Apellis Pharmaceuticals
APLS
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.
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: 317 → 256 (-61)
33% less funds holding in top 10
Funds holding in top 10: 15 → 10 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$373M |
| 2 |
EC
EcoR1 Capital
San Francisco,
California
|
+$239M |
| 3 |
SPC
Slate Path Capital
New York
|
+$90.8M |
| 4 |
Jennison Associates
New York
|
+$69M |
| 5 |
State Street
Boston,
Massachusetts
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$232M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$113M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$97.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.4M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$76.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIA
351
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$60.8K | -667 | Closed |
|
|
HH
352
HWG Holdings
Houston,
Texas
| – | -$18.7K | -205 | Closed |
|
|
KFP
353
KB Financial Partners
Princeton,
New Jersey
| – | -$17K | -192 | Closed |
|
354
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$11K | -119 | Closed |
|
|
FGAM
355
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$339 | -91 | Closed |
|
|
HMS
356
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$8K | -85 | Closed |
|
|
OLVIG
357
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$2.37K | -26 | Closed |
|
|
VCM
358
Versant Capital Management
Phoenix,
Arizona
| – | -$1.27K | -14 | Closed |
|
|
SWM
359
Spire Wealth Management
Mclean,
Virginia
| – | -$1.09K | -12 | Closed |
|
|
CAL
360
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$1K | -8 | Closed |
|
|
SFG
361
Steward Financial Group
Colleyville,
Texas
| – | +$176 | +4 | 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.