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Codexis

122 hedge funds and large institutions have $104M invested in Codexis in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

3% less funds holding

Funds holding: 126122 (-4)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

12.59% less ownership

Funds ownership: 91.46%78.87% (-13%)

25% less call options, than puts

Call options by funds: $3K | Put options by funds: $4K

39% less capital invested

Capital invested by funds: $171M → $104M (-$67.1M)

Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
43
Closed
19
Calls
$3K
Puts
$4K
Net Calls
-$1K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
76
SG Americas Securities
New York
$50K +$61.7K +26,392 New
BC
77
Burney Company
Virginia
$43.5K
Principal Financial Group
78
Principal Financial Group
Iowa
$43.4K +$4.54K +1,943 +9%
PCM
79
Perkins Capital Management
Minnesota
$43K +$52.8K +22,600 New
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$42K +$51.4K +22,000 New
Wells Fargo
81
Wells Fargo
California
$34.7K -$349K -149,195 -89%
DTL
82
Dynamic Technology Lab
Singapore
$34K +$41.7K +17,843 New
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$32.2K +$690 +295 +2%
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
$32.2K
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$31.9K -$127K -54,394 -76%
UBS Group
86
UBS Group
Switzerland
$30.9K -$92.4K -39,514 -71%
Public Employees Retirement Association of Colorado
87
Public Employees Retirement Association of Colorado
Colorado
$30K
GCM
88
Graham Capital Management
Connecticut
$29.1K -$65.8K -28,134 -65%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$27.8K -$17.5K -7,468 -34%
Walleye Capital
90
Walleye Capital
New York
$26.4K -$600K -256,739 -95%
ProShare Advisors
91
ProShare Advisors
Maryland
$25K +$538 +230 +2%
MIM
92
Miller Investment Management
Pennsylvania
$22.1K
LFCM
93
Long Focus Capital Management
Puerto Rico
$18.9K
Legal & General Group
94
Legal & General Group
United Kingdom
$13.8K -$1.24M -528,620 -99%
AB
95
Amalgamated Bank
New York
$13K
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$10.6K -$1.08K -462 -8%
AFS
97
Annapolis Financial Services
Maryland
$9.45K +$11.7K +5,000 New
AIP
98
Ameritas Investment Partners
Nebraska
$8.78K
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$6.41K
Deutsche Bank
100
Deutsche Bank
Germany
$3.78K -$57.6K -24,630 -92%

CDXS Hedge Fund Activity: Q3 2023 in Review

122 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q3 2023, worth a combined $104M — down 39% from $171M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CDXS and 17 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 40 added.

The largest buyer was Fidelity Investments, adding an estimated $6.14M. The largest seller was ARK Investment Management, exiting entirely with an estimated $11.5M sold.

  • 122 institutional investors held Codexis (CDXS) as of Q3 2023, down from 126 in Q2 2023.
  • Funds reported $104M of Codexis stock for Q3 2023, down 39% quarter-over-quarter.
  • 17 funds opened new Codexis positions in Q3 2023 and 19 closed out, a net change of -2 holders.
  • The largest Codexis buyer in Q3 2023 was Fidelity Investments, an estimated $6.14M added.
  • The largest Codexis seller in Q3 2023 was ARK Investment Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2023.