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. Holder counts are more reliable. Shares outstanding: 56.8m as of 2024-04-26, 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 ≈ $29.23. Options: 12 managers hold calls ($12.5m notional), 14 hold puts ($15.5m).
Trends to Q1 2024
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 |
| Q4 2023 | 171 |
| Q1 2024 | 188 |
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 |
| Q4 2023 | 90 | 57 |
| Q1 2024 | 101 | 81 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $5.2m | $11.9m | 2.29 |
| Q3 2023 | $6.2m | $11.9m | 1.93 |
| Q4 2023 | $4.9m | $6.0m | 1.22 |
| Q1 2024 | $12.5m | $15.5m | 1.24 |
Biggest buyers
| MORGAN STANLEY | Added | +2.6m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +1.4m |
| GW&K Investment Management, LLC | New | +649.4k |
| Cutter Capital Management, LP | New | +577.2k |
| STATE STREET CORP | Added | +512.5k |
| Assenagon Asset Management S.A. | Added | +404.3k |
| Paradigm Biocapital Advisors LP | New | +400.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +388.4k |
| Laurion Capital Management LP | New | +364.8k |
| Vestal Point Capital, LP | New | +325.0k |
Biggest sellers
| FIRST TRUST ADVISORS LP | Sold out | -1.8m |
| Deep Track Capital, LP | Sold out | -1.1m |
| ARMISTICE CAPITAL, LLC | Reduced | -560.0k |
| MONTANOVA CAPITAL, LLC | Sold out | -399.5k |
| Rock Springs Capital Management LP | Reduced | -387.7k |
| BlackRock Inc. | Reduced | -304.1k |
| AXA S.A. | Reduced | -265.2k |
| Walleye Capital LLC | Reduced | -190.1k |
| Man Group plc | Sold out | -180.4k |
| JPMORGAN CHASE & CO | Reduced | -140.1k |
Biggest calls
| PERCEPTIVE ADVISORS LLC | New | $2.9m100.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.4m81.1k shares |
| Caption Management, LLC | New | $1.4m47.5k shares |
| GROUP ONE TRADING LLC | Added | $1.3m43.4k shares |
| SIMPLEX TRADING, LLC | Added | $973.0k33.3k shares |
| CITADEL ADVISORS LLC | Added | $894.7k30.6k shares |
| BARCLAYS PLC | Reduced | $877.2k30.0k shares |
| CITIGROUP INC | Reduced | $783.6k26.8k shares |
| JANE STREET GROUP, LLC | New | $687.1k23.5k shares |
| Walleye Capital LLC | Added | $271.9k9.3k shares |
Biggest puts
| Caption Management, LLC | New | $3.7m127.5k shares |
| Parallax Volatility Advisers, L.P. | New | $2.9m100.0k shares |
| WELLS FARGO & COMPANY/MN | Reduced | $2.3m79.6k shares |
| JANE STREET GROUP, LLC | Added | $2.1m70.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.7m57.4k shares |
| BARCLAYS PLC | Reduced | $877.2k30.0k shares |
| CITIGROUP INC | Reduced | $783.6k26.8k shares |
| WOLVERINE TRADING, LLC | New | $318.7k10.9k shares |
| Walleye Capital LLC | Added | $315.8k10.8k shares |
| CITADEL ADVISORS LLC | Added | $289.5k9.9k 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), Paradigm Biocapital Advisors LP (4.9%, 2025-11-14)
Insider purchases and sales in Q1 2024
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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 9 | $6.4m | $1.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-07 | Foster-Cheek Kaye I Director | Sold | $40.6k1.3k shares |
| 2024-03-06 | Foster-Cheek Kaye I Director | Sold | $141.2k4.4k shares |
| 2024-03-05 | Goff Brian Chief Executive Officer, director | Sold plan | $135.4k4.2k shares |
| 2024-03-05 | Gheuens Sarah Chief Medical Officer | Sold plan | $86.0k2.6k shares |
| 2024-03-05 | Burns James William Chief Legal Officer | Sold plan | $86.0k2.6k shares |
| 2024-03-05 | Washburn Theodore James Jr. Principal Accounting Officer | Sold | $60.7k1.9k shares |
| 2024-03-05 | Washburn Theodore James Jr. Principal Accounting Officer | Sold plan | $39.5k1.2k shares |
| 2024-03-05 | Jones Cecilia Chief Financial Officer | Sold plan | $21.9k672 shares |
| 2024-03-05 | Foster-Cheek Kaye I Director | Sold | $9.7k300 shares |
| 2024-02-27 | Schenkein David P Director | Sold | $2.4m69.3k shares |
| 2024-02-26 | Schenkein David P Director | Sold | $677.4k20.4k shares |
| 2024-02-23 | Schenkein David P Director | Sold | $1.6m47.7k shares |
| 2024-02-20 | Washburn Theodore James Jr. Principal Accounting Officer | Sold | $13.4k504 shares |
| 2024-02-14 | Gheuens Sarah Chief Medical Officer | Sold plan | $16.1k642 shares |
| 2024-02-14 | Burns James William Chief Legal Officer | Sold plan | $13.7k545 shares |
| 2024-02-14 | Washburn Theodore James Jr. Principal Accounting Officer | Sold plan | $6.9k273 shares |
| 2024-01-24 | FOUSE JACQUALYN A Director | Sold plan | $232.0k10.7k shares |
| 2024-01-24 | Goff Brian Chief Executive Officer, director | Sold plan | $165.2k7.6k shares |
| 2024-01-24 | Jones Cecilia Chief Financial Officer | Sold plan | $40.8k1.9k shares |
| 2024-01-24 | Burns James William Chief Legal Officer | Sold plan | $37.0k1.7k shares |
| 2024-01-24 | Gheuens Sarah Chief Medical Officer | Sold plan | $37.0k1.7k shares |
| 2024-01-24 | Milanova Tsveta Chief Commercial Officer | Sold plan | $35.0k1.6k shares |
| 2024-01-09 | Goff Brian Chief Executive Officer, director | Sold plan | $277.4k12.1k shares |
| 2024-01-09 | FOUSE JACQUALYN A Director | Sold plan | $192.9k8.4k shares |
| 2024-01-09 | Gheuens Sarah Chief Medical Officer | Sold plan | $41.1k1.8k shares |
| 2024-01-09 | Burns James William Chief Legal Officer | Sold plan | $26.7k1.2k shares |
| 2024-01-05 | Milanova Tsveta Chief Commercial Officer | Sold plan | $64.8k2.9k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.96% of their portfolio | 5.6m $163.5m | Added +1.4m |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.6m $162.9m | Added +44.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.9m $144.6m | Reduced -140.1k |
| BlackRock Inc. 0.00% of their portfolio | 4.7m $136.2m | Reduced -304.1k |
| Bellevue Group AG 1.79% of their portfolio | 4.0m $117.1m | Reduced -5.0k |
| MORGAN STANLEY 0.00% of their portfolio | 3.5m $103.5m | Added +2.6m |
| STATE STREET CORP 0.00% of their portfolio | 3.1m $91.8m | Added +512.5k |
| ARMISTICE CAPITAL, LLC 2.31% of their portfolio | 3.0m $86.7m | Reduced -560.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 2.6m $75.4m | Reduced -18.2k |
| Erste Asset Management GmbH 0.91% of their portfolio | 2.3m $66.7m | Added +172.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.0m $58.9m | Added +388.4k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 2.0m $57.3m | Reduced -55.8k |
| Rock Springs Capital Management LP 1.31% of their portfolio | 1.8m $51.6m | Reduced -387.7k |
| ArrowMark Colorado Holdings LLC 0.50% of their portfolio | 1.5m $44.4m | Reduced -34.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $37.5m | Added +28.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% of their portfolio | 1.1m $32.4m | Added +62.2k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 1.0m $29.3m | Added +47.3k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.0m $29.3m | Reduced -72.4k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 928.6k $27.2m | Reduced -1.3k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 707.3k $20.7m | Reduced -4.2k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 667.3k $19.5m | Added +86.0k |
| GW&K Investment Management, LLC 0.17% of their portfolio | 649.4k $19.0m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 590.5k $17.3m | Reduced -29.7k |
| Cutter Capital Management, LP 3.25% of their portfolio | 577.2k $16.9m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 539.6k $15.8m | Reduced -68.4k |
| Frazier Life Sciences Management, L.P. 0.65% of their portfolio | 523.2k $15.3m | Unchanged |
| Caligan Partners LP 3.75% of their portfolio | 484.7k $14.2m | Added +42.9k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 454.8k $13.3m | Added +404.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 440.2k $12.9m | Reduced -16.2k |
| Hudson Bay Capital Management LP 0.10% of their portfolio | 407.5k $11.9m | Reduced -82.5k |
| Paradigm Biocapital Advisors LP 0.41% of their portfolio | 400.0k $11.7m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 381.7k $11.2m | Added +175.8k |
| Laurion Capital Management LP 0.30% of their portfolio | 364.8k $10.7m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 362.1k $10.6m | Added +145.7k |
| Eagle Health Investments LP 1.84% of their portfolio | 330.8k $9.7m | Unchanged |
| Vestal Point Capital, LP 0.79% of their portfolio | 325.0k $9.5m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 278.0k $8.1m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.22% of their portfolio | 269.0k $7.9m | Reduced -17.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 266.6k $7.8m | Added +30.8k |
| AXA S.A. 0.02% of their portfolio | 265.4k $7.8m | Reduced -265.2k |
| NORGES BANK 0.00% of their portfolio | 262.5k $7.7m | Reduced -44.1k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 221.2k $6.5m | Added +67.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 196.0k $5.7m | Reduced -7.8k |
| CITIGROUP INC 0.01% of their portfolio | 194.5k $5.7m | Added +87.3k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 194.1k $5.7m | Added +124.6k |
| UBS Group AG 0.00% of their portfolio | 170.9k $5.0m | Added +169.0k |
| SECTOR GAMMA AS 1.35% of their portfolio | 164.4k $4.8m | New |
| KENNEDY CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 159.3k $4.7m | New |
| TD Asset Management Inc 0.00% of their portfolio | 156.4k $4.6m | Added +64.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 156.1k $4.6m | Unchanged |
| Allianz Asset Management GmbH 0.01% of their portfolio | 151.0k $4.4m | Added +1.9k |
| Walleye Capital LLC 0.05% of their portfolio | 146.3k $4.3m | Reduced -190.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 124.5k $3.6m | Added +26.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 122.3k $3.6m | Added +76.4k |
| Altitude Crest Partners Inc. 1.42% of their portfolio | 113.1k $3.3m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 112.1k $3.3m | Added +78.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 111.6k $3.3m | Added +2.4k |
| Swiss National Bank 0.00% of their portfolio | 109.9k $3.2m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 102.2k $3.0m | Added +1.7k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 101.6k $3.0m | Added +498 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 98.2k $2.9m | Reduced -40.0k |
| PDT Partners, LLC 0.26% of their portfolio | 93.4k $2.7m | Added +8.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 89.0k $2.6m | Added +39.3k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 84.8k $2.5m | Reduced -27.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 80.6k $2.4m | Added +18.3k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.07% of their portfolio | 79.9k $2.3m | Reduced -46.9k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 78.5k $2.3m | Added +36.5k |
| Invesco Ltd. 0.00% of their portfolio | 76.2k $2.2m | Reduced -3.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 71.2k $2.1m | Reduced -2.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 69.9k $2.0m | Reduced -3.1k |
| BARCLAYS PLC 0.00% of their portfolio | 69.2k $2.0m | Reduced -85.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 66.2k $1.9m | Reduced -62.1k |
| Trexquant Investment LP 0.04% of their portfolio | 60.7k $1.8m | Added +6.1k |
| Exome Asset Management LLC 1.50% of their portfolio | 59.9k $1.8m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 55.8k $1.6m | Reduced -2.9k |
| Legal & General Group Plc 0.00% of their portfolio | 55.5k $1.6m | Added +505 |
| ACUTA CAPITAL PARTNERS, LLC 1.05% of their portfolio | 55.3k $1.6m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 50.7k $1.5m | Reduced -5.8k |
| Parallax Volatility Advisers, L.P. 0.04% of their portfolio | 48.4k $1.4m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 47.6k $1.4m | Added +3.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 47.5k $1.4m | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio | 45.4k $1.3m | Added +2.1k |
| Allen Investment Management, LLC 0.02% of their portfolio | 43.6k $1.3m | Added +7.4k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 43.2k $1.3m | Reduced -74.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 43.2k $1.3m | New |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 42.4k $1.2m | New |
| OAK RIDGE INVESTMENTS LLC 0.12% of their portfolio | 40.0k $1.2m | New |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 40.0k $1.1m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 39.8k $1.2m | Reduced -5.6k |
| ALPS ADVISORS INC 0.01% of their portfolio | 39.6k $1.2m | Added +1.8k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 39.2k $940.9k | Added +314 |
| CAXTON ASSOCIATES LP 0.07% of their portfolio | 37.2k $1.1m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 36.8k $1.1m | Reduced -4.7k |
| Engineers Gate Manager LP 0.03% of their portfolio | 36.6k $1.1m | Added +12.0k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 35.7k $1.0m | Added +7.8k |
| Nebula Research & Development LLC 0.22% of their portfolio | 34.9k $1.0m | Added +11.5k |
| PROFUND ADVISORS LLC 0.04% of their portfolio | 34.7k $1.0m | Added +9.2k |
| Tidal Investments LLC 0.02% of their portfolio | 32.3k $945.5k | New |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 31.9k $933.3k | Reduced -1.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 31.6k $923.3k | Reduced -93.7k |