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Apellis Pharmaceuticals
APLS

Overview Fund Activity

279 hedge funds and large institutions have $7.28B invested in Apellis Pharmaceuticals in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 106 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+36
Holders Change %
+14.81%
% of All Funds
4.47%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
67
Increased
106
Reduced
78
Closed
28
Calls
$182M
Puts
$106M
Net Calls
+$75.5M
Net Calls Change
+$49.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$124M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$303M
3
O
3
OrbiMed
New York
$60M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$309M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$140M

Top Sellers

1
LGM
1
Logos Global Management
California
$52.8M
2
State Street
2
State Street
Massachusetts
$197M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$546M
4
Goldman Sachs
4
Goldman Sachs
New York
$43.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baillie Gifford & Co
251
Baillie Gifford & Co
United Kingdom
$21.4K +$2.77K +42 +15%
TWA
252
TCI Wealth Advisors
Arizona
$20.3K -$5.94K -90 -23%
LC
253
Lindbrook Capital
California
$18.2K -$396 -6 -2%
AF
254
Advisornet Financial
Minnesota
$17.8K +$17.8K +270 New
BAM
255
Belpointe Asset Management
Nevada
$14.8K +$14.8K +224 New
IUHSA
256
Itau Unibanco Holding S.A.
Brazil
$11.8K – – –
C
257
Covestor
United Kingdom
$11K – – –
QPBE
258
Quintet Private Bank (Europe)
Luxembourg
$10K +$10K +152 New
QCG
259
Quadrant Capital Group
Ohio
$8.11K +$8.11K +123 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$7.65K +$7.65K +116 New
S
261
SignatureFD
Georgia
$7.19K +$2.24K +34 +45%
GWM
262
Geneos Wealth Management
Colorado
$6.6K – – –
HMS
263
Hanseatic Management Services
New Mexico
$6K – – –
Parallax Volatility Advisers
264
Parallax Volatility Advisers
California
$5.87K -$2.1M -31,791 -100%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$5K -$282 -4 -5%
BIA
266
Bell Investment Advisors
California
$3.83K +$528 +8 +16%
CWC
267
Carolinas Wealth Consulting
North Carolina
$2.56K +$2.56K +39 New
KFI
268
Key Financial Inc
Pennsylvania
$2.51K – – –
WTC
269
WhitTier Trust Company
Nevada
$2.51K +$2.51K +38 New
HGWM
270
Harvest Group Wealth Management
Massachusetts
$1.98K +$198 +3 +11%
PPC
271
Park Place Capital
Alabama
$1.52K +$1.52K +23 New
AF
272
Allworth Financial
California
$1.39K -$1.91K -29 -58%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$1.25K – – –
CAL
274
Capital Advisors Ltd
Ohio
$1K – – –
BAAM
275
Baker Avenue Asset Management
California
$857 – – –
9 10
11
12 13