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Exelixis

316 hedge funds and large institutions have $4.16B invested in Exelixis in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $76.9M | Put options by funds: $32.2M

51% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 81

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

4% more funds holding

Funds holding: 303316 (+13)

3.31% less ownership

Funds ownership: 82.11%78.79% (-3.3%)

21% less capital invested

Capital invested by funds: $5.24B → $4.16B (-$1.09B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
316
Holders Change
+13
Holders Change %
+4.29%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
59
Increased
122
Reduced
81
Closed
45
Calls
$76.9M
Puts
$32.2M
Net Calls
+$44.8M
Net Calls Change
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$533M +$21.4M +1,096,629 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$470M +$16.3M +834,478 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$437M -$86M -4,408,366 -15%
MG
4
Meditor Group
Bermuda
$283M
State Street
5
State Street
Massachusetts
$200M +$13.2M +679,083 +6%
MCMC
6
Matrix Capital Management Company
New Hampshire
$177M
Goldman Sachs
7
Goldman Sachs
New York
$115M -$34M -1,743,914 -21%
JP Morgan Chase
8
JP Morgan Chase
New York
$105M +$9.38M +480,986 +9%
JIM
9
Jupiter Investment Management
United Kingdom
$82.7M +$19.4M +995,133 +27%
First Trust Advisors
10
First Trust Advisors
Illinois
$82.3M +$39.9M +2,044,201 +79%
Renaissance Technologies
11
Renaissance Technologies
New York
$72.6M +$1.19M +60,900 +2%
CCM
12
Consonance Capital Management
New York
$68.7M +$13.1M +669,850 +21%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$60.8M -$27.3M -1,402,102 -29%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$54.9M +$1.12M +57,609 +2%
AQR Capital Management
15
AQR Capital Management
Connecticut
$52.4M -$28.1M -1,442,420 -33%
O
16
OrbiMed
New York
$49.6M +$21.9M +1,120,700 +67%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$49.6M +$3.46M +177,653 +7%
BB
18
BB Biotech
Switzerland
$49.4M +$33.6M +1,725,000 +163%
Norges Bank
19
Norges Bank
Norway
$44.9M
American Century Companies
20
American Century Companies
Missouri
$44M +$8.73M +447,892 +22%
Deutsche Bank
21
Deutsche Bank
Germany
$42.2M -$36.5M -1,874,252 -44%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$42M +$1.48M +75,726 +3%
Northern Trust
23
Northern Trust
Illinois
$40.1M +$15.3M +785,550 +53%
Millennium Management
24
Millennium Management
New York
$39M +$32.4M +1,659,077 +305%
GPP
25
Great Point Partners
Connecticut
$36.8M +$14.4M +740,207 +55%

EXEL Hedge Fund Activity: Q3 2018 in Review

316 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Exelixis (EXEL) for Q3 2018, worth a combined $4.16B — down 21% from $5.24B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EXEL positions and 45 closed out — a net gain of 14 holders — while 122 added to existing stakes and 81 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $39.9M. The largest seller was Fidelity Investments, cutting an estimated $86M.

  • 316 institutional investors held Exelixis (EXEL) as of Q3 2018, up from 303 in Q2 2018.
  • Funds reported $4.16B of Exelixis stock for Q3 2018, down 21% quarter-over-quarter.
  • 59 funds opened new Exelixis positions in Q3 2018 and 45 closed out, a net change of +14 holders.
  • The largest Exelixis buyer in Q3 2018 was First Trust Advisors, an estimated $39.9M added.
  • The largest Exelixis seller in Q3 2018 was Fidelity Investments, an estimated $86M sold.

Based on aggregated 13F filings for Q3 2018.