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Fortress Biotech

49 hedge funds and large institutions have $11.9M invested in Fortress Biotech in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $6.44M → $11.9M (+$5.44M)

0.13% less ownership

Funds ownership: 0.84%0.71% (-0.13%)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

20% less funds holding

Funds holding: 6149 (-12)

79% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 14

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25K

Holders
49
Holders Change
-12
Holders Change %
-19.67%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
15
Closed
14
Calls
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
DY
26
Dowling & Yahnke
California
$36K +$35K +1,333 New
Wells Fargo
27
Wells Fargo
California
$35K +$787 +30 +2%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$31K
VOYA Investment Management
29
VOYA Investment Management
Georgia
$26K
Citigroup
30
Citigroup
New York
$25K +$7.76K +296 +48%
Goldman Sachs
31
Goldman Sachs
New York
$24K +$24K +916 New
State Board of Administration of Florida Retirement System
32
State Board of Administration of Florida Retirement System
Florida
$18K
Barclays
33
Barclays
United Kingdom
$18K +$18K +687 New
Bank of America
34
Bank of America
North Carolina
$15K -$13.9K -530 -47%
JP Morgan Chase
35
JP Morgan Chase
New York
$15K -$5.22K -199 -26%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$14.5K +$13.3K +506 +1,332%
TRCT
37
Tower Research Capital (TRC)
New York
$10K +$7.79K +297 +294%
Legal & General Group
38
Legal & General Group
United Kingdom
$9K
CG
39
Cutler Group
California
$8K
AIP
40
Ameritas Investment Partners
Nebraska
$5K
MAM
41
Meeder Asset Management
Ohio
$3K -$47K -1,793 -94%
UBS Group
42
UBS Group
Switzerland
$2K -$23K -876 -93%
Simplex Trading
43
Simplex Trading
Illinois
$2K -$1.13K -43 -32%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$2K
FANJ
45
Financial Architects (New Jersey)
New Jersey
$1K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1K
APA
47
American Portfolios Advisors
New York
$801
Renaissance Technologies
48
Renaissance Technologies
New York
-$140K -10,850 Closed
SIM
49
Spark Investment Management
New York
-$69K -5,353 Closed
SG Americas Securities
50
SG Americas Securities
New York
-$38K -2,967 Closed

FBIO Hedge Fund Activity: Q1 2019 in Review

49 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fortress Biotech (FBIO) for Q1 2019, worth a combined $11.9M — up 84% from $6.44M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FBIO and 3 opened new positions — a net loss of 11 holders — while 15 trimmed existing stakes and 13 added.

The largest buyer was Vanguard Group, adding an estimated $329K. The largest seller was Jacobs Levy Equity Management, cutting an estimated $306K.

  • 49 institutional investors held Fortress Biotech (FBIO) as of Q1 2019, down from 61 in Q4 2018.
  • Funds reported $11.9M of Fortress Biotech stock for Q1 2019, up 84% quarter-over-quarter.
  • 3 funds opened new Fortress Biotech positions in Q1 2019 and 14 closed out, a net change of -11 holders.
  • The largest Fortress Biotech buyer in Q1 2019 was Vanguard Group, an estimated $329K added.
  • The largest Fortress Biotech seller in Q1 2019 was Jacobs Levy Equity Management, an estimated $306K sold.

Based on aggregated 13F filings for Q1 2019.