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Axsome Therapeutics
AXSM

244 hedge funds and large institutions have $3.12B invested in Axsome Therapeutics in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $79.2M | Put options by funds: $41.4M

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

18% more capital invested

Capital invested by funds: $2.65B → $3.12B (+$473M)

8% more funds holding

Funds holding: 226 → 244 (+18)

2.6% more ownership

Funds ownership: 80.28% → 82.88% (+2.6%)

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 88

Holders
244
Holders Change
+18
Holders Change %
+7.96%
% of All Funds
3.56%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
44
Increased
70
Reduced
88
Closed
24
Calls
$79.2M
Puts
$41.4M
Net Calls
+$37.9M
Net Calls Change
+$18.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$62.9M
2
PA
Perceptive Advisors
New York
+$37.2M
3
Millennium Management
Millennium Management
New York
+$27.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$20.4M
5
BlackRock
BlackRock
New York
+$20.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.3M
2
NIP
Nicholas Investment Partners
California
-$20.9M
3
SCM
Soleus Capital Management
Connecticut
-$16.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$13.8M
5
BI
BVF Inc
California
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$4.93K +$4.14K +62 New
LWA
227
Lowe Wealth Advisors
Maryland
$3.98K – – –
PA
228
PSI Advisors
Florida
$3.18K +$2.67K +40 New
BTI
229
Blue Trust Inc
Georgia
$3K +$2.54K +38 New
GWSG
230
GPS Wealth Strategies Group
Colorado
$2.31K – – –
GI
231
GAMMA Investing
California
$1.89K +$1.4K +21 New
AF
232
Allworth Financial
California
$1.35K -$3.48K -52 -75%
LF
233
Lee Financial
Texas
$1.27K – – –
BIA
234
Bell Investment Advisors
California
$1.27K +$1.07K +16 New
SWS
235
SYSTM Wealth Solutions
Illinois
$1.27K +$1.07K +16 New
FHA
236
First Horizon Advisors
Tennessee
$1.27K – – –
AWM
237
Atticus Wealth Management
Florida
$1.19K – – –
Russell Investments Group
238
Russell Investments Group
United Kingdom
$1.11K -$598K -8,950 -100%
NSIM
239
North Star Investment Management
Illinois
$1.03K – – –
VNA
240
Valley National Advisers
Pennsylvania
$1K +$1.34K +20 New
FFA
241
Farther Finance Advisors
California
$875 +$735 +11 New
GRP
242
Global Retirement Partners
California
$425 +$334 +5 New
PS
243
Principal Securities
Iowa
$239 +$201 +3 New
FGAM
244
Financial Gravity Asset Management
Texas
$113 – – –
SCM
245
Soleus Capital Management
Connecticut
– -$16.6M -237,500 Closed
Allspring Global Investments
246
Allspring Global Investments
North Carolina
– -$7.25M -103,721 Closed
HA
247
HHLR Advisors
Cayman Islands
– -$6.99M -100,000 Closed
SI
248
Sofinnova Investments
California
– -$5.62M -80,368 Closed
Marshall Wace
249
Marshall Wace
United Kingdom
– -$4.14M -59,248 Closed
TI
250
Trexquant Investment
Connecticut
– -$1.22M -17,450 Closed
7 8 9
10
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AXSM Hedge Fund Activity: Q4 2023 in Review

244 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Axsome Therapeutics (AXSM) for Q4 2023, worth a combined $3.12B — up 18% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AXSM positions and 24 closed out — a net gain of 20 holders — while 70 added to existing stakes and 88 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $62.9M. The largest seller was Fidelity Investments, cutting an estimated $65.3M.

  • 244 institutional investors held Axsome Therapeutics (AXSM) as of Q4 2023, up from 226 in Q3 2023.
  • Funds reported $3.12B of Axsome Therapeutics stock for Q4 2023, up 18% quarter-over-quarter.
  • 44 funds opened new Axsome Therapeutics positions in Q4 2023 and 24 closed out, a net change of +20 holders.
  • The largest Axsome Therapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $62.9M added.
  • The largest Axsome Therapeutics seller in Q4 2023 was Fidelity Investments, an estimated $65.3M sold.

Based on aggregated 13F filings for Q4 2023.