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
Mitsubishi UFJ Asset Management
401
Mitsubishi UFJ Asset Management
Japan
$4.16K
CIR
402
Clear Investment Research
Georgia
$4.05K +$3.67K +169 New
KFI
403
Key Financial Inc
Pennsylvania
$3.6K
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$3.24K -$109 -5 -4%
CFS
405
CGC Financial Services
Oregon
$3.07K
PWMG
406
Private Wealth Management Group
New Jersey
$2.69K +$2.44K +112 New
HI
407
Harbour Investments
Wisconsin
$2.4K
S
408
Sachetta
Massachusetts
$1.78K +$1.61K +74 New
FPF
409
First Pacific Financial
Washington
$1.63K +$1.48K +68 New
AF
410
Advisornet Financial
Minnesota
$1.61K +$43 +2 +3%
QC
411
Quent Capital
New York
$1.56K
NSIM
412
North Star Investment Management
Illinois
$1.44K
SIC
413
SJS Investment Consulting
Ohio
$1.3K -$43 -2 -4%
IA
414
IFP Advisors
Florida
$1.27K
BF
415
BOK Financial
Oklahoma
$1.27K +$43 +2 +4%
HWM
416
HighMark Wealth Management
Minnesota
$1.22K
AWM
417
Abound Wealth Management
Tennessee
$960 +$870 +40 New
DPW
418
DiNuzzo Private Wealth
Pennsylvania
$936 +$848 +39 New
RS
419
Rakuten Securities
Japan
$720 +$652 +30 New
GRP
420
Global Retirement Partners
California
$518 +$217 +10 +77%
TWP
421
TFO Wealth Partners
Ohio
$456
PA
422
Pineridge Advisors
Missouri
$288 +$261 +12 New
VCM
423
Versant Capital Management
Arizona
$192
FSWA
424
Financial Synergies Wealth Advisors
Texas
$161
SIS
425
Sound Income Strategies
Florida
$24

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.