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APEN

Apollo Endosurgery, Inc.

Delisted

APEN was delisted on the 3rd of April, 2023.

63 hedge funds and large institutions have $110M invested in Apollo Endosurgery, Inc. in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105,300% more call options, than puts

Call options by funds: $6.32M | Put options by funds: $6K

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

11% less funds holding

Funds holding: 7163 (-8)

37% less capital invested

Capital invested by funds: $173M → $110M (-$63.1M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
21
Reduced
16
Closed
19
Calls
$6.32M
Puts
$6K
Net Calls
+$6.32M
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
CPMG Inc
Texas
$14.3M
NCM
2
Nantahala Capital Management
Connecticut
$13.6M -$8.93K -1,889 -0.1%
SCM
3
Soleus Capital Management
Connecticut
$11.9M +$1.78M +375,848 +13%
SCM
4
Stonepine Capital Management
Oregon
$7.89M +$2.21M +468,165 +28%
GS
5
Gagnon Securities
New York
$6.56M +$1.26M +266,588 +17%
DM
6
Deerfield Management
New York
$6.39M
Citigroup
7
Citigroup
New York
$5.84M +$2.15M +453,985 +40%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.91M
GA
9
Gagnon Advisors
New York
$4.85M
SCM
10
Silverarc Capital Management
Massachusetts
$3.92M +$333K +70,480 +7%
ACM
11
Archon Capital Management
Washington
$3.48M
Goldman Sachs
12
Goldman Sachs
New York
$2.82M -$233K -49,269 -6%
PGM
13
Parian Global Management
New York
$2.67M -$29.3K -6,199 -0.8%
PHP
14
Parkman Healthcare Partners
Connecticut
$2.37M -$758K -160,411 -20%
GGHC
15
Gilder Gagnon Howe & Co
New York
$1.69M -$205K -43,469 -9%
BlackRock
16
BlackRock
New York
$1.58M +$93.8K +19,832 +5%
PVI
17
Pura Vida Investments
New York
$1.56M
EIM
18
Essex Investment Management
Massachusetts
$1.42M +$62.2K +13,161 +3%
AIC
19
AWM Investment Company
New York
$1.3M +$268K +56,761 +19%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.02M +$77.8K +16,463 +6%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$995K -$1.29M -272,727 -50%
RI
22
RTW Investments
New York
$942K
BCM
23
Bridgeway Capital Management
Texas
$851K +$467K +98,800 +74%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$759K -$388 -82 -0%
Northern Trust
25
Northern Trust
Illinois
$660K +$5.8K +1,228 +0.7%

APEN Hedge Fund Activity: Q2 2022 in Review

63 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Apollo Endosurgery, Inc. (APEN) for Q2 2022, worth a combined $110M — down 37% from $173M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APEN and 11 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 21 added.

The largest buyer was Stonepine Capital Management, adding an estimated $2.21M. The largest seller was Invesco, exiting entirely with an estimated $1.88M sold.

  • 63 institutional investors held Apollo Endosurgery, Inc. (APEN) as of Q2 2022, down from 71 in Q1 2022.
  • Funds reported $110M of Apollo Endosurgery, Inc. stock for Q2 2022, down 37% quarter-over-quarter.
  • 11 funds opened new Apollo Endosurgery, Inc. positions in Q2 2022 and 19 closed out, a net change of -8 holders.
  • The largest Apollo Endosurgery, Inc. buyer in Q2 2022 was Stonepine Capital Management, an estimated $2.21M added.
  • The largest Apollo Endosurgery, Inc. seller in Q2 2022 was Invesco, an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2022.