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Exelixis

144 hedge funds and large institutions have $704M invested in Exelixis in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.66M

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 146144 (-2)

28% less capital invested

Capital invested by funds: $983M → $704M (-$279M)

Holders
144
Holders Change
-2
Holders Change %
-1.37%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
55
Reduced
38
Closed
22
Calls
$12.8M
Puts
$3.66M
Net Calls
+$9.16M
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$137M +$619K +146,187 +0.4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$99.9M -$311K -73,580 -0.3%
MG
3
Meditor Group
Bermuda
$88.3M
Vanguard Group
4
Vanguard Group
Pennsylvania
$64.3M +$1.96M +462,369 +3%
BFA
5
BlackRock Fund Advisors
California
$38.5M +$779K +184,031 +2%
State Street
6
State Street
Massachusetts
$33.7M -$2.14M -505,710 -6%
Invesco
7
Invesco
Georgia
$28.6M -$7.17M -1,693,102 -19%
BIT
8
BlackRock Institutional Trust
California
$21.3M +$539K +127,342 +2%
Goldman Sachs
9
Goldman Sachs
New York
$15.8M +$4.46M +1,054,063 +36%
GPP
10
Great Point Partners
Connecticut
$15.6M +$7.89M +1,863,619 +92%
Lazard Asset Management
11
Lazard Asset Management
New York
$10.7M +$6.32M +1,492,107 +127%
Northern Trust
12
Northern Trust
Illinois
$10.4M +$126K +29,751 +1%
BBA
13
Baker Bros. Advisors
New York
$10.3M +$10.9M +2,580,000 New
Citigroup
14
Citigroup
New York
$9.45M +$9.88M +2,334,067 +8,257%
NMC
15
NEA Management Company
Maryland
$8.83M
Citadel Advisors
16
Citadel Advisors
Florida
$6.89M -$22.7M -5,374,098 -76%
Two Sigma Investments
17
Two Sigma Investments
New York
$6.02M +$3.41M +806,741 +116%
TCM
18
Tekla Capital Management
Massachusetts
$5.62M +$1.61M +381,543 +37%
CS
19
Candriam SCA
Luxembourg
$5.61M +$2.16M +510,000 +57%
Bank of America
20
Bank of America
North Carolina
$5.3M +$5.16M +1,220,211 +1,162%
Deutsche Bank
21
Deutsche Bank
Germany
$4.94M -$2.88M -679,988 -35%
CS
22
Credit Suisse
Switzerland
$4.6M +$4.38M +1,033,850 +893%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.41M +$34.3K +8,100 +0.7%
Renaissance Technologies
24
Renaissance Technologies
New York
$4.04M +$1.94M +457,569 +83%
BIM
25
BlackRock Investment Management
Delaware
$3.28M +$108K +25,632 +3%

EXEL Hedge Fund Activity: Q1 2016 in Review

144 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q1 2016, worth a combined $704M — down 28% from $983M a quarter earlier.

Fund positioning in EXEL was balanced in Q1 2016: 22 funds opened new positions, 22 closed out, 55 added to existing stakes and 38 trimmed.

The largest buyer was Baker Bros. Advisors, opening a new position worth an estimated $10.9M. The largest seller was Citadel Advisors, cutting an estimated $22.7M.

  • 144 institutional investors held Exelixis (EXEL) as of Q1 2016, down from 146 in Q4 2015.
  • Funds reported $704M of Exelixis stock for Q1 2016, down 28% quarter-over-quarter.
  • 22 funds opened new Exelixis positions in Q1 2016 and 22 closed out, a net change of 0 holders.
  • The largest Exelixis buyer in Q1 2016 was Baker Bros. Advisors, an estimated $10.9M added.
  • The largest Exelixis seller in Q1 2016 was Citadel Advisors, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2016.