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Apellis Pharmaceuticals
APLS

Overview Fund Activity

258 hedge funds and large institutions have $4.04B invested in Apellis Pharmaceuticals in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 97 increasing their positions, 71 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
3.44%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
61
Increased
97
Reduced
71
Closed
62
Calls
$104M
Puts
$33.5M
Net Calls
+$70.9M
Net Calls Change
-$15.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$307M
2
UBS Group
2
UBS Group
Switzerland
$82.5M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$44.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$48.5M
5
CWM
5
CIBC World Markets
New York
$41M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$377M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.1M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.52M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$957K
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
301
Whittier Trust
California
– -$107K -3,700 Closed
Lazard Asset Management
302
Lazard Asset Management
New York
– -$92K -3,202 Closed
CPA
303
Capital Performance Advisors
California
– -$56.1K -1,944 Closed
GSEP
304
Golden State Equity Partners
California
– -$30.3K -1,050 Closed
WAM
305
Wolverine Asset Management
Illinois
– -$27.4K -949 Closed
FHA
306
First Horizon Advisors
Tennessee
– -$24.9K -863 Closed
GJWM
307
Gilliland Jeter Wealth Management
Arkansas
– -$20.5K -712 Closed
CA
308
Clearstead Advisors
Ohio
– -$15.6K -542 Closed
AA
309
Ancora Advisors
Ohio
– -$14.4K -500 Closed
SSG
310
Summit Securities Group
New York
– -$7K -248 Closed
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
– -$5K -165 Closed
RS
312
Rakuten Securities
Japan
– -$4.59K -159 Closed
WWM
313
Wolff Wiese Magana
California
– -$4.24K -147 Closed
FCM
314
Fourpath Capital Management
Oklahoma
– -$3.58K -124 Closed
WTC
315
WhitTier Trust Company
Nevada
– -$2.62K -91 Closed
SAM
316
Smartleaf Asset Management
Massachusetts
– -$1.39K -47 Closed
KFI
317
Key Financial Inc
Pennsylvania
– -$1.1K -38 Closed
PPC
318
Park Place Capital
Alabama
– -$663 -23 Closed
HI
319
Harbour Investments
Wisconsin
– -$548 -19 Closed
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