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Exelixis

203 hedge funds and large institutions have $2.78B invested in Exelixis in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 84 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 21

95% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 43

88% more capital invested

Capital invested by funds: $1.48B → $2.78B (+$1.3B)

62% more call options, than puts

Call options by funds: $64.2M | Put options by funds: $39.6M

22% more funds holding

Funds holding: 166203 (+37)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
203
Holders Change
+37
Holders Change %
+22.29%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
58
Increased
84
Reduced
43
Closed
21
Calls
$64.2M
Puts
$39.6M
Net Calls
+$24.6M
Net Calls Change
+$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$21.7M +$13.9M +1,286,800 +317%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$20.1M +$4.06M +375,074 +31%
SGA
28
Sector Gamma AS
Norway
$19.9M -$4.86M -449,342 -22%
TA
29
Teachers Advisors
New York
$18M +$11.3M +1,044,160 +285%
Deutsche Bank
30
Deutsche Bank
Germany
$17.8M +$9.44M +873,321 +168%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$17.4M +$14.5M +1,345,358 +7,848%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$14.7M -$1.1M -101,300 -8%
CM
33
Castleark Management
Illinois
$14.2M +$12M +1,106,675 New
BIM
34
Bogle Investment Management
Massachusetts
$13.9M +$11.8M +1,087,553 New
Citadel Advisors
35
Citadel Advisors
Florida
$12.7M -$17.5M -1,614,473 -62%
Millennium Management
36
Millennium Management
New York
$11.5M -$35M -3,237,052 -78%
BIM
37
BlackRock Investment Management
Delaware
$11.3M +$69.6K +6,433 +0.7%
Marshall Wace
38
Marshall Wace
United Kingdom
$10.8M +$7.98M +738,237 +678%
Charles Schwab
39
Charles Schwab
California
$10.8M +$517K +47,812 +6%
Bank of America
40
Bank of America
North Carolina
$10.5M -$5.74M -531,168 -39%
Allianz Asset Management
41
Allianz Asset Management
Germany
$10.4M -$2.65M -244,910 -23%
GCM
42
Graham Capital Management
Connecticut
$10.2M +$8.66M +800,980 New
Morgan Stanley
43
Morgan Stanley
New York
$9.69M +$3.9M +360,538 +91%
IHM
44
Iguana Healthcare Management
New York
$8.95M +$3.78M +350,000 +100%
CL
45
CSS LLC
Illinois
$7.87M +$6.65M +615,075 New
RPAM
46
Rhenman & Partners Asset Management
Sweden
$7.67M -$2.16M -200,000 -25%
TCM
47
Tekla Capital Management
Massachusetts
$7.06M -$9.23M -853,773 -61%
JP Morgan Chase
48
JP Morgan Chase
New York
$7.05M +$4.12M +381,146 +224%
DCM
49
Driehaus Capital Management
Illinois
$6.58M -$1.26M -116,583 -18%
SIM
50
Spark Investment Management
New York
$6.41M +$5.42M +500,800 New

EXEL Hedge Fund Activity: Q3 2016 in Review

203 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q3 2016, worth a combined $2.78B — up 88% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EXEL positions and 21 closed out — a net gain of 37 holders — while 84 added to existing stakes and 43 trimmed.

The largest buyer was OrbiMed, opening a new position worth an estimated $67.1M. The largest seller was Millennium Management, cutting an estimated $35M.

  • 203 institutional investors held Exelixis (EXEL) as of Q3 2016, up from 166 in Q2 2016.
  • Funds reported $2.78B of Exelixis stock for Q3 2016, up 88% quarter-over-quarter.
  • 58 funds opened new Exelixis positions in Q3 2016 and 21 closed out, a net change of +37 holders.
  • The largest Exelixis buyer in Q3 2016 was OrbiMed, an estimated $67.1M added.
  • The largest Exelixis seller in Q3 2016 was Millennium Management, an estimated $35M sold.

Based on aggregated 13F filings for Q3 2016.