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Regeneron Pharmaceuticals

576 hedge funds and large institutions have $26.3B invested in Regeneron Pharmaceuticals in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 220 increasing their positions, 180 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69.35% more ownership

Funds ownership: 0%69.35% (+69%)

67% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 55

22% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 180

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 553576 (+23)

10% less call options, than puts

Call options by funds: $732M | Put options by funds: $814M

10% less capital invested

Capital invested by funds: $29.4B → $26.3B (-$3.08B)

Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
14.4%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
92
Increased
220
Reduced
180
Closed
55
Calls
$732M
Puts
$814M
Net Calls
-$82.4M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.87B -$498M -1,310,024 -14%
Capital World Investors
2
Capital World Investors
California
$2.85B -$19.5M -51,213 -0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.09B -$483M -1,270,123 -18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.81B +$41.9M +110,090 +2%
State Street
5
State Street
Massachusetts
$1.19B +$26.1M +68,675 +2%
BFA
6
BlackRock Fund Advisors
California
$898M +$59.8M +157,214 +7%
Sands Capital Management
7
Sands Capital Management
Virginia
$845M -$74M -194,576 -8%
BIT
8
BlackRock Institutional Trust
California
$748M +$7.37M +19,389 +1%
Jennison Associates
9
Jennison Associates
New York
$704M -$78M -205,207 -10%
Artisan Partners
10
Artisan Partners
Wisconsin
$694M +$45.2M +118,896 +7%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$630M +$216M +567,188 +49%
Polen Capital Management
12
Polen Capital Management
Florida
$492M +$201M +529,348 +65%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$396M -$44.7M -117,674 -10%
Bank of America
14
Bank of America
North Carolina
$365M +$50.7M +133,273 +15%
Franklin Resources
15
Franklin Resources
California
$335M +$48.6M +127,891 +16%
Northern Trust
16
Northern Trust
Illinois
$328M -$11M -28,866 -3%
Invesco
17
Invesco
Georgia
$326M +$15.8M +41,562 +5%
JHIU
18
Janus Henderson Investors US
Colorado
$305M +$6.15M +16,185 +2%
Norges Bank
19
Norges Bank
Norway
$292M -$491K -1,291 -0.2%
Winslow Capital Management
20
Winslow Capital Management
Minnesota
$284M +$2.85M +7,498 +1%
American Century Companies
21
American Century Companies
Missouri
$249M +$4.18M +10,986 +2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$246M +$11.8M +31,097 +5%
Wells Fargo
23
Wells Fargo
California
$241M +$13.9M +36,597 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$237M +$475K +1,249 +0.2%
BG
25
BlackRock Group
United Kingdom
$233M +$6.97M +18,328 +3%

REGN Hedge Fund Activity: Q4 2016 in Review

576 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Regeneron Pharmaceuticals (REGN) for Q4 2016, worth a combined $26.3B — down 10% from $29.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new REGN positions and 55 closed out — a net gain of 37 holders — while 220 added to existing stakes and 180 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $216M. The largest seller was Fidelity Investments, cutting an estimated $498M.

  • 576 institutional investors held Regeneron Pharmaceuticals (REGN) as of Q4 2016, up from 553 in Q3 2016.
  • Funds reported $26.3B of Regeneron Pharmaceuticals stock for Q4 2016, down 10% quarter-over-quarter.
  • 92 funds opened new Regeneron Pharmaceuticals positions in Q4 2016 and 55 closed out, a net change of +37 holders.
  • The largest Regeneron Pharmaceuticals buyer in Q4 2016 was Loomis, Sayles & Company, an estimated $216M added.
  • The largest Regeneron Pharmaceuticals seller in Q4 2016 was Fidelity Investments, an estimated $498M sold.

Based on aggregated 13F filings for Q4 2016.