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Alector

148 hedge funds and large institutions have $403M invested in Alector in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

30% more call options, than puts

Call options by funds: $442K | Put options by funds: $340K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

14% more capital invested

Capital invested by funds: $355M → $403M (+$48.1M)

3.26% more ownership

Funds ownership: 70.77%74.02% (+3.3%)

2% more funds holding

Funds holding: 145148 (+3)

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
59
Reduced
40
Closed
17
Calls
$442K
Puts
$340K
Net Calls
+$102K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$78.9M +$29M +4,481,420 +58%
BlackRock
2
BlackRock
New York
$50.1M -$612K -94,575 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.8M -$7.17M -1,107,318 -17%
B
4
Braidwell
Connecticut
$26.4M -$370K -57,195 -1%
EC
5
EcoR1 Capital
California
$26.3M
Morgan Stanley
6
Morgan Stanley
New York
$21.6M +$10.4M +1,605,293 +93%
State Street
7
State Street
Massachusetts
$18.4M +$761K +117,560 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$14.8M -$684K -105,695 -4%
EC
9
Euclidean Capital
New York
$8.47M +$2.12M +326,964 +33%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.44M +$86.5K +13,355 +1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$7.43M +$3.12M +482,077 +73%
DM
12
Deerfield Management
New York
$6.84M
BBA
13
Baker Bros. Advisors
New York
$6.25M
Franklin Resources
14
Franklin Resources
California
$6.22M -$4.22M -652,262 -40%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$5.04M +$1.27M +195,411 +34%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$4.79M -$6.42M -992,366 -57%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$4.42M +$831K +128,401 +23%
Northern Trust
18
Northern Trust
Illinois
$4.12M +$131K +20,198 +3%
DCM
19
DAFNA Capital Management
California
$4.08M -$64.7K -10,000 -2%
Renaissance Technologies
20
Renaissance Technologies
New York
$3.25M -$1.2M -184,880 -27%
Charles Schwab
21
Charles Schwab
California
$3.12M +$81.4K +12,569 +3%
N
22
Nuveen
North Carolina
$2.8M +$9.76K +1,507 +0.4%
Bank of America
23
Bank of America
North Carolina
$2.75M +$450K +69,448 +20%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$2.52M -$362K -55,900 -13%
Baillie Gifford & Co
25
Baillie Gifford & Co
United Kingdom
$2.38M -$111K -17,092 -4%

ALEC Hedge Fund Activity: Q3 2023 in Review

148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alector (ALEC) for Q3 2023, worth a combined $403M — up 14% from $355M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ALEC positions and 17 closed out — a net gain of 3 holders — while 59 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29M. The largest seller was Vanguard Group, cutting an estimated $7.17M.

  • 148 institutional investors held Alector (ALEC) as of Q3 2023, up from 145 in Q2 2023.
  • Funds reported $403M of Alector stock for Q3 2023, up 14% quarter-over-quarter.
  • 20 funds opened new Alector positions in Q3 2023 and 17 closed out, a net change of +3 holders.
  • The largest Alector buyer in Q3 2023 was Fidelity Investments, an estimated $29M added.
  • The largest Alector seller in Q3 2023 was Vanguard Group, an estimated $7.17M sold.

Based on aggregated 13F filings for Q3 2023.