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144 hedge funds and large institutions have $1.57B invested in Xencor in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $370K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.31% less ownership

Funds ownership: 94.36%92.05% (-2.3%)

12% less funds holding

Funds holding: 163144 (-19)

14% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 58

15% less capital invested

Capital invested by funds: $1.84B → $1.57B (-$273M)

63% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 27

Holders
144
Holders Change
-19
Holders Change %
-11.66%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
50
Reduced
58
Closed
27
Calls
$1.21M
Puts
$370K
Net Calls
+$840K
Net Calls Change
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$255M +$1.11M +33,403 +0.4%
BlackRock
2
BlackRock
New York
$238M -$8.39M -253,278 -3%
Primecap Management
3
Primecap Management
California
$170M -$26.7M -806,941 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$163M +$3.16M +95,246 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$154M -$9.76M -294,724 -5%
EC
6
EcoR1 Capital
California
$74.7M
State Street
7
State Street
Massachusetts
$63M +$4.08M +123,052 +6%
BI
8
BVF Inc
California
$50.5M +$56M +1,689,300 New
Norges Bank
9
Norges Bank
Norway
$28.3M -$2.48M -74,753 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$24.1M +$956K +28,861 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$21.9M +$1.41M +42,466 +6%
Northern Trust
12
Northern Trust
Illinois
$19.5M +$256K +7,729 +1%
Goldman Sachs
13
Goldman Sachs
New York
$18.4M +$1.02M +30,662 +5%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$17.5M +$120K +3,608 +0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16M -$419K -12,648 -2%
Invesco
16
Invesco
Georgia
$13.5M +$5.73M +173,009 +62%
BBA
17
Baker Bros. Advisors
New York
$12.8M
Federated Hermes
18
Federated Hermes
Pennsylvania
$11.7M +$12.5M +377,435 +2,695%
Principal Financial Group
19
Principal Financial Group
Iowa
$11.4M -$708K -21,378 -5%
Charles Schwab
20
Charles Schwab
California
$9.42M +$582K +17,581 +6%
RPAM
21
Rhenman & Partners Asset Management
Sweden
$8.97M -$321K -9,675 -3%
EAM
22
Eventide Asset Management
Massachusetts
$8.96M
N
23
Nuveen
North Carolina
$7.8M +$407K +12,278 +5%
Ameriprise
24
Ameriprise
Minnesota
$7.67M +$10.8K +325 +0.1%
PAM
25
Panagora Asset Management
Massachusetts
$7.32M -$3.96M -119,547 -33%

XNCR Hedge Fund Activity: Q1 2020 in Review

144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Xencor (XNCR) for Q1 2020, worth a combined $1.57B — down 15% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of XNCR and 10 opened new positions — a net loss of 17 holders — while 58 trimmed existing stakes and 50 added.

The largest buyer was BVF Inc, opening a new position worth an estimated $56M. The largest seller was Primecap Management, cutting an estimated $26.7M.

  • 144 institutional investors held Xencor (XNCR) as of Q1 2020, down from 163 in Q4 2019.
  • Funds reported $1.57B of Xencor stock for Q1 2020, down 15% quarter-over-quarter.
  • 10 funds opened new Xencor positions in Q1 2020 and 27 closed out, a net change of -17 holders.
  • The largest Xencor buyer in Q1 2020 was BVF Inc, an estimated $56M added.
  • The largest Xencor seller in Q1 2020 was Primecap Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2020.