Alterity Therapeutics
ATHE
9 hedge funds and large institutions have $364K invested in Alterity Therapeutics in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
153% more capital invested
Capital invested by funds: $144K → $364K (+$220K)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
0% more ownership
Funds ownership: 0% → 0.01% (+0%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$145K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$36.9K |
| 3 |
VF
Virtu Financial
New York
|
+$26.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$356 |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$315 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $274K | +$145K | +58,669 | +114% |
|
|
2
Bank of Montreal
Toronto,
Ontario, Canada
| $47K | +$36.9K | +14,907 | New |
|
|
VF
3
Virtu Financial
New York
| $27K | +$26.7K | +10,799 | New |
|
|
TLCM
4
Twin Lakes Capital Management
Redwood Shores,
California
| $14.8K | – | – | – |
|
|
PCA
5
Providence Capital Advisors
Charlotte,
North Carolina
| $498 | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $200 | – | – | – |
|
|
SWM
7
Sugarloaf Wealth Management
Duluth,
Georgia
| $82 | – | – | – |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $15 | – | – | – |
|
|
CAS
9
Coppell Advisory Solutions
Coppell,
Texas
| $12 | -$356 | -144 | -97% |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$315 | -127 | Closed |
|
ATHE Hedge Fund Activity: Q4 2023 in Review
9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alterity Therapeutics (ATHE) for Q4 2023, worth a combined $364K — up 153% from $144K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ATHE positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $145K. The largest seller was Coppell Advisory Solutions, cutting an estimated $356.
- 9 institutional investors held Alterity Therapeutics (ATHE) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $364K of Alterity Therapeutics stock for Q4 2023, up 153% quarter-over-quarter.
- 2 funds opened new Alterity Therapeutics positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest Alterity Therapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $145K added.
- The largest Alterity Therapeutics seller in Q4 2023 was Coppell Advisory Solutions, an estimated $356 sold.
Based on aggregated 13F filings for Q4 2023.