UOC
APLS

UBS O'Connor’s Apellis Pharmaceuticals APLS Stock Holding History

UBS O'Connor’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-27,500
Closed -$6.75K – 433
2024
Q3 		$6.75K Buy
27,500
+15,000
+120% +$556K ﹤0.01% 472
2024
Q2 		$23.1K Buy
+12,500
New +$566K ﹤0.01% 475
2024
Q1 		– Sell
-25,000
Closed -$119K – 520
2023
Q4 		$119K Sell
25,000
-25,000
-50% -$1.27M ﹤0.01% 407
2023
Q3 		$248K Buy
50,000
+25,000
+100% +$1.1M ﹤0.01% 441
2023
Q2 		$45K Buy
+25,000
New +$2.16M ﹤0.01% 509

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

UBS O'Connor's APLS Position: Q4 2024 in Review

UBS O'Connor sold out of Apellis Pharmaceuticals (APLS) in Q4 2024, closing a stake of 7,603 shares — an estimated $219K sold.

UBS O'Connor first reported a position in APLS in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 260 funds tracked by Wall St. Rank hold APLS as of Q4 2024.

  • UBS O'Connor reported no remaining Apellis Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 7,603 Apellis Pharmaceuticals shares in Q4 2024, an estimated $219K.
  • UBS O'Connor first reported a position in Apellis Pharmaceuticals in Q3 2024 and held it in 1 quarter.
  • UBS O'Connor's Apellis Pharmaceuticals position peaked at $219K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.