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Alector
ALEC

127 hedge funds and large institutions have $931M invested in Alector in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $700M → $931M (+$231M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.22% less ownership

Funds ownership: 58.41% → 58.19% (-0.22%)

6% less funds holding

Funds holding: 135 → 127 (-8)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

76% less call options, than puts

Call options by funds: $822K | Put options by funds: $3.43M

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
32
Reduced
46
Closed
26
Calls
$822K
Puts
$3.43M
Net Calls
-$2.6M
Net Calls Change
-$3.26M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$21.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$16M
3
Morgan Stanley
Morgan Stanley
New York
+$15.2M
4
EC
EcoR1 Capital
California
+$10.8M
5
PC
Pier Capital
Connecticut
+$9.06M

Top Sellers

1
O
OrbiMed
New York
-$28.9M
2
RCM
RA Capital Management
Massachusetts
-$24.5M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$6.31M
4
State Street
State Street
Massachusetts
-$6.07M
5
GGHC
Gilder Gagnon Howe & Co
New York
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
101
Cutler Group
California
$34K -$32.3K -1,800 -51%
FF
102
FourThought Financial
Florida
$30K -$2.22K -124 -7%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$28K -$128K -7,136 -83%
Macquarie Group
104
Macquarie Group
Australia
$28K -$8.05K -449 -24%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$26K -$7.42K -414 -24%
MSFP
106
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
LSA
107
Leonteq Securities AG
Switzerland
$10.1K +$8.96K +500 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.36K +$7.44K +415 New
HPC
110
HM Payson & Co
Maine
$8K – – –
SPIA
111
Steward Partners Investment Advisory
New York
$4.63K +$4.12K +230 New
MF
112
Manchester Financial
California
$4K – – –
SBL
113
Sargent Bickham Lagudis
Colorado
$4K – – –
SOW
114
State of Wyoming
Wyoming
$4K +$3.3K +184 New
HI
115
Harbour Investments
Wisconsin
$4K +$3.67K +205 New
GRP
116
Global Retirement Partners
California
$4K +$3.73K +208 New
Daiwa Securities Group
117
Daiwa Securities Group
Japan
$3K – – –
VFA
118
Valeo Financial Advisors
Indiana
$3K – – –
TWA
119
TCI Wealth Advisors
Arizona
$3K +$2.55K +142 New
BAM
120
Bellevue Asset Management
Washington
$2K -$108 -6 -6%
S
121
SignatureFD
Georgia
$2K – – –
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$2K +$1.79K +100 New
RE
123
RBC Europe
United Kingdom
$1.83K – – –
IRC
124
Investors Research Corp
Georgia
$1K -$54 -3 -7%
HWM
125
HighMark Wealth Management
Minnesota
$1K +$896 +50 New
3 4
5
6 7

ALEC Hedge Fund Activity: Q1 2021 in Review

127 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alector (ALEC) for Q1 2021, worth a combined $931M — up 33% from $700M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ALEC and 19 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 32 added.

The largest buyer was Franklin Resources, adding an estimated $21.5M. The largest seller was OrbiMed, cutting an estimated $28.9M.

  • 127 institutional investors held Alector (ALEC) as of Q1 2021, down from 135 in Q4 2020.
  • Funds reported $931M of Alector stock for Q1 2021, up 33% quarter-over-quarter.
  • 19 funds opened new Alector positions in Q1 2021 and 26 closed out, a net change of -7 holders.
  • The largest Alector buyer in Q1 2021 was Franklin Resources, an estimated $21.5M added.
  • The largest Alector seller in Q1 2021 was OrbiMed, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2021.