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Exelixis

136 hedge funds and large institutions have $892M invested in Exelixis in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 20 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

165% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 20

117% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $7.01M

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

102% more capital invested

Capital invested by funds: $442M → $892M (+$450M)

17% more funds holding

Funds holding: 116136 (+20)

Holders
136
Holders Change
+20
Holders Change %
+17.24%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
39
Increased
53
Reduced
20
Closed
18
Calls
$15.2M
Puts
$7.01M
Net Calls
+$8.22M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$190M +$101M +18,492,920 +121%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$138M +$43.8M +8,046,270 +49%
MG
3
Meditor Group
Bermuda
$124M +$16.3M +3,000,000 +16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$85.3M +$9.6M +1,765,106 +13%
BFA
5
BlackRock Fund Advisors
California
$50.9M +$7.56M +1,388,944 +18%
State Street
6
State Street
Massachusetts
$43.7M -$14.2M -2,603,697 -25%
Invesco
7
Invesco
Georgia
$36.7M +$35.6M +6,536,152 +477,789%
BIT
8
BlackRock Institutional Trust
California
$27.4M -$5.62M -1,032,145 -17%
Goldman Sachs
9
Goldman Sachs
New York
$16.8M -$3.26M -598,326 -17%
Northern Trust
10
Northern Trust
Illinois
$14.1M +$2.26M +415,922 +20%
NMC
11
NEA Management Company
Maryland
$12.4M
ACP
12
Acuta Capital Partners
California
$10.5M +$10.2M +1,880,004 New
GPP
13
Great Point Partners
Connecticut
$8.92M +$8.65M +1,590,000 New
BIM
14
Bogle Investment Management
Massachusetts
$8.88M +$8.62M +1,583,347 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$7.72M +$1.21M +223,018 +19%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.43M +$160K +29,335 +3%
CS
17
Candriam SCA
Luxembourg
$6.09M +$5.91M +1,086,000 New
Wellington Management Group
18
Wellington Management Group
Massachusetts
$5.21M -$53.6K -9,860 -1%
KCM
19
Kingdon Capital Management
New York
$4.6M +$4.46M +820,000 New
BIM
20
BlackRock Investment Management
Delaware
$4.43M +$505K +92,876 +13%
TCIM
21
TIAA CREF Investment Management
New York
$4.43M +$571K +104,905 +15%
DCM
22
Driehaus Capital Management
Illinois
$4.03M +$3.9M +717,553 New
Charles Schwab
23
Charles Schwab
California
$4.01M +$426K +78,237 +12%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$3.61M +$1.47M +270,700 +72%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.12M +$3.02M +555,600 New

EXEL Hedge Fund Activity: Q3 2015 in Review

136 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q3 2015, worth a combined $892M — up 102% from $442M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXEL positions and 18 closed out — a net gain of 21 holders — while 53 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was State Street, cutting an estimated $14.2M.

  • 136 institutional investors held Exelixis (EXEL) as of Q3 2015, up from 116 in Q2 2015.
  • Funds reported $892M of Exelixis stock for Q3 2015, up 102% quarter-over-quarter.
  • 39 funds opened new Exelixis positions in Q3 2015 and 18 closed out, a net change of +21 holders.
  • The largest Exelixis buyer in Q3 2015 was Fidelity Investments, an estimated $101M added.
  • The largest Exelixis seller in Q3 2015 was State Street, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2015.