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 Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $160.45 M.
Top institutional holders include Jefferies Group and Frank Sands.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.96 M net outflow during the quarter.
Recent activity highlights Frank Sands who opened a new position. Conversely, Louis Moore Bacon reduced exposure by 68.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.54% | Reduce -0.3% | 155,000 | $114.32 M | Q3 2025 | |
| 0.03% | New Buy | 16,625 | $12.26 M | Q3 2025 | |
| 0.15% | Reduce -68.1% | 15,000 | $11.06 M | Q3 2025 | |
| 0.00% | Add 90.9% | 1,932 | $1.42 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for argenx SE (ARGX)
Top Guru holders include Jefferies Group ($114.32 M), Frank Sands ($12.26 M), Louis Moore Bacon ($11.06 M). Collectively, tracked Gurus hold 188,557 shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $10.96 M, with 2 Gurus buying and 2 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 0 Gurus sold out of ARGX completely. Total sell value was $23.9 M.
Yes, 1 Gurus opened new positions in ARGX, and 1 added to their existing holdings. Total buy value was $12.94 M.