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Fortress Biotech

85 hedge funds and large institutions have $110M invested in Fortress Biotech in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $101M → $110M (+$9.15M)

0.05% less ownership

Funds ownership: 2.27%2.23% (-0.05%)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

2% less funds holding

Funds holding: 8785 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
27
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$353K
Creative Planning
27
Creative Planning
Kansas
$346K +$41.1K +728 +13%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$328K
Wells Fargo
29
Wells Fargo
California
$257K -$298K -5,289 -52%
GCP
30
GSA Capital Partners
United Kingdom
$248K +$178K +3,154 +206%
BRWA
31
B. Riley Wealth Advisors
Florida
$214K +$18.8K +333 +9%
AQR Capital Management
32
AQR Capital Management
Connecticut
$207K -$40.3K -714 -15%
Barclays
33
Barclays
United Kingdom
$198K +$129K +2,287 +159%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$189K +$1.8K +32 +0.9%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$187K
Bank of America
36
Bank of America
North Carolina
$185K +$114K +2,023 +136%
IWM
37
IHT Wealth Management
Illinois
$179K +$9.42K +167 +5%
Squarepoint
38
Squarepoint
New York
$174K +$47.4K +840 +34%
Deutsche Bank
39
Deutsche Bank
Germany
$169K +$677 +12 +0.4%
HighTower Advisors
40
HighTower Advisors
Illinois
$155K -$108K -1,917 -40%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$152K -$16.6K -294 -9%
RJA
42
Raymond James & Associates
Florida
$133K
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$132K -$82.6K -1,464 -37%
LPL Financial
44
LPL Financial
California
$129K -$17.4K -309 -11%
LFAS
45
Level Four Advisory Services
Texas
$124K
Morgan Stanley
46
Morgan Stanley
New York
$108K -$203K -3,599 -64%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$107K -$167K -2,959 -59%
BWM
48
Bulltick Wealth Management
Florida
$100K -$61.7K -1,094 -37%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$97K +$62.2K +1,102 +150%
AllianceBernstein
50
AllianceBernstein
Tennessee
$93K