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 ($205.9k this quarter). Holder counts are more reliable. Shares outstanding: 56.9m as of 2024-07-26, 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 ≈ $43.12. Options: 12 managers hold calls ($12.4m notional), 10 hold puts ($11.8m).
Trends to Q2 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 |
| Q2 2024 | 207 |
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 |
| Q2 2024 | 98 | 108 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $6.2m | $11.9m | 1.93 |
| Q4 2023 | $4.9m | $6.0m | 1.22 |
| Q1 2024 | $12.5m | $15.5m | 1.24 |
| Q2 2024 | $12.4m | $11.8m | 0.95 |
Biggest buyers
| BVF INC/IL | New | +1.2m |
| MARSHALL WACE, LLP | Added | +855.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +764.3k |
| Schonfeld Strategic Advisors LLC | New | +464.1k |
| LOOMIS SAYLES & CO L P | New | +448.9k |
| Parkman Healthcare Partners LLC | New | +446.4k |
| Frazier Life Sciences Management, L.P. | Added | +348.8k |
| Candriam S.C.A. | New | +322.9k |
| Artisan Partners Limited Partnership | New | +320.5k |
| D. E. Shaw & Co., Inc. | Added | +316.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -2.9m |
| JPMORGAN CHASE & CO | Reduced | -1.4m |
| STATE STREET CORP | Reduced | -1.0m |
| T. Rowe Price Investment Management, Inc. | Sold out | -928.6k |
| ARMISTICE CAPITAL, LLC | Reduced | -884.8k |
| CITADEL ADVISORS LLC | Reduced | -878.6k |
| Rock Springs Capital Management LP | Reduced | -720.2k |
| Pictet Asset Management Holding SA | Reduced | -583.6k |
| Cutter Capital Management, LP | Sold out | -577.2k |
| ArrowMark Colorado Holdings LLC | Reduced | -499.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.6m84.0k shares |
| BARCLAYS PLC | Added | $1.4m32.2k shares |
| NOMURA HOLDINGS INC | New | $1.3m29.0k shares |
| Caption Management, LLC | Reduced | $1.2m27.5k shares |
| Squarepoint Ops LLC | New | $1.2m27.0k shares |
| JANE STREET GROUP, LLC | Added | $1.1m25.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $858.0k19.9k shares |
| CITADEL ADVISORS LLC | Reduced | $655.4k15.2k shares |
| Walleye Capital LLC | Added | $651.1k15.1k shares |
| GROUP ONE TRADING LLC | Reduced | $521.8k12.1k shares |
Biggest puts
| WELLS FARGO & COMPANY/MN | Unchanged | $3.4m79.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.8m65.2k shares |
| Caption Management, LLC | Reduced | $1.2m27.5k shares |
| Squarepoint Ops LLC | New | $1.2m27.0k shares |
| GTS SECURITIES LLC | New | $983.1k22.8k shares |
| CITADEL ADVISORS LLC | Added | $901.2k20.9k shares |
| SIMPLEX TRADING, LLC | Added | $888.0k20.6k shares |
| GROUP ONE TRADING LLC | Added | $237.2k5.5k shares |
| Walleye Capital LLC | Reduced | $172.5k4.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 3 | $866.8k | $806.3k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-05 | Goff Brian Chief Executive Officer, director | Sold plan | $591.7k12.1k shares |
| 2024-06-03 | Washburn Theodore James Jr. Principal Accounting Officer | Sold | $60.5k1.4k shares |
| 2024-04-10 | FOUSE JACQUALYN A Director | Sold plan | $214.6k7.8k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.44% of their portfolio | 5.7m $243.8m | Added +63.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.5m $237.0m | Reduced -75.3k |
| BlackRock Inc. 0.00% of their portfolio | 4.9m $209.5m | Added +200.9k |
| Bellevue Group AG 2.72% of their portfolio | 3.9m $167.3m | Reduced -126.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.6m $153.2m | Reduced -1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.8m $119.8m | Added +764.3k |
| Erste Asset Management GmbH 1.29% of their portfolio | 2.3m $97.3m | Reduced -25.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 2.2m $94.7m | Reduced -382.5k |
| STATE STREET CORP 0.00% of their portfolio | 2.1m $91.2m | Reduced -1.0m |
| ARMISTICE CAPITAL, LLC 2.35% of their portfolio | 2.1m $89.7m | Reduced -884.8k |
| MACQUARIE GROUP LTD 0.09% of their portfolio | 1.7m $74.6m | Reduced -229.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.4m $58.3m | Added +68.5k |
| BVF INC/IL 1.44% of their portfolio | 1.2m $51.3m | New |
| MARSHALL WACE, LLP 0.07% of their portfolio | 1.1m $48.9m | Added +855.7k |
| Rock Springs Capital Management LP 1.36% of their portfolio | 1.0m $45.0m | Reduced -720.2k |
| ArrowMark Colorado Holdings LLC 0.52% of their portfolio | 1.0m $44.0m | Reduced -499.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% of their portfolio | 911.2k $39.3m | Reduced -197.4k |
| Frazier Life Sciences Management, L.P. 1.76% of their portfolio | 872.0k $37.6m | Added +348.8k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 709.9k $30.6m | Added +2.6k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 678.2k $29.2m | Added +316.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 662.2k $28.6m | Reduced -5.1k |
| MORGAN STANLEY 0.00% of their portfolio | 596.7k $25.7m | Reduced -2.9m |
| GW&K Investment Management, LLC 0.23% of their portfolio | 595.1k $25.7m | Reduced -54.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 586.3k $25.3m | Reduced -4.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 549.0k $23.7m | Added +9.4k |
| Caligan Partners LP 5.19% of their portfolio | 514.7k $22.2m | Added +30.0k |
| AXA S.A. 0.03% of their portfolio | 477.4k $20.6m | Added +212.0k |
| Schonfeld Strategic Advisors LLC 0.16% of their portfolio | 464.1k $20.0m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 457.5k $19.7m | Added +17.3k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 448.9k $19.4m | New |
| Parkman Healthcare Partners LLC 2.62% of their portfolio | 446.4k $19.2m | New |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 422.0k $18.2m | Reduced -583.6k |
| Eagle Health Investments LP 2.55% of their portfolio | 330.8k $14.3m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 326.8k $14.1m | Reduced -55.0k |
| Candriam S.C.A. 0.08% of their portfolio | 322.9k $13.9m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 320.5k $13.8m | Added +277.3k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 320.5k $13.8m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 317.9k $13.7m | Added +161.8k |
| CenterBook Partners LP 0.67% of their portfolio | 249.3k $10.8m | New |
| Laurion Capital Management LP 0.35% of their portfolio | 248.4k $10.7m | Reduced -116.4k |
| NORGES BANK 0.00% of their portfolio | 242.7k $10.5m | Reduced -19.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 224.9k $9.9m | Reduced -41.7k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.30% of their portfolio | 224.0k $9.7m | Reduced -45.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 223.2k $9.6m | Added +27.2k |
| TD Asset Management Inc 0.01% of their portfolio | 210.5k $9.1m | Added +54.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 176.8k $7.6m | Added +52.3k |
| PANAGORA ASSET MANAGEMENT INC 0.04% of their portfolio | 174.9k $7.5m | New |
| Trexquant Investment LP 0.10% of their portfolio | 155.1k $6.7m | Added +94.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 137.8k $5.9m | Added +48.8k |
| Granahan Investment Management, LLC 0.24% of their portfolio | 136.8k $5.9m | New |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 135.0k $5.8m | Reduced -319.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 130.4k $5.6m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 125.5k $5.4m | Added +78.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 123.8k $5.3m | Reduced -878.6k |
| SECTOR GAMMA AS 1.96% of their portfolio | 121.8k $5.3m | Reduced -42.5k |
| Invesco Ltd. 0.00% of their portfolio | 118.0k $5.1m | Added +41.8k |
| Hudson Bay Capital Management LP 0.04% of their portfolio | 115.0k $5.0m | Reduced -292.5k |
| Woodline Partners LP 0.05% of their portfolio | 113.4k $4.9m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 111.6k $4.8m | Reduced -39.4k |
| BARCLAYS PLC 0.00% of their portfolio | 109.9k $4.7m | Added +40.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 107.9k $4.7m | Reduced -86.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 101.2k $4.4m | Reduced -970 |
| Swiss National Bank 0.00% of their portfolio | 99.5k $4.3m | Reduced -10.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 94.5k $4.1m | Added +13.9k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 83.7k $3.6m | Reduced -75.6k |
| ACUTA CAPITAL PARTNERS, LLC 2.86% of their portfolio | 78.7k $3.4m | Added +23.4k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 76.9k $3.3m | Reduced -144.4k |
| PDT Partners, LLC 0.31% of their portfolio | 75.3k $3.2m | Reduced -18.1k |
| Informed Momentum Co LLC 0.52% of their portfolio | 74.1k $3.2m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 71.9k $3.1m | Added +2.0k |
| UBS Group AG 0.00% of their portfolio | 69.4k $3.0m | Reduced -101.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 65.1k $2.8m | Reduced -6.1k |
| MOORE CAPITAL MANAGEMENT, LP 0.06% of their portfolio | 60.0k $2.6m | New |
| Legal & General Group Plc 0.00% of their portfolio | 55.7k $2.4m | Added +251 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 49.8k $2.1m | Reduced -6.0k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 48.9k $2.1m | Reduced -35.9k |
| ALPS ADVISORS INC 0.01% of their portfolio | 44.3k $1.9m | Added +4.7k |
| Edgestream Partners, L.P. 0.09% of their portfolio | 42.1k $1.8m | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 41.8k $1.8m | Reduced -36.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 41.8k $1.8m | Reduced -8.9k |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 40.3k $1.7m | Reduced -2.1k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 40.0k $1.7m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 40.0k $1.7m | Reduced -26.3k |
| SEVEN EIGHT CAPITAL, LP 0.18% of their portfolio | 39.3k $1.7m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 38.2k $1.6m | Added +15.6k |
| CAXTON ASSOCIATES LP 0.06% of their portfolio | 37.5k $1.6m | Added +264 |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 37.3k $1.6m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 36.5k $1.6m | Reduced -320 |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 36.4k $1.6m | Reduced -3.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 36.1k $1.6m | First filing |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 35.6k $1.5m | Reduced -62.5k |
| MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio | 35.3k $1.5m | Reduced -10.1k |
| OAK RIDGE INVESTMENTS LLC 0.14% of their portfolio | 35.2k $1.5m | Reduced -4.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 33.2k $1.4m | Added +22.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.11% of their portfolio | 32.8k $1.4m | Added +13.5k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 32.7k $1.4m | Added +3.6k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 31.9k $1.4m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 31.1k $1.3m | Reduced -16.5k |
| Corebridge Financial, Inc. 0.01% of their portfolio | 30.4k $1.3m | First filing |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% of their portfolio | 30.0k $1.3m | Reduced -49.9k |