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APLS

Apellis Pharmaceuticals

Delisted

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

143 hedge funds and large institutions have $1.53B invested in Apellis Pharmaceuticals in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 34 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 34

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $1.34B → $1.53B (+$188M)

8% more funds holding

Funds holding: 133143 (+10)

7.17% more ownership

Funds ownership: 68.69%75.86% (+7.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

53% less call options, than puts

Call options by funds: $5.34M | Put options by funds: $11.4M

Holders
143
Holders Change
+10
Holders Change %
+7.52%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
63
Reduced
34
Closed
23
Calls
$5.34M
Puts
$11.4M
Net Calls
-$6.06M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$2.33M +$440K +12,383 +17%
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$2.08M
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$2.07M +$433K +12,185 +19%
JP Morgan Chase
54
JP Morgan Chase
New York
$2.06M -$12.4M -350,211 -82%
BCM
55
Burrage Capital Management
Massachusetts
$2.04M -$27.5K -775 -1%
TRSOTSOK
56
Teachers Retirement System of the State of Kentucky
Kentucky
$2.03M +$1.3M +36,616 +94%
AllianceBernstein
57
AllianceBernstein
Tennessee
$2.02M +$53.3K +1,500 +2%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1.99M -$79K -2,226 -3%
PAG
59
Private Advisor Group
New Jersey
$1.91M -$84.7K -2,387 -3%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$1.76M -$2.23M -62,768 -48%
First Trust Advisors
61
First Trust Advisors
Illinois
$1.54M -$453K -12,772 -18%
CS
62
Credit Suisse
Switzerland
$1.46M -$208K -5,872 -10%
DCM
63
DAFNA Capital Management
California
$1.45M +$476K +13,397 +33%
AA
64
Aufman Associates
Pennsylvania
$1.44M
Citigroup
65
Citigroup
New York
$1.41M -$1.01M -28,587 -35%
IC
66
Ikarian Capital
Texas
$1.4M +$1.85M +52,073 +98,251%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$1.36M +$259K +7,300 +17%
O
68
OrbiMed
New York
$1.35M +$1.79M +50,485 New
AG
69
Algert Global
California
$1.34M +$1.77M +49,885 New
Morgan Stanley
70
Morgan Stanley
New York
$1.33M -$2.59M -72,887 -59%
SI
71
Sofinnova Investments
California
$1.33M
UBS AM
72
UBS AM
Illinois
$1.26M +$380K +10,690 +29%
Verition Fund Management
73
Verition Fund Management
Connecticut
$1.11M +$657K +18,506 +81%
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$1.05M -$1.47M -41,304 -51%
MSL
75
Mackay Shields LLC
New York
$1.01M +$1.34M +37,700 New

APLS Hedge Fund Activity: Q1 2020 in Review

143 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Apellis Pharmaceuticals (APLS) for Q1 2020, worth a combined $1.53B — up 14% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APLS positions and 23 closed out — a net gain of 12 holders — while 63 added to existing stakes and 34 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $215M. The largest seller was Barclays, cutting an estimated $34.5M.

  • 143 institutional investors held Apellis Pharmaceuticals (APLS) as of Q1 2020, up from 133 in Q4 2019.
  • Funds reported $1.53B of Apellis Pharmaceuticals stock for Q1 2020, up 14% quarter-over-quarter.
  • 35 funds opened new Apellis Pharmaceuticals positions in Q1 2020 and 23 closed out, a net change of +12 holders.
  • The largest Apellis Pharmaceuticals buyer in Q1 2020 was Wellington Management Group, an estimated $215M added.
  • The largest Apellis Pharmaceuticals seller in Q1 2020 was Barclays, an estimated $34.5M sold.

Based on aggregated 13F filings for Q1 2020.