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192 hedge funds and large institutions have $1.72B invested in Xencor in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 55

19% more capital invested

Capital invested by funds: $1.45B → $1.72B (+$273M)

4.02% more ownership

Funds ownership: 103.1%107.12% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less funds holding

Funds holding: 210192 (-18)

20% less call options, than puts

Call options by funds: $78K | Put options by funds: $97K

43% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 40

Holders
192
Holders Change
-18
Holders Change %
-8.57%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
82
Reduced
55
Closed
40
Calls
$78K
Puts
$97K
Net Calls
-$19K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$3K
RIL
177
Rothschild Investment LLC
Illinois
$2.64K +$1.15K +50 +77%
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$2.21K +$597 +26 +37%
LC
179
Lindbrook Capital
California
$1.54K -$3.86K -168 -71%
Creative Planning
180
Creative Planning
Kansas
$1.49K -$276K -12,030 -99%
Osaic Holdings
181
Osaic Holdings
Arizona
$1.13K +$322 +14 +40%
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$1.06K
BIG
183
Brooklyn Investment Group
New York
$805 +$804 +35 New
CPG
184
Cornerstone Planning Group
New Jersey
$731 +$873 +38 New
BIA
185
Bell Investment Advisors
California
$437
PFBT
186
Parkside Financial Bank & Trust
Missouri
$414
AWM
187
Abound Wealth Management
Tennessee
$230
FFA
188
Farther Finance Advisors
California
$115
LFG
189
Larson Financial Group
Missouri
$115
EWA
190
EverSource Wealth Advisors
Alabama
$46 +$46 +2 New
IA
191
IFP Advisors
Florida
$23 +$23 +1 New
Millennium Management
192
Millennium Management
New York
-$28.4M -1,414,296 Closed
PA
193
Perceptive Advisors
New York
-$10.6M -527,671 Closed
AC
194
Armistice Capital
New York
-$9.61M -478,000 Closed
Hudson Bay Capital Management
195
Hudson Bay Capital Management
Connecticut
-$4.22M -210,000 Closed
D.E. Shaw & Co
196
D.E. Shaw & Co
New York
-$3.18M -158,314 Closed
ECM
197
ExodusPoint Capital Management
New York
-$3.15M -156,908 Closed
RAM
198
Readystate Asset Management
Illinois
-$1.93M -96,100 Closed
Balyasny Asset Management
199
Balyasny Asset Management
Illinois
-$1.82M -90,288 Closed
MIM
200
Monashee Investment Management
Massachusetts
-$1.61M -80,000 Closed