argenx
ARGX
172 hedge funds and large institutions have $7.5B invested in argenx in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 17 closing their positions.
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
11% more capital invested
Capital invested by funds: $6.73B → $7.5B (+$773M)
8% more funds holding
Funds holding: 160 → 172 (+12)
2% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 59
0.64% less ownership
Funds ownership: 54.5% → 53.86% (-0.64%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
36% less call options, than puts
Call options by funds: $64M | Put options by funds: $99.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$147M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$125M |
| 3 |
BAMCO Inc
New York
|
+$21.1M |
| 4 |
Janus Henderson Group
London,
|
+$16.4M |
| 5 |
Jane Street
New York
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$122M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$57.9M |
| 3 |
BI
BVF Inc
San Francisco,
California
|
-$29.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$29.2M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$24.5M |
ARGX Hedge Fund Activity: Q4 2020 in Review
172 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in argenx (ARGX) for Q4 2020, worth a combined $7.5B — up 11% from $6.73B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ARGX positions and 17 closed out — a net gain of 12 holders — while 60 added to existing stakes and 59 trimmed.
The largest buyer was Lone Pine Capital, opening a new position worth an estimated $147M. The largest seller was Wellington Management Group, cutting an estimated $122M.
- 172 institutional investors held argenx (ARGX) as of Q4 2020, up from 160 in Q3 2020.
- Funds reported $7.5B of argenx stock for Q4 2020, up 11% quarter-over-quarter.
- 29 funds opened new argenx positions in Q4 2020 and 17 closed out, a net change of +12 holders.
- The largest argenx buyer in Q4 2020 was Lone Pine Capital, an estimated $147M added.
- The largest argenx seller in Q4 2020 was Wellington Management Group, an estimated $122M sold.
Based on aggregated 13F filings for Q4 2020.