We are live on ! Find out more
EXEL icon

Exelixis

425 hedge funds and large institutions have $6.32B invested in Exelixis in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 135 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more call options, than puts

Call options by funds: $139M | Put options by funds: $30.7M

90% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more capital invested

Capital invested by funds: $5.78B → $6.32B (+$542M)

7% more funds holding

Funds holding: 397425 (+28)

1.88% more ownership

Funds ownership: 82.91%84.79% (+1.9%)

14% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 157

Holders
425
Holders Change
+28
Holders Change %
+7.05%
% of All Funds
6.2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
74
Increased
135
Reduced
157
Closed
39
Calls
$139M
Puts
$30.7M
Net Calls
+$109M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
326
Truist Financial
North Carolina
$218K +$198K +9,093 New
CCM
327
Coldstream Capital Management
Washington
$216K +$196K +9,014 New
SI
328
Seeds Investor
New York
$215K +$195K +8,961 New
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$215K +$195K +8,949 New
TI
330
Tidal Investments
Wisconsin
$212K +$192K +8,824 New
Pathstone Holdings
331
Pathstone Holdings
New Jersey
$211K +$191K +8,781 New
UCFA
332
United Capital Financial Advisors
Texas
$210K +$190K +8,741 New
SI
333
Stephens Inc
Arkansas
$209K -$8.15K -375 -4%
LAM
334
LECAP Asset Management
United Kingdom
$205K +$186K +8,549 New
Corient Private Wealth
335
Corient Private Wealth
Florida
$203K +$184K +8,449 New
DM
336
Deerfield Management
New York
$202K +$183K +8,400 New
Nisa Investment Advisors
337
Nisa Investment Advisors
Missouri
$195K +$82.6K +3,800 +88%
QCG
338
Quadrant Capital Group
Ohio
$185K +$16.3K +750 +11%
BCV
339
Banque Cantonale Vaudoise
Switzerland
$163K +$52.6K +2,418 +56%
SOW
340
State of Wyoming
Wyoming
$161K +$50.2K +2,311 +53%
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$159K -$38.7K -1,778 -21%
KBC Group
342
KBC Group
Belgium
$145K
ASN
343
Advisory Services Network
Georgia
$132K +$120K +5,517 New
C
344
Covestor
United Kingdom
$124K -$39.5K -1,818 -26%
LFG
345
Larson Financial Group
Missouri
$96K
SPIA
346
Steward Partners Investment Advisory
New York
$79K +$71.6K +3,295 New
S
347
SignatureFD
Georgia
$75.9K -$30.7K -1,414 -31%
LWANC
348
Laurel Wealth Advisors (North Carolina)
North Carolina
$72K
CAM
349
Costello Asset Management
Pennsylvania
$70.1K
CFGS
350
Concourse Financial Group Securities
Alabama
$67.6K +$11.2K +513 +22%

EXEL Hedge Fund Activity: Q4 2023 in Review

425 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q4 2023, worth a combined $6.32B — up 9.4% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EXEL positions and 39 closed out — a net gain of 35 holders — while 135 added to existing stakes and 157 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Two Sigma Investments, cutting an estimated $26.7M.

  • 425 institutional investors held Exelixis (EXEL) as of Q4 2023, up from 397 in Q3 2023.
  • Funds reported $6.32B of Exelixis stock for Q4 2023, up 9.4% quarter-over-quarter.
  • 74 funds opened new Exelixis positions in Q4 2023 and 39 closed out, a net change of +35 holders.
  • The largest Exelixis buyer in Q4 2023 was Morgan Stanley, an estimated $139M added.
  • The largest Exelixis seller in Q4 2023 was Two Sigma Investments, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2023.