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Exelixis

228 hedge funds and large institutions have $3.54B invested in Exelixis in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 78 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

82.83% more ownership

Funds ownership: 0%82.83% (+83%)

27% more capital invested

Capital invested by funds: $2.78B → $3.54B (+$757M)

12% more funds holding

Funds holding: 203228 (+25)

2% more call options, than puts

Call options by funds: $67.5M | Put options by funds: $65.9M

8% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 85

Holders
228
Holders Change
+25
Holders Change %
+12.32%
% of All Funds
5.7%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
48
Increased
78
Reduced
85
Closed
21
Calls
$67.5M
Puts
$65.9M
Net Calls
+$1.61M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$640M +$121M +8,361,226 +24%
MG
2
Meditor Group
Bermuda
$321M -$8.09M -560,500 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$314M +$54.6M +3,786,336 +22%
BFA
4
BlackRock Fund Advisors
California
$166M +$21.4M +1,482,138 +15%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$164M -$23.6M -1,636,638 -13%
State Street
6
State Street
Massachusetts
$113M -$14.5M -1,006,628 -12%
Goldman Sachs
7
Goldman Sachs
New York
$109M +$1.8M +124,523 +2%
MCMC
8
Matrix Capital Management Company
New Hampshire
$108M +$105M +7,262,000 New
Invesco
9
Invesco
Georgia
$108M -$4.44M -307,747 -4%
BIT
10
BlackRock Institutional Trust
California
$91M +$4.8M +332,439 +6%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$71M -$17.4M -1,207,108 -20%
Two Sigma Investments
12
Two Sigma Investments
New York
$68M +$29.5M +2,044,889 +81%
FCM
13
Farallon Capital Management
California
$66.6M -$9.09M -630,000 -12%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$55.8M +$10.8M +748,111 +25%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$54M +$19.7M +1,363,850 +60%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$51.1M +$23.6M +1,632,797 +91%
BBA
17
Baker Bros. Advisors
New York
$44.8M -$27.8M -1,925,925 -39%
Jennison Associates
18
Jennison Associates
New York
$41.8M +$33.3M +2,305,314 +461%
Northern Trust
19
Northern Trust
Illinois
$40.8M +$702K +48,679 +2%
Norges Bank
20
Norges Bank
Norway
$36.9M +$7.98M +553,190 +29%
JHIU
21
Janus Henderson Investors US
Colorado
$29.7M -$11.5M -795,103 -29%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$29M +$2.04M +141,234 +8%
Millennium Management
23
Millennium Management
New York
$28.3M +$14.4M +997,404 +111%
UBS AM
24
UBS AM
Illinois
$25.1M -$5.68M -393,747 -19%
Morgan Stanley
25
Morgan Stanley
New York
$24.3M +$12.6M +872,566 +115%

EXEL Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q4 2016, worth a combined $3.54B — up 27% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EXEL positions and 21 closed out — a net gain of 27 holders — while 78 added to existing stakes and 85 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $121M. The largest seller was OrbiMed, exiting entirely with an estimated $79.4M sold.

  • 228 institutional investors held Exelixis (EXEL) as of Q4 2016, up from 203 in Q3 2016.
  • Funds reported $3.54B of Exelixis stock for Q4 2016, up 27% quarter-over-quarter.
  • 48 funds opened new Exelixis positions in Q4 2016 and 21 closed out, a net change of +27 holders.
  • The largest Exelixis buyer in Q4 2016 was Fidelity Investments, an estimated $121M added.
  • The largest Exelixis seller in Q4 2016 was OrbiMed, an estimated $79.4M sold.

Based on aggregated 13F filings for Q4 2016.