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Xencor

195 hedge funds and large institutions have $1.36B invested in Xencor in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

490% more call options, than puts

Call options by funds: $59K | Put options by funds: $10K

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

33% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 57

10% more funds holding

Funds holding: 178195 (+17)

7% more capital invested

Capital invested by funds: $1.27B → $1.36B (+$88.3M)

1.09% more ownership

Funds ownership: 104.34%105.43% (+1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
195
Holders Change
+17
Holders Change %
+9.55%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
76
Reduced
57
Closed
17
Calls
$59K
Puts
$10K
Net Calls
+$49K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$523K +$66.2K +3,477 +16%
AB
102
Amalgamated Bank
New York
$518K -$11.1K -585 -2%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$516K -$913 -48 -0.2%
SG Americas Securities
104
SG Americas Securities
New York
$501K -$377K -19,834 -46%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$495K -$11.6K -612 -3%
WG
106
Winton Group
United Kingdom
$490K +$84.4K +4,434 +24%
PA
107
Profund Advisors
Maryland
$483K +$22.6K +1,188 +6%
MSRPS
108
Maryland State Retirement & Pension System
Maryland
$474K
HF
109
HRT Financial
New York
$454K -$151K -7,931 -27%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$410K
II
111
Inspire Investing
Idaho
$391K +$59.8K +3,144 +21%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$390K +$176K +9,272 +102%
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$378K -$3.81K -200 -1%
Wells Fargo
114
Wells Fargo
California
$374K -$315K -16,573 -48%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$373K +$47.6K +2,500 +17%
MM
116
MQS Management
New York
$373K +$334K +17,549 New
PMEF
117
Point72 Middle East FZE
United Arab Emirates
$373K +$98.6K +5,181 +42%
TRCT
118
Tower Research Capital (TRC)
New York
$363K +$239K +12,552 +276%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$352K
IA
120
IFP Advisors
Florida
$330K +$11.3K +595 +4%
EC
121
EntryPoint Capital
New York
$327K +$293K +15,419 New
ASRS
122
Arizona State Retirement System
Arizona
$324K -$4.28K -225 -1%
LPL Financial
123
LPL Financial
California
$321K +$12.5K +655 +5%
ProShare Advisors
124
ProShare Advisors
Maryland
$315K +$37.8K +1,986 +15%
OA
125
Oracle Alpha
Ontario, Canada
$308K +$276K +14,526 New

XNCR Hedge Fund Activity: Q4 2023 in Review

195 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xencor (XNCR) for Q4 2023, worth a combined $1.36B — up 6.9% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new XNCR positions and 17 closed out — a net gain of 18 holders — while 76 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $46.2M.

  • 195 institutional investors held Xencor (XNCR) as of Q4 2023, up from 178 in Q3 2023.
  • Funds reported $1.36B of Xencor stock for Q4 2023, up 6.9% quarter-over-quarter.
  • 35 funds opened new Xencor positions in Q4 2023 and 17 closed out, a net change of +18 holders.
  • The largest Xencor buyer in Q4 2023 was Morgan Stanley, an estimated $17.9M added.
  • The largest Xencor seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $46.2M sold.

Based on aggregated 13F filings for Q4 2023.