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Akebia Therapeutics

145 hedge funds and large institutions have $339M invested in Akebia Therapeutics in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $294M → $339M (+$44.8M)

1% more funds holding

Funds holding: 143145 (+2)

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.3% less ownership

Funds ownership: 71.81%65.51% (-6.3%)

40% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $3.57M

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
49
Reduced
45
Closed
17
Calls
$2.14M
Puts
$3.57M
Net Calls
-$1.43M
Net Calls Change
-$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$57.7M -$19.6M -5,432,358 -24%
BlackRock
2
BlackRock
New York
$41.9M +$3.5M +971,438 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$39.6M +$11.7M +3,257,395 +39%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$36.7M -$6.31M -1,752,298 -14%
NCM
5
Nantahala Capital Management
Connecticut
$17.4M -$6.81M -1,889,668 -27%
AIM
6
Alerce Investment Management
Illinois
$15.7M
Morgan Stanley
7
Morgan Stanley
New York
$11.3M +$11.1M +3,080,193 +1,182%
Goldman Sachs
8
Goldman Sachs
New York
$9.41M -$2.97M -823,475 -23%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$9.03M +$2.42M +673,177 +34%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.8M +$1.35M +374,236 +17%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$8.23M +$2.47M +684,955 +39%
Northern Trust
12
Northern Trust
Illinois
$5.61M -$329K -91,372 -5%
OCM
13
Orchard Capital Management
Illinois
$5.21M +$2.46M +683,116 +80%
Millennium Management
14
Millennium Management
New York
$4.56M -$2.15M -598,214 -31%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.07M -$921K -255,807 -18%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.01M +$2.17M +603,124 +104%
Citigroup
17
Citigroup
New York
$3.84M +$3.93M +1,090,721 +2,489%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.62M -$1.36M -377,346 -26%
Charles Schwab
19
Charles Schwab
California
$3.44M +$212K +58,925 +6%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$3.28M +$2.21M +614,617 +173%
Rafferty Asset Management
21
Rafferty Asset Management
New York
$3.12M +$2.27M +628,925 +214%
PIMJS
22
PKO Investment Management Joint-Stock
Poland
$2.12M
Two Sigma Investments
23
Two Sigma Investments
New York
$2.12M +$381K +105,734 +20%
PP
24
PDT Partners
New York
$2.05M +$2.18M +605,100 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.02M -$222K -61,682 -9%

AKBA Hedge Fund Activity: Q1 2021 in Review

145 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Akebia Therapeutics (AKBA) for Q1 2021, worth a combined $339M — up 15% from $294M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AKBA positions and 17 closed out — a net gain of 3 holders — while 49 added to existing stakes and 45 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.7M. The largest seller was State Street, cutting an estimated $19.6M.

  • 145 institutional investors held Akebia Therapeutics (AKBA) as of Q1 2021, up from 143 in Q4 2020.
  • Funds reported $339M of Akebia Therapeutics stock for Q1 2021, up 15% quarter-over-quarter.
  • 20 funds opened new Akebia Therapeutics positions in Q1 2021 and 17 closed out, a net change of +3 holders.
  • The largest Akebia Therapeutics buyer in Q1 2021 was Vanguard Group, an estimated $11.7M added.
  • The largest Akebia Therapeutics seller in Q1 2021 was State Street, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2021.