AGIOS PHARMACEUTICALS INC AGIO
COM · Common Stock · CUSIP 00847X104 · ISIN US00847X1046
A public American pharmaceutical company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($78.7k this quarter). Holder counts are more reliable. Shares outstanding: 55.9m as of 2023-10-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $24.82. Options: 10 managers hold calls ($6.2m notional), 12 hold puts ($11.9m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 169 |
| Q4 2022 | 161 |
| Q1 2023 | 166 |
| Q2 2023 | 154 |
| Q3 2023 | 147 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 85 | 71 |
| Q1 2023 | 79 | 71 |
| Q2 2023 | 75 | 73 |
| Q3 2023 | 66 | 62 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $16.5m | $10.4m | 0.63 |
| Q1 2023 | $4.9m | $8.7m | 1.79 |
| Q2 2023 | $5.2m | $11.9m | 2.29 |
| Q3 2023 | $6.2m | $11.9m | 1.93 |
Biggest buyers
| Deep Track Capital, LP | New | +422.2k |
| MACQUARIE GROUP LTD | Added | +365.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +332.7k |
| Frazier Life Sciences Management, L.P. | New | +292.0k |
| Hudson Bay Capital Management LP | Added | +280.0k |
| CITADEL ADVISORS LLC | Added | +241.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +195.1k |
| Man Group plc | New | +155.6k |
| Invesco Ltd. | Added | +128.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +74.1k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -666.6k |
| FIRST TRUST ADVISORS LP | Reduced | -385.4k |
| STATE STREET CORP | Reduced | -317.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -203.1k |
| Man Group plc | Sold out | -170.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -161.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold out | -144.6k |
| ExodusPoint Capital Management, LP | Sold out | -120.4k |
| NORTHERN TRUST CORP | Reduced | -97.0k |
| AXA S.A. | Reduced | -85.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.6m66.0k shares |
| Caption Management, LLC | Unchanged | $1.5m60.0k shares |
| CITIGROUP INC | Added | $1.5m58.7k shares |
| CITADEL ADVISORS LLC | Added | $376.2k15.2k shares |
| J. Goldman & Co LP | Reduced | $334.1k13.5k shares |
| Walleye Capital LLC | New | $274.7k11.1k shares |
| Walleye Trading LLC | New | $252.4k10.2k shares |
| GROUP ONE TRADING LLC | Added | $247.5k10.0k shares |
| SIMPLEX TRADING, LLC | Added | $94.0k3.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| WELLS FARGO & COMPANY/MN | Reduced | $2.9m118.1k shares |
| GROUP ONE TRADING LLC | Added | $1.6m66.5k shares |
| Caption Management, LLC | Unchanged | $1.5m60.0k shares |
| CITIGROUP INC | Added | $1.5m58.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4m58.5k shares |
| JANE STREET GROUP, LLC | Added | $1.3m50.7k shares |
| SIMPLEX TRADING, LLC | Added | $1.0m40.6k shares |
| CITADEL ADVISORS LLC | Added | $502.4k20.3k shares |
| Walleye Trading LLC | New | $71.8k2.9k shares |
| Walleye Capital LLC | New | $52.0k2.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. 13G · institution filed 2026-08-03 | 9.9% |
| Farallon Capital Partners, L.P. 13G · passive investor -1.1 pts · filed 2026-02-09 | 8.8% |
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 7.8% |
| STATE STREET CORP 13G · institution new · filed 2026-02-09 | 5.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
| D. E. SHAW & CO, L.P. 13G · passive investor new · filed 2026-07-02 | 5.1% |
| Lynx1 Capital Management LP 13G · passive investor new · filed 2026-05-06 | 5.1% |
Fell to 5% or below in the last year: ARMISTICE CAPITAL, LLC (4.6%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Bellevue Group AG (0.0%, 2025-12-05)
Insider purchases and sales in Q3 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 1 | $26.2k | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 2 | $3.2m | $443.0k |
| Q2 2023 | 0 | — | 7 | $1.1m | $1.1m |
| Q3 2023 | 0 | — | 5 | $1.2m | $345.7k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-28 | Jones Cecilia Chief Financial Officer | Sold plan | $54.0k2.2k shares |
| 2023-08-17 | Burns James William Chief Legal Officer | Sold | $168.1k6.4k shares |
| 2023-08-09 | Foster-Cheek Kaye I Director | Sold | $649.0k25.0k shares |
| 2023-08-08 | Goff Brian Chief Executive Officer, director | Sold plan | $259.3k10.2k shares |
| 2023-08-07 | Washburn Theodore James Jr. Principal Accounting Officer | Sold | $74.1k2.9k shares |
| 2023-08-01 | Washburn Theodore James Jr. Principal Accounting Officer | Sold plan | $32.4k1.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 5.5m $135.3m | Reduced -52.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 5.2m $128.7m | Reduced -666.6k |
| BlackRock Inc. 0.00% of their portfolio | 4.7m $115.1m | Reduced -75.3k |
| Bellevue Group AG 1.60% of their portfolio | 4.0m $99.3m | Unchanged |
| ARMISTICE CAPITAL, LLC 2.45% of their portfolio | 3.3m $82.3m | Added +68.0k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.38% of their portfolio | 2.8m $68.1m | Added +62.0k |
| Rock Springs Capital Management LP 1.80% of their portfolio | 2.7m $67.1m | Added +23.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.5m $61.1m | Reduced -25.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 2.5m $60.9m | Added +195.1k |
| STATE STREET CORP 0.00% of their portfolio | 2.3m $56.0m | Reduced -317.6k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 2.0m $49.3m | Added +365.1k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 1.8m $43.9m | Reduced -385.4k |
| Erste Asset Management GmbH 0.72% of their portfolio | 1.7m $41.9m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.6m $40.2m | Added +332.7k |
| ArrowMark Colorado Holdings LLC 0.47% of their portfolio | 1.6m $38.9m | Added +105 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $29.7m | Added +41.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 1.0m $24.8m | Added +74.1k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 930.1k $23.0m | Unchanged |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 890.7k $22.0m | First filing |
| Fisher Asset Management, LLC 0.01% of their portfolio | 817.4k $20.2m | Reduced -53.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 805.4k $19.9m | Added +5.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 612.7k $15.2m | Reduced -97.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 581.6k $14.4m | Added +3.6k |
| Hudson Bay Capital Management LP 0.06% of their portfolio | 540.0k $13.4m | Added +280.0k |
| MONTANOVA CAPITAL, LLC 0.61% of their portfolio | 454.0k $11.2m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 451.7k $11.2m | Added +14.4k |
| Deep Track Capital, LP 0.41% of their portfolio | 422.2k $10.5m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 416.6k $10.3m | Added +241.4k |
| MORGAN STANLEY 0.00% of their portfolio | 374.1k $9.3m | Reduced -17.3k |
| Frazier Life Sciences Management, L.P. 0.48% of their portfolio | 292.0k $7.2m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 274.6k $6.8m | Added +21.6k |
| AXA S.A. 0.02% of their portfolio | 271.7k $6.7m | Reduced -85.4k |
| Eagle Health Investments LP 1.46% of their portfolio | 267.6k $6.6m | Unchanged |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 265.0k $6.6m | Added +46.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 261.1k $6.5m | Reduced -64.1k |
| NORGES BANK 0.00% of their portfolio | 245.9k $6.1m | Added +42.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 242.0k $6.1m | Reduced -5.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 205.9k $5.1m | Reduced -4.1k |
| Invesco Ltd. 0.00% of their portfolio | 204.4k $5.1m | Added +128.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 158.3k $3.9m | Added +62.4k |
| Man Group plc 0.01% of their portfolio | 155.6k $3.9m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 154.7k $3.8m | Reduced -1.4k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 133.6k $3.3m | Reduced -30.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 130.3k $3.2m | Reduced -11.9k |
| Swiss National Bank 0.00% of their portfolio | 122.2k $3.0m | Added +1.8k |
| BARCLAYS PLC 0.00% of their portfolio | 121.0k $3.0m | Reduced -37.7k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 107.7k $2.7m | Reduced -13.1k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 107.4k $2.7m | Reduced -3.8k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% of their portfolio | 105.2k $2.6m | Added +39.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 102.1k $2.5m | Added +1.2k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 94.8k $2.3m | Unchanged |
| TD Asset Management Inc 0.00% of their portfolio | 92.2k $2.3m | Added +43.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 73.6k $1.8m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 69.7k $1.7m | Reduced -43.2k |
| CITIGROUP INC 0.00% of their portfolio | 65.0k $1.6m | Reduced -538 |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 62.4k $1.5m | Added +33.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 61.4k $1.5m | Reduced -5.7k |
| UBS Group AG 0.00% of their portfolio | 60.4k $1.5m | Reduced -11.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 59.2k $1.5m | Reduced -6.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 58.0k $1.4m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 55.0k $1.4m | Reduced -14.6k |
| Legal & General Group Plc 0.00% of their portfolio | 54.0k $1.3m | Added +2.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 54.0k $1.3m | Added +4.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 50.2k $1.2m | Added +2.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 47.5k $1.2m | Reduced -203.1k |
| PDT Partners, LLC 0.14% of their portfolio | 46.2k $1.1m | Added +2.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 46.2k $1.1m | Added +10.3k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 44.8k $1.1m | Added +22 |
| MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio | 43.1k $1.1m | Reduced -2.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 42.1k $1.0m | Reduced -1.6k |
| ALPS ADVISORS INC 0.01% of their portfolio | 41.1k $1.0m | Added +243 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 40.8k $1.0m | Added +231 |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 40.0k $982.0k | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 37.5k $928.1k | Added +689 |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 33.5k $829.9k | Unchanged |
| EDGEWOOD MANAGEMENT LLC 0.00% of their portfolio | 30.0k $742.5k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 29.6k $732.7k | Added +3 |
| MetLife Investment Management, LLC 0.01% of their portfolio | 29.1k $719.3k | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 27.9k $689.0k | Reduced -468 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 27.7k $686.1k | Added +986 |
| SG Americas Securities, LLC 0.01% of their portfolio | 24.5k $607.0k | New |
| INTERNATIONAL BIOTECHNOLOGY TRUST PLC 0.20% of their portfolio | 24.0k $593.5k | Unchanged |
| PROFUND ADVISORS LLC 0.03% of their portfolio | 23.1k $572.1k | Reduced -7.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 22.8k $563.9k | Reduced -996 |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 21.8k $539.5k | Reduced -1.7k |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 21.3k $528.0k | Added +8.4k |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 21.0k $519.0k | Added +9.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 19.1k $471.8k | Added +1.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 18.9k $467.8k | Reduced -3.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 17.1k $423.4k | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 16.2k $400.7k | Added +2.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 15.8k $392.2k | Added +80 |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 15.8k $391.7k | Added +296 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 15.8k $390.0k | Added +788 |
| Henshaw Capital LLC 0.02% of their portfolio | 13.9k $343.6k | New |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 13.5k $334.3k | Reduced -15.6k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 12.9k $320.2k | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 12.4k $305.7k | Reduced -161.7k |
| Inspire Investing, LLC 0.04% of their portfolio | 12.3k $305.5k | Added +1.3k |
| VIRTUS ADVISERS, LLC 0.18% of their portfolio | 11.8k $292.6k | Reduced -1.5k |