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Allogene Therapeutics
ALLO

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: 154 → 170 (+16)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.54M
2
Goldman Sachs
Goldman Sachs
New York
+$5.47M
3
Millennium Management
Millennium Management
New York
+$5.09M
4
BlackRock
BlackRock
New York
+$3.14M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$16.4M
2
EC
EcoR1 Capital
California
-$14.2M
3
WP
Woodline Partners
California
-$7.76M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.42M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$5.53K -$7.42K -2,618 -60%
LC
152
Lindbrook Capital
California
$5.13K +$2.69K +949 +146%
AWM
153
Avior Wealth Management
Nebraska
$4.74K +$4.19K +1,477 New
QCG
154
Quadrant Capital Group
Ohio
$4.54K -$6.17K -2,176 -61%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$3.21K – – –
ASN
156
Advisory Services Network
Georgia
$3.08K +$2.72K +960 New
AF
157
Allworth Financial
California
$1.09K -$1.43K -503 -60%
FFA
158
Farther Finance Advisors
California
$1.02K +$902 +318 New
BTI
159
Blue Trust Inc
Georgia
$1K +$1.25K +441 New
AF
160
Advisornet Financial
Minnesota
$706 – – –
EBA
161
Eagle Bay Advisors
New York
$693 – – –
BIA
162
Bell Investment Advisors
California
$517 +$457 +161 New
PFBT
163
Parkside Financial Bank & Trust
Missouri
$511 – – –
PWMG
164
Private Wealth Management Group
New Jersey
$450 +$397 +140 New
DF
165
Dunhill Financial
United Kingdom
$225 +$199 +70 New
PA
166
Parallel Advisors
California
$103 -$1.52K -536 -94%
Toronto Dominion Bank
167
Toronto Dominion Bank
Ontario, Canada
$87 – – –
HNB
168
Huntington National Bank
Ohio
$3 +$3 +1 New
EC
169
EcoR1 Capital
California
– -$14.2M -4,488,200 Closed
RPAM
170
Rhenman & Partners Asset Management
Sweden
– -$951K -300,000 Closed
SAM
171
Simplify Asset Management
Nevada
– -$777K -245,000 Closed
Marshall Wace
172
Marshall Wace
United Kingdom
– -$725K -228,642 Closed
Schroder Investment Management Group
173
Schroder Investment Management Group
United Kingdom
– -$535K -168,864 Closed
SFI
174
Susquehanna Fundamental Investments
Pennsylvania
– -$513K -161,673 Closed
PA
175
Profund Advisors
Maryland
– -$414K -130,639 Closed
4 5 6
7
8

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.