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Codexis

55 hedge funds and large institutions have $95M invested in Codexis in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

52% more capital invested

Capital invested by funds: $62.4M → $95M (+$32.5M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

6% more funds holding

Funds holding: 5255 (+3)

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
21
Increased
17
Reduced
11
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$265K -$57.1K -15,600 -19%
Charles Schwab
27
Charles Schwab
California
$224K +$203K +55,370 New
TA
28
Teachers Advisors
New York
$213K +$193K +52,753 New
MC
29
Menta Capital
California
$161K -$5.49K -1,500 -4%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$139K +$126K +34,400 New
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$123K +$112K +30,458 New
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116K +$97.8K +26,710 +1,309%
Bank of America
33
Bank of America
North Carolina
$101K +$2.31K +632 +3%
William Blair & Company
34
William Blair & Company
Illinois
$100K +$91.3K +24,922 New
TC
35
TFS Capital
Pennsylvania
$97K +$88.2K +24,097 New
Deutsche Bank
36
Deutsche Bank
Germany
$86K +$2.97K +810 +4%
NFA
37
Nationwide Fund Advisors
Ohio
$85K +$76.9K +20,988 New
AIG
38
American International Group
New York
$77.7K +$70.6K +19,272 New
Goldman Sachs
39
Goldman Sachs
New York
$68K -$152K -41,462 -71%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$67K +$60.9K +16,629 New
CS
41
Credit Suisse
Switzerland
$61K -$120K -32,729 -69%
Stifel Financial
42
Stifel Financial
Missouri
$40K
BA
43
BlackRock Advisors
Delaware
$39K +$35K +9,569 New
BlackRock
44
BlackRock
New York
$27K +$24.6K +6,710 New
Legal & General Group
45
Legal & General Group
United Kingdom
$26K +$23.1K +6,312 New
Wells Fargo
46
Wells Fargo
California
$21K -$2.41K -658 -11%
Morgan Stanley
47
Morgan Stanley
New York
$18K -$174K -47,405 -91%
Citigroup
48
Citigroup
New York
$14K +$12.3K +3,372 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$5.34K +$4.85K +1,324 New
MA
50
MUFG Americas
New York
$5K -$3.42K -935 -42%

CDXS Hedge Fund Activity: Q2 2016 in Review

55 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q2 2016, worth a combined $95M — up 52% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CDXS positions and 18 closed out — a net gain of 3 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.9M. The largest seller was EAM Investors, exiting entirely with an estimated $959K sold.

  • 55 institutional investors held Codexis (CDXS) as of Q2 2016, up from 52 in Q1 2016.
  • Funds reported $95M of Codexis stock for Q2 2016, up 52% quarter-over-quarter.
  • 21 funds opened new Codexis positions in Q2 2016 and 18 closed out, a net change of +3 holders.
  • The largest Codexis buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $2.9M added.
  • The largest Codexis seller in Q2 2016 was EAM Investors, an estimated $959K sold.

Based on aggregated 13F filings for Q2 2016.