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Allogene Therapeutics

170 hedge funds and large institutions have $398M invested in Allogene Therapeutics in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

10% more funds holding

Funds holding: 154170 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $413M → $398M (-$15.5M)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

4.09% less ownership

Funds ownership: 77.73%73.64% (-4.1%)

79% less call options, than puts

Call options by funds: $96K | Put options by funds: $451K

Holders
170
Holders Change
+16
Holders Change %
+10.39%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
50
Reduced
52
Closed
22
Calls
$96K
Puts
$451K
Net Calls
-$355K
Net Calls Change
-$81K
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
126
Clarity Wealth Advisors
California
$50.2K -$6.73K -2,374 -13%
RL
127
RPO LLC
Connecticut
$46K +$40.7K +14,333 New
Victory Capital Management
128
Victory Capital Management
Texas
$45.8K +$7.6K +2,680 +23%
Man Group
129
Man Group
United Kingdom
$44.3K +$39.1K +13,800 New
OC
130
Oppenheimer & Co
New York
$39.8K
CF
131
Crosspoint Financial
California
$38.5K
Osaic Holdings
132
Osaic Holdings
Arizona
$38.5K -$570 -201 -2%
EWA
133
EP Wealth Advisors
California
$34.8K
AWA
134
Aaron Wealth Advisors
Illinois
$34.4K +$30.4K +10,729 New
AWM
135
Axxcess Wealth Management
California
$34.3K +$30.3K +10,677 New
Pictet Asset Management
136
Pictet Asset Management
Switzerland
$33.6K
Canada Life
137
Canada Life
Manitoba, Canada
$31K -$7.33K -2,583 -21%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$30K
IUHSA
139
Itau Unibanco Holding S.A.
Brazil
$29.4K +$12.7K +4,463 +95%
PAS
140
Point72 Asia (Singapore)
Singapore
$28.2K +$25K +8,800 New
MSWM
141
McGlone Suttner Wealth Management
Wisconsin
$26.9K +$23.8K +8,376 New
AIP
142
Ameritas Investment Partners
Nebraska
$26K
AB
143
Amalgamated Bank
New York
$23K -$2.33K -823 -10%
Lazard Asset Management
144
Lazard Asset Management
New York
$18K +$706 +249 +4%
S
145
SignatureFD
Georgia
$13.3K -$5.1K -1,798 -30%
US Bancorp
146
US Bancorp
Minnesota
$10.9K +$2.34K +826 +32%
RCM
147
Raleigh Capital Management
North Carolina
$8.84K +$7.81K +2,755 New
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$8.6K -$550 -194 -7%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$6.48K -$227 -80 -4%
TLCM
150
Twin Lakes Capital Management
California
$6.28K

ALLO Hedge Fund Activity: Q4 2023 in Review

170 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Allogene Therapeutics (ALLO) for Q4 2023, worth a combined $398M — down 3.8% from $413M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ALLO positions and 22 closed out — a net gain of 17 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.54M. The largest seller was State Street, cutting an estimated $16.4M.

  • 170 institutional investors held Allogene Therapeutics (ALLO) as of Q4 2023, up from 154 in Q3 2023.
  • Funds reported $398M of Allogene Therapeutics stock for Q4 2023, down 3.8% quarter-over-quarter.
  • 39 funds opened new Allogene Therapeutics positions in Q4 2023 and 22 closed out, a net change of +17 holders.
  • The largest Allogene Therapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $5.54M added.
  • The largest Allogene Therapeutics seller in Q4 2023 was State Street, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2023.