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argenx SE

ARGX Healthcare
$730.25 +$25.94 (3.68%)
Market Cap: $44.42 B
Gurus Holding
6
Popularity Rank
#1562
% of Shares Held
0.68%
Net Activity (Q4 2025)
+$191.85 M

Guru Ownership Trend

Guru Analysis for argenx SE (ARGX)

argenx SE (ARGX), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $304.29 M.

Top institutional holders include Frank Sands and Jefferies Group.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $191.85 M net inflow during the quarter.

Recent activity highlights Frank Sands who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 80.7%.

Key Holders

Top 5 by Value

$300.11 M
$25.23 M
$2.02 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$296.97 M
Total Buy Value
New Buys 2
Additions 3
-$105.12 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
5

FAQs for argenx SE (ARGX)

Major holders include Frank Sands ($300.11 M), Jefferies Group ($25.23 M), Louis Moore Bacon ($21.02 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 416,691 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $191.85 M, with 5 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited ARGX. The total reported sell value was $105.12 M.

Yes, 2 managers opened new positions in ARGX, and 3 increased their existing holdings. The total reported buy value was $296.97 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.91% Add 2046.6% 356,870 $300.11 M Q4 2025
0.13% Reduce -80.7% 30,000 $25.23 M Q4 2025
0.30% Add 66.7% 25,000 $21.02 M Q4 2025
0.00% Add 24.3% 2,401 $2.02 M Q4 2025
0.00% New Buy 2,148 $1.81 M Q4 2025
0.00% New Buy 272 $228,738 Q4 2025
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