Codexis
CDXS
64 hedge funds and large institutions have $211M invested in Codexis in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
26% more capital invested
Capital invested by funds: $168M → $211M (+$43.4M)
10% more funds holding
Funds holding: 58 → 64 (+6)
1.92% more ownership
Funds ownership: 63.82% → 65.74% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| 1 |
TAM
Telemark Asset Management
Boston,
Massachusetts
|
+$11.3M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$2.34M |
| 3 |
CC
Casdin Capital
New York
|
+$1.58M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.5M |
| 5 |
OM
Opaleye Management
Boston,
Massachusetts
|
+$1.28M |
Top Sellers
| 1 |
VC
Vivo Capital
Palo Alto,
California
|
-$12.4M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$1.55M |
| 3 |
Axa
Paris,
France
|
-$484K |
| 4 |
Renaissance Technologies
New York
|
-$355K |
| 5 |
SIM
Spark Investment Management
New York
|
-$332K |
CDXS Hedge Fund Activity: Q3 2017 in Review
64 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q3 2017, worth a combined $211M — up 26% from $168M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CDXS positions and 3 closed out — a net gain of 6 holders — while 27 added to existing stakes and 15 trimmed.
The largest buyer was Telemark Asset Management, opening a new position worth an estimated $11.3M. The largest seller was Vivo Capital, cutting an estimated $12.4M.
- 64 institutional investors held Codexis (CDXS) as of Q3 2017, up from 58 in Q2 2017.
- Funds reported $211M of Codexis stock for Q3 2017, up 26% quarter-over-quarter.
- 9 funds opened new Codexis positions in Q3 2017 and 3 closed out, a net change of +6 holders.
- The largest Codexis buyer in Q3 2017 was Telemark Asset Management, an estimated $11.3M added.
- The largest Codexis seller in Q3 2017 was Vivo Capital, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2017.