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Fortress Biotech

50 hedge funds and large institutions have $6.21M invested in Fortress Biotech in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

37% more call options, than puts

Call options by funds: $93K | Put options by funds: $68K

25% more funds holding

Funds holding: 4050 (+10)

11% more capital invested

Capital invested by funds: $5.61M → $6.21M (+$599K)

1.81% more ownership

Funds ownership: 15.95%17.76% (+1.8%)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
14
Reduced
10
Closed
5
Calls
$93K
Puts
$68K
Net Calls
+$25K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$42.2K +$798 +440 +2%
FAIM
27
Financial Advocates Investment Management
Washington
$37.7K
Prudential Financial
28
Prudential Financial
New Jersey
$37.2K +$39.4K +21,733 New
GIA
29
Gladstone Institutional Advisory
Florida
$36.8K +$18.1K +10,000 +87%
CCWM
30
Cassaday & Co Wealth Management
Virginia
$35.2K +$37.3K +20,584 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$32.2K +$34.2K +18,851 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$28.7K +$1.83K +1,012 +6%
PI
33
PFG Investments
New York
$27.9K
KMWM
34
Keudell/Morrison Wealth Management
Oregon
$22.2K +$23.6K +13,000 New
WCG
35
Weaver Consulting Group
California
$19.5K +$20.7K +11,403 New
SWM
36
SeaCrest Wealth Management
New York
$18.8K +$19.9K +11,000 New
Group One Trading
37
Group One Trading
Illinois
$18.6K +$18.1K +10,000 +1,116%
Citadel Advisors
38
Citadel Advisors
Florida
$15.9K +$16.8K +9,295 New
Wells Fargo
39
Wells Fargo
California
$14.4K -$16.4K -9,061 -52%
Macquarie Group
40
Macquarie Group
Australia
$11K
Russell Investments Group
41
Russell Investments Group
United Kingdom
$3.56K
Morgan Stanley
42
Morgan Stanley
New York
$3.46K -$24 -13 -0.6%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.76K -$1.61K -889 -46%
TRCT
44
Tower Research Capital (TRC)
New York
$1.64K +$1.74K +960 New
Bank of America
45
Bank of America
North Carolina
$1.51K +$201 +111 +14%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.15K
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$643
NFSG
48
Newbridge Financial Services Group
Florida
$227
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$124 +$73 +40 +121%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$3

FBIO Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fortress Biotech (FBIO) for Q2 2024, worth a combined $6.21M — up 11% from $5.61M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FBIO positions and 5 closed out — a net gain of 10 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $161K. The largest seller was Nantahala Capital Management, cutting an estimated $227K.

  • 50 institutional investors held Fortress Biotech (FBIO) as of Q2 2024, up from 40 in Q1 2024.
  • Funds reported $6.21M of Fortress Biotech stock for Q2 2024, up 11% quarter-over-quarter.
  • 15 funds opened new Fortress Biotech positions in Q2 2024 and 5 closed out, a net change of +10 holders.
  • The largest Fortress Biotech buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $161K added.
  • The largest Fortress Biotech seller in Q2 2024 was Nantahala Capital Management, an estimated $227K sold.

Based on aggregated 13F filings for Q2 2024.