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Exelixis

116 hedge funds and large institutions have $442M invested in Exelixis in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $308M → $442M (+$134M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

0% more funds holding

Funds holding: 116116 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

65% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $34.3M

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
38
Reduced
36
Closed
14
Calls
$12.1M
Puts
$34.3M
Net Calls
-$22.1M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Meditor Group
Bermuda
$71.7M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$62.3M -$3.74M -1,149,000 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$57.6M -$2.96M -911,600 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.5M +$5.28M +1,623,809 +14%
State Street
5
State Street
Massachusetts
$39.1M -$3.56M -1,093,525 -10%
BFA
6
BlackRock Fund Advisors
California
$28.9M +$710K +218,417 +3%
BIT
7
BlackRock Institutional Trust
California
$22.3M -$1.17M -360,010 -6%
Goldman Sachs
8
Goldman Sachs
New York
$13.5M +$292K +89,910 +3%
BI
9
BVF Inc
California
$10.4M -$7.23M -2,222,205 -45%
Citadel Advisors
10
Citadel Advisors
Florida
$9.21M +$7.14M +2,196,044 +870%
NMC
11
NEA Management Company
Maryland
$8.3M
Northern Trust
12
Northern Trust
Illinois
$7.89M -$125K -38,397 -2%
Lazard Asset Management
13
Lazard Asset Management
New York
$5.7M +$3.95M +1,214,241 +402%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.34M +$208K +64,081 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.2M +$110K +33,935 +3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$3.53M -$238K -73,060 -7%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.7M +$1.16M +358,127 +99%
BIM
18
BlackRock Investment Management
Delaware
$2.62M +$524K +161,310 +30%
TCIM
19
TIAA CREF Investment Management
New York
$2.57M -$144K -44,366 -6%
Charles Schwab
20
Charles Schwab
California
$2.39M +$60.4K +18,582 +3%
CS
21
Credit Suisse
Switzerland
$1.76M +$208K +64,003 +16%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.5M +$84.9K +26,100 +7%
SFM
23
Sphera Funds Management
Israel
$1.5M -$325K -100,000 -20%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$1.4M -$85.5K -26,300 -7%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$1.35M +$8.48K +2,608 +0.7%

EXEL Hedge Fund Activity: Q2 2015 in Review

116 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q2 2015, worth a combined $442M — up 43% from $308M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EXEL positions and 14 closed out — a net gain of 1 holder — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.14M. The largest seller was BVF Inc, cutting an estimated $7.23M.

  • 116 institutional investors held Exelixis (EXEL) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $442M of Exelixis stock for Q2 2015, up 43% quarter-over-quarter.
  • 15 funds opened new Exelixis positions in Q2 2015 and 14 closed out, a net change of +1 holder.
  • The largest Exelixis buyer in Q2 2015 was Citadel Advisors, an estimated $7.14M added.
  • The largest Exelixis seller in Q2 2015 was BVF Inc, an estimated $7.23M sold.

Based on aggregated 13F filings for Q2 2015.