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Fortress Biotech

48 hedge funds and large institutions have $15.9M invested in Fortress Biotech in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $759K | Put options by funds: $449K

16% less funds holding

Funds holding: 5748 (-9)

29% less capital invested

Capital invested by funds: $22.3M → $15.9M (-$6.44M)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
48
Holders Change
-9
Holders Change %
-15.79%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
19
Closed
20
Calls
$759K
Puts
$449K
Net Calls
+$310K
Net Calls Change
-$894K
Name Holding Trade Value Shares
Change
Change in
Stake
BIT
26
BlackRock Institutional Trust
California
$72K -$601K -22,792 -89%
Credit Agricole
27
Credit Agricole
France
$64K
Bank of New York Mellon
28
Bank of New York Mellon
New York
$63K -$161K -6,099 -71%
Citigroup
29
Citigroup
New York
$61K -$99.3K -3,766 -61%
VKH
30
Virtu KCG Holdings
New York
$60K -$39.9K -1,515 -40%
SFM
31
Soros Fund Management
New York
$50K +$51.5K +1,952 New
AQR Capital Management
32
AQR Capital Management
Connecticut
$49K -$240K -9,120 -83%
JG
33
Jefferies Group
New York
$32K +$33K +1,250 New
GC
34
Guggenheim Capital
Illinois
$29K -$11.6K -440 -28%
BA
35
BlackRock Advisors
Delaware
$25K -$27.5K -1,044 -51%
State Street
36
State Street
Massachusetts
$22K -$541K -20,513 -96%
TRCT
37
Tower Research Capital (TRC)
New York
$18K -$11K -419 -39%
Citadel Advisors
38
Citadel Advisors
Florida
$12K -$33.7K -1,280 -74%
BIM
39
BlackRock Investment Management
Delaware
$9K -$150K -5,684 -94%
DAM
40
Delta Asset Management
Tennessee
$9K
Ameriprise
41
Ameriprise
Minnesota
$9K +$8.96K +340 New
HCC
42
Hirtle Callaghan & Co
Pennsylvania
$4K
EWM
43
Edge Wealth Management
New York
$3K -$10.5K -400 -80%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$2K +$1.55K +59 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$225 +$237 +9 New
NCM
47
Nantahala Capital Management
Connecticut
-$1.73M -58,181 Closed
MOACM
48
Mutual of America Capital Management
New York
-$285K -9,587 Closed
TCIM
49
TIAA CREF Investment Management
New York
-$197K -6,642 Closed
ZIM
50
Zacks Investment Management
Illinois
-$166K -5,583 Closed

FBIO Hedge Fund Activity: Q2 2014 in Review

48 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Fortress Biotech (FBIO) for Q2 2014, worth a combined $15.9M — down 29% from $22.3M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FBIO and 11 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 9 added.

The largest buyer was Susquehanna International Group, adding an estimated $564K. The largest seller was Nantahala Capital Management, exiting entirely with an estimated $1.73M sold.

  • 48 institutional investors held Fortress Biotech (FBIO) as of Q2 2014, down from 57 in Q1 2014.
  • Funds reported $15.9M of Fortress Biotech stock for Q2 2014, down 29% quarter-over-quarter.
  • 11 funds opened new Fortress Biotech positions in Q2 2014 and 20 closed out, a net change of -9 holders.
  • The largest Fortress Biotech buyer in Q2 2014 was Susquehanna International Group, an estimated $564K added.
  • The largest Fortress Biotech seller in Q2 2014 was Nantahala Capital Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2014.