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APLS

Apellis Pharmaceuticals

Delisted

APLS was delisted on the 13th of May, 2026.

256 hedge funds and large institutions have $4.34B invested in Apellis Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 64 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $373M | Put options by funds: $139M

98% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 64

5.25% more ownership

Funds ownership: 91.51%96.75% (+5.2%)

19% less funds holding

Funds holding: 317256 (-61)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

55% less capital invested

Capital invested by funds: $9.71B → $4.34B (-$5.37B)

56% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 106

Holders
256
Holders Change
-61
Holders Change %
-19.24%
% of All Funds
4.06%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
47
Increased
127
Reduced
64
Closed
106
Calls
$373M
Puts
$139M
Net Calls
+$235M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
226
Daiwa Securities Group
Japan
$16K
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$14.6K +$1.58K +36 +10%
AF
228
Advisornet Financial
Minnesota
$9.59K +$966 +22 +10%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.68K +61 +34%
QCG
230
Quadrant Capital Group
Ohio
$7.88K +$3.69K +84 +68%
GRP
231
Global Retirement Partners
California
$6.02K +$88 +2 +1%
LC
232
Lindbrook Capital
California
$5.67K -$3.29K -75 -33%
GWM
233
Geneos Wealth Management
Colorado
$3.8K
AF
234
Allworth Financial
California
$3.73K +$2.77K +63 +180%
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$3.69K +$4.26K +97 New
WTC
236
WhitTier Trust Company
Nevada
$2.36K +$1.1K +25 +68%
FFA
237
Farther Finance Advisors
California
$2.13K +$1.89K +43 +331%
BIA
238
Bell Investment Advisors
California
$1.9K -$351 -8 -14%
CWC
239
Carolinas Wealth Consulting
North Carolina
$1.89K
PFBT
240
Parkside Financial Bank & Trust
Missouri
$1.86K +$2.15K +49 New
KFI
241
Key Financial Inc
Pennsylvania
$1.45K
HI
242
Harbour Investments
Wisconsin
$1.45K +$1.67K +38 New
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$1.29K +$659 +15 +79%
EWA
244
EverSource Wealth Advisors
Alabama
$1.06K +$966 +22 +367%
GWS
245
Glassman Wealth Services
Virginia
$1.06K +$1.23K +28 New
CTC
246
Central Trust Company
Missouri
$1.03K +$1.19K +27 New
PPC
247
Park Place Capital
Alabama
$875
BAAM
248
Baker Avenue Asset Management
California
$685 +$220 +5 +38%
LFG
249
Larson Financial Group
Missouri
$418 +$483 +11 New
JWA
250
JFS Wealth Advisors
Pennsylvania
$267 +$307 +7 New

APLS Hedge Fund Activity: Q3 2023 in Review

256 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Apellis Pharmaceuticals (APLS) for Q3 2023, worth a combined $4.34B — down 55% from $9.71B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of APLS and 47 opened new positions — a net loss of 59 holders — while 64 trimmed existing stakes and 127 added.

The largest buyer was Wellington Management Group, adding an estimated $373M. The largest seller was T. Rowe Price Associates, cutting an estimated $232M.

  • 256 institutional investors held Apellis Pharmaceuticals (APLS) as of Q3 2023, down from 317 in Q2 2023.
  • Funds reported $4.34B of Apellis Pharmaceuticals stock for Q3 2023, down 55% quarter-over-quarter.
  • 47 funds opened new Apellis Pharmaceuticals positions in Q3 2023 and 106 closed out, a net change of -59 holders.
  • The largest Apellis Pharmaceuticals buyer in Q3 2023 was Wellington Management Group, an estimated $373M added.
  • The largest Apellis Pharmaceuticals seller in Q3 2023 was T. Rowe Price Associates, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2023.