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Apogee Therapeutics
APGE

85 hedge funds and large institutions have $1.17B invested in Apogee Therapeutics in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 9

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

37% more capital invested

Capital invested by funds: $849M → $1.17B (+$317M)

16% more funds holding

Funds holding: 73 → 85 (+12)

4.64% more ownership

Funds ownership: 107.85% → 112.49% (+4.6%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
33
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
2
Bank of America
Bank of America
North Carolina
+$9.39M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$6.72M
4
B
Braidwell
Connecticut
+$3.81M
5
State Street
State Street
Massachusetts
+$3.52M

Top Sellers

Rank Fund Capital Flow
1
AAA
Affinity Asset Advisors
New York
-$10.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.18M
3
O
OrbiMed
New York
-$3.01M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$2.38M
5
DTC
Deep Track Capital
Connecticut
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Blackstone Inc
26
Blackstone Inc
New York
$9.83M +$1.06M +52,688 +18%
WP
27
Woodline Partners
California
$9.11M +$323K +16,102 +5%
PIM
28
Platinum Investment Management
Australia
$7.93M – – –
CC
29
Commodore Capital
New York
$6.99M – – –
Northern Trust
30
Northern Trust
Illinois
$4.94M +$313K +15,635 +10%
Charles Schwab
31
Charles Schwab
California
$4.35M +$88.3K +4,407 +3%
Morgan Stanley
32
Morgan Stanley
New York
$3.78M +$2.08M +103,916 +330%
Jennison Associates
33
Jennison Associates
New York
$2.9M +$2.08M +103,744 New
Holocene Advisors
34
Holocene Advisors
New York
$2.83M – – –
TD Asset Management
35
TD Asset Management
Ontario, Canada
$2.82M +$1.38M +69,052 +217%
ACH
36
ArrowMark Colorado Holdings
Colorado
$2.22M – – –
Bank of New York Mellon
37
Bank of New York Mellon
New York
$1.84M +$121K +6,023 +10%
N
38
Nuveen
North Carolina
$1.56M +$763K +38,077 +216%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.43M +$35K +1,745 +4%
SCM
40
Soleus Capital Management
Connecticut
$978K – – –
Barclays
41
Barclays
United Kingdom
$952K +$683K +34,056 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$922K +$662K +33,000 New
SFM
43
Sphera Funds Management
Israel
$838K – – –
Millennium Management
44
Millennium Management
New York
$804K +$577K +28,775 New
Goldman Sachs
45
Goldman Sachs
New York
$775K +$356K +17,749 +177%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$761K +$18.2K +908 +3%
Two Sigma Investments
47
Two Sigma Investments
New York
$700K +$502K +25,039 New
JP Morgan Chase
48
JP Morgan Chase
New York
$644K +$197K +9,830 +74%
TRSOTSOK
49
Teachers Retirement System of the State of Kentucky
Kentucky
$622K – – –
Hudson Bay Capital Management
50
Hudson Bay Capital Management
Connecticut
$559K +$401K +20,000 New
1
2
3 4

APGE Hedge Fund Activity: Q4 2023 in Review

85 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apogee Therapeutics (APGE) for Q4 2023, worth a combined $1.17B — up 37% from $849M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new APGE positions and 9 closed out — a net gain of 12 holders — while 33 added to existing stakes and 9 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11.6M. The largest seller was Affinity Asset Advisors, cutting an estimated $10.2M.

  • 85 institutional investors held Apogee Therapeutics (APGE) as of Q4 2023, up from 73 in Q3 2023.
  • Funds reported $1.17B of Apogee Therapeutics stock for Q4 2023, up 37% quarter-over-quarter.
  • 21 funds opened new Apogee Therapeutics positions in Q4 2023 and 9 closed out, a net change of +12 holders.
  • The largest Apogee Therapeutics buyer in Q4 2023 was Fidelity Investments, an estimated $11.6M added.
  • The largest Apogee Therapeutics seller in Q4 2023 was Affinity Asset Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2023.