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Vaxcyte

198 hedge funds and large institutions have $3.9B invested in Vaxcyte in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 91 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

811% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 9

296% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 23

169% more capital invested

Capital invested by funds: $1.45B → $3.9B (+$2.45B)

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

61% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $15.6M

58% more funds holding

Funds holding: 125198 (+73)

0.41% more ownership

Funds ownership: 102.87%103.28% (+0.41%)

Holders
198
Holders Change
+73
Holders Change %
+58.4%
% of All Funds
3.18%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
82
Increased
91
Reduced
23
Closed
9
Calls
$25.1M
Puts
$15.6M
Net Calls
+$9.49M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$488M +$49.9M +1,272,085 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$317M +$84.8M +2,161,521 +49%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$286M -$122M -3,101,363 -34%
RCM
4
RA Capital Management
Massachusetts
$281M +$50.1M +1,276,256 +28%
BlackRock
5
BlackRock
New York
$245M +$63.3M +1,613,049 +46%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$169M +$69.8M +1,779,193 +102%
State Street
7
State Street
Massachusetts
$152M +$46.1M +1,174,945 +59%
Capital Research Global Investors
8
Capital Research Global Investors
California
$135M +$89.9M +2,291,146 +445%
A
9
Abingworth
United Kingdom
$96.8M -$84.4M -2,149,661 -52%
APM
10
Avidity Partners Management
Texas
$77.5M +$38.7M +986,700 +157%
MVM
11
Medicxi Ventures Management
Jersey
$69.9M -$16.9M -430,178 -23%
Jennison Associates
12
Jennison Associates
New York
$68.2M +$55.8M +1,422,007 New
FLSM
13
Frazier Life Sciences Management
California
$67M -$5.89M -150,000 -10%
B
14
Braidwell
Connecticut
$65.3M +$53.5M +1,362,278 New
O
15
OrbiMed
New York
$61.5M +$22.2M +565,226 +79%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$60M +$14M +356,647 +40%
Millennium Management
17
Millennium Management
New York
$58.5M +$17M +433,169 +55%
TGA
18
TPG GP A
Texas
$57.1M -$82.2M -2,095,168 -64%
PA
19
Perceptive Advisors
New York
$56.1M +$45.9M +1,170,000 New
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$46.6M +$38.2M +972,321 New
FAM
21
Fred Alger Management
New York
$42.1M +$34.4M +877,293 New
Citadel Advisors
22
Citadel Advisors
Florida
$40.8M +$745K +18,991 +2%
DCM
23
Driehaus Capital Management
Illinois
$39.8M +$9.7M +247,189 +42%
GPP
24
Great Point Partners
Connecticut
$38.4M +$7.85M +200,000 +33%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$38.1M +$27.3M +695,000 +695%

PCVX Hedge Fund Activity: Q4 2022 in Review

198 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vaxcyte (PCVX) for Q4 2022, worth a combined $3.9B — up 169% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PCVX positions and 9 closed out — a net gain of 73 holders — while 91 added to existing stakes and 23 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $89.9M. The largest seller was Janus Henderson Group, cutting an estimated $122M.

  • 198 institutional investors held Vaxcyte (PCVX) as of Q4 2022, up from 125 in Q3 2022.
  • Funds reported $3.9B of Vaxcyte stock for Q4 2022, up 169% quarter-over-quarter.
  • 82 funds opened new Vaxcyte positions in Q4 2022 and 9 closed out, a net change of +73 holders.
  • The largest Vaxcyte buyer in Q4 2022 was Capital Research Global Investors, an estimated $89.9M added.
  • The largest Vaxcyte seller in Q4 2022 was Janus Henderson Group, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2022.