Agios Pharmaceuticals
AGIO
200 hedge funds and large institutions have $2.82B invested in Agios Pharmaceuticals in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 43 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
22% more capital invested
Capital invested by funds: $2.3B → $2.82B (+$516M)
1.47% less ownership
Funds ownership: 95.31% → 93.83% (-1.5%)
7% less funds holding
Funds holding: 214 → 200 (-14)
11% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 73
25% less call options, than puts
Call options by funds: $24.2M | Put options by funds: $32.2M
28% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HM
HealthCor Management
New York
|
+$39.4M |
| 2 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
+$37.2M |
| 3 |
CCM
Consonance Capital Management
New York
|
+$25M |
| 4 |
CC
Casdin Capital
New York
|
+$24.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$127M |
| 2 |
Goldman Sachs
New York
|
-$14M |
| 3 |
Jennison Associates
New York
|
-$12.5M |
| 4 |
BlackRock
New York
|
-$12.3M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$11.8M |
AGIO Hedge Fund Activity: Q4 2020 in Review
200 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Agios Pharmaceuticals (AGIO) for Q4 2020, worth a combined $2.82B — up 22% from $2.3B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of AGIO and 31 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 65 added.
The largest buyer was HealthCor Management, opening a new position worth an estimated $39.4M. The largest seller was Capital International Investors, cutting an estimated $127M.
- 200 institutional investors held Agios Pharmaceuticals (AGIO) as of Q4 2020, down from 214 in Q3 2020.
- Funds reported $2.82B of Agios Pharmaceuticals stock for Q4 2020, up 22% quarter-over-quarter.
- 31 funds opened new Agios Pharmaceuticals positions in Q4 2020 and 43 closed out, a net change of -12 holders.
- The largest Agios Pharmaceuticals buyer in Q4 2020 was HealthCor Management, an estimated $39.4M added.
- The largest Agios Pharmaceuticals seller in Q4 2020 was Capital International Investors, an estimated $127M sold.
Based on aggregated 13F filings for Q4 2020.