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Codexis

80 hedge funds and large institutions have $386M invested in Codexis in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

35% more capital invested

Capital invested by funds: $286M → $386M (+$99.5M)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

8% more funds holding

Funds holding: 7480 (+6)

1.5% more ownership

Funds ownership: 70.96%72.46% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
28
Reduced
23
Closed
9
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$1.58M -$52.2K -5,453 -4%
SIM
27
Spark Investment Management
New York
$1.41M +$1.22M +127,800 New
Ameriprise
28
Ameriprise
Minnesota
$1.38M +$290K +30,300 +32%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.28M -$3.5M -365,700 -76%
EGI
30
EAM Global Investors
California
$1.19M +$1.03M +107,743 New
Morgan Stanley
31
Morgan Stanley
New York
$1.08M +$68.2K +7,118 +8%
TCIM
32
TIAA CREF Investment Management
New York
$965K -$92.3K -9,639 -10%
Charles Schwab
33
Charles Schwab
California
$931K
RWM
34
Ritholtz Wealth Management
New York
$879K -$30.2K -3,153 -4%
TA
35
Teachers Advisors
New York
$854K +$96.4K +10,063 +15%
Bank of America
36
Bank of America
North Carolina
$804K +$467K +48,748 +199%
Deutsche Bank
37
Deutsche Bank
Germany
$780K -$345K -36,019 -34%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$683K -$22.7K -2,369 -4%
SO
39
STRS Ohio
Ohio
$662K -$274K -28,600 -32%
PCAP
40
Pratt Collard Advisory Partners
New York
$653K -$80.9K -8,450 -12%
WPC
41
White Pine Capital
Minnesota
$594K -$19.1K -2,000 -4%
PCM
42
Prelude Capital Management
New York
$524K -$12.2K -1,277 -3%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$494K
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$494K +$101K +10,500 +31%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$459K -$3.96K -414 -1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$414K +$17.1K +1,785 +5%
CIBC World Market
47
CIBC World Market
Ontario, Canada
$386K +$336K +35,060 New
UBS Group
48
UBS Group
Switzerland
$381K +$35.6K +3,718 +12%
Millennium Management
49
Millennium Management
New York
$349K +$304K +31,698 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330K -$25.8K -2,692 -8%

CDXS Hedge Fund Activity: Q1 2018 in Review

80 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q1 2018, worth a combined $386M — up 35% from $286M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CDXS positions and 9 closed out — a net gain of 6 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $6.57M. The largest seller was Prescott Group Capital Management, cutting an estimated $7.99M.

  • 80 institutional investors held Codexis (CDXS) as of Q1 2018, up from 74 in Q4 2017.
  • Funds reported $386M of Codexis stock for Q1 2018, up 35% quarter-over-quarter.
  • 15 funds opened new Codexis positions in Q1 2018 and 9 closed out, a net change of +6 holders.
  • The largest Codexis buyer in Q1 2018 was Lord, Abbett & Co, an estimated $6.57M added.
  • The largest Codexis seller in Q1 2018 was Prescott Group Capital Management, an estimated $7.99M sold.

Based on aggregated 13F filings for Q1 2018.