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Celldex Therapeutics

144 hedge funds and large institutions have $1.39B invested in Celldex Therapeutics in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

2% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.9M

0.79% more ownership

Funds ownership: 106.22%107.01% (+0.79%)

4% less funds holding

Funds holding: 150144 (-6)

18% less capital invested

Capital invested by funds: $1.7B → $1.39B (-$311M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
144
Holders Change
-6
Holders Change %
-4%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
61
Reduced
42
Closed
20
Calls
$17.2M
Puts
$16.9M
Net Calls
+$297K
Net Calls Change
+$989K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$195M +$39.2K +1,250 +0%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$149M +$9.42M +300,406 +6%
RI
3
RTW Investments
New York
$95.3M
BlackRock
4
BlackRock
New York
$89.5M +$939K +29,967 +0.9%
KCM
5
Kynam Capital Management
New Jersey
$88.1M +$18.8M +600,000 +23%
Vanguard Group
6
Vanguard Group
Pennsylvania
$72.1M +$648K +20,688 +0.8%
PCH
7
Polar Capital Holdings
United Kingdom
$66.8M +$313K +10,000 +0.4%
State Street
8
State Street
Massachusetts
$63.1M -$13.6M -434,455 -16%
BG
9
Bellevue Group
Switzerland
$52.3M +$3.13M +100,000 +6%
Pictet Asset Management
10
Pictet Asset Management
Switzerland
$50.9M +$58M +1,850,970 New
RG
11
Redmile Group
California
$45M -$1.88M -60,066 -4%
EAM
12
Eventide Asset Management
Massachusetts
$44M +$6.97M +222,260 +16%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$36.9M +$4.94M +157,600 +13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$27.5M +$1.11M +35,352 +4%
OCA
15
Octagon Capital Advisors
New York
$20.9M
CC
16
Commodore Capital
New York
$19.4M +$2.35M +75,000 +12%
EP
17
Eversept Partners
New York
$16.2M -$6.19M -197,597 -25%
Marshall Wace
18
Marshall Wace
United Kingdom
$14.8M +$7.8M +248,796 +86%
Morgan Stanley
19
Morgan Stanley
New York
$14.4M +$12.1M +385,916 +280%
RSCM
20
Rock Springs Capital Management
Maryland
$13.8M +$2.46M +78,486 +19%
Northern Trust
21
Northern Trust
Illinois
$13M -$434K -13,832 -3%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$12.9M -$330K -10,519 -2%
SI
23
Sofinnova Investments
California
$11.7M +$7.1M +226,501 +115%
Goldman Sachs
24
Goldman Sachs
New York
$11.3M -$974K -31,066 -7%
Charles Schwab
25
Charles Schwab
California
$9.95M +$339K +10,818 +3%

CLDX Hedge Fund Activity: Q3 2023 in Review

144 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Celldex Therapeutics (CLDX) for Q3 2023, worth a combined $1.39B — down 18% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CLDX and 15 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 61 added.

The largest buyer was Kynam Capital Management, adding an estimated $18.8M. The largest seller was Jennison Associates, cutting an estimated $40.8M.

  • 144 institutional investors held Celldex Therapeutics (CLDX) as of Q3 2023, down from 150 in Q2 2023.
  • Funds reported $1.39B of Celldex Therapeutics stock for Q3 2023, down 18% quarter-over-quarter.
  • 15 funds opened new Celldex Therapeutics positions in Q3 2023 and 20 closed out, a net change of -5 holders.
  • The largest Celldex Therapeutics buyer in Q3 2023 was Kynam Capital Management, an estimated $18.8M added.
  • The largest Celldex Therapeutics seller in Q3 2023 was Jennison Associates, an estimated $40.8M sold.

Based on aggregated 13F filings for Q3 2023.