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Fortress Biotech
FBIO

62 hedge funds and large institutions have $24.4M invested in Fortress Biotech in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

7% more funds holding

Funds holding: 58 → 62 (+4)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0.01% less ownership

Funds ownership: 0.81% → 0.79% (-0.01%)

10% less capital invested

Capital invested by funds: $27M → $24.4M (-$2.61M)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
16
Closed
7
Calls
$18K
Puts
–
Net Calls
+$18K
Net Calls Change
-$114K

Top Buyers

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$217K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$139K
3
HAG
HighPoint Advisor Group
Illinois
+$131K
4
ARTA
A.R.T. Advisors
New York
+$102K
5
Northern Trust
Northern Trust
Illinois
+$81.9K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$369K
2
Wells Fargo
Wells Fargo
California
-$285K
3
Renaissance Technologies
Renaissance Technologies
New York
-$256K
4
Citadel Advisors
Citadel Advisors
Florida
-$101K
5
CS
Credit Suisse
Switzerland
-$99K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$10K -$8.95K -152 -48%
TRCT
52
Tower Research Capital (TRC)
New York
$6K -$11.1K -189 -65%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$4K – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$3K – – –
FANJ
55
Financial Architects (New Jersey)
New Jersey
$2K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
APA
57
American Portfolios Advisors
New York
$1.8K +$1.77K +30 New
MAM
58
Meeder Asset Management
Ohio
$1K – – –
MOS
59
MGO One Seven
Ohio
$1K +$883 +15 New
Citadel Advisors
60
Citadel Advisors
Florida
– -$101K -1,520 Closed
CS
61
Credit Suisse
Switzerland
– -$99K -1,501 Closed
TSS
62
Two Sigma Securities
New York
– -$91K -1,371 Closed
NFA
63
Nationwide Fund Advisors
Ohio
– -$79K -1,196 Closed
VF
64
Virtu Financial
New York
– -$69K -1,044 Closed
GC
65
Guggenheim Capital
Illinois
– -$50K -743 Closed
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
– -$11.4K -193 -99%
Federated Hermes
67
Federated Hermes
Pennsylvania
– -$8K -122 Closed
Simplex Trading
68
Simplex Trading
Illinois
– -$5.83K -99 -96%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
– +$294 +5 New
1 2
3

FBIO Hedge Fund Activity: Q4 2017 in Review

62 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fortress Biotech (FBIO) for Q4 2017, worth a combined $24.4M — down 9.7% from $27M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FBIO positions and 7 closed out — a net gain of 4 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $217K. The largest seller was Millennium Management, cutting an estimated $369K.

  • 62 institutional investors held Fortress Biotech (FBIO) as of Q4 2017, up from 58 in Q3 2017.
  • Funds reported $24.4M of Fortress Biotech stock for Q4 2017, down 9.7% quarter-over-quarter.
  • 11 funds opened new Fortress Biotech positions in Q4 2017 and 7 closed out, a net change of +4 holders.
  • The largest Fortress Biotech buyer in Q4 2017 was Jacobs Levy Equity Management, an estimated $217K added.
  • The largest Fortress Biotech seller in Q4 2017 was Millennium Management, an estimated $369K sold.

Based on aggregated 13F filings for Q4 2017.