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Exelixis

339 hedge funds and large institutions have $4.2B invested in Exelixis in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 126 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $64.1M | Put options by funds: $32.8M

0.39% less ownership

Funds ownership: 78.74%78.35% (-0.39%)

4% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 126

2% less funds holding

Funds holding: 346339 (-7)

14% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 42

17% less capital invested

Capital invested by funds: $5.08B → $4.2B (-$881M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
339
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
7.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
121
Reduced
126
Closed
42
Calls
$64.1M
Puts
$32.8M
Net Calls
+$31.3M
Net Calls Change
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
301
RBC Europe
United Kingdom
$17.7K
CFGS
302
Concourse Financial Group Securities
Alabama
$16K -$61K -3,016 -77%
GRP
303
Global Retirement Partners
California
$15K
SFS
304
Sowell Financial Services
Arkansas
$13K +$14.9K +738 New
RFWA
305
RPg Family Wealth Advisory
Massachusetts
$12.8K
MSFP
306
Mark Sheptoff Financial Planning
Connecticut
$11K -$6.07K -300 -33%
FGAM
307
Financial Gravity Asset Management
Texas
$9K -$14.3K -709 -59%
SIS
308
Sound Income Strategies
Florida
$9K -$4.05K -200 -28%
CFD
309
Creative Financial Designs
Indiana
$9K
FCMT
310
Founders Capital Management (Texas)
Texas
$8K
GWM
311
Geneos Wealth Management
Colorado
$8K
FHA
312
Flagship Harbor Advisors
Massachusetts
$7K
HIM
313
Hillsdale Investment Management
Ontario, Canada
$7K
PCG
314
Private Capital Group
Connecticut
$7K
ZB
315
Zions Bancorporation
Utah
$7K
GAM
316
Gemmer Asset Management
California
$5K -$162 -8 -3%
SI
317
Stephens Inc
Arkansas
$5K +$992 +49 +20%
TC
318
Truvestments Capital
Florida
$5K +$2.1K +104 +66%
KTC
319
Kistler-Tiffany Companies
Pennsylvania
$4K
EARNEST Partners
320
EARNEST Partners
Georgia
$3K
PA
321
Parallel Advisors
California
$3K +$304 +15 +9%
HGWM
322
Harvest Group Wealth Management
Massachusetts
$3K +$567 +28 +24%
TWA
323
TCI Wealth Advisors
Arizona
$2K -$2.02K -100 -50%
NFG
324
Next Financial Group
Texas
$2K
WAP
325
Wealthcare Advisory Partners
Pennsylvania
$2K

EXEL Hedge Fund Activity: Q3 2019 in Review

339 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q3 2019, worth a combined $4.2B — down 17% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of EXEL and 36 opened new positions — a net loss of 6 holders — while 126 trimmed existing stakes and 121 added.

The largest buyer was AJO LP, adding an estimated $69.7M. The largest seller was Fidelity Investments, cutting an estimated $70.3M.

  • 339 institutional investors held Exelixis (EXEL) as of Q3 2019, down from 346 in Q2 2019.
  • Funds reported $4.2B of Exelixis stock for Q3 2019, down 17% quarter-over-quarter.
  • 36 funds opened new Exelixis positions in Q3 2019 and 42 closed out, a net change of -6 holders.
  • The largest Exelixis buyer in Q3 2019 was AJO LP, an estimated $69.7M added.
  • The largest Exelixis seller in Q3 2019 was Fidelity Investments, an estimated $70.3M sold.

Based on aggregated 13F filings for Q3 2019.