ANNX Institutional Ownership
Annexon, Inc.
1W: -7.7%
1M: +1.6%
3M: -25.6%
YTD: -21.1%
1Y: +21.3%
3Y: +112.6%
5Y: -82.2%
$3.76
+0.06 (+1.62%)
After Hours: $3.73 (-0.03, -0.93%)
Weekly Expected Move ±11.9%
$3
$3
$4
$4
$5
Credit Risk of going bust: higher than 50% of companies Debt: 3.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.02 (down 99.4%), Annexon, Inc. would be worth roughly what it owes.
Total debt $24.7M against a stock market value of $606.2M.
Distance to default 5.08 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $12.3M (short-term plus half of long-term), stock volatility 74.1%; Altman Z'' -11.11. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.02 (down 99.4%), Annexon, Inc. would be worth roughly what it owes.
Total debt $24.7M against a stock market value of $606.2M.
Distance to default 5.08 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $12.3M (short-term plus half of long-term), stock volatility 74.1%; Altman Z'' -11.11. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — ANNX
245
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
32
New Positions
80
Increased
107
Reduced
27
Closed
0.38
Put/Call Ratio
Ownership Trends
Top Institutional Holders (261 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 19,518,496 | $72M | +8,882,848 | +83.5% | 24Q | SEC ↗ |
| 2 | BlackRock, Inc. | 13,539,744 | $50M | +2,601,235 | +23.8% | 8Q | SEC ↗ |
| 3 | Redmile Group, LLC | 11,869,877 | $44M | -2,679,891 | -18.4% | 24Q | SEC ↗ |
| 4 | STATE STREET CORP | 9,824,321 | $36M | +2,905,066 | +42.0% | 24Q | SEC ↗ |
| 5 | BVF INC/IL | 8,698,173 | $32M | — | +0.0% | 11Q | SEC ↗ |
| 6 | Woodline Partners LP | 6,925,067 | $26M | +4,587,930 | +196.3% | 17Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 6,871,015 | $25M | +914,426 | +15.4% | 2Q | SEC ↗ |
| 8 | MAK CAPITAL ONE LLC | 5,862,180 | $22M | +1,138,137 | +24.1% | 3Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 5,825,579 | $22M | +3,672,699 | +170.6% | 15Q | SEC ↗ |
| 10 | Siren, L.L.C. | 4,458,646 | $16M | +500,000 | +12.6% | 2Q | SEC ↗ |
| 11 | Bain Capital Life Sciences Investors, | 4,437,731 | $16M | -774,943 | -14.9% | 24Q | SEC ↗ |
| 12 | Bellevue Group AG | 4,100,016 | $15M | -1,057,274 | -20.5% | 10Q | SEC ↗ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 4,037,193 | $15M | +659,370 | +19.5% | 24Q | SEC ↗ |
| 14 | MPM BIOIMPACT LLC NEW | 3,544,354 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 3,509,623 | $13M | +60,502 | +1.8% | 8Q | SEC ↗ |
| 16 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 3,500,000 | $13M | -800,000 | -18.6% | 4Q | SEC ↗ |
| 17 | GREAT POINT PARTNERS LLC | 3,500,000 | $13M | +1,000,000 | +40.0% | 2Q | SEC ↗ |
| 18 | MORGAN STANLEY | 3,144,453 | $12M | +408,483 | +14.9% | 24Q | SEC ↗ |
| 19 | Palo Alto Investors LP | 2,948,090 | $11M | — | +0.0% | 3Q | SEC ↗ |
| 20 | Balyasny Asset Management L.P. | 2,830,976 | $10M | -1,055,933 | -27.2% | 4Q | SEC ↗ |
| 21 | Nuveen, LLC | 2,765,080 | $10M | -1,481,250 | -34.9% | 6Q | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 2,749,961 | $10M | -364,353 | -11.7% | 10Q | SEC ↗ |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,246,800 | $8M | +763,710 | +51.5% | 2Q | SEC ↗ |
| 24 | Opaleye Management Inc. | 1,714,451 | $6M | -617,310 | -26.5% | 4Q | SEC ↗ |
| 25 | Logos Global Management LP NEW | 1,500,000 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 26 | DIMENSIONAL FUND ADVISORS LP | 1,497,756 | $6M | +573,678 | +62.1% | 19Q | SEC ↗ |
| 27 | Point72 Asset Management, L.P. | 1,382,699 | $5M | -489,096 | -26.1% | 4Q | SEC ↗ |
| 28 | NORTHERN TRUST CORP | 1,352,046 | $5M | +265,144 | +24.4% | 24Q | SEC ↗ |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,257,799 | $5M | +155,354 | +14.1% | 15Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 1,257,799 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Tetragon Partners GP Ltd | 1,242,455 | $5M | -50,000 | -3.9% | 9Q | SEC ↗ |
| 32 | Candriam S.C.A. NEW | 1,195,142 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 33 | MILLENNIUM MANAGEMENT LLC | 1,184,931 | $4M | -53,747 | -4.3% | 20Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 1,105,450 | $4M | +216,898 | +24.4% | 2Q | SEC ↗ |
| 35 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,037,366 | $4M | +133,998 | +14.8% | 24Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 1,004,308 | $4M | +680,414 | +210.1% | 24Q | SEC ↗ |
| 37 | WELLS FARGO & COMPANY/MN | 978,055 | $4M | +279,316 | +40.0% | 24Q | SEC ↗ |
| 38 | PANAGORA ASSET MANAGEMENT INC NEW | 967,926 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 39 | KENNEDY CAPITAL MANAGEMENT LLC | 898,394 | $3M | -13,929 | -1.5% | 12Q | SEC ↗ |
| 40 | Ishara Investments LP | 820,000 | $3M | +645,750 | +370.6% | 3Q | SEC ↗ |
| 41 | Ensign Peak Advisors, Inc | 800,516 | $3M | +175,419 | +28.1% | 2Q | SEC ↗ |
| 42 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 737,935 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Y-Intercept (Hong Kong) Ltd | 734,585 | $3M | -585,328 | -44.3% | 2Q | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 705,291 | $3M | -6,089 | -0.9% | 4Q | SEC ↗ |
| 45 | AQR CAPITAL MANAGEMENT LLC | 691,812 | $3M | -85,441 | -11.0% | 10Q | SEC ↗ |
| 46 | Parkman Healthcare Partners LLC | 641,029 | $2M | -32,984 | -4.9% | 10Q | SEC ↗ |
| 47 | ACADIAN ASSET MANAGEMENT LLC | 629,127 | $2M | -129,105 | -17.0% | 18Q | SEC ↗ |
| 48 | UBS Group AG | 623,094 | $2M | -622,847 | -50.0% | 13Q | SEC ↗ |
| 49 | DEUTSCHE BANK AG | 616,489 | $2M | +54,308 | +9.7% | 11Q | SEC ↗ |
| 50 | BANK OF AMERICA CORP /DE | 614,186 | $2M | -3,645,809 | -85.6% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MPM BIOIMPACT LLC | 3,544,354 | $13M |
| Logos Global Management LP | 1,500,000 | $6M |
| Sixth Street Partners Management Co | 1,257,799 | $5M |
| Candriam S.C.A. | 1,195,142 | $4M |
| PANAGORA ASSET MANAGEMENT INC | 967,926 | $4M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 737,935 | $3M |
| MOORE CAPITAL MANAGEMENT, LP | 425,332 | $2M |
| Jump Financial, LLC | 297,800 | $1M |
| Jain Global LLC | 64,719 | $239K |
| DIVERSIFIED TRUST CO | 61,797 | $229K |
| Jupiter Topco LLC | 59,100 | $219K |
| JANUS HENDERSON GROUP PLC | 59,100 | $219K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 54,300 | $201K |
| JUPITER ASSET MANAGEMENT LTD | 46,074 | $170K |
| Universal- Beteiligungs- und Servic | 44,706 | $165K |
| SG Americas Securities, LLC | 42,823 | $158K |
| Blueshift Asset Management, LLC | 33,338 | $123K |
| Bridgefront Capital, LLC | 28,528 | $106K |
| Crown Wealth Group, LLC | 23,763 | $88K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 21,010 | $78K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SPHERA FUNDS MANAGEMENT LTD. | 1,316,212 | $5M |
| Longaeva Partners L.P. | 620,401 | $2M |
| SILVERARC CAPITAL MANAGEMENT, LLC | 496,461 | $2M |
| SummitTX Capital, L.P. | 438,497 | $2M |
| Rosalind Advisors, Inc. | 200,000 | $740K |
| ALGERT GLOBAL LLC | 154,840 | $573K |
| Caption Management, LLC | 119,491 | $442K |
| Man Group plc | 109,222 | $404K |
| Connor, Clark & Lunn Investment Man | 92,707 | $343K |
| POLEN CAPITAL MANAGEMENT LLC | 70,152 | $260K |
| AXQ CAPITAL, LP | 58,185 | $215K |
| ADAR1 Capital Management, LLC | 55,000 | $204K |
| BIT Capital GmbH | 50,000 | $185K |
| JANE STREET GROUP, LLC | 47,120 | $174K |
| CITIZENS FINANCIAL GROUP INC/RI | 40,000 | $148K |
| Pale Fire Capital SE | 38,600 | $143K |
| Landing Point Financial Group, LLC | 34,900 | $129K |
| MIRABELLA FINANCIAL SERVICES LLP | 28,739 | $106K |
| Virtu Financial LLC | 28,450 | $105K |
| HSBC HOLDINGS PLC | 25,651 | $95K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +8,882,848 | +83.5% | 19,518,496 |
| Woodline Partners LP | +4,587,930 | +196.3% | 6,925,067 |
| GOLDMAN SACHS GROUP INC | +3,672,699 | +170.6% | 5,825,579 |
| STATE STREET CORP | +2,905,066 | +42.0% | 9,824,321 |
| BlackRock, Inc. | +2,601,235 | +23.8% | 13,539,744 |
| MAK CAPITAL ONE LLC | +1,138,137 | +24.1% | 5,862,180 |
| GREAT POINT PARTNERS LLC | +1,000,000 | +40.0% | 3,500,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | +914,426 | +15.4% | 6,871,015 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +763,710 | +51.5% | 2,246,800 |
| JPMORGAN CHASE & CO | +680,414 | +210.1% | 1,004,308 |
| GEODE CAPITAL MANAGEMENT, LLC | +659,370 | +19.5% | 4,037,193 |
| Ishara Investments LP | +645,750 | +370.6% | 820,000 |
| DIMENSIONAL FUND ADVISORS LP | +573,678 | +62.1% | 1,497,756 |
| Siren, L.L.C. | +500,000 | +12.6% | 4,458,646 |
| Schonfeld Strategic Advisors LLC | +410,285 | +332.8% | 533,567 |
| MORGAN STANLEY | +408,483 | +14.9% | 3,144,453 |
| WELLS FARGO & COMPANY/MN | +279,316 | +40.0% | 978,055 |
| NORTHERN TRUST CORP | +265,144 | +24.4% | 1,352,046 |
| STATE OF WISCONSIN INVESTMENT BOARD | +236,629 | +475.7% | 286,375 |
| VANGUARD FIDUCIARY TRUST CO | +216,898 | +24.4% | 1,105,450 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -3,645,809 | -85.6% | 614,186 |
| Redmile Group, LLC | -2,679,891 | -18.4% | 11,869,877 |
| Nuveen, LLC | -1,481,250 | -34.9% | 2,765,080 |
| Bellevue Group AG | -1,057,274 | -20.5% | 4,100,016 |
| Balyasny Asset Management L.P. | -1,055,933 | -27.2% | 2,830,976 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -800,000 | -18.6% | 3,500,000 |
| Bain Capital Life Sciences Investor | -774,943 | -14.9% | 4,437,731 |
| MARSHALL WACE, LLP | -650,868 | -75.6% | 210,607 |
| UBS Group AG | -622,847 | -50.0% | 623,094 |
| Opaleye Management Inc. | -617,310 | -26.5% | 1,714,451 |
| Y-Intercept (Hong Kong) Ltd | -585,328 | -44.3% | 734,585 |
| Point72 Asset Management, L.P. | -489,096 | -26.1% | 1,382,699 |
| D. E. Shaw & Co., Inc. | -437,515 | -62.3% | 265,284 |
| Invesco Ltd. | -432,276 | -56.7% | 330,729 |
| Qube Research & Technologies Ltd | -364,353 | -11.7% | 2,749,961 |
| PRICE T ROWE ASSOCIATES INC /MD | -299,477 | -69.9% | 129,243 |
| BNP PARIBAS FINANCIAL MARKETS | -216,116 | -84.6% | 39,255 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -212,043 | -45.9% | 250,025 |
| Ikarian Capital, LLC | -150,000 | -25.9% | 430,244 |
| ACADIAN ASSET MANAGEMENT LLC | -129,105 | -17.0% | 629,127 |