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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$577M +$373M +8,502,769 +128%
ACA
2
Avoro Capital Advisors
New York
$423M
EC
3
EcoR1 Capital
California
$415M +$239M +5,448,212 +100%
Vanguard Group
4
Vanguard Group
Pennsylvania
$360M +$3.02M +68,687 +0.7%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$248M +$38.7M +880,596 +16%
BlackRock
6
BlackRock
New York
$201M -$20.9M -474,881 -8%
Jennison Associates
7
Jennison Associates
New York
$135M +$69M +1,571,606 +80%
State Street
8
State Street
Massachusetts
$123M +$42M +955,029 +42%
OCA
9
Octagon Capital Advisors
New York
$119M +$22.5M +511,700 +20%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$86M -$86.4M -1,965,829 -47%
JP Morgan Chase
11
JP Morgan Chase
New York
$84.4M +$18.9M +430,765 +24%
SPC
12
Slate Path Capital
New York
$78.7M +$90.8M +2,068,000 New
CAM
13
Cormorant Asset Management
Massachusetts
$76.1M +$30.3M +690,000 +53%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$67.8M -$232M -5,288,985 -75%
BC
15
Boxer Capital
California
$65.7M +$6.59M +150,000 +10%
AG
16
Artal Group
Luxembourg
$63.3M +$27M +614,505 +59%
Morgan Stanley
17
Morgan Stanley
New York
$61.2M +$37.4M +852,331 +113%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$59.2M +$2.48M +56,437 +4%
O
19
OrbiMed
New York
$47.9M +$15.4M +350,300 +38%
Macquarie Group
20
Macquarie Group
Australia
$41M +$13.2M +301,068 +39%
PCH
21
Polar Capital Holdings
United Kingdom
$40.1M +$25.9M +588,875 +127%
Norges Bank
22
Norges Bank
Norway
$40M +$1.28M +29,167 +3%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$38.9M +$23.1M +524,797 +105%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$35M +$17.2M +391,770 +74%
ITP
25
Iron Triangle Partners
Connecticut
$33.5M +$38.7M +880,000 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.