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Codexis

111 hedge funds and large institutions have $744M invested in Codexis in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,450% more call options, than puts

Call options by funds: $693K | Put options by funds: $6K

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $595M → $744M (+$150M)

9% more funds holding

Funds holding: 102111 (+9)

3.57% more ownership

Funds ownership: 77.56%81.12% (+3.6%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
20
Increased
32
Reduced
36
Closed
11
Calls
$693K
Puts
$6K
Net Calls
+$687K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$319K +$134K +8,299 +80%
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$313K -$705K -43,648 -71%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$295K
Man Group
79
Man Group
United Kingdom
$294K +$277K +17,162 New
TDC
80
Thompson Davis & Co
Virginia
$289K -$4.04K -250 -1%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$271K -$50.1K -3,100 -16%
BA
82
Boston Advisors
Massachusetts
$268K +$252K +15,618 New
FANJ
83
Financial Architects (New Jersey)
New Jersey
$259K +$65K +4,027 +36%
GCP
84
GSA Capital Partners
United Kingdom
$240K -$47.3K -2,926 -17%
Citigroup
85
Citigroup
New York
$240K +$97.8K +6,058 +76%
USAA
86
United Services Automobile Association
Texas
$195K +$184K +11,367 New
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$179K +$168K +10,412 New
AG
88
Aperio Group
California
$179K +$168K +10,429 New
Principal Financial Group
89
Principal Financial Group
Iowa
$177K +$167K +10,336 New
RWM
90
Ritholtz Wealth Management
New York
$172K -$807K -49,934 -83%
MIM
91
Marco Investment Management
Georgia
$172K -$32.3K -2,000 -17%
MSFP
92
Mark Sheptoff Financial Planning
Connecticut
$169K +$160K +9,879 New
Legal & General Group
93
Legal & General Group
United Kingdom
$143K
BWM
94
BerganKDV Wealth Management
Minnesota
$103K
Canada Life
95
Canada Life
Manitoba, Canada
$96K
HR
96
Howe & Rusling
New York
$86K
AIP
97
Ameritas Investment Partners
Nebraska
$71K
Russell Investments Group
98
Russell Investments Group
United Kingdom
$33K +$30.7K +1,900 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$32K -$178 -11 -0.6%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$27.2K -$2.81K -174 -10%

CDXS Hedge Fund Activity: Q3 2018 in Review

111 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q3 2018, worth a combined $744M — up 25% from $595M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CDXS positions and 11 closed out — a net gain of 9 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $7.92M. The largest seller was Vivo Capital, cutting an estimated $4.93M.

  • 111 institutional investors held Codexis (CDXS) as of Q3 2018, up from 102 in Q2 2018.
  • Funds reported $744M of Codexis stock for Q3 2018, up 25% quarter-over-quarter.
  • 20 funds opened new Codexis positions in Q3 2018 and 11 closed out, a net change of +9 holders.
  • The largest Codexis buyer in Q3 2018 was Federated Hermes, an estimated $7.92M added.
  • The largest Codexis seller in Q3 2018 was Vivo Capital, an estimated $4.93M sold.

Based on aggregated 13F filings for Q3 2018.