We are live on ! Find out more
EXEL icon

Exelixis

294 hedge funds and large institutions have $5.18B invested in Exelixis in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 106 increasing their positions, 93 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $82.8M | Put options by funds: $35.6M

14% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 93

1.94% less ownership

Funds ownership: 80.8%78.86% (-1.9%)

3% less funds holding

Funds holding: 302294 (-8)

11% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 55

29% less capital invested

Capital invested by funds: $7.26B → $5.18B (-$2.09B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
294
Holders Change
-8
Holders Change %
-2.65%
% of All Funds
6.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
49
Increased
106
Reduced
93
Closed
55
Calls
$82.8M
Puts
$35.6M
Net Calls
+$47.2M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$752M -$69M -2,495,795 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$574M -$11.6M -420,055 -2%
BlackRock
3
BlackRock
New York
$361M -$395K -14,301 -0.1%
MG
4
Meditor Group
Bermuda
$354M -$14.3M -518,600 -3%
Goldman Sachs
5
Goldman Sachs
New York
$228M -$126M -4,555,353 -31%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$224M +$31M +1,119,810 +12%
MCMC
7
Matrix Capital Management Company
New Hampshire
$222M
AQR Capital Management
8
AQR Capital Management
Connecticut
$166M +$4.11M +148,672 +2%
State Street
9
State Street
Massachusetts
$148M +$18.7M +675,257 +11%
Jennison Associates
10
Jennison Associates
New York
$116M +$27.7M +1,000,521 +24%
JP Morgan Chase
11
JP Morgan Chase
New York
$112M +$64.7M +2,340,991 +87%
Invesco
12
Invesco
Georgia
$92.8M -$24.6M -891,754 -18%
Wells Fargo
13
Wells Fargo
California
$84.6M +$20.5M +743,225 +24%
JIM
14
Jupiter Investment Management
United Kingdom
$78.9M +$20.7M +747,398 +27%
Renaissance Technologies
15
Renaissance Technologies
New York
$69.8M +$1.96M +70,850 +2%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$60.4M +$3.98M +144,144 +6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$55.5M +$1.76M +63,668 +3%
Norges Bank
18
Norges Bank
Norway
$54.1M +$3.21M +116,155 +5%
Franklin Resources
19
Franklin Resources
California
$47.3M -$6.37M -230,330 -10%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$46.9M +$7.63M +275,936 +15%
Macquarie Group
21
Macquarie Group
Australia
$44M +$12.5M +453,105 +30%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$43M +$872K +31,548 +2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$42.8M +$16.4M +593,053 +44%
MWNA
24
Marshall Wace North America
New York
$39.9M +$14.4M +520,143 +41%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$38.9M +$19.2M +695,882 +66%

EXEL Hedge Fund Activity: Q1 2018 in Review

294 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q1 2018, worth a combined $5.18B — down 29% from $7.26B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EXEL and 49 opened new positions — a net loss of 6 holders — while 93 trimmed existing stakes and 106 added.

The largest buyer was JP Morgan Chase, adding an estimated $64.7M. The largest seller was Goldman Sachs, cutting an estimated $126M.

  • 294 institutional investors held Exelixis (EXEL) as of Q1 2018, down from 302 in Q4 2017.
  • Funds reported $5.18B of Exelixis stock for Q1 2018, down 29% quarter-over-quarter.
  • 49 funds opened new Exelixis positions in Q1 2018 and 55 closed out, a net change of -6 holders.
  • The largest Exelixis buyer in Q1 2018 was JP Morgan Chase, an estimated $64.7M added.
  • The largest Exelixis seller in Q1 2018 was Goldman Sachs, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2018.