argenx
ARGX
270 hedge funds and large institutions have $11.6B invested in argenx in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 77 increasing their positions, 108 reducing their positions, and 29 closing their positions.
69% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 29
50% more call options, than puts
Call options by funds: $108M | Put options by funds: $72.4M
6% more funds holding
Funds holding: 254 → 270 (+16)
4% more capital invested
Capital invested by funds: $11.2B → $11.6B (+$398M)
2.25% less ownership
Funds ownership: 57.57% → 55.32% (-2.3%)
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
29% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$166M |
| 2 |
Janus Henderson Group
London,
|
+$154M |
| 3 |
DGM
Darwin Global Management
St. Helier,
Jersey
|
+$111M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$108M |
| 5 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$49.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$296M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$104M |
| 3 |
O
OrbiMed
New York
|
-$94.8M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$93M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$86.4M |
ARGX Hedge Fund Activity: Q4 2022 in Review
270 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in argenx (ARGX) for Q4 2022, worth a combined $11.6B — up 3.6% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new ARGX positions and 29 closed out — a net gain of 20 holders — while 77 added to existing stakes and 108 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $296M.
- 270 institutional investors held argenx (ARGX) as of Q4 2022, up from 254 in Q3 2022.
- Funds reported $11.6B of argenx stock for Q4 2022, up 3.6% quarter-over-quarter.
- 49 funds opened new argenx positions in Q4 2022 and 29 closed out, a net change of +20 holders.
- The largest argenx buyer in Q4 2022 was Morgan Stanley, an estimated $166M added.
- The largest argenx seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $296M sold.
Based on aggregated 13F filings for Q4 2022.