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Forte Biosciences
FBRX

49 hedge funds and large institutions have $306M invested in Forte Biosciences in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

4% more funds holding

Funds holding: 47 → 49 (+2)

0.19% more ownership

Funds ownership: 2.43% → 2.62% (+0.19%)

7% less capital invested

Capital invested by funds: $330M → $306M (-$24.5M)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
19
Reduced
7
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PA
Perceptive Advisors
New York
+$13.2M
2
SCM
Suvretta Capital Management
New York
+$12.2M
3
Invesco
Invesco
Georgia
+$10.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.5M
5
WP
Woodline Partners
California
+$7.23M

Top Sellers

Rank Fund Capital Flow
1
O
OrbiMed
New York
-$9.34M
2
CS
Credit Suisse
Switzerland
-$3.59M
3
BI
BVF Inc
California
-$2.21M
4
EGI
EAM Global Investors
California
-$1.5M
5
EI
EAM Investors
California
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MYDA Advisors
New York
$1.02M -$226K -240 -18%
Northern Trust
27
Northern Trust
Illinois
$743K +$33.8K +36 +5%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$726K +$57.3K +61 +8%
DC
29
Davenport & Co
Virginia
$714K -$271K -288 -27%
JGC
30
J. Goldman & Co
New York
$698K +$721K +767 New
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$643K – – –
Renaissance Technologies
32
Renaissance Technologies
New York
$620K +$177K +188 +38%
Morgan Stanley
33
Morgan Stanley
New York
$572K +$283K +301 +92%
LPL Financial
34
LPL Financial
California
$383K +$4.7K +5 +1%
Vontobel Holding
35
Vontobel Holding
Switzerland
$291K +$301K +320 New
TAM
36
Tocqueville Asset Management
New York
$286K -$5.64K -6 -2%
Citigroup
37
Citigroup
New York
$261K +$265K +282 +5,640%
BCM
38
Bridgeway Capital Management
Texas
$230K – – –
Wells Fargo
39
Wells Fargo
California
$230K +$236K +251 +12,550%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$213K +$220K +234 New
HF
41
HRT Financial
New York
$213K +$220K +234 New
Deutsche Bank
42
Deutsche Bank
Germany
$114K – – –
UBS Group
43
UBS Group
Switzerland
$26K +$940 +1 +4%
TFM
44
TFC Financial Management
Massachusetts
$18K – – –
JCM
45
Jacobi Capital Management
Pennsylvania
$15K +$16K +17 New
LWCFA
46
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
Osaic Holdings
47
Osaic Holdings
Arizona
$6K +$940 +1 +20%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PGAM
49
Princeton Global Asset Management
New Jersey
$1K – – –
EGI
50
EAM Global Investors
California
– -$1.5M -1,241 Closed
1
2
3

FBRX Hedge Fund Activity: Q4 2020 in Review

49 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Forte Biosciences (FBRX) for Q4 2020, worth a combined $306M — down 7.4% from $330M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FBRX positions and 13 closed out — a net gain of 2 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was Perceptive Advisors, opening a new position worth an estimated $13.2M. The largest seller was OrbiMed, cutting an estimated $9.34M.

  • 49 institutional investors held Forte Biosciences (FBRX) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $306M of Forte Biosciences stock for Q4 2020, down 7.4% quarter-over-quarter.
  • 15 funds opened new Forte Biosciences positions in Q4 2020 and 13 closed out, a net change of +2 holders.
  • The largest Forte Biosciences buyer in Q4 2020 was Perceptive Advisors, an estimated $13.2M added.
  • The largest Forte Biosciences seller in Q4 2020 was OrbiMed, an estimated $9.34M sold.

Based on aggregated 13F filings for Q4 2020.