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Bolt Biotherapeutics

40 hedge funds and large institutions have $32.4M invested in Bolt Biotherapeutics in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more capital invested

Capital invested by funds: $26.8M → $32.4M (+$5.63M)

0.35% more ownership

Funds ownership: 2.73%3.08% (+0.35%)

9% less funds holding

Funds holding: 4440 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
13
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$105K -$164K -5,620 -60%
State Street
27
State Street
Massachusetts
$67.7K
Northern Trust
28
Northern Trust
Illinois
$43.3K -$1.61K -55 -3%
B
29
Bailard
California
$39.6K +$41.7K +1,425 New
Man Group
30
Man Group
United Kingdom
$35.3K -$35.8K -1,224 Closed
Charles Schwab
31
Charles Schwab
California
$34.4K +$36.2K +1,236 New
Prudential Financial
32
Prudential Financial
New Jersey
$33.9K
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$28K -$263 -9 -0.9%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$17.6K
Bank of America
35
Bank of America
North Carolina
$16.4K +$16.1K +549 +1,373%
Federated Hermes
36
Federated Hermes
Pennsylvania
$5.2K -$410 -14 -7%
TRCT
37
Tower Research Capital (TRC)
New York
$5K +$2.58K +88 +79%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$556
Wells Fargo
39
Wells Fargo
California
$210 +$29 +1 +14%
Barclays
40
Barclays
United Kingdom
$204 -$2.25K -77 -92%
SIC
41
Salem Investment Counselors
North Carolina
$56
OMC
42
Oasis Management Company
Cayman Islands
-$364K -14,000 Closed
Russell Investments Group
43
Russell Investments Group
United Kingdom
-$52.3K -2,010 Closed
EP
44
Eversept Partners
New York
-$40.5K -1,559 Closed
E
45
Ergoteles
New York
-$37.1K -1,425 Closed
Stifel Financial
46
Stifel Financial
Missouri
-$18.2K -701 Closed
Citigroup
47
Citigroup
New York
-$56 -2 Closed

BOLT Hedge Fund Activity: Q1 2023 in Review

40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bolt Biotherapeutics (BOLT) for Q1 2023, worth a combined $32.4M — up 21% from $26.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BOLT and 4 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 13 added.

The largest buyer was Tang Capital Management, adding an estimated $1.8M. The largest seller was Oasis Management Company, exiting entirely with an estimated $364K sold.

  • 40 institutional investors held Bolt Biotherapeutics (BOLT) as of Q1 2023, down from 44 in Q4 2022.
  • Funds reported $32.4M of Bolt Biotherapeutics stock for Q1 2023, up 21% quarter-over-quarter.
  • 4 funds opened new Bolt Biotherapeutics positions in Q1 2023 and 8 closed out, a net change of -4 holders.
  • The largest Bolt Biotherapeutics buyer in Q1 2023 was Tang Capital Management, an estimated $1.8M added.
  • The largest Bolt Biotherapeutics seller in Q1 2023 was Oasis Management Company, an estimated $364K sold.

Based on aggregated 13F filings for Q1 2023.