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Alector

148 hedge funds and large institutions have $547M invested in Alector in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $403M → $547M (+$145M)

7.48% more ownership

Funds ownership: 74.02%81.51% (+7.5%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 148148 (0)

2% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 49

20% less call options, than puts

Call options by funds: $541K | Put options by funds: $675K

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
148
Holders Change
Holders Change %
0%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
48
Reduced
49
Closed
15
Calls
$541K
Puts
$675K
Net Calls
-$134K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$49.6K +$25.1K +4,231 +213%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$27.4K
QT
128
Quantbot Technologies
New York
$23.9K +$17.8K +3,000 New
S
129
SignatureFD
Georgia
$10.1K -$3.41K -575 -31%
ASN
130
Advisory Services Network
Georgia
$5.45K +$4.05K +683 New
Osaic Holdings
131
Osaic Holdings
Arizona
$3.87K +$492 +83 +21%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.63K
LC
133
Lindbrook Capital
California
$3.55K +$1.97K +332 +294%
MSFP
134
Mark Sheptoff Financial Planning
Connecticut
$2.39K
Daiwa Securities Group
135
Daiwa Securities Group
Japan
$2K
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$1.59K
CAM
137
Chesapeake Asset Management
New York
$1.2K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$1K -$966 -163 -62%
QCG
139
Quadrant Capital Group
Ohio
$727
RFG
140
RFP Financial Group
Georgia
$511
HWM
141
HighMark Wealth Management
Minnesota
$399
GI
142
GAMMA Investing
California
$286 +$284 +48 New
NA
143
NewEdge Advisors
Louisiana
$255
Comerica Bank
144
Comerica Bank
Texas
$168
PA
145
Parallel Advisors
California
$120
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$48 -$865 -146 -96%
FFA
147
Farther Finance Advisors
California
$16 +$12 +2 New
BBA
148
Baker Bros. Advisors
New York
-$6.25M -964,851 Closed
SFI
149
Susquehanna Fundamental Investments
Pennsylvania
-$386K -59,563 Closed
Squarepoint
150
Squarepoint
New York
-$141K -21,783 Closed

ALEC Hedge Fund Activity: Q4 2023 in Review

148 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alector (ALEC) for Q4 2023, worth a combined $547M — up 36% from $403M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ALEC positions and 15 closed out — a net gain of 1 holder — while 48 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.3M. The largest seller was Vanguard Group, cutting an estimated $6.72M.

  • 148 institutional investors held Alector (ALEC) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $547M of Alector stock for Q4 2023, up 36% quarter-over-quarter.
  • 16 funds opened new Alector positions in Q4 2023 and 15 closed out, a net change of +1 holder.
  • The largest Alector buyer in Q4 2023 was Morgan Stanley, an estimated $35.3M added.
  • The largest Alector seller in Q4 2023 was Vanguard Group, an estimated $6.72M sold.

Based on aggregated 13F filings for Q4 2023.