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Codexis

118 hedge funds and large institutions have $163M invested in Codexis in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $35K | Put options by funds: $17K

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

2.04% less ownership

Funds ownership: 76.41%74.37% (-2%)

5% less funds holding

Funds holding: 124118 (-6)

13% less capital invested

Capital invested by funds: $187M → $163M (-$24.7M)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
42
Reduced
41
Closed
19
Calls
$35K
Puts
$17K
Net Calls
+$18K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$1.04M -$632K -196,878 -37%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$881K +$103K +32,138 +13%
Stifel Financial
28
Stifel Financial
Missouri
$864K +$450K +140,137 +101%
PAG
29
Private Advisor Group
New Jersey
$853K +$141K +43,900 +19%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$779K +$174K +54,111 +27%
Citadel Advisors
31
Citadel Advisors
Florida
$757K -$344K -107,206 -30%
BCM
32
Bridgeway Capital Management
Texas
$750K
AQR Capital Management
33
AQR Capital Management
Connecticut
$736K +$344K +107,205 +82%
PGCM
34
Prescott Group Capital Management
Oklahoma
$735K -$694K -215,951 -48%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$670K +$175K +54,637 +34%
Charles Schwab
36
Charles Schwab
California
$662K +$28.9K +9,013 +4%
EFMC
37
Empire Financial Management Company
New York
$660K +$80.3K +25,000 +13%
PIM
38
Platinum Investment Management
Australia
$620K -$95.1K -29,604 -13%
Morgan Stanley
39
Morgan Stanley
New York
$608K -$88.6K -27,590 -12%
LPL Financial
40
LPL Financial
California
$537K +$179K +55,865 +48%
SO
41
STRS Ohio
Ohio
$502K +$53K +16,500 +11%
PCM
42
Perkins Capital Management
Minnesota
$495K
Barclays
43
Barclays
United Kingdom
$426K -$87.4K -27,203 -17%
CSS
44
Cubist Systematic Strategies
Connecticut
$420K -$72.9K -22,683 -14%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$406K +$228K +71,144 +119%
WPC
46
White Pine Capital
Minnesota
$366K -$110K -34,200 -22%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$337K +$12.9K +4,017 +4%
AllianceBernstein
48
AllianceBernstein
Tennessee
$335K +$12.7K +3,940 +4%
EGM
49
Engineers Gate Manager
New York
$334K -$151K -47,077 -30%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$319K +$4.01K +1,248 +1%

CDXS Hedge Fund Activity: Q2 2024 in Review

118 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q2 2024, worth a combined $163M — down 13% from $187M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CDXS and 13 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 42 added.

The largest buyer was Ameriprise, adding an estimated $2.26M. The largest seller was Nantahala Capital Management, cutting an estimated $2.67M.

  • 118 institutional investors held Codexis (CDXS) as of Q2 2024, down from 124 in Q1 2024.
  • Funds reported $163M of Codexis stock for Q2 2024, down 13% quarter-over-quarter.
  • 13 funds opened new Codexis positions in Q2 2024 and 19 closed out, a net change of -6 holders.
  • The largest Codexis buyer in Q2 2024 was Ameriprise, an estimated $2.26M added.
  • The largest Codexis seller in Q2 2024 was Nantahala Capital Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q2 2024.