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Exelixis

303 hedge funds and large institutions have $5.24B invested in Exelixis in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 86 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $104M | Put options by funds: $33M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

29% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 86

21% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 48

3.25% more ownership

Funds ownership: 78.86%82.11% (+3.2%)

3% more funds holding

Funds holding: 294303 (+9)

1% more capital invested

Capital invested by funds: $5.18B → $5.24B (+$69.1M)

Holders
303
Holders Change
+9
Holders Change %
+3.06%
% of All Funds
6.94%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
58
Increased
111
Reduced
86
Closed
48
Calls
$104M
Puts
$33M
Net Calls
+$70.9M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$47.6M +$1.56M +75,209 +4%
American Century Companies
27
American Century Companies
Missouri
$43.8M +$35.1M +1,697,822 +505%
Citadel Advisors
28
Citadel Advisors
Florida
$37.7M +$669K +32,368 +2%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$36.8M -$924K -44,699 -3%
O
30
OrbiMed
New York
$36.2M +$34.8M +1,681,200 New
UBS AM
31
UBS AM
Illinois
$34.2M +$4.63M +224,091 +16%
Northern Trust
32
Northern Trust
Illinois
$31.7M +$2.4M +116,171 +9%
NC
33
Nexthera Capital
New York
$30.6M +$29.4M +1,421,600 New
GPP
34
Great Point Partners
Connecticut
$28.7M +$8.99M +434,893 +48%
Principal Financial Group
35
Principal Financial Group
Iowa
$27M +$24M +1,161,450 +1,276%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$26.8M +$4.32M +208,722 +20%
MWNA
37
Marshall Wace North America
New York
$23.9M -$14.3M -691,130 -38%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$23.3M -$12.9M -624,400 -37%
BB
39
BB Biotech
Switzerland
$22.8M +$21.9M +1,060,000 New
Charles Schwab
40
Charles Schwab
California
$21.9M +$987K +47,730 +5%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$20.9M +$5.33M +257,568 +36%
RPAM
42
Rhenman & Partners Asset Management
Sweden
$20.3M -$931K -45,000 -5%
Allianz Asset Management
43
Allianz Asset Management
Germany
$17.8M -$6.06M -293,024 -26%
TCIM
44
TIAA CREF Investment Management
New York
$17.6M -$9.03M -436,671 -35%
Marshall Wace
45
Marshall Wace
United Kingdom
$16.7M +$16.1M +778,217 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$15.9M +$8.73K +422 +0.1%
EAM
47
EULAV Asset Management
Florida
$15.5M +$6.41M +310,000 +76%
SIMG
48
Stephens Investment Management Group
Texas
$14.7M +$4.81M +232,761 +51%
Morgan Stanley
49
Morgan Stanley
New York
$13.3M -$9.6M -464,259 -43%
RSCM
50
Rock Springs Capital Management
Maryland
$12.8M +$8.69M +420,000 +240%

EXEL Hedge Fund Activity: Q2 2018 in Review

303 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q2 2018, worth a combined $5.24B — up 1.3% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EXEL positions and 48 closed out — a net gain of 10 holders — while 111 added to existing stakes and 86 trimmed.

The largest buyer was BlackRock, adding an estimated $262M. The largest seller was T. Rowe Price Associates, cutting an estimated $109M.

  • 303 institutional investors held Exelixis (EXEL) as of Q2 2018, up from 294 in Q1 2018.
  • Funds reported $5.24B of Exelixis stock for Q2 2018, up 1.3% quarter-over-quarter.
  • 58 funds opened new Exelixis positions in Q2 2018 and 48 closed out, a net change of +10 holders.
  • The largest Exelixis buyer in Q2 2018 was BlackRock, an estimated $262M added.
  • The largest Exelixis seller in Q2 2018 was T. Rowe Price Associates, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2018.