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Forte Biosciences

50 hedge funds and large institutions have $6.25M invested in Forte Biosciences in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $89K | Put options by funds: $39K

108% more capital invested

Capital invested by funds: $3.01M → $6.25M (+$3.25M)

0.01% less ownership

Funds ownership: 0.06%0.06% (-0.01%)

2% less funds holding

Funds holding: 5150 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
17
Closed
10
Calls
$89K
Puts
$39K
Net Calls
+$50K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$21K
BFA
27
Beaumont Financial Advisors
Massachusetts
$20K
BP
28
BBR Partners
New York
$18K -$13.3K -34 -47%
Two Sigma Investments
29
Two Sigma Investments
New York
$17K -$93.4K -239 -86%
BCM
30
Bridgeway Capital Management
Texas
$16K
TRCT
31
Tower Research Capital (TRC)
New York
$16K +$13.3K +34 New
AIG
32
American International Group
New York
$15K -$782 -2 -6%
HF
33
HRT Financial
New York
$15K +$12.9K +33 New
PAG
34
Private Advisor Group
New Jersey
$13K
Victory Capital Management
35
Victory Capital Management
Texas
$10K +$8.21K +21 New
Barclays
36
Barclays
United Kingdom
$9K -$14.8K -38 -67%
Citigroup
37
Citigroup
New York
$9K +$1.56K +4 +25%
JP Morgan Chase
38
JP Morgan Chase
New York
$8K -$20.7K -53 -75%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8K +$7.03K +18 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$7.91K +$3.52K +9 +113%
Legal & General Group
41
Legal & General Group
United Kingdom
$4K -$1.56K -4 -33%
LWCFA
42
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
MAM
43
Meeder Asset Management
Ohio
$4K
Bank of America
44
Bank of America
North Carolina
$2K -$15.2K -39 -93%
AIP
45
Ameritas Investment Partners
Nebraska
$2K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2K
FHA
47
Flagship Harbor Advisors
Massachusetts
$1K
PGAM
48
Princeton Global Asset Management
New Jersey
$1K
Federated Hermes
49
Federated Hermes
Pennsylvania
$1K +$782 +2 New
GCP
50
GSA Capital Partners
United Kingdom
-$146K -729 Closed

FBRX Hedge Fund Activity: Q1 2020 in Review

50 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Forte Biosciences (FBRX) for Q1 2020, worth a combined $6.25M — up 108% from $3.01M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FBRX and 9 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $267K. The largest seller was Acadian Asset Management, cutting an estimated $191K.

  • 50 institutional investors held Forte Biosciences (FBRX) as of Q1 2020, down from 51 in Q4 2019.
  • Funds reported $6.25M of Forte Biosciences stock for Q1 2020, up 108% quarter-over-quarter.
  • 9 funds opened new Forte Biosciences positions in Q1 2020 and 10 closed out, a net change of -1 holder.
  • The largest Forte Biosciences buyer in Q1 2020 was Morgan Stanley, an estimated $267K added.
  • The largest Forte Biosciences seller in Q1 2020 was Acadian Asset Management, an estimated $191K sold.

Based on aggregated 13F filings for Q1 2020.