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
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$1.37M -$25.9K -1,190 -2%
Wells Fargo
202
Wells Fargo
California
$1.35M -$1.39M -63,880 -53%
URS
203
Utah Retirement Systems
Utah
$1.32M -$2.17K -100 -0.2%
EGM
204
Engineers Gate Manager
New York
$1.31M -$1.63M -74,803 -58%
BCI
205
Brinker Capital Investments
Pennsylvania
$1.27M -$78.5K -3,609 -6%
OPS
206
Orion Portfolio Solutions
Nebraska
$1.27M -$78.5K -3,609 -6%
APF
207
Alaska Permanent Fund
Alaska
$1.26M +$256K +11,767 +29%
Simplex Trading
208
Simplex Trading
Illinois
$1.26M +$1.14M +52,560 New
AIMCA
209
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.25M
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$1.25M +$218K +10,024 +24%
HW
211
Hancock Whitney
Mississippi
$1.23M -$1.94K -89 -0.2%
QCM
212
QRG Capital Management
Illinois
$1.2M -$130K -5,983 -11%
PWS
213
Peloton Wealth Strategists
Indiana
$1.13M -$94K -4,325 -8%
HSBC Holdings
214
HSBC Holdings
United Kingdom
$1.09M -$1.89M -86,952 -66%
NSAM
215
North Star Asset Management
Wisconsin
$1.07M
Squarepoint
216
Squarepoint
New York
$1.06M -$486K -22,343 -33%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$1.05M -$121K -5,577 -11%
MML Investors Services
218
MML Investors Services
Massachusetts
$969K +$533K +24,502 +154%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$959K +$71.5K +3,287 +9%
VPIM
220
Vanguard Personalized Indexing Management
California
$953K +$80.4K +3,699 +10%
IIM
221
INTECH Investment Management
Florida
$938K +$24.2K +1,113 +3%
OQS
222
Occudo Quantitative Strategies
Florida
$937K +$849K +39,060 New
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$923K
SGI
224
Summit Global Investments
Utah
$923K +$836K +38,458 New
MA
225
Mutual Advisors
Nebraska
$911K +$825K +37,967 New

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.