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Agios Pharmaceuticals

216 hedge funds and large institutions have $3.61B invested in Agios Pharmaceuticals in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $19.2M

46% more capital invested

Capital invested by funds: $2.47B → $3.61B (+$1.14B)

10% more funds holding

Funds holding: 197216 (+19)

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

3.32% less ownership

Funds ownership: 101.3%97.98% (-3.3%)

Holders
216
Holders Change
+19
Holders Change %
+9.64%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
48
Increased
65
Reduced
62
Closed
27
Calls
$28.9M
Puts
$19.2M
Net Calls
+$9.68M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$421M -$636K -13,744 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$307M +$2.74M +59,106 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$300M -$156M -3,379,252 -38%
BlackRock
4
BlackRock
New York
$268M +$22.1M +477,251 +11%
BG
5
Bellevue Group
Switzerland
$215M +$5.47M +118,129 +3%
Capital International Investors
6
Capital International Investors
California
$206M -$6.19M -133,688 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$175M +$26.9M +581,583 +22%
Goldman Sachs
8
Goldman Sachs
New York
$107M -$5.89M -127,172 -6%
State Street
9
State Street
Massachusetts
$101M -$680K -14,681 -0.8%
O
10
OrbiMed
New York
$92.4M +$3.51M +75,725 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$85.2M +$12.7M +274,154 +21%
First Trust Advisors
12
First Trust Advisors
Illinois
$85.1M +$15.6M +337,397 +27%
FCM
13
Farallon Capital Management
California
$66.8M
Invesco
14
Invesco
Georgia
$66.5M +$1.12M +24,188 +2%
Macquarie Group
15
Macquarie Group
Australia
$65.7M +$4.6M +99,333 +9%
RSCM
16
Rock Springs Capital Management
Maryland
$63.1M +$5.75M +124,220 +12%
ClearBridge Investments
17
ClearBridge Investments
New York
$58.2M +$9.26K +200 +0%
ACH
18
ArrowMark Colorado Holdings
Colorado
$57.8M -$1.27M -27,387 -2%
CC
19
Casdin Capital
New York
$57.2M
Norges Bank
20
Norges Bank
Norway
$49.8M -$5.2M -112,333 -11%
EAM
21
Erste Asset Management
Austria
$48.6M -$5.8M -125,300 -12%
PA
22
Perceptive Advisors
New York
$48.1M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$39.3M +$485K +10,468 +1%
Deutsche Bank
24
Deutsche Bank
Germany
$26.5M -$2.82M -60,889 -11%
Alkeon Capital Management
25
Alkeon Capital Management
New York
$26.3M

AGIO Hedge Fund Activity: Q2 2020 in Review

216 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Agios Pharmaceuticals (AGIO) for Q2 2020, worth a combined $3.61B — up 46% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AGIO positions and 27 closed out — a net gain of 21 holders — while 65 added to existing stakes and 62 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $26.9M. The largest seller was Fidelity Investments, cutting an estimated $156M.

  • 216 institutional investors held Agios Pharmaceuticals (AGIO) as of Q2 2020, up from 197 in Q1 2020.
  • Funds reported $3.61B of Agios Pharmaceuticals stock for Q2 2020, up 46% quarter-over-quarter.
  • 48 funds opened new Agios Pharmaceuticals positions in Q2 2020 and 27 closed out, a net change of +21 holders.
  • The largest Agios Pharmaceuticals buyer in Q2 2020 was T. Rowe Price Associates, an estimated $26.9M added.
  • The largest Agios Pharmaceuticals seller in Q2 2020 was Fidelity Investments, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2020.