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Exelixis

344 hedge funds and large institutions have $4.46B invested in Exelixis in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 127 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $100M | Put options by funds: $58M

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

27% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 100

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 316344 (+28)

7% more capital invested

Capital invested by funds: $4.16B → $4.46B (+$299M)

2.1% less ownership

Funds ownership: 78.79%76.69% (-2.1%)

Holders
344
Holders Change
+28
Holders Change %
+8.86%
% of All Funds
7.66%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
70
Increased
127
Reduced
100
Closed
42
Calls
$100M
Puts
$58M
Net Calls
+$42.3M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$27.2M +$2.58M +144,741 +12%
Principal Financial Group
27
Principal Financial Group
Iowa
$25.9M -$391K -21,943 -2%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$23.4M +$10.9M +609,740 +105%
Charles Schwab
29
Charles Schwab
California
$23.3M +$704K +39,471 +3%
Morgan Stanley
30
Morgan Stanley
New York
$23.2M +$10.3M +579,810 +97%
Marshall Wace
31
Marshall Wace
United Kingdom
$21.6M -$9.48M -531,666 -33%
EAM
32
EULAV Asset Management
Florida
$19.7M +$891K +50,000 +5%
RPAM
33
Rhenman & Partners Asset Management
Sweden
$18.9M -$5.39M -302,420 -24%
SIMG
34
Stephens Investment Management Group
Texas
$16.4M +$2.51M +140,709 +20%
Ameriprise
35
Ameriprise
Minnesota
$16.3M -$719K -40,336 -5%
TCIM
36
TIAA CREF Investment Management
New York
$16.1M +$2.14M +119,781 +17%
SC
37
Samlyn Capital
New York
$15.8M +$14.3M +802,661 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$15.4M +$3.49M +195,866 +33%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$15.2M -$3.9M -218,997 -22%
Wells Fargo
40
Wells Fargo
California
$15M +$5.08M +284,760 +60%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$15M +$2.13M +119,600 +19%
Franklin Resources
42
Franklin Resources
California
$14.9M -$22.5M -1,261,134 -62%
CC
43
Chicago Capital
Illinois
$14.6M -$240K -13,445 -2%
Invesco
44
Invesco
Georgia
$14.2M -$10.6M -595,736 -45%
PCM
45
Penn Capital Management
Pennsylvania
$13.5M +$9.31M +522,002 +1,552%
FCM
46
Frontier Capital Management
Massachusetts
$12.3M +$11.2M +625,929 New
RSCM
47
Rock Springs Capital Management
Maryland
$12.2M +$471K +26,400 +4%
AIG
48
American International Group
New York
$12M +$63.3K +3,552 +0.6%
AllianceBernstein
49
AllianceBernstein
Tennessee
$11.9M -$3.86M -216,380 -26%
Bank of America
50
Bank of America
North Carolina
$11.4M +$6.41M +359,740 +163%

EXEL Hedge Fund Activity: Q4 2018 in Review

344 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q4 2018, worth a combined $4.46B — up 7.2% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EXEL positions and 42 closed out — a net gain of 28 holders — while 127 added to existing stakes and 100 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $140M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $177M sold.

  • 344 institutional investors held Exelixis (EXEL) as of Q4 2018, up from 316 in Q3 2018.
  • Funds reported $4.46B of Exelixis stock for Q4 2018, up 7.2% quarter-over-quarter.
  • 70 funds opened new Exelixis positions in Q4 2018 and 42 closed out, a net change of +28 holders.
  • The largest Exelixis buyer in Q4 2018 was AQR Capital Management, an estimated $140M added.
  • The largest Exelixis seller in Q4 2018 was Matrix Capital Management Company, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2018.