L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 12 Feb 2025
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 3 listed it in both
Shares listed
6,280,926
combined, among listed positions
Reported value
$206m
combined, at the quarter end

Among the 94 comparable managers: 3 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing AGIO in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Farallon Capital Management LLC5,674,466$186m0.82%Added+13,60014 Feb 2025 (the filing on sec.gov)
Artisan Partners LP499,134$16munder 0.1%Added+107,29212 Feb 2025 (the filing on sec.gov)
Moore Capital Management LP60,000$2.0munder 0.1%Trimmed-40,00014 Feb 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP47,326$1.6munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AGIO by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20131$2.0mn.a.n.a.
Q4 20131$3.4mn.a.n.a.
Q1 20141$13mn.a.n.a.
Q2 20142$59mn.a.n.a.
Q3 20144$503mn.a.n.a.
Q4 20145$1.2bnn.a.n.a.
Q1 20154$1.1bnn.a.n.a.
Q2 20155$1.5bnn.a.n.a.
Q3 20155$975mn.a.n.a.
Q4 20155$922mn.a.n.a.
Q1 20165$381mn.a.n.a.
Q2 20165$326mn.a.n.a.
Q3 20167$727mn.a.n.a.
Q4 20165$306mn.a.n.a.
Q1 20177$805mn.a.n.a.
Q2 20177$823mn.a.n.a.
Q3 20179$1.1bnn.a.n.a.
Q4 20175$919mn.a.n.a.
Q1 20188$1.8bnn.a.n.a.
Q2 20188$1.8bnn.a.n.a.
Q3 20186$1.6bnn.a.n.a.
Q4 20187$835mn.a.n.a.
Q1 20197$1.4bnn.a.n.a.
Q2 20195$855mn.a.n.a.
Q3 20196$554mn.a.n.a.
Q4 20198$883mn.a.n.a.
Q1 20206$657mn.a.n.a.
Q2 20208$829mn.a.n.a.
Q3 20209$371mn.a.n.a.
Q4 20209$441mn.a.n.a.
Q1 20219$483mn.a.n.a.
Q2 20216$892mn.a.n.a.
Q3 20216$283mn.a.n.a.
Q4 20215$220mn.a.n.a.
Q1 20227$203mn.a.n.a.
Q2 20225$40mn.a.n.a.
Q3 20227$198mn.a.n.a.
Q4 20226$218mn.a.n.a.
Q1 20235$186mn.a.n.a.
Q2 20234$251mn.a.n.a.
Q3 20234$205mn.a.n.a.
Q4 20233$106m30
Q1 20245$180m32
Q2 202410$358m82
Q3 20246$332m42
Q4 20244$206m32
Q1 20253$181m11
Q2 20254$215m31
Q3 20253$250m21
Q4 20254$159m217
Q1 20265$306m1416
Q2 20264$354m1512

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AGIO and LLY →AGIO and JNJ →AGIO and VRTX →Choose a stock to compare with AGIO →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AGIO, latest filings →Back to the 13F Explorer →