Fortress Biotech
FBIO
53 hedge funds and large institutions have $9.77M invested in Fortress Biotech in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
52% more capital invested
Capital invested by funds: $6.43M → $9.77M (+$3.35M)
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
6% more funds holding
Funds holding: 50 → 53 (+3)
0.85% more ownership
Funds ownership: 16.6% → 17.45% (+0.85%)
30% less call options, than puts
Call options by funds: $163K | Put options by funds: $232K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$670K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$410K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$254K |
| 4 |
Renaissance Technologies
New York
|
+$177K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rosalind Advisors
Toronto,
Ontario, Canada
|
-$727K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$538K |
| 3 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$50.1K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$38.6K |
| 5 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$32.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSWA
51
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| $932 | +$834 | +460 | New |
|
52
BNP Paribas Financial Markets
Paris,
France
| $761 | – | – | – |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $67 | – | – | – |
|
|
RA
54
Rosalind Advisors
Toronto,
Ontario, Canada
| – | -$727K | -502,828 | Closed |
|
55
Millennium Management
New York
| – | -$24.8K | -17,151 | Closed |
|
|
GIA
56
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$21.7K | -15,000 | Closed |
|
|
SWM
57
SeaCrest Wealth Management
Purchase,
New York
| – | -$17.3K | -12,000 | Closed |
|
58
Russell Investments Group
London,
United Kingdom
| – | -$3K | -2,080 | Closed |
|
59
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$380 | -263 | Closed |
|
|
NFSG
60
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$192 | -133 | Closed |
|
|
DB
61
Danske Bank
Copenhagen K,
Denmark
| – | -$4 | -3 | Closed |
|
FBIO Hedge Fund Activity: Q4 2024 in Review
53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fortress Biotech (FBIO) for Q4 2024, worth a combined $9.77M — up 52% from $6.43M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FBIO positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $670K. The largest seller was Rosalind Advisors, exiting entirely with an estimated $727K sold.
- 53 institutional investors held Fortress Biotech (FBIO) as of Q4 2024, up from 50 in Q3 2024.
- Funds reported $9.77M of Fortress Biotech stock for Q4 2024, up 52% quarter-over-quarter.
- 11 funds opened new Fortress Biotech positions in Q4 2024 and 8 closed out, a net change of +3 holders.
- The largest Fortress Biotech buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $670K added.
- The largest Fortress Biotech seller in Q4 2024 was Rosalind Advisors, an estimated $727K sold.
Based on aggregated 13F filings for Q4 2024.