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Apellis Pharmaceuticals

300 hedge funds and large institutions have $6.65B invested in Apellis Pharmaceuticals in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 105 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
66
Increased
105
Reduced
90
Closed
45
Calls
$111M
Puts
$94.7M
Net Calls
+$16.2M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
276
WhitTier Trust Company
Nevada
$3.53K -$118 -2 -3%
NCTC
277
New Covenant Trust Company
Indiana
$3.23K +$3.23K +55 New
S
278
Sachetta
Massachusetts
$2.99K
PFBT
279
Parkside Financial Bank & Trust
Missouri
$2.59K
CWC
280
Carolinas Wealth Consulting
North Carolina
$2.28K -$818 -14 -26%
HI
281
Harbour Investments
Wisconsin
$2.23K
KFI
282
Key Financial Inc
Pennsylvania
$2.23K
TFM
283
TFC Financial Management
Massachusetts
$2.12K +$2.12K +36 New
AW
284
Avion Wealth
Texas
$2K +$778 +7 +64%
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$2K
EWA
286
EverSource Wealth Advisors
Alabama
$1.72K +$486 +11 +39%
CTC
287
Central Trust Company
Missouri
$1.59K
QC
288
Quent Capital
New York
$1.41K +$999 +17 +243%
PPC
289
Park Place Capital
Alabama
$1.35K
SWM
290
Spire Wealth Management
Virginia
$1.35K +$647 +11 +92%
TPCW
291
TD Private Client Wealth
New York
$1.23K +$1.23K +21 New
CA
292
Continuum Advisory
Idaho
$1.23K +$1.23K +29 New
GWM
293
Geneos Wealth Management
Colorado
$1.06K +$1.06K +18 New
BFEC
294
Benjamin F. Edwards & Company
Missouri
$1K -$8.47K -127 -89%
SAM
295
Smartleaf Asset Management
Massachusetts
$467 +$467 +8 New
FFO
296
Fortitude Family Office
Arizona
$353
MCM
297
Manchester Capital Management
Vermont
$177
JWA
298
JFS Wealth Advisors
Pennsylvania
$118
A
299
AlphaQuest
New York
$59 +$59 +1 New
CFGS
300
Concourse Financial Group Securities
Alabama
$58