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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
RA
1
Rosalind Advisors
Ontario, Canada
$1.04M
Vanguard Group
2
Vanguard Group
Pennsylvania
$929K +$115K +63,714 +13%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$473K -$26.4K -14,550 -5%
SAM
4
Shikiar Asset Management
New York
$387K +$5.13K +2,833 +1%
GCP
5
GSA Capital Partners
United Kingdom
$334K +$160K +88,003 +82%
PAM
6
PVG Asset Management
Colorado
$266K +$282K +155,675 New
NCM
7
Nantahala Capital Management
Connecticut
$262K -$227K -125,000 -45%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$224K +$31.8K +17,554 +15%
BRWA
9
B. Riley Wealth Advisors
Florida
$207K -$43.3K -23,886 -17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$188K +$53.5K +29,517 +37%
BlackRock
11
BlackRock
New York
$188K +$63.5K +35,018 +47%
Corient Private Wealth
12
Corient Private Wealth
Florida
$172K -$9.06K -5,000 -5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$152K +$161K +88,900 New
1WA
14
180 Wealth Advisors
Washington
$123K +$113K +62,350 New
MWM
15
Meridian Wealth Management
Kentucky
$112K +$119K +65,500 New
Millennium Management
16
Millennium Management
New York
$111K +$118K +65,176 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$106K -$29 -16 -0%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$86.9K -$218 -120 -0.2%
Northern Trust
19
Northern Trust
Illinois
$78.9K -$80 -44 -0.1%
AI
20
Atria Investments
North Carolina
$77.2K +$81.8K +45,133 New
TAM
21
Titleist Asset Management
Texas
$68.5K +$72.7K +40,080 New
MA
22
MYDA Advisors
New York
$63.3K
CL
23
Choreo LLC
Illinois
$61.3K
IWC
24
Integrated Wealth Concepts
Massachusetts
$46.9K +$13.3K +7,334 +37%
State Street
25
State Street
Massachusetts
$44.4K +$13.6K +7,500 +41%

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.