We are live on ! Find out more
ANNX icon

Annexon
ANNX

99 hedge funds and large institutions have $208M invested in Annexon in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $346K

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

18% more funds holding

Funds holding: 84 → 99 (+15)

11.5% more ownership

Funds ownership: 101.49% → 112.99% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less capital invested

Capital invested by funds: $243M → $208M (-$35.4M)

Holders
99
Holders Change
+15
Holders Change %
+17.86%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
30
Reduced
15
Closed
17
Calls
$1.23M
Puts
$346K
Net Calls
+$886K
Net Calls Change
-$388K

Top Buyers

1
AIM
Alerce Investment Management
Illinois
+$14.6M
2
GC
GMT Capital
Georgia
+$7.75M
3
CAM
Cormorant Asset Management
Massachusetts
+$6.88M
4
OCA
Octagon Capital Advisors
New York
+$6.55M
5
AG
Artal Group
Luxembourg
+$5.6M

Top Sellers

1
BI
BVF Inc
California
-$19.5M
2
FFM
Fairmount Funds Management
Pennsylvania
-$17.4M
3
EAM
Eventide Asset Management
Massachusetts
-$9.68M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$1.59M
5
PVI
Pura Vida Investments
New York
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
101
Fairmount Funds Management
Pennsylvania
– -$17.4M -3,358,563 Closed
PVI
102
Pura Vida Investments
New York
– -$1.57M -302,734 Closed
CS
103
Candriam SCA
Luxembourg
– -$851K -164,558 Closed
GCP
104
GSA Capital Partners
United Kingdom
– -$834K -161,360 Closed
KPF
105
K2 Principal Fund
Ontario, Canada
– -$753K -145,564 Closed
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
– -$365K -65,380 Closed
Invesco
107
Invesco
Georgia
– -$260K -50,263 Closed
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
– -$139K -26,800 Closed
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
– -$112K -21,605 Closed
EE
110
EWG Elevate
California
– -$77.5K -15,000 Closed
MFS
111
Mirabella Financial Services
United Kingdom
– -$61.2K -11,836 Closed
Belvedere Trading
112
Belvedere Trading
Illinois
– -$42.9K -8,301 Closed
UBS Group
113
UBS Group
Switzerland
– -$21.2K -4,100 Closed
FWA
114
Freedom Wealth Alliance
Wisconsin
– -$20.1K -3,889 Closed
EI
115
Ellevest Inc
New York
– -$2.09K -405 Closed
1 2 3 4
5

ANNX Hedge Fund Activity: Q1 2023 in Review

99 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Annexon (ANNX) for Q1 2023, worth a combined $208M — down 15% from $243M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ANNX positions and 17 closed out — a net gain of 15 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Alerce Investment Management, adding an estimated $14.6M. The largest seller was BVF Inc, exiting entirely with an estimated $19.5M sold.

  • 99 institutional investors held Annexon (ANNX) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $208M of Annexon stock for Q1 2023, down 15% quarter-over-quarter.
  • 32 funds opened new Annexon positions in Q1 2023 and 17 closed out, a net change of +15 holders.
  • The largest Annexon buyer in Q1 2023 was Alerce Investment Management, an estimated $14.6M added.
  • The largest Annexon seller in Q1 2023 was BVF Inc, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2023.