticals positions in Q3 2020 and 36 closed out, a net change of -2 holders.
- The largest Agios Pharmaceuticals buyer in Q3 2020 was Casdin Capital, an estimated $29.8M added.
- The largest Agios Pharmaceuticals seller in Q3 2020 was Fidelity Investments, an estimated $78.3M sold.
Based on aggregated 13F filings for Q3 2020.