John Hussman's EXEL Position Overview
John Hussman (via Hussman Strategic Advisors, Inc.) currently holds 105.0K shares of Exelixis, Inc. (EXEL) worth $4.34 M, representing 0.94% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, John Hussman has maintained a strategic position in EXEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 129.0K shares. Largest reduction occurred in Q4 2024, reducing 63.0K shares.
Analysis based on 13F filings available since 2013 Q2
John Hussman's Exelixis (EXEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Exelixis (EXEL) Trades by John Hussman
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +102,000 | New Buy | 102,000 | $17.69 |
| Q1 2020 | +25,000 | Add 24.51% | 127,000 | $17.22 |
| Q2 2020 | -50,500 | Reduce 39.76% | 76,500 | $23.74 |
| Q4 2020 | +26,000 | Add 33.99% | 102,500 | $20.07 |
| Q1 2021 | -10,000 | Reduce 9.76% | 92,500 | $22.59 |
| Q2 2021 | -30,500 | Reduce 32.97% | 62,000 | $18.23 |
| Q3 2021 | -31,000 | Reduce 50.00% | 31,000 | $21.13 |
| Q1 2022 | -5,000 | Reduce 16.13% | 26,000 | $22.65 |
| Q3 2022 | +129,000 | Add 496.15% | 155,000 | $15.68 |
| Q2 2023 | -25,000 | Reduce 16.13% | 130,000 | $19.11 |
| Q4 2023 | +17,000 | Add 13.08% | 147,000 | $23.99 |
| Q3 2024 | -21,000 | Reduce 14.29% | 126,000 | $25.95 |
| Q4 2024 | -63,000 | Reduce 50.00% | 63,000 | $33.30 |
| Q2 2025 | +42,000 | Add 66.67% | 105,000 | $44.08 |
John Hussman's Exelixis Investment FAQs
John Hussman first purchased Exelixis, Inc. (EXEL) in Q3 2019, acquiring 102,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Hussman has held Exelixis, Inc. (EXEL) for 25 quarters since Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Hussman's largest addition to Exelixis, Inc. (EXEL) was in Q3 2022, adding 155,000 shares worth $2.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Hussman's firm, Hussman Strategic Advisors, Inc., owns 105,000 shares of Exelixis, Inc. (EXEL), valued at approximately $4.34 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Exelixis, Inc. (EXEL) represents approximately 0.94% of John Hussman's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Hussman's peak holding in Exelixis, Inc. (EXEL) was 155,000 shares, as reported at the end of Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.