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Denali Therapeutics

148 hedge funds and large institutions have $2B invested in Denali Therapeutics in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

158% more call options, than puts

Call options by funds: $837K | Put options by funds: $324K

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

42% more capital invested

Capital invested by funds: $1.41B → $2B (+$592M)

16% more funds holding

Funds holding: 128148 (+20)

2.02% more ownership

Funds ownership: 76.34%78.36% (+2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
148
Holders Change
+20
Holders Change %
+15.63%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
32
Increased
54
Reduced
37
Closed
11
Calls
$837K
Puts
$324K
Net Calls
+$513K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Crestline Management
Texas
$330M -$45.2M -1,922,855 -12%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$224M +$3.51M +149,442 +2%
FP
3
Flagship Pioneering
Massachusetts
$193M
Vanguard Group
4
Vanguard Group
Pennsylvania
$171M +$4.18M +177,599 +3%
BlackRock
5
BlackRock
New York
$151M +$23.3M +991,226 +19%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$116M -$9.68M -411,555 -8%
Temasek Holdings
7
Temasek Holdings
Singapore
$107M
GGHC
8
Gilder Gagnon Howe & Co
New York
$81.9M +$2.92M +124,211 +4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$63.4M +$33.2M +1,411,123 +117%
State Street
10
State Street
Massachusetts
$54.3M +$13.1M +555,524 +33%
CCM
11
CAAS Capital Management
New York
$37.6M +$12.3M +524,881 +51%
CC
12
Casdin Capital
New York
$31.7M -$3.41M -145,000 -10%
WA
13
Wasatch Advisors
Utah
$29.1M +$1.48M +63,153 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$26.1M +$2.31M +98,431 +10%
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$23.5M +$4.61M +195,867 +25%
BAMCO Inc
16
BAMCO Inc
New York
$23M
Norges Bank
17
Norges Bank
Norway
$22.6M -$375K -15,959 -2%
MWNA
18
Marshall Wace North America
New York
$20.3M -$7.61M -323,471 -28%
Northern Trust
19
Northern Trust
Illinois
$20.1M +$3.15M +134,061 +19%
EC
20
EcoR1 Capital
California
$17.7M +$834K +35,460 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$15.6M +$7.11M +302,215 +88%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$13.3M -$309K -13,162 -2%
UBS AM
23
UBS AM
Illinois
$11.9M +$10M +426,528 +645%
Charles Schwab
24
Charles Schwab
California
$11.4M +$1.24M +52,574 +13%
AG
25
Artal Group
Luxembourg
$10.9M -$1.18M -50,000 -10%

DNLI Hedge Fund Activity: Q2 2020 in Review

148 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Denali Therapeutics (DNLI) for Q2 2020, worth a combined $2B — up 42% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DNLI positions and 11 closed out — a net gain of 21 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $33.2M. The largest seller was Crestline Management, cutting an estimated $45.2M.

  • 148 institutional investors held Denali Therapeutics (DNLI) as of Q2 2020, up from 128 in Q1 2020.
  • Funds reported $2B of Denali Therapeutics stock for Q2 2020, up 42% quarter-over-quarter.
  • 32 funds opened new Denali Therapeutics positions in Q2 2020 and 11 closed out, a net change of +21 holders.
  • The largest Denali Therapeutics buyer in Q2 2020 was T. Rowe Price Associates, an estimated $33.2M added.
  • The largest Denali Therapeutics seller in Q2 2020 was Crestline Management, an estimated $45.2M sold.

Based on aggregated 13F filings for Q2 2020.