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Fortress Biotech

84 hedge funds and large institutions have $107M invested in Fortress Biotech in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $595K

0.17% less ownership

Funds ownership: 2.23%2.06% (-0.17%)

3% less capital invested

Capital invested by funds: $110M → $107M (-$3.27M)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 8584 (-1)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
29
Closed
13
Calls
$1.16M
Puts
$595K
Net Calls
+$569K
Net Calls Change
+$569K
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1
Nantahala Capital Management
Connecticut
$26.9M -$4.32M -71,568 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.2M +$922K +15,282 +4%
BlackRock
3
BlackRock
New York
$16.7M -$761K -12,612 -4%
OM
4
Opaleye Management
Massachusetts
$13.8M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.69M +$576K +9,555 +12%
State Street
6
State Street
Massachusetts
$4.46M +$569K +9,429 +13%
Northern Trust
7
Northern Trust
Illinois
$2.56M -$3.32K -55 -0.1%
SAM
8
Shikiar Asset Management
New York
$2.34M +$321K +5,317 +14%
CL
9
CPWM LLC
Washington
$1.82M +$64.3K +1,066 +3%
Morgan Stanley
10
Morgan Stanley
New York
$953K +$950K +15,746 +768%
N
11
Nuveen
North Carolina
$867K -$82.4K -1,366 -8%
Prudential Financial
12
Prudential Financial
New Jersey
$833K +$194K +3,220 +26%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$807K -$15K -248 -2%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$711K +$223K +3,695 +38%
Goldman Sachs
15
Goldman Sachs
New York
$670K -$152K -2,525 -17%
Charles Schwab
16
Charles Schwab
California
$635K +$28.6K +474 +4%
KAS
17
Kestra Advisory Services
Texas
$592K -$12.1K -200 -2%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$568K -$421K -6,973 -40%
Wells Fargo
19
Wells Fargo
California
$543K +$318K +5,269 +108%
GCP
20
GSA Capital Partners
United Kingdom
$543K +$329K +5,454 +116%
PCM
21
Perkins Capital Management
Minnesota
$460K +$5.91K +98 +1%
AA
22
ALPS Advisors
Colorado
$458K -$166K -2,757 -24%
Man Group
23
Man Group
United Kingdom
$438K -$142K -2,361 -22%
Bank of America
24
Bank of America
North Carolina
$379K +$216K +3,582 +102%
Macquarie Group
25
Macquarie Group
Australia
$357K

FBIO Hedge Fund Activity: Q2 2021 in Review

84 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fortress Biotech (FBIO) for Q2 2021, worth a combined $107M — down 3% from $110M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FBIO and 12 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $950K. The largest seller was Nantahala Capital Management, cutting an estimated $4.32M.

  • 84 institutional investors held Fortress Biotech (FBIO) as of Q2 2021, down from 85 in Q1 2021.
  • Funds reported $107M of Fortress Biotech stock for Q2 2021, down 3% quarter-over-quarter.
  • 12 funds opened new Fortress Biotech positions in Q2 2021 and 13 closed out, a net change of -1 holder.
  • The largest Fortress Biotech buyer in Q2 2021 was Morgan Stanley, an estimated $950K added.
  • The largest Fortress Biotech seller in Q2 2021 was Nantahala Capital Management, an estimated $4.32M sold.

Based on aggregated 13F filings for Q2 2021.