We are live on ! Find out more
EXEL icon

Exelixis

351 hedge funds and large institutions have $5.22B invested in Exelixis in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

13% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 117

0.86% more ownership

Funds ownership: 83.06%83.92% (+0.86%)

4% less funds holding

Funds holding: 367351 (-16)

17% less capital invested

Capital invested by funds: $6.27B → $5.22B (-$1.05B)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

36% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $29.1M

Holders
351
Holders Change
-16
Holders Change %
-4.36%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
45
Increased
132
Reduced
117
Closed
58
Calls
$18.8M
Puts
$29.1M
Net Calls
-$10.3M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
276
Washington Trust
Rhode Island
$56K
AIC
277
Archer Investment Corporation
Indiana
$55.2K -$20.9K -1,000 -27%
LTI
278
Laffer Tengler Investments
Tennessee
$52.2K +$54.1K +2,585 New
Credit Agricole
279
Credit Agricole
France
$50K
FHA
280
First Horizon Advisors
Tennessee
$48K -$1.91K -91 -4%
ASN
281
Advisory Services Network
Georgia
$47K +$30.7K +1,466 +164%
NG
282
NWK Group
California
$46K +$8.37K +400 +21%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$41K +$20.9K +1,000 +95%
PWM
284
Perigon Wealth Management
California
$39K +$40.6K +1,939 New
OC
285
Oakworth Capital
Alabama
$37K
BWA
286
BDO Wealth Advisors
Florida
$35K
WEC
287
Winslow Evans & Crocker
Massachusetts
$33K -$2.09K -100 -6%
MF
288
Manchester Financial
California
$33K
CFD
289
Creative Financial Designs
Indiana
$28K
QCG
290
Quadrant Capital Group
Ohio
$27K -$4.73K -226 -14%
ICP
291
Interchange Capital Partners
Pennsylvania
$23K +$24.7K +1,181 New
SFS
292
Sowell Financial Services
Arkansas
$22K -$68.2K -3,260 -75%
MSFP
293
Mark Sheptoff Financial Planning
Connecticut
$22K
BWA
294
Burt Wealth Advisors
Maryland
$21K
RE
295
RBC Europe
United Kingdom
$20.1K
MAM
296
Meeder Asset Management
Ohio
$20K -$398K -19,021 -95%
GWM
297
Geneos Wealth Management
Colorado
$20K +$8.67K +414 +84%
CTC
298
Central Trust Company
Missouri
$20K +$20.6K +985 New
NWA
299
Navis Wealth Advisors
New York
$20K +$20.9K +1,000 New
VCG
300
Vantage Consulting Group
Virginia
$19K +$19.5K +930 New

EXEL Hedge Fund Activity: Q4 2020 in Review

351 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q4 2020, worth a combined $5.22B — down 17% from $6.27B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EXEL and 45 opened new positions — a net loss of 13 holders — while 117 trimmed existing stakes and 132 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $82.6M. The largest seller was Janus Henderson Group, cutting an estimated $74M.

  • 351 institutional investors held Exelixis (EXEL) as of Q4 2020, down from 367 in Q3 2020.
  • Funds reported $5.22B of Exelixis stock for Q4 2020, down 17% quarter-over-quarter.
  • 45 funds opened new Exelixis positions in Q4 2020 and 58 closed out, a net change of -13 holders.
  • The largest Exelixis buyer in Q4 2020 was T. Rowe Price Associates, an estimated $82.6M added.
  • The largest Exelixis seller in Q4 2020 was Janus Henderson Group, an estimated $74M sold.

Based on aggregated 13F filings for Q4 2020.