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169 hedge funds and large institutions have $1.9B invested in Xencor in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $14K | Put options by funds: $7K

0.07% more ownership

Funds ownership: 99.68%99.75% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $2B → $1.9B (-$99.3M)

5% less funds holding

Funds holding: 178169 (-9)

16% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 68

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
169
Holders Change
-9
Holders Change %
-5.06%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
57
Reduced
68
Closed
24
Calls
$14K
Puts
$7K
Net Calls
+$7K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$299M -$1.39M -42,397 -0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$273M +$2.66M +80,872 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$208M +$1.26M +38,272 +0.6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$194M +$2.24M +68,264 +1%
Primecap Management
5
Primecap Management
California
$172M -$684K -20,840 -0.4%
EC
6
EcoR1 Capital
California
$160M
State Street
7
State Street
Massachusetts
$84.4M -$740K -22,530 -0.9%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$51.5M +$13.2M +402,062 +34%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$33.4M +$806K +24,537 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$26.1M -$6.58M -200,276 -20%
Northern Trust
11
Northern Trust
Illinois
$21M +$86.6K +2,637 +0.4%
CS
12
Candriam SCA
Luxembourg
$20.8M +$4.38M +133,256 +26%
Norges Bank
13
Norges Bank
Norway
$19.9M -$251K -7,638 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$18.9M +$111K +3,393 +0.6%
Invesco
15
Invesco
Georgia
$18.8M +$1.33M +40,355 +8%
JP Morgan Chase
16
JP Morgan Chase
New York
$17.3M -$2.62M -79,884 -13%
RPAM
17
Rhenman & Partners Asset Management
Sweden
$16.6M +$5.49M +167,002 +49%
EAM
18
Eventide Asset Management
Massachusetts
$16.5M
Charles Schwab
19
Charles Schwab
California
$14.2M +$1.19M +36,335 +9%
Principal Financial Group
20
Principal Financial Group
Iowa
$13.7M -$136K -4,148 -1%
Morgan Stanley
21
Morgan Stanley
New York
$9.15M -$1.18M -35,942 -11%
UBS AM
22
UBS AM
Illinois
$9M -$207K -6,296 -2%
Ameriprise
23
Ameriprise
Minnesota
$8.57M -$231K -7,024 -3%
DA
24
DCF Advisers
Connecticut
$7.51M +$1.08M +33,000 +17%
PPA
25
Parametric Portfolio Associates
Washington
$6.83M +$2.55M +77,691 +59%

XNCR Hedge Fund Activity: Q3 2021 in Review

169 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Xencor (XNCR) for Q3 2021, worth a combined $1.9B — down 5% from $2B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of XNCR and 16 opened new positions — a net loss of 8 holders — while 68 trimmed existing stakes and 57 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $13.2M. The largest seller was Goldman Sachs, cutting an estimated $13.3M.

  • 169 institutional investors held Xencor (XNCR) as of Q3 2021, down from 178 in Q2 2021.
  • Funds reported $1.9B of Xencor stock for Q3 2021, down 5% quarter-over-quarter.
  • 16 funds opened new Xencor positions in Q3 2021 and 24 closed out, a net change of -8 holders.
  • The largest Xencor buyer in Q3 2021 was Loomis, Sayles & Company, an estimated $13.2M added.
  • The largest Xencor seller in Q3 2021 was Goldman Sachs, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2021.