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Codexis

58 hedge funds and large institutions have $118M invested in Codexis in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

6% more capital invested

Capital invested by funds: $111M → $118M (+$6.83M)

0.78% more ownership

Funds ownership: 58.6%59.38% (+0.78%)

5% less funds holding

Funds holding: 6158 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
21
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Nantahala Capital Management
Connecticut
$28.8M +$1.81M +396,281 +7%
VC
2
Vivo Capital
California
$25.4M
BlackRock
3
BlackRock
New York
$11.8M +$11.1M +2,444,017 +52,912%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$6.12M -$3.56M -781,157 -38%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$5.69M
OM
6
Opaleye Management
Massachusetts
$5.62M
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.16M +$138K +30,343 +3%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$4.74M +$1.29M +282,909 +40%
Renaissance Technologies
9
Renaissance Technologies
New York
$3.81M -$294K -64,500 -8%
CC
10
Casdin Capital
New York
$3.24M +$3.08M +675,000 New
State Street
11
State Street
Massachusetts
$2.2M +$29.4K +6,444 +1%
Northern Trust
12
Northern Trust
Illinois
$1.69M -$30.7K -6,734 -2%
ZIM
13
Zacks Investment Management
Illinois
$1.55M +$539K +118,202 +58%
PGCM
14
Prescott Group Capital Management
Oklahoma
$1.38M
BCM
15
Bridgeway Capital Management
Texas
$1.3M +$21.4K +4,700 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.09M +$41.9K +9,191 +4%
EIM
17
Essex Investment Management
Massachusetts
$989K +$203K +44,501 +28%
William Blair & Company
18
William Blair & Company
Illinois
$831K +$662K +145,315 +523%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$653K +$58.5K +12,841 +10%
SIM
20
Spark Investment Management
New York
$633K -$87.5K -19,200 -13%
SO
21
STRS Ohio
Ohio
$600K -$28.7K -6,300 -5%
Axa
22
Axa
France
$565K
TCIM
23
TIAA CREF Investment Management
New York
$491K +$5.01K +1,099 +1%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$323K -$7.29K -1,600 -2%
Wells Fargo
25
Wells Fargo
California
$282K +$52.4K +11,500 +24%

CDXS Hedge Fund Activity: Q1 2017 in Review

58 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q1 2017, worth a combined $118M — up 6.1% from $111M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CDXS positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $11.1M. The largest seller was Fidelity Investments, cutting an estimated $3.56M.

  • 58 institutional investors held Codexis (CDXS) as of Q1 2017, down from 61 in Q4 2016.
  • Funds reported $118M of Codexis stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 9 funds opened new Codexis positions in Q1 2017 and 7 closed out, a net change of +2 holders.
  • The largest Codexis buyer in Q1 2017 was BlackRock, an estimated $11.1M added.
  • The largest Codexis seller in Q1 2017 was Fidelity Investments, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2017.