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Arcus Biosciences

148 hedge funds and large institutions have $1.16B invested in Arcus Biosciences in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

61% more call options, than puts

Call options by funds: $6.8M | Put options by funds: $4.22M

53% more capital invested

Capital invested by funds: $756M → $1.16B (+$401M)

16% more funds holding

Funds holding: 128148 (+20)

0.3% more ownership

Funds ownership: 68.39%68.69% (+0.3%)

20% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 51

Holders
148
Holders Change
+20
Holders Change %
+15.63%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
38
Increased
41
Reduced
51
Closed
18
Calls
$6.8M
Puts
$4.22M
Net Calls
+$2.58M
Net Calls Change
-$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Alphabet Inc
California
$131M
PHS
2
PFM Health Sciences
California
$87.6M +$20.2M +836,528 +33%
BlackRock
3
BlackRock
New York
$84.5M +$3.05M +125,809 +4%
BI
4
BVF Inc
California
$71.4M +$3.75M +155,000 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$60.9M +$3.43M +141,684 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$58M -$2.84M -117,282 -5%
EC
7
EcoR1 Capital
California
$57M +$9.34M +385,892 +21%
BC
8
Boxer Capital
California
$54.1M
IFA
9
Invus Financial Advisors
New York
$47.8M
State Street
10
State Street
Massachusetts
$47.3M -$16.8M -695,613 -28%
Ameriprise
11
Ameriprise
Minnesota
$35.7M +$33.3M +1,376,393 New
Victory Capital Management
12
Victory Capital Management
Texas
$29.4M -$1.36M -55,997 -5%
SAM
13
Sectoral Asset Management
Quebec, Canada
$22.4M -$1.49M -61,640 -7%
TCM
14
TimesSquare Capital Management
New York
$21.5M -$569K -23,500 -3%
Goldman Sachs
15
Goldman Sachs
New York
$19.7M +$7.37M +304,495 +67%
Franklin Resources
16
Franklin Resources
California
$19M +$533 +22 +0%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$16.8M +$732K +30,237 +5%
HA
18
HHLR Advisors
Cayman Islands
$16.2M
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$14.8M -$1.08M -44,704 -7%
Northern Trust
20
Northern Trust
Illinois
$13.9M -$409K -16,883 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$12.9M +$1.39M +57,284 +13%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$12.7M -$1.34M -55,500 -10%
Macquarie Group
23
Macquarie Group
Australia
$12M
CS
24
Candriam SCA
Luxembourg
$10.6M -$1.93M -79,664 -16%
Alkeon Capital Management
25
Alkeon Capital Management
New York
$10.6M -$7.45M -307,745 -43%

RCUS Hedge Fund Activity: Q4 2020 in Review

148 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Arcus Biosciences (RCUS) for Q4 2020, worth a combined $1.16B — up 53% from $756M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RCUS positions and 18 closed out — a net gain of 20 holders — while 41 added to existing stakes and 51 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $33.3M. The largest seller was State Street, cutting an estimated $16.8M.

  • 148 institutional investors held Arcus Biosciences (RCUS) as of Q4 2020, up from 128 in Q3 2020.
  • Funds reported $1.16B of Arcus Biosciences stock for Q4 2020, up 53% quarter-over-quarter.
  • 38 funds opened new Arcus Biosciences positions in Q4 2020 and 18 closed out, a net change of +20 holders.
  • The largest Arcus Biosciences buyer in Q4 2020 was Ameriprise, an estimated $33.3M added.
  • The largest Arcus Biosciences seller in Q4 2020 was State Street, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2020.