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Celcuity

30 hedge funds and large institutions have $11.1M invested in Celcuity in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.69% less ownership

Funds ownership: 20.25%18.56% (-1.7%)

17% less funds holding

Funds holding: 3630 (-6)

23% less capital invested

Capital invested by funds: $14.4M → $11.1M (-$3.33M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1
Frontier Wealth Management
Missouri
$4.31M +$19.4K +3,380 +0.5%
GS
2
Gagnon Securities
New York
$2.11M -$6.81K -1,190 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.38M
GA
4
Gagnon Advisors
New York
$823K
PAIM
5
Punch & Associates Investment Management
Minnesota
$383K
Northern Trust
6
Northern Trust
Illinois
$317K +$3.05K +532 +1%
BlackRock
7
BlackRock
New York
$311K -$3.81K -666 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$307K -$3.13K -546 -1%
HighTower Advisors
9
HighTower Advisors
Illinois
$236K
AI
10
Accredited Investors
Minnesota
$169K
SFG
11
SNS Financial Group
Minnesota
$122K +$50.6K +8,830 +72%
JFA
12
JNBA Financial Advisors
Minnesota
$120K
UBS Group
13
UBS Group
Switzerland
$116K
Geode Capital Management
14
Geode Capital Management
Massachusetts
$111K -$2.97K -519 -3%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$58K
EIM
16
Essex Investment Management
Massachusetts
$53K -$1.93K -337 -4%
Morgan Stanley
17
Morgan Stanley
New York
$48K +$9.6K +1,676 +25%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$32K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$23K +$7.15K +1,249 +48%
Osaic Holdings
20
Osaic Holdings
Arizona
$16K
JSC
21
Jackson Square Capital
California
$13K
FCH
22
Freestone Capital Holdings
Washington
$5.8K +$5.73K +1,000 New
MAM
23
Meeder Asset Management
Ohio
$5K
Wells Fargo
24
Wells Fargo
California
$3K -$3.13K -547 -52%
US Bancorp
25
US Bancorp
Minnesota
$3K