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Fortress Biotech

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.

New
Increased
Maintained
Reduced
Closed

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: 5053 (+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

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
22
Reduced
11
Closed
8
Calls
$163K
Puts
$232K
Net Calls
-$69K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.87M +$670K +369,907 +67%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27M
PAM
3
PVG Asset Management
Colorado
$782K +$22.7K +12,505 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$485K +$101K +55,648 +30%
SAM
5
Shikiar Asset Management
New York
$477K
KAS
6
Kestra Advisory Services
Texas
$458K +$410K +226,231 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$414K +$65.1K +35,930 +21%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$375K -$538K -297,118 -62%
Renaissance Technologies
9
Renaissance Technologies
New York
$356K +$177K +97,712 +125%
Citadel Advisors
10
Citadel Advisors
Florida
$356K +$254K +140,198 +394%
NCM
11
Nantahala Capital Management
Connecticut
$254K -$50.1K -27,632 -18%
BlackRock
12
BlackRock
New York
$236K +$10.1K +5,552 +5%
HWM
13
HB Wealth Management
Georgia
$232K +$93.4K +51,517 +93%
Corient Private Wealth
14
Corient Private Wealth
Florida
$196K -$6.39K -3,526 -4%
AI
15
Atria Investments
North Carolina
$179K +$30.5K +16,841 +24%
1WA
16
180 Wealth Advisors
Washington
$165K +$23.6K +13,000 +19%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$125K
GCP
18
GSA Capital Partners
United Kingdom
$122K -$38.6K -21,300 -26%
IWC
19
Integrated Wealth Concepts
Massachusetts
$120K +$24.1K +13,300 +29%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$120K +$71.3K +39,351 +198%
Two Sigma Investments
21
Two Sigma Investments
New York
$109K +$98K +54,054 New
State Street
22
State Street
Massachusetts
$89K +$32.6K +18,000 +69%
CL
23
Choreo LLC
Illinois
$73.7K +$241 +133 +0.4%
Northern Trust
24
Northern Trust
Illinois
$72.7K -$9.9K -5,463 -13%
PI
25
PFG Investments
New York
$71.4K +$28.9K +15,968 +83%

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.