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Codexis

49 hedge funds and large institutions have $44.3M invested in Codexis in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

7% less capital invested

Capital invested by funds: $47.8M → $44.3M (-$3.53M)

8% less funds holding

Funds holding: 5349 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
16
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$136K +$150K +40,094 New
Bank of America
27
Bank of America
North Carolina
$120K
Goldman Sachs
28
Goldman Sachs
New York
$98K +$34 +9 +0%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$70K -$89.6K -24,000 -54%
RCM
30
Rotella Capital Management
Washington
$68K +$74.4K +19,924 New
CS
31
Credit Suisse
Switzerland
$67K +$2.41K +646 +3%
FSA
32
Franklin Street Advisors
North Carolina
$65K +$72K +19,300 New
Deutsche Bank
33
Deutsche Bank
Germany
$43K +$30.6K +8,192 +178%
Connor, Clark & Lunn Investment Management (CC&L)
34
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$37K -$108K -29,000 -73%
OAM
35
Oxford Asset Management
United Kingdom
$36K -$391K -104,611 -91%
BC
36
Burney Company
Virginia
$34K
Stifel Financial
37
Stifel Financial
Missouri
$34K
Walleye Trading
38
Walleye Trading
New York
$33K +$36.6K +9,800 New
TRCT
39
Tower Research Capital (TRC)
New York
$27K +$27.9K +7,482 +1,716%
BIM
40
BlackRock Investment Management
Delaware
$19K
MA
41
MUFG Americas
New York
$17K +$1.83K +490 +11%
MTIP
42
Magee Thomson Investment Partners
California
$5K
UBS Group
43
UBS Group
Switzerland
$5K +$5.77K +1,546 New
Wells Fargo
44
Wells Fargo
California
$4K -$1.77K -475 -29%
NFA
45
Nationwide Fund Advisors
Ohio
$4K
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$1K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1K +$683 +183 New
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7
Wellington Management Group
49
Wellington Management Group
Massachusetts
-$683K -175,550 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$400K -102,628 Closed

CDXS Hedge Fund Activity: Q3 2015 in Review

49 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q3 2015, worth a combined $44.3M — down 7.4% from $47.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CDXS and 9 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was Fidelity Investments, adding an estimated $2.35M. The largest seller was Wellington Management Group, exiting entirely with an estimated $683K sold.

  • 49 institutional investors held Codexis (CDXS) as of Q3 2015, down from 53 in Q2 2015.
  • Funds reported $44.3M of Codexis stock for Q3 2015, down 7.4% quarter-over-quarter.
  • 9 funds opened new Codexis positions in Q3 2015 and 13 closed out, a net change of -4 holders.
  • The largest Codexis buyer in Q3 2015 was Fidelity Investments, an estimated $2.35M added.
  • The largest Codexis seller in Q3 2015 was Wellington Management Group, an estimated $683K sold.

Based on aggregated 13F filings for Q3 2015.