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 ($229.8k this quarter). Holder counts are more reliable. Shares outstanding: 57.0m as of 2024-10-25, 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 ≈ $44.45. Options: 14 managers hold calls ($17.8m notional), 11 hold puts ($21.1m).
Trends to Q3 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 |
| Q3 2024 | 209 |
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 |
| Q3 2024 | 101 | 93 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $4.9m | $6.0m | 1.22 |
| Q1 2024 | $12.5m | $15.5m | 1.24 |
| Q2 2024 | $12.4m | $11.8m | 0.95 |
| Q3 2024 | $17.8m | $21.1m | 1.18 |
Biggest buyers
| Polar Capital Holdings Plc | New | +1.0m |
| Vestal Point Capital, LP | New | +760.0k |
| STATE STREET CORP | Added | +216.5k |
| Cutter Capital Management, LP | New | +186.6k |
| Frazier Life Sciences Management, L.P. | Added | +172.2k |
| LOOMIS SAYLES & CO L P | Added | +163.5k |
| Fisher Asset Management, LLC | Added | +145.4k |
| Exome Asset Management LLC | New | +132.4k |
| MARSHALL WACE, LLP | Added | +129.6k |
| ARMISTICE CAPITAL, LLC | Added | +127.9k |
Biggest sellers
| DIMENSIONAL FUND ADVISORS LP | Reduced | -633.9k |
| Schonfeld Strategic Advisors LLC | Reduced | -433.1k |
| Rock Springs Capital Management LP | Reduced | -344.9k |
| Laurion Capital Management LP | Sold out | -248.4k |
| MORGAN STANLEY | Reduced | -247.7k |
| AXA S.A. | Reduced | -238.6k |
| Parkman Healthcare Partners LLC | Reduced | -161.3k |
| Nuveen Asset Management, LLC | Reduced | -155.2k |
| D. E. Shaw & Co., Inc. | Reduced | -145.8k |
| Bellevue Group AG | Reduced | -143.6k |
Biggest calls
| Point72 Asset Management, L.P. | New | $6.7m150.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.6m58.6k shares |
| Caption Management, LLC | Added | $1.8m41.2k shares |
| BARCLAYS PLC | Unchanged | $1.4m32.2k shares |
| Squarepoint Ops LLC | Unchanged | $1.2m27.0k shares |
| CITIGROUP INC | New | $1.1m25.7k shares |
| Walleye Capital LLC | Added | $702.0k15.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $568.0k12.8k shares |
| CITADEL ADVISORS LLC | Reduced | $564.3k12.7k shares |
| WOLVERINE TRADING, LLC | New | $520.0k11.4k shares |
Biggest puts
| Caption Management, LLC | Added | $13.3m300.0k shares |
| WELLS FARGO & COMPANY/MN | Unchanged | $3.5m79.6k shares |
| Squarepoint Ops LLC | Unchanged | $1.2m27.0k shares |
| CITIGROUP INC | New | $1.1m25.7k shares |
| CITADEL ADVISORS LLC | Reduced | $670.9k15.1k shares |
| WOLVERINE TRADING, LLC | New | $333.0k7.3k shares |
| GROUP ONE TRADING LLC | Added | $288.8k6.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $275.5k6.2k shares |
| Walleye Capital LLC | Unchanged | $177.7k4.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $111.0k2.5k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 3 | $761.2k | $761.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-26 | Jones Cecilia Chief Financial Officer | Sold plan | $124.6k2.5k shares |
| 2024-08-08 | Goff Brian Chief Executive Officer, director | Sold plan | $474.1k11.1k shares |
| 2024-07-01 | Gheuens Sarah Chief Medical Officer | Sold plan | $162.5k3.7k 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 2024
| Manager | Shares | Change |
|---|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.38% of their portfolio | 5.7m $251.5m | Added +6.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.5m $246.4m | Added +49.2k |
| BlackRock, Inc. 0.00% of their portfolio | 5.0m $223.1m | First filing |
| Bellevue Group AG 2.69% of their portfolio | 3.7m $166.0m | Reduced -143.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.4m $152.2m | Reduced -126.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.8m $125.8m | Added +55.3k |
| STATE STREET CORP 0.00% of their portfolio | 2.3m $103.6m | Added +216.5k |
| ARMISTICE CAPITAL, LLC 2.56% of their portfolio | 2.2m $98.1m | Added +127.9k |
| Erste Asset Management GmbH 1.16% of their portfolio | 2.2m $97.2m | Reduced -70.0k |
| MACQUARIE GROUP LTD 0.08% of their portfolio | 1.7m $75.1m | Reduced -38.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.6m $69.4m | Reduced -633.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $60.3m | Added +6.1k |
| MARSHALL WACE, LLP 0.07% of their portfolio | 1.3m $56.1m | Added +129.6k |
| BVF INC/IL 1.55% of their portfolio | 1.2m $52.9m | Unchanged |
| Frazier Life Sciences Management, L.P. 1.86% of their portfolio | 1.0m $46.4m | Added +172.2k |
| Polar Capital Holdings Plc 0.25% of their portfolio | 1.0m $44.5m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% of their portfolio | 907.0k $40.3m | Reduced -4.1k |
| ArrowMark Colorado Holdings LLC 0.50% of their portfolio | 882.7k $39.2m | Reduced -136.6k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 855.3k $38.0m | Added +145.4k |
| Vestal Point Capital, LP 2.66% of their portfolio | 760.0k $33.8m | New |
| Rock Springs Capital Management LP 1.01% of their portfolio | 699.4k $31.1m | Reduced -344.9k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 669.6k $29.8m | Added +7.4k |
| GW&K Investment Management, LLC 0.24% of their portfolio | 630.9k $28.0m | Added +35.9k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 612.4k $27.2m | Added +163.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 590.1k $26.2m | Added +3.8k |
| Caligan Partners LP 8.16% of their portfolio | 579.7k $25.8m | Added +65.0k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 532.4k $23.7m | Reduced -145.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 476.7k $21.2m | Reduced -72.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 465.6k $20.7m | Added +8.1k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 400.8k $18.3m | Reduced -21.2k |
| Artisan Partners Limited Partnership 0.03% of their portfolio | 391.8k $17.4m | Added +71.4k |
| MORGAN STANLEY 0.00% of their portfolio | 349.0k $15.5m | Reduced -247.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 333.1k $14.8m | Added +6.3k |
| Eagle Health Investments LP 2.83% of their portfolio | 330.8k $14.7m | Unchanged |
| Parkman Healthcare Partners LLC 1.62% of their portfolio | 285.1k $12.7m | Reduced -161.3k |
| Candriam S.C.A. 0.07% of their portfolio | 261.5k $11.6m | Reduced -61.4k |
| AXA S.A. 0.03% of their portfolio | 238.8k $10.6m | Reduced -238.6k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.31% of their portfolio | 233.1k $10.4m | Added +9.1k |
| TD Asset Management Inc 0.01% of their portfolio | 227.3k $10.4m | Added +16.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 213.0k $9.7m | Reduced -11.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 196.4k $8.7m | Reduced -124.1k |
| Cutter Capital Management, LP 2.45% of their portfolio | 186.6k $8.3m | New |
| BARCLAYS PLC 0.00% of their portfolio | 180.4k $8.0m | Added +70.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 178.4k $7.9m | Reduced -44.7k |
| NORGES BANK 0.00% of their portfolio | 175.9k $7.8m | Reduced -66.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 162.7k $7.2m | Reduced -155.2k |
| CenterBook Partners LP 0.42% of their portfolio | 154.1k $6.8m | Reduced -95.2k |
| Granahan Investment Management, LLC 0.26% of their portfolio | 150.8k $6.7m | Added +13.9k |
| Walleye Capital LLC 0.07% of their portfolio | 144.0k $6.4m | Added +124.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 143.4k $6.4m | Added +5.6k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 138.1k $6.1m | Added +105.0k |
| Exome Asset Management LLC 2.00% of their portfolio | 132.4k $5.9m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 126.5k $5.6m | Reduced -50.3k |
| Invesco Ltd. 0.00% of their portfolio | 118.9k $5.3m | Added +927 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 114.2k $5.1m | Added +19.7k |
| UBS Group AG 0.00% of their portfolio | 114.2k $5.1m | Added +44.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 113.2k $5.0m | Reduced -12.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 110.9k $4.9m | Reduced -19.5k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 109.1k $4.8m | Reduced -2.5k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.20% of their portfolio | 101.7k $4.5m | New |
| MOORE CAPITAL MANAGEMENT, LP 0.13% of their portfolio | 100.0k $4.4m | Added +40.0k |
| Swiss National Bank 0.00% of their portfolio | 99.8k $4.4m | Added +300 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 94.2k $4.2m | Reduced -7.0k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 89.5k $4.0m | Added +12.6k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 84.4k $3.8m | Added +59.6k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.02% of their portfolio | 79.9k $3.5m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 77.9k $3.5m | Added +46.8k |
| Informed Momentum Co LLC 0.49% of their portfolio | 74.3k $3.3m | Added +131 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 73.4k $3.3m | Added +1.5k |
| CITIGROUP INC 0.00% of their portfolio | 72.1k $3.2m | Added +47.7k |
| Legal & General Group Plc 0.00% of their portfolio | 68.1k $3.0m | Added +12.4k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 68.0k $3.0m | Reduced -106.9k |
| SECTOR GAMMA AS 0.92% of their portfolio | 67.9k $3.0m | Reduced -53.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 63.7k $2.8m | Added +28.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 60.8k $2.7m | Reduced -4.3k |
| Hudson Bay Capital Management LP 0.02% of their portfolio | 60.0k $2.7m | Reduced -55.0k |
| PDT Partners, LLC 0.22% of their portfolio | 56.7k $2.5m | Reduced -18.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 49.5k $2.2m | Reduced -58.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 48.7k $2.2m | Reduced -1.1k |
| Caption Management, LLC 0.22% of their portfolio | 46.2k $2.1m | New |
| FMR LLC 0.00% of their portfolio | 45.4k $2.0m | Added +33.5k |
| CANTOR FITZGERALD, L. P. 0.18% of their portfolio | 43.7k $1.9m | New |
| ALPS ADVISORS INC 0.01% of their portfolio | 43.0k $1.9m | Reduced -1.3k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 42.6k $1.9m | Reduced -6.3k |
| OAK RIDGE INVESTMENTS LLC 0.16% of their portfolio | 40.4k $1.8m | Added +5.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 40.1k $1.8m | Added +4.0k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 40.0k $1.8m | Unchanged |
| HARBOR CAPITAL ADVISORS, INC. 0.08% of their portfolio | 39.1k $1.7m | Added +6.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 38.6k $1.7m | Reduced -1.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 38.1k $1.7m | Reduced -3.6k |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 37.4k $1.7m | Reduced -2.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 36.3k $1.5m | New |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 35.3k $1.6m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 34.4k $1.5m | Reduced -3.8k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 32.7k $1.5m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 32.5k $1.4m | Reduced -4.0k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 31.9k $1.4m | Unchanged |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 31.0k $1.4m | Reduced -433.1k |
| Corebridge Financial, Inc. 0.01% of their portfolio | 30.2k $1.3m | Reduced -186 |
| EDGEWOOD MANAGEMENT LLC 0.00% of their portfolio | 30.0k $1.3m | Unchanged |