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Fate Therapeutics

147 hedge funds and large institutions have $1.41B invested in Fate Therapeutics in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 35

53% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $8.71M

23% more capital invested

Capital invested by funds: $1.15B → $1.41B (+$268M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

1% less funds holding

Funds holding: 149147 (-2)

2.46% less ownership

Funds ownership: 97.98%95.52% (-2.5%)

Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
34
Increased
58
Reduced
35
Closed
30
Calls
$13.3M
Puts
$8.71M
Net Calls
+$4.6M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.22M +$38.1K +2,400 +2%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$2.08M +$1.69M +106,252 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.87M +$334K +21,023 +28%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.81M +$177K +11,143 +14%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$1.81M +$1.47M +92,503 New
Neuberger Berman Group
56
Neuberger Berman Group
New York
$1.76M -$276K -17,400 -16%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$1.74M
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.66M +$109K +6,875 +9%
ZIM
59
Zacks Investment Management
Illinois
$1.64M +$1.33M +83,576 New
BG
60
Bellevue Group
Switzerland
$1.62M +$360K +22,700 +38%
VIA
61
Vident Investment Advisory
Georgia
$1.6M +$20.2K +1,274 +2%
WCM Investment Management
62
WCM Investment Management
California
$1.58M +$1.28M +80,651 New
SO
63
STRS Ohio
Ohio
$1.56M
Prudential Financial
64
Prudential Financial
New Jersey
$1.5M +$1.22M +76,639 New
ACM
65
Aquilo Capital Management
California
$1.41M
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.4M +$44.5K +2,800 +4%
AGA
67
Altrinsic Global Advisors
Connecticut
$1.37M
KOCAA
68
Knights of Columbus Asset Advisors
Connecticut
$1.28M +$1.04M +65,286 New
Squarepoint
69
Squarepoint
New York
$1.25M -$1.64M -103,510 -62%
Barclays
70
Barclays
United Kingdom
$1.19M +$86.8K +5,468 +10%
Rafferty Asset Management
71
Rafferty Asset Management
New York
$1.17M -$1.52M -95,601 -61%
OIA
72
OneDigital Investment Advisors
Kansas
$1.11M +$434K +27,297 +92%
JG
73
Jefferies Group
New York
$1.07M +$463K +29,142 +114%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.07M +$15.9K +1,000 +2%
UBS Group
75
UBS Group
Switzerland
$1.01M -$1.9M -119,783 -70%

FATE Hedge Fund Activity: Q4 2019 in Review

147 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fate Therapeutics (FATE) for Q4 2019, worth a combined $1.41B — up 23% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FATE positions and 30 closed out — a net gain of 4 holders — while 58 added to existing stakes and 35 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $9.08M. The largest seller was Millennium Management, cutting an estimated $28.3M.

  • 147 institutional investors held Fate Therapeutics (FATE) as of Q4 2019, down from 149 in Q3 2019.
  • Funds reported $1.41B of Fate Therapeutics stock for Q4 2019, up 23% quarter-over-quarter.
  • 34 funds opened new Fate Therapeutics positions in Q4 2019 and 30 closed out, a net change of +4 holders.
  • The largest Fate Therapeutics buyer in Q4 2019 was Victory Capital Management, an estimated $9.08M added.
  • The largest Fate Therapeutics seller in Q4 2019 was Millennium Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2019.