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Exelixis

116 hedge funds and large institutions have $308M invested in Exelixis in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more capital invested

Capital invested by funds: $186M → $308M (+$123M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 124116 (-8)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

32% less call options, than puts

Call options by funds: $8.49M | Put options by funds: $12.4M

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
116
Holders Change
-8
Holders Change %
-6.45%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
30
Reduced
36
Closed
18
Calls
$8.49M
Puts
$12.4M
Net Calls
-$3.92M
Net Calls Change
-$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Meditor Group
Bermuda
$49M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$45.5M -$1.97M -850,810 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$41.7M -$701K -302,100 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.4M +$1.8M +774,807 +7%
State Street
5
State Street
Massachusetts
$29.5M -$8.73M -3,762,045 -25%
BFA
6
BlackRock Fund Advisors
California
$19.2M +$524K +225,852 +3%
BIT
7
BlackRock Institutional Trust
California
$16.1M -$47.4K -20,418 -0.3%
BI
8
BVF Inc
California
$12.8M +$1.84M +793,005 +19%
Goldman Sachs
9
Goldman Sachs
New York
$8.98M -$834K -359,303 -9%
NMC
10
NEA Management Company
Maryland
$5.67M
Northern Trust
11
Northern Trust
Illinois
$5.49M +$16.8K +7,224 +0.3%
Millennium Management
12
Millennium Management
New York
$2.8M -$724K -311,856 -22%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.8M +$248K +106,669 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.78M +$117K +50,253 +5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$2.6M -$543K -233,960 -19%
Norges Bank
16
Norges Bank
Norway
$2.11M -$278K -119,671 -13%
TCIM
17
TIAA CREF Investment Management
New York
$1.87M -$36.2K -15,596 -2%
Charles Schwab
18
Charles Schwab
California
$1.59M +$265K +114,212 +23%
BIM
19
BlackRock Investment Management
Delaware
$1.38M -$5.32K -2,293 -0.4%
SFM
20
Sphera Funds Management
Israel
$1.28M +$1.16M +500,000 New
Barclays
21
Barclays
United Kingdom
$1.22M +$1.36M +585,735 +2,314%
Morgan Stanley
22
Morgan Stanley
New York
$1.14M -$2.27M -976,060 -69%
Group One Trading
23
Group One Trading
Illinois
$1.13M +$1.02M +440,583 New
CS
24
Credit Suisse
Switzerland
$1.04M -$86.2K -37,162 -8%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$1.03M +$131K +56,300 +16%

EXEL Hedge Fund Activity: Q1 2015 in Review

116 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q1 2015, worth a combined $308M — up 66% from $186M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EXEL and 11 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 30 added.

The largest buyer was BVF Inc, adding an estimated $1.84M. The largest seller was State Street, cutting an estimated $8.73M.

  • 116 institutional investors held Exelixis (EXEL) as of Q1 2015, down from 124 in Q4 2014.
  • Funds reported $308M of Exelixis stock for Q1 2015, up 66% quarter-over-quarter.
  • 11 funds opened new Exelixis positions in Q1 2015 and 18 closed out, a net change of -7 holders.
  • The largest Exelixis buyer in Q1 2015 was BVF Inc, an estimated $1.84M added.
  • The largest Exelixis seller in Q1 2015 was State Street, an estimated $8.73M sold.

Based on aggregated 13F filings for Q1 2015.