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
2023 Q4	–	Sell	-15,000	Closed	-$91.5K	–	517
2023 Q3	$91.5K	Buy	+15,000	New	+$659K	﹤0.01%	472

Other funds holding APLS

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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.