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Exelixis

166 hedge funds and large institutions have $1.48B invested in Exelixis in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $32.6M | Put options by funds: $10.5M

121% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 19

110% more capital invested

Capital invested by funds: $704M → $1.48B (+$777M)

71% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 144166 (+22)

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
4.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
42
Increased
60
Reduced
35
Closed
19
Calls
$32.6M
Puts
$10.5M
Net Calls
+$22.1M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$268M +$474K +82,279 +0.2%
MG
2
Meditor Group
Bermuda
$172M
Vanguard Group
3
Vanguard Group
Pennsylvania
$129M +$2.17M +375,754 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$121M -$54.4M -9,437,660 -38%
BFA
5
BlackRock Fund Advisors
California
$71.1M -$3.03M -525,561 -5%
Invesco
6
Invesco
Georgia
$50.7M -$3.8M -659,603 -9%
State Street
7
State Street
Massachusetts
$49.6M -$11.9M -2,068,620 -25%
BIT
8
BlackRock Institutional Trust
California
$41.8M +$162K +28,145 +0.5%
FCM
9
Farallon Capital Management
California
$38.4M +$28.3M +4,915,000 New
Goldman Sachs
10
Goldman Sachs
New York
$33M +$1.55M +269,095 +7%
Millennium Management
11
Millennium Management
New York
$32.3M +$22.4M +3,890,489 +1,564%
JHIU
12
Janus Henderson Investors US
Colorado
$25.7M +$19M +3,291,067 New
GPP
13
Great Point Partners
Connecticut
$25M -$4.01M -696,113 -18%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$22.7M +$16.7M +2,905,222 New
Citadel Advisors
15
Citadel Advisors
Florida
$20.3M +$5.08M +881,147 +51%
BBA
16
Baker Bros. Advisors
New York
$20.1M
Northern Trust
17
Northern Trust
Illinois
$20M -$253K -43,924 -2%
NMC
18
NEA Management Company
Maryland
$17.2M
SGA
19
Sector Gamma AS
Norway
$16.1M +$11.9M +2,059,833 New
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$15.8M +$11.7M +2,025,400 New
UBS AM
21
UBS AM
Illinois
$15.4M +$10.5M +1,820,029 +1,158%
Citigroup
22
Citigroup
New York
$15.1M -$2.5M -433,491 -18%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$13.5M +$1.17M +203,631 +13%
Two Sigma Investments
24
Two Sigma Investments
New York
$12.5M +$582K +101,009 +7%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$12.1M +$8.37M +1,452,841 +1,492%

EXEL Hedge Fund Activity: Q2 2016 in Review

166 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q2 2016, worth a combined $1.48B — up 110% from $704M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EXEL positions and 19 closed out — a net gain of 23 holders — while 60 added to existing stakes and 35 trimmed.

The largest buyer was Farallon Capital Management, opening a new position worth an estimated $28.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $54.4M.

  • 166 institutional investors held Exelixis (EXEL) as of Q2 2016, up from 144 in Q1 2016.
  • Funds reported $1.48B of Exelixis stock for Q2 2016, up 110% quarter-over-quarter.
  • 42 funds opened new Exelixis positions in Q2 2016 and 19 closed out, a net change of +23 holders.
  • The largest Exelixis buyer in Q2 2016 was Farallon Capital Management, an estimated $28.3M added.
  • The largest Exelixis seller in Q2 2016 was T. Rowe Price Associates, an estimated $54.4M sold.

Based on aggregated 13F filings for Q2 2016.