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Exelixis

229 hedge funds and large institutions have $5.15B invested in Exelixis in 2017 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $3.54B → $5.15B (+$1.61B)

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

5% more call options, than puts

Call options by funds: $94.1M | Put options by funds: $89.9M

0% more funds holding

Funds holding: 228229 (+1)

1.15% less ownership

Funds ownership: 82.83%81.69% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 95

Holders
229
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.7%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
41
Increased
71
Reduced
95
Closed
32
Calls
$94.1M
Puts
$89.9M
Net Calls
+$4.22M
Net Calls Change
+$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$929M -$383K -18,844 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$514M +$54.8M +2,696,877 +13%
MG
3
Meditor Group
Bermuda
$416M -$47.3M -2,326,000 -11%
BlackRock
4
BlackRock
New York
$415M +$388M +19,098,757 +33,679%
MCMC
5
Matrix Capital Management Company
New Hampshire
$301M +$135M +6,630,460 +91%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$221M -$16.9M -828,649 -8%
State Street
7
State Street
Massachusetts
$167M +$3.2M +157,199 +2%
Goldman Sachs
8
Goldman Sachs
New York
$135M -$21.2M -1,042,718 -14%
JIM
9
Jupiter Investment Management
United Kingdom
$109M +$72.1M +3,547,665 +238%
Invesco
10
Invesco
Georgia
$99.2M -$53.8M -2,644,730 -37%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$97.7M +$22M +1,080,321 +32%
Two Sigma Investments
12
Two Sigma Investments
New York
$83.7M -$14.2M -697,207 -15%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$77.2M -$3.57M -175,357 -5%
FCM
14
Farallon Capital Management
California
$76.2M -$19.3M -950,000 -21%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$64.4M -$36.5M -1,792,610 -38%
Northern Trust
16
Northern Trust
Illinois
$62.7M +$3.23M +158,947 +6%
Jennison Associates
17
Jennison Associates
New York
$56.6M -$3.97M -195,100 -7%
BBA
18
Baker Bros. Advisors
New York
$56.4M -$8.13M -400,000 -13%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$48.8M -$27.8M -1,367,950 -38%
Norges Bank
20
Norges Bank
Norway
$47.6M -$5.64M -277,353 -11%
Franklin Resources
21
Franklin Resources
California
$45.5M +$20.8M +1,022,700 +95%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$45.3M +$2.92M +143,704 +7%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$36.1M +$12.1M +594,618 +55%
UBS AM
24
UBS AM
Illinois
$36M -$378K -18,572 -1%
Renaissance Technologies
25
Renaissance Technologies
New York
$33.8M +$5.03M +247,550 +19%

EXEL Hedge Fund Activity: Q1 2017 in Review

229 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q1 2017, worth a combined $5.15B — up 45% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EXEL positions and 32 closed out — a net gain of 9 holders — while 71 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $388M. The largest seller was Invesco, cutting an estimated $53.8M.

  • 229 institutional investors held Exelixis (EXEL) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $5.15B of Exelixis stock for Q1 2017, up 45% quarter-over-quarter.
  • 41 funds opened new Exelixis positions in Q1 2017 and 32 closed out, a net change of +9 holders.
  • The largest Exelixis buyer in Q1 2017 was BlackRock, an estimated $388M added.
  • The largest Exelixis seller in Q1 2017 was Invesco, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2017.