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APLS

Apellis Pharmaceuticals

Delisted

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

283 hedge funds and large institutions have $7B invested in Apellis Pharmaceuticals in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 79 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $379M | Put options by funds: $133M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

61% more capital invested

Capital invested by funds: $4.34B → $7B (+$2.66B)

11% more funds holding

Funds holding: 256283 (+27)

1.91% more ownership

Funds ownership: 96.75%98.66% (+1.9%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

28% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 110

Holders
283
Holders Change
+27
Holders Change %
+10.55%
% of All Funds
4.12%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
64
Increased
79
Reduced
110
Closed
33
Calls
$379M
Puts
$133M
Net Calls
+$247M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$984M +$64.8M +1,278,246 +8%
EC
2
EcoR1 Capital
California
$669M +$13.9M +273,209 +3%
ACA
3
Avoro Capital Advisors
New York
$665M
Vanguard Group
4
Vanguard Group
Pennsylvania
$572M +$4.35M +85,701 +0.9%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$377M -$11M -215,887 -3%
Morgan Stanley
6
Morgan Stanley
New York
$371M +$233M +4,585,286 +285%
BlackRock
7
BlackRock
New York
$322M +$5.5M +108,507 +2%
Jennison Associates
8
Jennison Associates
New York
$196M -$13.5M -266,287 -8%
State Street
9
State Street
Massachusetts
$175M -$16.4M -322,692 -10%
OCA
10
Octagon Capital Advisors
New York
$168M -$16.4M -323,020 -10%
JP Morgan Chase
11
JP Morgan Chase
New York
$154M +$18.1M +356,386 +16%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$147M +$34.3M +677,098 +38%
Assenagon Asset Management
13
Assenagon Asset Management
Luxembourg
$128M +$56.9M +1,121,497 +110%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$125M -$8.49M -167,302 -7%
BC
15
Boxer Capital
California
$103M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$97.6M +$3.85M +75,816 +5%
AG
17
Artal Group
Luxembourg
$85.1M -$12.3M -243,226 -15%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$80.5M +$31M +610,413 +83%
PCH
19
Polar Capital Holdings
United Kingdom
$63.1M -$22.1K -435 -0%
LGM
20
Logos Global Management
California
$56.9M +$10.1M +200,000 +27%
Norges Bank
21
Norges Bank
Norway
$56.6M -$5.38M -105,980 -10%
O
22
OrbiMed
New York
$55.2M -$17.2M -338,300 -27%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$55M -$30.4K -600 -0.1%
Charles Schwab
24
Charles Schwab
California
$54.1M +$1.27M +25,052 +3%
FLSM
25
Frazier Life Sciences Management
California
$53M +$13.8M +271,122 +44%

APLS Hedge Fund Activity: Q4 2023 in Review

283 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Apellis Pharmaceuticals (APLS) for Q4 2023, worth a combined $7B — up 61% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new APLS positions and 33 closed out — a net gain of 31 holders — while 79 added to existing stakes and 110 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $233M. The largest seller was Slate Path Capital, exiting entirely with an estimated $78.7M sold.

  • 283 institutional investors held Apellis Pharmaceuticals (APLS) as of Q4 2023, up from 256 in Q3 2023.
  • Funds reported $7B of Apellis Pharmaceuticals stock for Q4 2023, up 61% quarter-over-quarter.
  • 64 funds opened new Apellis Pharmaceuticals positions in Q4 2023 and 33 closed out, a net change of +31 holders.
  • The largest Apellis Pharmaceuticals buyer in Q4 2023 was Morgan Stanley, an estimated $233M added.
  • The largest Apellis Pharmaceuticals seller in Q4 2023 was Slate Path Capital, an estimated $78.7M sold.

Based on aggregated 13F filings for Q4 2023.