argenx
ARGX
149 hedge funds and large institutions have $3.81B invested in argenx in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 24 closing their positions.
92% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 24
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
71% more call options, than puts
Call options by funds: $19.8M | Put options by funds: $11.6M
49% more capital invested
Capital invested by funds: $2.55B → $3.81B (+$1.26B)
14% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 42
11% more funds holding
Funds holding: 134 → 149 (+15)
3.85% less ownership
Funds ownership: 59.35% → 55.5% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$42.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$29M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$24M |
| 5 |
AG
Artal Group
Luxembourg
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EcoR1 Capital
San Francisco,
California
|
-$44.5M |
| 2 |
KCM
Kingdon Capital Management
New York
|
-$21M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$19.3M |
| 4 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$17.3M |
| 5 |
DM
Deerfield Management
New York
|
-$13.1M |
ARGX Hedge Fund Activity: Q4 2019 in Review
149 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in argenx (ARGX) for Q4 2019, worth a combined $3.81B — up 49% from $2.55B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ARGX positions and 24 closed out — a net gain of 22 holders — while 48 added to existing stakes and 42 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $62.5M. The largest seller was EcoR1 Capital, cutting an estimated $44.5M.
- 149 institutional investors held argenx (ARGX) as of Q4 2019, up from 134 in Q3 2019.
- Funds reported $3.81B of argenx stock for Q4 2019, up 49% quarter-over-quarter.
- 46 funds opened new argenx positions in Q4 2019 and 24 closed out, a net change of +22 holders.
- The largest argenx buyer in Q4 2019 was Fidelity Investments, an estimated $62.5M added.
- The largest argenx seller in Q4 2019 was EcoR1 Capital, an estimated $44.5M sold.
Based on aggregated 13F filings for Q4 2019.