Annexon Ownership 2024 | Who Owns Annexon Now?


OverviewForecastRevenueFinancialsChart

Institutional Ownership

87.73%

Insider Ownership

0.39%

Retail Ownership

11.88%

Institutional Holders

156.00

Annexon Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC6.89%4.55%8,449,208-254,060-2.92%41,401,119Jun 30, 2024
FMR LLC6.77%0.00%8,299,720-1,073,102-11.45%40,668,628Jun 30, 2024
ALERCE INVESTMENT MANAGEMENT, L.P.6.04%71.13%7,406,024--36,289,518Jun 30, 2024
BVF INC/IL5.71%0.96%7,000,000--34,300,000Jun 30, 2024
BLACKROCK INC.5.37%0.00%6,587,2871,543,75730.61%32,277,707Jun 30, 2024
REDMILE GROUP, LLC5.24%1.90%6,427,462924,27216.80%31,494,564Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.4.88%0.08%5,989,017832,61716.15%29,346,184Jun 30, 2024
BELLEVUE GROUP AG4.20%0.41%5,157,2902,975,000136.32%25,270,721Jun 30, 2024
VANGUARD GROUP INC3.71%0.00%4,556,640808,98521.59%22,327,536Jun 30, 2024
WOODLINE PARTNERS LP3.32%0.19%4,071,6772,071,068103.52%19,951,217Jun 30, 2024
LOGOS GLOBAL MANAGEMENT LP2.69%1.31%3,300,000250,0008.20%16,170,000Jun 30, 2024
GMT CAPITAL CORP2.40%0.53%2,939,945294,42111.13%14,405,731Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.2.32%0.03%2,840,145-1,479,830-34.26%13,916,711Jun 30, 2024
CANDRIAM S.C.A.1.67%0.06%2,053,4592,053,459100.00%10,061,480Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.48%0.00%1,812,366382,88026.78%8,881,865Jun 30, 2024
STATE STREET CORP1.45%0.00%1,773,585575,46248.03%8,690,567,000Jun 30, 2024
MARSHALL WACE, LLP1.38%0.01%1,693,6651,378,053436.63%8,298,957Jun 30, 2024
JPMORGAN CHASE & CO1.37%0.00%1,686,372726,72475.73%8,263,223Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.33%0.00%1,627,4021,319,344428.28%7,974,270Jun 30, 2024
LOGOS GLOBAL MANAGEMENT LP1.22%0.60%1,500,000500,00050.00%7,350,000Jun 30, 2024

Annexon's largest institutional shareholder is BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC, holding 6.89% of the company's total share outstanding, currently valued at $41.40M. The top 10 institutional shareholders own together 52.13% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALERCE INVESTMENT MANAGEMENT, L.P.6.04%71.13%7,406,024--36,289,518Jun 30, 2024
BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC6.89%4.55%8,449,208-254,060-2.92%41,401,119Jun 30, 2024
REDMILE GROUP, LLC5.24%1.90%6,427,462924,27216.80%31,494,564Jun 30, 2024
TFG ASSET MANAGEMENT GP LTD1.03%1.54%1,257,9851,257,985100.00%6,164,127Jun 30, 2024
LOGOS GLOBAL MANAGEMENT LP2.69%1.31%3,300,000250,0008.20%16,170,000Jun 30, 2024
BVF INC/IL5.71%0.96%7,000,000--34,300,000Jun 30, 2024
LOGOS GLOBAL MANAGEMENT LP1.22%0.60%1,500,000500,00050.00%7,350,000Jun 30, 2024
OVATA CAPITAL MANAGEMENT LTD0.16%0.53%200,000200,000100.00%980,000Jun 30, 2024
GMT CAPITAL CORP2.40%0.53%2,939,945294,42111.13%14,405,731Jun 30, 2024
GHOST TREE CAPITAL, LLC0.25%0.48%310,000310,000100.00%1,519,000Jun 30, 2024
RHENMAN & PARTNERS ASSET MANAGEMENT AB0.73%0.42%900,000900,000100.00%4,410,000Jun 30, 2024
BELLEVUE GROUP AG4.20%0.41%5,157,2902,975,000136.32%25,270,721Jun 30, 2024
GHOST TREE CAPITAL, LLC0.17%0.33%214,500214,500100.00%1,051,050Jun 30, 2024
IKARIAN CAPITAL, LLC0.31%0.32%380,000-1,025,000-72.95%1,862,000Jun 30, 2024
OCTAGON CAPITAL ADVISORS LP0.33%0.31%400,000-1,650,000-80.49%1,960,000Jun 30, 2024
PARKMAN HEALTHCARE PARTNERS LLC0.27%0.21%326,845-19,842-5.72%1,601,541Jun 30, 2024
WOODLINE PARTNERS LP3.32%0.19%4,071,6772,071,068103.52%19,951,217Jun 30, 2024
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY0.39%0.16%482,550--2,364,495Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP0.72%0.14%883,448883,448100.00%4,328,895Jun 30, 2024
ARTIA GLOBAL PARTNERS LP0.12%0.14%147,485--722,677Jun 30, 2024

The largest Annexon shareholder by % of total assets is ALERCE INVESTMENT MANAGEMENT, L.P.. The company owns 7.41M shares of Annexon (ANNX), representing 71.13% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BELLEVUE GROUP AG4.20%0.41%5,157,2902,975,000136.32%25,270,721Jun 30, 2024
WOODLINE PARTNERS LP3.32%0.19%4,071,6772,071,068103.52%19,951,217Jun 30, 2024
CANDRIAM S.C.A.1.67%0.06%2,053,4592,053,459100.00%10,061,480Jun 30, 2024
BLACKROCK INC.5.37%0.00%6,587,2871,543,75730.61%32,277,707Jun 30, 2024
MARSHALL WACE, LLP1.38%0.01%1,693,6651,378,053436.63%8,298,957Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.33%0.00%1,627,4021,319,344428.28%7,974,270Jun 30, 2024
TFG ASSET MANAGEMENT GP LTD1.03%1.54%1,257,9851,257,985100.00%6,164,127Jun 30, 2024
REDMILE GROUP, LLC5.24%1.90%6,427,462924,27216.80%31,494,564Jun 30, 2024
RHENMAN & PARTNERS ASSET MANAGEMENT AB0.73%0.42%900,000900,000100.00%4,410,000Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP0.72%0.14%883,448883,448100.00%4,328,895Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.4.88%0.08%5,989,017832,61716.15%29,346,184Jun 30, 2024
VANGUARD GROUP INC3.71%0.00%4,556,640808,98521.59%22,327,536Jun 30, 2024
JPMORGAN CHASE & CO1.37%0.00%1,686,372726,72475.73%8,263,223Jun 30, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC0.52%0.03%639,573639,573100.00%3,133,908Jun 30, 2024
STATE STREET CORP1.45%0.00%1,773,585575,46248.03%8,690,567,000Jun 30, 2024
LOGOS GLOBAL MANAGEMENT LP1.22%0.60%1,500,000500,00050.00%7,350,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.67%0.00%822,605488,692146.35%4,030,222Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.37%0.01%450,000450,000100.00%2,205,000Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.36%0.00%447,700432,8942923.77%2,193,730Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.48%0.00%1,812,366382,88026.78%8,881,865Jun 30, 2024

As of Jun 30 2024, Annexon's largest institutional buyer is BELLEVUE GROUP AG. The company purchased 2.98M stocks of ANNX, valued at $25.27M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
OCTAGON CAPITAL ADVISORS LP0.33%0.31%400,000-1,650,000-80.49%1,960,000Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA----1,644,591-100.00%-Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.2.32%0.03%2,840,145-1,479,830-34.26%13,916,711Jun 30, 2024
FMR LLC6.77%0.00%8,299,720-1,073,102-11.45%40,668,628Jun 30, 2024
IKARIAN CAPITAL, LLC0.31%0.32%380,000-1,025,000-72.95%1,862,000Jun 30, 2024
POLAR CAPITAL HOLDINGS PLC----1,000,000-100.00%-Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.28%0.00%347,212-930,976-72.84%1,701,339Jun 30, 2024
INVESCO LTD.0.02%-22,838-766,206-97.11%111,906Jun 30, 2024
STEMPOINT CAPITAL LP----605,117-100.00%-Jun 30, 2024
UBS OCONNOR LLC----418,500-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----315,155-100.00%-Jun 30, 2024
SOLEUS CAPITAL MANAGEMENT, L.P.----292,400-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.0.08%0.00%92,085-287,169-75.72%451,217Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC0.08%0.01%103,493-271,783-72.42%507,116Jun 30, 2024
BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC6.89%4.55%8,449,208-254,060-2.92%41,401,119Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/0.89%0.00%1,094,472-229,232-17.32%5,364,000Jun 30, 2024
JUMP FINANCIAL, LLC0.04%0.00%42,953-167,247-79.57%210,470Jun 30, 2024
SUPERSTRING CAPITAL MANAGEMENT LP----155,728-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----141,037-100.00%-Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC----122,784-100.00%-Jun 30, 2024

As of Jun 30 2024, Annexon's biggest institutional seller is OCTAGON CAPITAL ADVISORS LP. The company sold -1.65M shares of ANNX, valued at $1.96M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CANDRIAM S.C.A.1.67%0.06%2,053,4592,053,459100.00%10,061,480Jun 30, 2024
TFG ASSET MANAGEMENT GP LTD1.03%1.54%1,257,9851,257,985100.00%6,164,127Jun 30, 2024
RHENMAN & PARTNERS ASSET MANAGEMENT AB0.73%0.42%900,000900,000100.00%4,410,000Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP0.72%0.14%883,448883,448100.00%4,328,895Jun 30, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC0.52%0.03%639,573639,573100.00%3,133,908Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.37%0.01%450,000450,000100.00%2,205,000Jun 30, 2024
TREXQUANT INVESTMENT LP0.26%0.02%313,093313,093100.00%1,534,156Jun 30, 2024
GHOST TREE CAPITAL, LLC0.25%0.48%310,000310,000100.00%1,519,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.20%0.00%250,000250,000100.00%1,225,000Jun 30, 2024
POINT72 EUROPE (LONDON) LLP0.19%0.09%234,592234,592100.00%1,149,500Jun 30, 2024
LMR PARTNERS LLP0.18%0.01%219,600219,600100.00%1,076,040Jun 30, 2024
GHOST TREE CAPITAL, LLC0.17%0.33%214,500214,500100.00%1,051,050Jun 30, 2024
OVATA CAPITAL MANAGEMENT LTD0.16%0.53%200,000200,000100.00%980,000Jun 30, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.0.16%0.05%192,612192,612100.00%943,799Jun 30, 2024
J. GOLDMAN & CO LP0.13%0.02%162,000162,000100.00%793,800Jun 30, 2024
MONASHEE INVESTMENT MANAGEMENT LLC0.12%0.10%150,000150,000100.00%735,000Jun 30, 2024
LMR PARTNERS LLP0.10%0.01%120,000120,000100.00%588,000Jun 30, 2024
ALPS ADVISORS INC0.06%0.00%71,07771,077100.00%348,277Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.05%0.00%64,30964,309100.00%315,114Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.05%0.05%61,10961,109100.00%299,434Jun 30, 2024
PARK AVENUE SECURITIES LLC0.04%0.00%49,98649,986100.00%245,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%45,31845,318100.00%222,058Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.03%0.01%35,30035,300100.00%172,970Jun 30, 2024
MAVEN SECURITIES LTD0.03%0.01%34,70734,707100.00%170,064Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.03%0.00%34,16734,167100.00%167,418Jun 30, 2024
SQUAREPOINT OPS LLC0.02%0.00%28,33728,337100.00%138,851Jun 30, 2024
OMERS ADMINISTRATION CORP0.02%0.00%24,40024,400100.00%119,560Jun 30, 2024
LPL FINANCIAL LLC0.02%0.00%22,99722,997100.00%112,684Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.02%0.00%21,99621,996100.00%107,780Jun 30, 2024
SQUAREPOINT OPS LLC0.02%0.00%21,50021,500100.00%105,350Jun 30, 2024
D. E. SHAW & CO., INC.0.02%0.00%20,00020,000100.00%98,000Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.01%0.00%18,00018,000100.00%88,200Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.01%0.02%17,78217,782100.00%87,132Jun 30, 2024
VIRTUS ETF ADVISERS LLC0.01%0.04%15,06315,063100.00%73,809Jun 30, 2024
CORTON CAPITAL INC.0.01%0.03%11,47811,478100.00%56,242Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.01%-11,44011,440100.00%56,056,000Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC0.01%0.00%10,34510,345100.00%50,691Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.01%0.00%10,03810,038100.00%49,186Jun 30, 2024
HARBOR ADVISORS LLC0.01%0.01%10,00010,000100.00%49,000Jun 30, 2024
SANDIA INVESTMENT MANAGEMENT LP0.01%0.06%10,00010,000100.00%49,000Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.01%0.00%9,8009,800100.00%48,020Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-670670100.00%3,203Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%457457100.00%2,240Jun 30, 2024
SIGNATUREFD, LLC0.00%-151151100.00%740Jun 30, 2024
ROTHSCHILD INVESTMENT LLC--2525100.00%123Jun 30, 2024

Annexon's largest new institutional shareholder by number of shares is CANDRIAM S.C.A., purchased 2.05M shares, valued at $10.06M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PICTET ASSET MANAGEMENT HOLDING SA----1,644,591-100.00%-Jun 30, 2024
POLAR CAPITAL HOLDINGS PLC----1,000,000-100.00%-Jun 30, 2024
STEMPOINT CAPITAL LP----605,117-100.00%-Jun 30, 2024
UBS OCONNOR LLC----418,500-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----315,155-100.00%-Jun 30, 2024
SOLEUS CAPITAL MANAGEMENT, L.P.----292,400-100.00%-Jun 30, 2024
SUPERSTRING CAPITAL MANAGEMENT LP----155,728-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----141,037-100.00%-Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC----122,784-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----63,295-100.00%-Jun 30, 2024
PDT PARTNERS, LLC----39,505-100.00%-Jun 30, 2024
LINCOLN NATIONAL CORP----35,000-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----33,197-100.00%-Jun 30, 2024
AXQ CAPITAL, LP----25,700-100.00%-Jun 30, 2024
BELVEDERE TRADING LLC----16,446-100.00%-Jun 30, 2024
J. GOLDMAN & CO LP----14,670-100.00%-Jun 30, 2024
PROSHARE ADVISORS LLC----12,102-100.00%-Jun 30, 2024
SPHERA FUNDS MANAGEMENT LTD.----11,400-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----8,094-100.00%-Jun 30, 2024
QUARRY LP----7,010-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----3,603-100.00%-Jun 30, 2024
SUNBELT SECURITIES, INC.----800-100.00%-Jun 30, 2024
LINDBROOK CAPITAL, LLC----290-100.00%-Jun 30, 2024
PARALLEL ADVISORS, LLC----122-100.00%-Jun 30, 2024
QUADRANT CAPITAL GROUP LLC----34-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----9-100.00%-Jun 30, 2024

Annexon's largest sold out institutional shareholder by shares sold is PICTET ASSET MANAGEMENT HOLDING SA, sold -1.64M shares, valued at -, as of undefined.

Annexon Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
CORNERCAP GROUP OF FUNDS /VA/0.31%22,256--Sep 30, 2022
FIDELITY ADVISOR SERIES VII0.15%1,315,548991,632306.14%Jan 31, 2024
Federated Hermes Equity Funds0.15%2,877,657--Jan 31, 2024
T. Rowe Price New Horizons Fund, Inc.0.13%665,932--Mar 31, 2024
T. Rowe Price Health Sciences Fund, Inc.0.12%413,699--Mar 31, 2024
Vericimetry Funds0.11%9,620--Mar 31, 2024
FIDELITY MT VERNON STREET TRUST0.10%2,814,1682,633,6781459.18%Feb 29, 2024
BlackRock Health Sciences Trust II0.09%237,835--Mar 31, 2024
BRIDGEWAY FUNDS INC0.07%165,100--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.07%35,304--Mar 31, 2024
BlackRock Health Sciences Trust0.06%15,164--Mar 31, 2024
AB CAP FUND, INC.0.04%1,554,212--Jan 31, 2024
MFS SERIES TRUST I0.03%495,468--Feb 29, 2024
FIDELITY SECURITIES FUND0.02%1,828,417943,093106.53%Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%9,1752,02128.25%Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%80,331-10,392-11.45%Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.01%20,066--Mar 31, 2024
FIDELITY SELECT PORTFOLIOS0.01%696,433589,627552.05%Feb 29, 2024
Simplify Exchange Traded Funds0.01%492,595--Mar 31, 2024
ETFis Series Trust I0.01%11,398--Jan 31, 2024
VANGUARD INDEX FUNDS0.01%3,297,9631,108,13450.60%Mar 31, 2024
Fidelity Commonwealth Trust II0.01%52,17552,175-Aug 31, 2023
Bernstein Fund Inc0.01%64,140--Mar 31, 2024
MFS VARIABLE INSURANCE TRUST0.01%158,7408890.56%Mar 31, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.0.00%19,465--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%41,991--Mar 31, 2024
Humankind Benefit Corp0.00%74--Dec 31, 2023
ALPS ETF Trust0.00%37,484--Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%123,668--Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%51,578-597-1.14%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%612-6,720-91.65%Mar 31, 2024
Calvert Variable Products, Inc.0.00%6,7182,94978.24%Mar 31, 2024
FEDERATED HERMES INSURANCE SERIES0.00%8,280--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%350,91414,8964.43%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%49,26320,41970.79%Mar 31, 2024
Voya INVESTORS TRUST0.00%82,00182,001-Mar 31, 2024
SEASONS SERIES TRUST0.00%27,33527,335-Mar 31, 2024
OHIO NATIONAL FUND INC0.00%21,100--Mar 31, 2024
Managed Portfolio Series0.00%22,604--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%3,35947416.43%Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%21,5072,43712.78%Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%49,278--Jan 31, 2024
Direxion Shares ETF Trust0.00%84,575--Jan 31, 2024
BlackRock ETF Trust0.00%460--Jan 31, 2024
Dimensional ETF Trust0.00%195,831183,3031463.15%Jan 31, 2024
MUTUAL FUND SERIES TRUST0.00%1,867,250--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%1,130--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%26,20012,20087.14%Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%42,34119,36984.32%Feb 29, 2024
HC CAPITAL TRUST0.00%11,704--Mar 31, 2024
VANGUARD WORLD FUND0.00%74,142--Feb 29, 2024
NORTHERN FUNDS0.00%35,4888,93733.66%Mar 28, 2024
SunAmerica Specialty Series0.00%122--Apr 30, 2021
Federated Hermes Global Allocation Fund0.00%2,207--Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%115,613--Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%4,3081,40648.45%Mar 31, 2024
iSHARES TRUST0.00%2,427,260700,48040.57%Mar 31, 2024
EQ ADVISORS TRUST0.00%138,44719,02315.93%Mar 31, 2024
RYDEX SERIES FUNDS0.00%416--Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%198,13822,51112.82%Feb 29, 2024
MASTER INVESTMENT PORTFOLIO0.00%8,6958,695-Mar 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%94,340-13,856-12.81%Mar 31, 2024
COLUMBIA FUNDS VARIABLE INSURANCE TRUST0.00%46,543--Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%10,4193,92860.51%Mar 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%8,5851,00713.29%Jan 31, 2024
PENN SERIES FUNDS INC0.00%1,800--Mar 28, 2024
VALIC Co I0.00%17,516-70-0.40%Feb 29, 2024
TIAA-CREF FUNDS0.00%179,674--Jan 31, 2024
RYDEX DYNAMIC FUNDS0.00%206--Dec 31, 2023
MFS SERIES TRUST XV0.00%1,060-25-2.30%Jan 31, 2024
ProFunds0.00%52313936.20%Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%103,28364,283164.83%Mar 31, 2024
COLUMBIA FUNDS SERIES TRUST I0.00%153,457--Feb 29, 2024
Blackstone Alternative Investment Funds0.00%3,8001,00035.71%Mar 31, 2024
Guggenheim Active Allocation Fund0.00%185--Feb 29, 2024
PACIFIC FUNDS SERIES TRUST0.00%8,1663,11261.57%Mar 31, 2023
PROSHARES TRUST0.00%6,689-2,603-28.01%Feb 29, 2024
THRIVENT SERIES FUND INC0.00%2,885--Mar 28, 2024
Brighthouse Funds Trust II0.00%22,0646,56542.36%Mar 31, 2024
PACIFIC SELECT FUND0.00%89,5475,7906.91%Mar 31, 2024
RYDEX VARIABLE TRUST0.00%27--Dec 31, 2023
USAA MUTUAL FUNDS TRUST0.00%5,17284319.47%Jan 31, 2024
SPDR SERIES TRUST0.00%747,264--Mar 31, 2024
Brinker Capital Destinations Trust0.00%1,1631,163-Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%41,34521,485108.18%Mar 31, 2024
PGIM ETF TRUST0.00%1,196--Feb 29, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%1,763--Feb 29, 2024
ADVANCED SERIES TRUST0.00%56,664--Mar 28, 2024
VICTORY PORTFOLIOS0.00%439--Mar 31, 2024
SUNAMERICA SERIES TRUST0.00%5,171-21-0.40%Jan 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%5,932--Jan 31, 2024
FIDELITY SALEM STREET TRUST0.00%49,74314,74342.12%Mar 31, 2024
FIDELITY CAPITAL TRUST0.00%129--Jan 31, 2024
ETF Series Solutions0.00%226--Jan 31, 2024
VANGUARD WELLINGTON FUND0.00%3,191--Feb 29, 2024
SPDR INDEX SHARES FUNDS0.00%1,440--Mar 31, 2024
Bridge Builder Trust0.00%27,42110,38961.00%Mar 31, 2024
MASSMUTUAL SELECT FUNDS0.00%5,399--Dec 31, 2023
GOLDMAN SACHS TRUST0.00%13,652--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%3,179-7,558-70.39%Jan 31, 2024

Annexon's largest mutual fund holder by % of total assets is "CORNERCAP GROUP OF FUNDS /VA/", owning 22.26K shares, compromising 0.31% of its total assets.

Annexon Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2415615.56%
31 Mar, 2413532.35%
31 Dec, 231025.15%
30 Sep, 2397-3.00%
30 Jun, 23100-2.91%
31 Mar, 2310314.44%
31 Dec, 229018.42%
30 Sep, 2276-6.17%
30 Jun, 2281-20.59%
31 Mar, 221026.25%
31 Dec, 219617.07%
30 Sep, 218210.81%
30 Jun, 21741.37%
31 Mar, 21735.80%
31 Dec, 20697.81%
30 Sep, 2064-

As of 30 Jun 24, 156 institutions are holding Annexon's shares, representing an increase of 15.56% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24107,623,09113.58%
31 Mar, 2494,758,16117.52%
31 Dec, 2380,631,34850.51%
30 Sep, 2353,570,888-1.02%
30 Jun, 2354,125,2100.30%
31 Mar, 2353,963,12411.26%
31 Dec, 2248,500,2231.97%
30 Sep, 2247,562,85623.83%
30 Jun, 2238,411,280-1.47%
31 Mar, 2238,985,9730.57%
31 Dec, 2138,766,5741.87%
30 Sep, 2138,056,674-2.05%
30 Jun, 2138,854,7453.81%
31 Mar, 2137,427,9603.42%
31 Dec, 2036,191,3783.94%
30 Sep, 2034,820,550-

Annexon (ANNX) has 107.62M shares outstanding as of 30 Jun 24, up 13.58% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2487.73%1.47%
31 Mar, 2477.24%0.73%
31 Dec, 23103.09%2.04%
30 Sep, 2371.10%1.37%
30 Jun, 2371.95%1.35%
31 Mar, 2373.07%0.93%
31 Dec, 2288.71%1.85%
30 Sep, 2269.28%0.70%
30 Jun, 2299.55%0.97%
31 Mar, 22101.10%1.00%
31 Dec, 21100.75%1.02%
30 Sep, 2199.26%0.96%
30 Jun, 21101.51%1.06%
31 Mar, 2198.07%1.09%
31 Dec, 2094.85%0.63%
30 Sep, 20122.33%-

As of 30 Jun 24, Annexon is held by 87.73% institutional shareholders, representing a 1.47% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 249822.50%
31 Mar, 248042.86%
31 Dec, 235630.23%
30 Sep, 2343-34.85%
30 Jun, 23668.20%
31 Mar, 236152.50%
31 Dec, 224011.11%
30 Sep, 223620.00%
30 Jun, 2230-49.15%
31 Mar, 22597.27%
31 Dec, 215525.00%
30 Sep, 2144-4.35%
30 Jun, 2146-
31 Mar, 2146-
31 Dec, 2046-28.13%
30 Sep, 2064-

98 institutional shareholders have increased their position in ANNX stock as of 30 Jun 24 compared to 80 in the previous quarter (a 22.50% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 243214.29%
31 Mar, 24283.70%
31 Dec, 2327-6.90%
30 Sep, 232970.59%
30 Jun, 2317-
31 Mar, 2317-22.73%
31 Dec, 222215.79%
30 Sep, 2219-47.22%
30 Jun, 223650.00%
31 Mar, 22244.35%
31 Dec, 2123-8.00%
30 Sep, 212578.57%
30 Jun, 211416.67%
31 Mar, 2112-7.69%
31 Dec, 2013-
30 Sep, 20--

32 institutional shareholders have reduced their position in ANNX stock as of 30 Jun 24 compared to 28 in the previous quarter (a 14.29% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2415615.56%107,623,09113.58%87.73%1.47%9822.50%3214.29%
31 Mar, 2413532.35%94,758,16117.52%77.24%0.73%8042.86%283.70%
31 Dec, 231025.15%80,631,34850.51%103.09%2.04%5630.23%27-6.90%
30 Sep, 2397-3.00%53,570,888-1.02%71.10%1.37%43-34.85%2970.59%
30 Jun, 23100-2.91%54,125,2100.30%71.95%1.35%668.20%17-
31 Mar, 2310314.44%53,963,12411.26%73.07%0.93%6152.50%17-22.73%
31 Dec, 229018.42%48,500,2231.97%88.71%1.85%4011.11%2215.79%
30 Sep, 2276-6.17%47,562,85623.83%69.28%0.70%3620.00%19-47.22%
30 Jun, 2281-20.59%38,411,280-1.47%99.55%0.97%30-49.15%3650.00%
31 Mar, 221026.25%38,985,9730.57%101.10%1.00%597.27%244.35%
31 Dec, 219617.07%38,766,5741.87%100.75%1.02%5525.00%23-8.00%
30 Sep, 218210.81%38,056,674-2.05%99.26%0.96%44-4.35%2578.57%
30 Jun, 21741.37%38,854,7453.81%101.51%1.06%46-1416.67%
31 Mar, 21735.80%37,427,9603.42%98.07%1.09%46-12-7.69%
31 Dec, 20697.81%36,191,3783.94%94.85%0.63%46-28.13%13-
30 Sep, 2064-34,820,550-122.33%-64---

Annexon Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Carson William H.director-P-PurchaseBuy3,200$6.24$19.97K16,000
Jul 17, 2024Overdorf Michaelofficer EVP & CHIEF BUSINESS OFFICERS-SaleSell784$6.02$4.72K94,622
Jul 17, 2024Lew Jenniferofficer EVP & CHIEF FINANCIAL OFFICERS-SaleSell1,104$6.03$6.66K86,468
Jul 17, 2024Yednock Tedofficer EVP & CHIEF INNOVATION OFFICERS-SaleSell1,106$6.02$6.66K71,365
Jul 02, 2024Carson William H.director-P-PurchaseBuy3,200$5.00$16.00K12,800
Jun 05, 2024Carson William H.director-P-PurchaseBuy3,200$4.83$15.46K9,600
May 03, 2024Carson William H.director-P-PurchaseBuy3,200$4.68$14.98K6,400
Apr 10, 2024Carson William H.director-P-PurchaseBuy3,200$6.07$19.41K3,200

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Carson William H.director-P-PurchaseBuy3,200$6.24$19.97K16,000
Jul 02, 2024Carson William H.director-P-PurchaseBuy3,200$5.00$16.00K12,800
Jun 05, 2024Carson William H.director-P-PurchaseBuy3,200$4.83$15.46K9,600
May 03, 2024Carson William H.director-P-PurchaseBuy3,200$4.68$14.98K6,400
Apr 10, 2024Carson William H.director-P-PurchaseBuy3,200$6.07$19.41K3,200

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 17, 2024Overdorf Michaelofficer EVP & CHIEF BUSINESS OFFICERS-SaleSell784$6.02$4.72K94,622
Jul 17, 2024Lew Jenniferofficer EVP & CHIEF FINANCIAL OFFICERS-SaleSell1,104$6.03$6.66K86,468
Jul 17, 2024Yednock Tedofficer EVP & CHIEF INNOVATION OFFICERS-SaleSell1,106$6.02$6.66K71,365

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Carson William H.director-P-PurchaseBuy3,200$6.24$19.97K16,000
Jul 17, 2024Overdorf Michaelofficer EVP & CHIEF BUSINESS OFFICERS-SaleSell784$6.02$4.72K94,622
Jul 17, 2024Lew Jenniferofficer EVP & CHIEF FINANCIAL OFFICERS-SaleSell1,104$6.03$6.66K86,468
Jul 17, 2024Yednock Tedofficer EVP & CHIEF INNOVATION OFFICERS-SaleSell1,106$6.02$6.66K71,365
Jul 02, 2024Carson William H.director-P-PurchaseBuy3,200$5.00$16.00K12,800
Jun 07, 2024WIGGANS THOMAS Gdirector-A-AwardBuy44,000$6.79$298.76K44,000
Jun 07, 2024Satter Muneer Adirector, 10 percent owner A-AwardBuy44,000$6.79$298.76K44,000
Jun 07, 2024Choi Jungdirector-A-AwardBuy44,000$6.79$298.76K44,000
Jun 07, 2024Waddill William D.director-A-AwardBuy44,000$6.79$298.76K44,000
Jun 07, 2024Carson William H.director-A-AwardBuy44,000$6.79$298.76K44,000
Jun 07, 2024Cockroft Bettina M.director-A-AwardBuy44,000$6.79$298.76K44,000
Jun 05, 2024Carson William H.director-P-PurchaseBuy3,200$4.83$15.46K9,600
May 03, 2024Carson William H.director-P-PurchaseBuy3,200$4.68$14.98K6,400
Apr 10, 2024Carson William H.director-P-PurchaseBuy3,200$6.07$19.41K3,200
Feb 21, 2024Love Douglasdirector, officer PRESIDENT AND CEOA-AwardBuy656,200$5.13$3.37M656,200
Feb 21, 2024Dananberg Jamieofficer CHIEF MEDICAL OFFICERA-AwardBuy160,000$5.13$820.80K160,000
Feb 21, 2024Dananberg Jamieofficer CHIEF MEDICAL OFFICERA-AwardBuy39,000--39,000
Feb 21, 2024ARTIS DEAN RICHARDofficer EVP & CHIEF SCIENTIFIC OFFICERA-AwardBuy160,000$5.13$820.80K160,000
Feb 21, 2024ARTIS DEAN RICHARDofficer EVP & CHIEF SCIENTIFIC OFFICERA-AwardBuy39,000--89,329
Feb 21, 2024Lew Jenniferofficer EVP & CHIEF FINANCIAL OFFICERA-AwardBuy160,000$5.13$820.80K160,000

The last insider sell of Annexon's stock was made by Overdorf Michael on Jul 17 2024, selling 784 shares at $6.02 per share (valued at $4.72K). The last insider buy of ANNX was made by Carson William H. on Aug 05 2024, buying 3,200 shares at $6.24 per share (worth $19.97K).

Annexon Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241333.33%
Q2 20249--
Q1 2024117157.14%
Q4 202354125.00%
Q3 20231333.33%
Q2 20237--
Q1 202371643.75%
Q3 202210--
Q2 202210--
Q1 202211--
Q4 202122100.00%
Q3 20216785.71%
Q2 202191275.00%
Q1 2021122060.00%
Q3 2020153542.86%

1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by Annexon's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241333.33%
Q2 20243--
Q1 2024-7-
Q4 20231250.00%
Q3 2023-3-
Q2 20231--
Q1 20231520.00%
Q3 20221--
Q2 20221--
Q1 2022---
Q4 2021---
Q3 2021-3-
Q2 2021-7-
Q1 2021-13-
Q3 20205--

As of Q3 2024, Insider owners conducted 1 open market buy trades and 3 open market sell trades of Annexon's stocks.

Annexon Peer Ownership


TickerCompany
XFORX4 Pharmaceuticals, Inc.
CNSPCNS Pharmaceuticals, Inc.
CGEMCullinan Oncology, Inc.
VECTVectivBio Holding AG
RCUSArcus Biosciences, Inc.
BPMCBlueprint Medicines Corporation
DAWNDay One Biopharmaceuticals, Inc.
RLAYRelay Therapeutics, Inc.
AVROAVROBIO, Inc.
INZYInozyme Pharma, Inc.
WVEWave Life Sciences Ltd.
IMMXImmix Biopharma, Inc.
ABOSAcumen Pharmaceuticals, Inc.
GPCRStructure Therapeutics Inc.
INABIN8bio, Inc.
HEPAHepion Pharmaceuticals, Inc.
KRTXKaruna Therapeutics, Inc.
ZURAZura Bio Limited
AMLXAmylyx Pharmaceuticals, Inc.

ANNX Ownership FAQ


Annexon is owned by institutional shareholders (87.73%), insiders (0.39%), and public (11.88%). The largest institutional shareholder of Annexon is BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC (6.89% of total shares) and the top mutual fund owner is CORNERCAP GROUP OF FUNDS /VA/ (0.31% of total shares).

Annexon's major institutional shareholders are BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC, FMR LLC, ALERCE INVESTMENT MANAGEMENT, L.P., BVF INC/IL, and BLACKROCK INC.. The top five shareholders own together 30.77% of the company's share outstanding.

As of Jun 2024, there are 156 institutional shareholders of Annexon.

BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC owns 8.45M shares of Annexon, representing 6.89% of the company's total shares outstanding, valued at $41.4M (as of Jun 2024).

As of Jun 2024, FMR LLC holds 8.3M shares of Annexon (ANNX), compromising 6.77% of the company, valued at $40.67M.

ALERCE INVESTMENT MANAGEMENT, L.P is the third largest holder of Annexon. The company owns 7.41M of the company's shares outstanding (worth $36.29M).