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Celldex Therapeutics

162 hedge funds and large institutions have $1.85B invested in Celldex Therapeutics in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

37% more call options, than puts

Call options by funds: $42M | Put options by funds: $30.7M

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

8% more funds holding

Funds holding: 150162 (+12)

19% less capital invested

Capital invested by funds: $2.28B → $1.85B (-$431M)

Holders
162
Holders Change
+12
Holders Change %
+8%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
59
Reduced
47
Closed
24
Calls
$42M
Puts
$30.7M
Net Calls
+$11.3M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$294M +$5.58M +14,492 +2%
Franklin Resources
2
Franklin Resources
California
$192M -$1.69M -4,374 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M +$29.6M +76,865 +30%
Jennison Associates
4
Jennison Associates
New York
$96.4M -$7.48M -19,404 -7%
O
5
OppenheimerFunds
New York
$91M +$90.2M +234,121 +1,411%
SCA
6
SAC Capital Advisors
Connecticut
$84.9M +$51.8M +134,453 +135%
BFA
7
BlackRock Fund Advisors
California
$76.2M +$4.19M +10,869 +5%
BIT
8
BlackRock Institutional Trust
California
$57.8M +$4.89M +12,681 +9%
SAM
9
Sectoral Asset Management
Quebec, Canada
$53.9M +$33M +85,545 +136%
TCM
10
TimesSquare Capital Management
New York
$53.3M +$8.77M +22,772 +18%
CCI
11
Columbus Circle Investors
$53M +$6.16M +15,996 +12%
State Street
12
State Street
Massachusetts
$52.8M -$2.9M -7,532 -5%
CWAM
13
Columbia Wanger Asset Management
Illinois
$40.5M +$42.9M +111,400 New
O
14
OrbiMed
New York
$31.7M +$33.7M +87,373 New
Northern Trust
15
Northern Trust
Illinois
$30.9M +$3.45M +8,949 +12%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$27.5M -$55.1K -143 -0.2%
FAM
17
Fred Alger Management
New York
$25.7M +$18.1M +46,984 +198%
RCI
18
Ridgeback Capital Investments
Florida
$24.8M +$26.3M +68,333 New
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$24.5M -$13.3M -34,613 -34%
AllianceBernstein
20
AllianceBernstein
Tennessee
$22M -$8.58M -22,275 -27%
TCMG
21
TSP Capital Management Group
New Jersey
$20.2M
Invesco
22
Invesco
Georgia
$17.2M +$5.97M +15,486 +49%
Morgan Stanley
23
Morgan Stanley
New York
$15.5M +$2.06M +5,347 +14%
Ameriprise
24
Ameriprise
Minnesota
$13.9M +$4.6M +11,938 +45%
BLM
25
Bennett Lawrence Management
New York
$13.3M +$13.8M +35,804 +3,926%

CLDX Hedge Fund Activity: Q4 2013 in Review

162 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Celldex Therapeutics (CLDX) for Q4 2013, worth a combined $1.85B — down 19% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CLDX positions and 24 closed out — a net gain of 14 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $90.2M. The largest seller was BlackRock Advisors, cutting an estimated $29.6M.

  • 162 institutional investors held Celldex Therapeutics (CLDX) as of Q4 2013, up from 150 in Q3 2013.
  • Funds reported $1.85B of Celldex Therapeutics stock for Q4 2013, down 19% quarter-over-quarter.
  • 38 funds opened new Celldex Therapeutics positions in Q4 2013 and 24 closed out, a net change of +14 holders.
  • The largest Celldex Therapeutics buyer in Q4 2013 was OppenheimerFunds, an estimated $90.2M added.
  • The largest Celldex Therapeutics seller in Q4 2013 was BlackRock Advisors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2013.