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114 hedge funds and large institutions have $778M invested in Xencor in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

2.33% more ownership

Funds ownership: 76.55%78.88% (+2.3%)

9% less capital invested

Capital invested by funds: $853M → $778M (-$75.1M)

14% less funds holding

Funds holding: 132114 (-18)

72% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
114
Holders Change
-18
Holders Change %
-13.64%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
45
Reduced
38
Closed
25
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$141M +$65.6M +2,924,510 +78%
Primecap Management
2
Primecap Management
California
$129M +$7.35M +327,887 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$78.8M +$7.34M +327,341 +10%
BlackRock
4
BlackRock
New York
$65M +$2.43M +108,301 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$35.9M +$2.02M +90,094 +6%
PA
6
Perceptive Advisors
New York
$27.3M -$7.04M -313,923 -20%
RG
7
Redmile Group
California
$25.1M -$9.08M -405,032 -25%
State Street
8
State Street
Massachusetts
$23.3M +$2.48M +110,474 +11%
BBA
9
Baker Bros. Advisors
New York
$18.4M
O
10
OrbiMed
New York
$15.8M -$2.08M -92,993 -11%
Norges Bank
11
Norges Bank
Norway
$15.4M
DM
12
Deerfield Management
New York
$11.9M -$16.2M -722,522 -56%
Franklin Resources
13
Franklin Resources
California
$11M -$2.5M -111,400 -18%
Northern Trust
14
Northern Trust
Illinois
$10.5M +$688K +30,715 +7%
Invesco
15
Invesco
Georgia
$10.2M +$1.98M +88,195 +22%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.97M +$232K +10,328 +3%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$7.46M -$133K -5,955 -2%
EAM
18
Eventide Asset Management
Massachusetts
$7.26M
TA
19
Teachers Advisors
New York
$6.97M +$140K +6,260 +2%
ACH
20
ArrowMark Colorado Holdings
Colorado
$6.79M +$355K +15,842 +5%
MCM
21
Matarin Capital Management
New York
$6.43M +$2.35K +105 +0%
QF
22
QVT Financial
New York
$6.36M
JP Morgan Chase
23
JP Morgan Chase
New York
$6.11M +$2.11M +93,975 +48%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$5.58M -$507K -22,635 -8%
RPAM
25
Rhenman & Partners Asset Management
Sweden
$5.48M -$9.95K -444 -0.2%

XNCR Hedge Fund Activity: Q2 2017 in Review

114 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Xencor (XNCR) for Q2 2017, worth a combined $778M — down 8.8% from $853M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of XNCR and 7 opened new positions — a net loss of 18 holders — while 38 trimmed existing stakes and 45 added.

The largest buyer was Fidelity Investments, adding an estimated $65.6M. The largest seller was Deerfield Management, cutting an estimated $16.2M.

  • 114 institutional investors held Xencor (XNCR) as of Q2 2017, down from 132 in Q1 2017.
  • Funds reported $778M of Xencor stock for Q2 2017, down 8.8% quarter-over-quarter.
  • 7 funds opened new Xencor positions in Q2 2017 and 25 closed out, a net change of -18 holders.
  • The largest Xencor buyer in Q2 2017 was Fidelity Investments, an estimated $65.6M added.
  • The largest Xencor seller in Q2 2017 was Deerfield Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2017.