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EXEL · ARGX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EXEL
  • ARGX
0102030202120222023202420252026
Holders and value by quarter
QuarterEXELARGX
Q3 202018 holders, $1.8bn8 holders, $3.6bn
Q4 202011 holders, $1.2bn7 holders, $4.1bn
Q1 202113 holders, $1.3bn8 holders, $4.1bn
Q2 202110 holders, $976m9 holders, $4.6bn
Q3 202113 holders, $1.1bn8 holders, $4.5bn
Q4 20219 holders, $922m9 holders, $5.3bn
Q1 202210 holders, $1.2bn8 holders, $5.3bn
Q2 202212 holders, $1.4bn13 holders, $6.5bn
Q3 202211 holders, $630m14 holders, $5.3bn
Q4 202211 holders, $714m13 holders, $5.5bn
Q1 202312 holders, $1.1bn13 holders, $5.9bn
Q2 202310 holders, $976m18 holders, $6.6bn
Q3 202312 holders, $1.1bn21 holders, $8.7bn
Q4 202313 holders, $1.2bn17 holders, $6.3bn
Q1 202411 holders, $1.2bn13 holders, $6.8bn
Q2 202411 holders, $1.1bn14 holders, $7.9bn
Q3 202412 holders, $1.3bn13 holders, $10.7bn
Q4 202413 holders, $1.8bn14 holders, $12.3bn
Q1 202513 holders, $2.0bn17 holders, $11.8bn
Q2 202513 holders, $2.1bn18 holders, $10.8bn
Q3 20259 holders, $2.1bn16 holders, $13.8bn
Q4 202511 holders, $2.3bn16 holders, $14.8bn
Q1 202612 holders, $2.3bn11 holders, $12.3bn
Q2 202615 holders, $3.1bn14 holders, $15.0bn
EXEL

Exelixis Inc

Holders
11
Reported value
$1.1bn
Buyers
7
Sellers
3

Breadth +4 among 94 comparable managers.

ARGX

Argenx Se

Holders
14
Reported value
$7.9bn
Buyers
9
Sellers
7

Breadth +2 among 94 comparable managers.

Who holds both, Q2 2024

Among the 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →