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Fate Therapeutics

116 hedge funds and large institutions have $893M invested in Fate Therapeutics in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

83% more capital invested

Capital invested by funds: $488M → $893M (+$405M)

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $2.43M

13% more funds holding

Funds holding: 103116 (+13)

5.85% more ownership

Funds ownership: 81.42%87.27% (+5.8%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
27
Increased
43
Reduced
26
Closed
14
Calls
$2.77M
Puts
$2.43M
Net Calls
+$335K
Net Calls Change
-$401K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
1
Redmile Group
California
$169M +$43.8M +3,703,704 +56%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$124M +$12M +1,011,596 +15%
Franklin Resources
3
Franklin Resources
California
$87.3M -$2.04M -172,484 -3%
BlackRock
4
BlackRock
New York
$56.5M +$2.17M +183,701 +6%
CC
5
Casdin Capital
New York
$41.5M -$591K -50,000 -2%
PVMCV
6
Polaris Venture Management Co V
Massachusetts
$40.3M
Vanguard Group
7
Vanguard Group
Pennsylvania
$39.9M +$3.26M +275,828 +13%
AG
8
Artal Group
Luxembourg
$35.7M +$5.79M +490,000 +29%
State Street
9
State Street
Massachusetts
$31.8M -$462K -39,072 -2%
PHS
10
PFM Health Sciences
California
$24.5M +$17.8M +1,501,258 New
DM
11
Deerfield Management
New York
$19.1M +$13.9M +1,173,617 New
ACM
12
Aquilo Capital Management
California
$16M +$4.78M +404,367 +70%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$13.6M +$315K +26,610 +3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$13.2M +$285K +24,099 +3%
Citadel Advisors
15
Citadel Advisors
Florida
$12.8M +$8.01M +677,366 +628%
6CM
16
683 Capital Management
New York
$10.6M -$1.11M -94,211 -13%
Northern Trust
17
Northern Trust
Illinois
$10.2M +$666K +56,304 +10%
Invesco
18
Invesco
Georgia
$9.56M +$4.78M +404,542 +222%
FCM
19
Farallon Capital Management
California
$8.63M +$6.27M +530,000 New
Victory Capital Management
20
Victory Capital Management
Texas
$8.59M +$152K +12,840 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$8.39M +$737K +62,326 +14%
Two Sigma Investments
22
Two Sigma Investments
New York
$7.53M +$3.42M +289,524 +168%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.21M -$105K -8,859 -2%
CCI
24
Columbus Circle Investors
$5.06M +$608K +51,406 +20%
Jennison Associates
25
Jennison Associates
New York
$4.89M +$3.55M +300,000 New

FATE Hedge Fund Activity: Q3 2018 in Review

116 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fate Therapeutics (FATE) for Q3 2018, worth a combined $893M — up 83% from $488M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FATE positions and 14 closed out — a net gain of 13 holders — while 43 added to existing stakes and 26 trimmed.

The largest buyer was Redmile Group, adding an estimated $43.8M. The largest seller was Millennium Management, cutting an estimated $6.22M.

  • 116 institutional investors held Fate Therapeutics (FATE) as of Q3 2018, up from 103 in Q2 2018.
  • Funds reported $893M of Fate Therapeutics stock for Q3 2018, up 83% quarter-over-quarter.
  • 27 funds opened new Fate Therapeutics positions in Q3 2018 and 14 closed out, a net change of +13 holders.
  • The largest Fate Therapeutics buyer in Q3 2018 was Redmile Group, an estimated $43.8M added.
  • The largest Fate Therapeutics seller in Q3 2018 was Millennium Management, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2018.