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HCW Biologics
HCWB

17 hedge funds and large institutions have $1.3M invested in HCW Biologics in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

31% more funds holding

Funds holding: 13 → 17 (+4)

0% more ownership

Funds ownership: 0.01% → 0.01% (+0%)

33% less capital invested

Capital invested by funds: $1.93M → $1.3M (-$631K)

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
+$255K
2
AWM
AE Wealth Management
Kansas
+$42.6K
3
Citadel Advisors
Citadel Advisors
Florida
+$14.7K
4
BCM
Bridgeway Capital Management
Texas
+$3.07K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.73K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$249K
2
BlackRock
BlackRock
New York
-$1.02K
3
Two Sigma Investments
Two Sigma Investments
New York
-$341
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$251K +$682 +2 +0.2%
HighTower Advisors
2
HighTower Advisors
Illinois
$220K -$249K -730 -49%
APP
3
Avantax Planning Partners
Iowa
$220K +$255K +748 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$165K +$2.73K +8 +1%
CAM
5
Cresset Asset Management
Illinois
$162K – – –
BCM
6
Bridgeway Capital Management
Texas
$104K +$3.07K +9 +3%
BlackRock
7
BlackRock
New York
$57.8K -$1.02K -3 -2%
AWM
8
AE Wealth Management
Kansas
$33K +$42.6K +125 New
Two Sigma Investments
9
Two Sigma Investments
New York
$27.7K -$341 -1 -1%
State Street
10
State Street
Massachusetts
$26.3K – – –
Citadel Advisors
11
Citadel Advisors
Florida
$12.7K +$14.7K +43 New
Northern Trust
12
Northern Trust
Illinois
$12.5K – – –
TRCT
13
Tower Research Capital (TRC)
New York
$6.95K +$1.71K +5 +26%
FWM
14
Focused Wealth Management
New York
$1.23K – – –
UBS Group
15
UBS Group
Switzerland
$778 +$682 +2 +200%
Wells Fargo
16
Wells Fargo
California
$169 – – –
JP Morgan Chase
17
JP Morgan Chase
New York
$102 – – –
Bank of America
18
Bank of America
North Carolina
$13 – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– +$341 +1 New

HCWB Hedge Fund Activity: Q4 2023 in Review

17 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in HCW Biologics (HCWB) for Q4 2023, worth a combined $1.3M — down 33% from $1.93M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HCWB positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Avantax Planning Partners, opening a new position worth an estimated $255K. The largest seller was HighTower Advisors, cutting an estimated $249K.

  • 17 institutional investors held HCW Biologics (HCWB) as of Q4 2023, up from 13 in Q3 2023.
  • Funds reported $1.3M of HCW Biologics stock for Q4 2023, down 33% quarter-over-quarter.
  • 4 funds opened new HCW Biologics positions in Q4 2023 and 0 closed out, a net change of +4 holders.
  • The largest HCW Biologics buyer in Q4 2023 was Avantax Planning Partners, an estimated $255K added.
  • The largest HCW Biologics seller in Q4 2023 was HighTower Advisors, an estimated $249K sold.

Based on aggregated 13F filings for Q4 2023.