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Exelixis

125 hedge funds and large institutions have $195M invested in Exelixis in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $6.03M | Put options by funds: $5.25M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 136125 (-11)

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

61% less capital invested

Capital invested by funds: $506M → $195M (-$311M)

Holders
125
Holders Change
-11
Holders Change %
-8.09%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
29
Reduced
46
Closed
27
Calls
$6.03M
Puts
$5.25M
Net Calls
+$785K
Net Calls Change
-$3.68M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Meditor Group
Bermuda
$31.5M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$28.7M -$1.78M -554,290 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$26.2M -$38.7M -12,068,801 -41%
State Street
4
State Street
Massachusetts
$17.6M +$13.7M +4,276,799 +59%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.4M -$753K -234,594 -2%
BFA
6
BlackRock Fund Advisors
California
$10M -$125K -38,947 -0.6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$9.77M -$31.6M -9,852,953 -61%
BIT
8
BlackRock Institutional Trust
California
$9.67M +$2.05M +639,330 +11%
GPP
9
Great Point Partners
Connecticut
$7.8M +$16.4M +5,100,000 New
Goldman Sachs
10
Goldman Sachs
New York
$4.58M +$483K +150,410 +5%
NMC
11
NEA Management Company
Maryland
$3.38M
Northern Trust
12
Northern Trust
Illinois
$3.37M -$141K -43,851 -2%
Norges Bank
13
Norges Bank
Norway
$2.11M -$4.42M -1,378,002 -50%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.58M +$36.1K +11,256 +1%
BA
15
BlackRock Advisors
Delaware
$1.56M -$1.18M -367,544 -27%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.48M +$106K +33,016 +4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.4M -$18.2K -5,655 -0.6%
Millennium Management
18
Millennium Management
New York
$1.24M -$689K -214,760 -21%
TCIM
19
TIAA CREF Investment Management
New York
$1.1M -$49.8K -15,520 -2%
BIM
20
BlackRock Investment Management
Delaware
$1.02M +$79.3K +24,707 +4%
BG
21
BlackRock Group
United Kingdom
$887K +$207K +64,614 +13%
RPAM
22
Rhenman & Partners Asset Management
Sweden
$765K +$642K +200,000 +67%
Charles Schwab
23
Charles Schwab
California
$752K -$43.8K -13,642 -3%
MSA
24
Mason Street Advisors
Wisconsin
$653K
GC
25
Guggenheim Capital
Illinois
$633K +$128K +40,021 +11%

EXEL Hedge Fund Activity: Q3 2014 in Review

125 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q3 2014, worth a combined $195M — down 61% from $506M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EXEL and 17 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 29 added.

The largest buyer was Great Point Partners, opening a new position worth an estimated $16.4M. The largest seller was Fidelity Investments, cutting an estimated $38.7M.

  • 125 institutional investors held Exelixis (EXEL) as of Q3 2014, down from 136 in Q2 2014.
  • Funds reported $195M of Exelixis stock for Q3 2014, down 61% quarter-over-quarter.
  • 17 funds opened new Exelixis positions in Q3 2014 and 27 closed out, a net change of -10 holders.
  • The largest Exelixis buyer in Q3 2014 was Great Point Partners, an estimated $16.4M added.
  • The largest Exelixis seller in Q3 2014 was Fidelity Investments, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2014.