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Akebia Therapeutics

139 hedge funds and large institutions have $399M invested in Akebia Therapeutics in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

18% more capital invested

Capital invested by funds: $339M → $399M (+$60.8M)

0.8% more ownership

Funds ownership: 65.51%66.31% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 145139 (-6)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

39% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $3.77M

Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
53
Reduced
39
Closed
22
Calls
$2.3M
Puts
$3.77M
Net Calls
-$1.47M
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$53.1M -$10.2M -3,037,539 -18%
BlackRock
2
BlackRock
New York
$49.9M +$2.71M +805,695 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.1M +$1.56M +463,565 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$40.7M -$341K -101,306 -0.9%
NCM
5
Nantahala Capital Management
Connecticut
$19.6M +$64.8K +19,244 +0.4%
JP Morgan Chase
6
JP Morgan Chase
New York
$18.8M +$12.6M +3,744,760 +311%
AIM
7
Alerce Investment Management
Illinois
$17.6M
Marshall Wace
8
Marshall Wace
United Kingdom
$15.6M +$13.8M +4,109,589 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$12.9M +$3.27M +972,862 +40%
Goldman Sachs
10
Goldman Sachs
New York
$11.8M +$1.11M +328,849 +12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.1M +$1.09M +323,845 +12%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$11M +$806K +239,305 +9%
Morgan Stanley
13
Morgan Stanley
New York
$10.1M -$2.29M -680,337 -20%
Federated Hermes
14
Federated Hermes
Pennsylvania
$7.14M +$6.34M +1,882,252 +123,507%
Renaissance Technologies
15
Renaissance Technologies
New York
$6.93M +$2.55M +757,149 +71%
Northern Trust
16
Northern Trust
Illinois
$6.41M +$116K +34,569 +2%
OCM
17
Orchard Capital Management
Illinois
$6.04M +$179K +53,277 +3%
Charles Schwab
18
Charles Schwab
California
$4.18M +$294K +87,275 +9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.58M -$809K -240,227 -20%
Citigroup
20
Citigroup
New York
$3.46M -$747K -221,780 -20%
PIMJS
21
PKO Investment Management Joint-Stock
Poland
$2.38M
Rafferty Asset Management
22
Rafferty Asset Management
New York
$2.25M -$1.1M -328,008 -36%
PP
23
PDT Partners
New York
$2.22M -$69K -20,500 -3%
N
24
Nuveen
North Carolina
$2.2M +$213K +63,267 +12%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.13M -$115K -34,074 -6%

AKBA Hedge Fund Activity: Q2 2021 in Review

139 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Akebia Therapeutics (AKBA) for Q2 2021, worth a combined $399M — up 18% from $339M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AKBA and 17 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 53 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $13.8M. The largest seller was State Street, cutting an estimated $10.2M.

  • 139 institutional investors held Akebia Therapeutics (AKBA) as of Q2 2021, down from 145 in Q1 2021.
  • Funds reported $399M of Akebia Therapeutics stock for Q2 2021, up 18% quarter-over-quarter.
  • 17 funds opened new Akebia Therapeutics positions in Q2 2021 and 22 closed out, a net change of -5 holders.
  • The largest Akebia Therapeutics buyer in Q2 2021 was Marshall Wace, an estimated $13.8M added.
  • The largest Akebia Therapeutics seller in Q2 2021 was State Street, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2021.