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Assembly Biosciences

44 hedge funds and large institutions have $7.12M invested in Assembly Biosciences in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

38% more funds holding

Funds holding: 3244 (+12)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

0.41% less ownership

Funds ownership: 1.51%1.1% (-0.41%)

16% less capital invested

Capital invested by funds: $8.44M → $7.12M (-$1.32M)

60% less call options, than puts

Call options by funds: $2K | Put options by funds: $5K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
8
Reduced
8
Closed
4
Calls
$2K
Puts
$5K
Net Calls
-$3K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
HF
26
HRT Financial
New York
$25K +$24.2K +2,543 New
UBS Group
27
UBS Group
Switzerland
$19.8K +$19.1K +2,014 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$14K -$998 -105 -7%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$13K
RC
30
RBF Capital
California
$12.1K
TRCT
31
Tower Research Capital (TRC)
New York
$10.6K +$10.3K +1,082 New
HSBC Holdings
32
HSBC Holdings
United Kingdom
$9.42K
PWM
33
Palumbo Wealth Management
New York
$8.26K +$7.99K +840 New
EGM
34
Engineers Gate Manager
New York
$8.26K
SSG
35
Summit Securities Group
New York
$4K +$3.96K +417 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.97K
EWA
37
EverSource Wealth Advisors
Alabama
$545 +$523 +55 New
Wells Fargo
38
Wells Fargo
California
$415 +$95 +10 +31%
JP Morgan Chase
39
JP Morgan Chase
New York
$77 -$48 -5 -38%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$35
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$26
Bank of America
42
Bank of America
North Carolina
$24 +$19 +2 New
ASN
43
Advisory Services Network
Georgia
$1
AIM
44
Alerce Investment Management
Illinois
-$1.97M -185,625 Closed
Hudson Bay Capital Management
45
Hudson Bay Capital Management
Connecticut
-$177K -16,649 Closed
BAAM
46
Baker Avenue Asset Management
California
-$885 -83 Closed
Osaic Holdings
47
Osaic Holdings
Arizona
-$443 -42 Closed
Simplex Trading
48
Simplex Trading
Illinois
+$57 +6 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
+$437 +46 New

ASMB Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Assembly Biosciences (ASMB) for Q4 2023, worth a combined $7.12M — down 16% from $8.44M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ASMB positions and 4 closed out — a net gain of 12 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Anson Funds Management, opening a new position worth an estimated $570K. The largest seller was Alerce Investment Management, exiting entirely with an estimated $1.97M sold.

  • 44 institutional investors held Assembly Biosciences (ASMB) as of Q4 2023, up from 32 in Q3 2023.
  • Funds reported $7.12M of Assembly Biosciences stock for Q4 2023, down 16% quarter-over-quarter.
  • 16 funds opened new Assembly Biosciences positions in Q4 2023 and 4 closed out, a net change of +12 holders.
  • The largest Assembly Biosciences buyer in Q4 2023 was Anson Funds Management, an estimated $570K added.
  • The largest Assembly Biosciences seller in Q4 2023 was Alerce Investment Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2023.