We are live on ! Find out more
LGVN

Longeveron
LGVN

19 hedge funds and large institutions have $512K invested in Longeveron in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

4% less capital invested

Capital invested by funds: $534K → $512K (-$21.8K)

4.75% less ownership

Funds ownership: 6.8% → 2.05% (-4.8%)

10% less funds holding

Funds holding: 21 → 19 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
1
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$250K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$115K
3
State Street
State Street
Massachusetts
+$38.8K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$25.6K
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.11K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$236K
2
Two Sigma Investments
Two Sigma Investments
New York
-$74.1K
3
Citadel Advisors
Citadel Advisors
Florida
-$36.2K
4
Squarepoint
Squarepoint
New York
-$28.7K
5
TRCT
Tower Research Capital (TRC)
New York
-$7.89K
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$250K +$250K +97,953 +316%
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.3K +$115K +44,984 New
CIAS
3
Capital Investment Advisory Services
North Carolina
$51.5K – – –
State Street
4
State Street
Massachusetts
$29.4K +$38.8K +15,180 New
Creative Planning
5
Creative Planning
Kansas
$21.7K – – –
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$19.9K +$25.6K +10,000 New
BlackRock
7
BlackRock
New York
$19.4K – – –
Vontobel Holding
8
Vontobel Holding
Switzerland
$19.4K – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$3.88K +$5.11K +2,000 New
Morgan Stanley
10
Morgan Stanley
New York
$3.61K +$1.16K +452 +32%
NMM
11
Naples Money Management
Florida
$1.36K +$1.53K +600 +600%
UBS Group
12
UBS Group
Switzerland
$1.2K +$1.57K +616 +61,600%
EWA
13
EverSource Wealth Advisors
Alabama
$933 – – –
Wells Fargo
14
Wells Fargo
California
$900 – – –
Fidelity Investments
15
Fidelity Investments
Massachusetts
$632 +$830 +325 +32,500%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$576 – – –
Bank of America
17
Bank of America
North Carolina
$204 -$4.03K -1,577 -94%
APC
18
Aspire Private Capital
North Carolina
$194 +$256 +100 New
Renaissance Technologies
19
Renaissance Technologies
New York
– -$236K -146,700 Closed
Two Sigma Investments
20
Two Sigma Investments
New York
– -$74.1K -46,041 Closed
Citadel Advisors
21
Citadel Advisors
Florida
– -$36.2K -22,485 Closed
Squarepoint
22
Squarepoint
New York
– -$28.7K -17,831 Closed
TRCT
23
Tower Research Capital (TRC)
New York
– -$7.89K -4,899 Closed
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
– -$161 -100 Closed
LFA
25
LGT Financial Advisors
Texas
– -$58 -36 Closed
1
2

LGVN Hedge Fund Activity: Q3 2024 in Review

19 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Longeveron (LGVN) for Q3 2024, worth a combined $512K — down 4.1% from $534K a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LGVN and 6 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 5 added.

The largest buyer was Geode Capital Management, adding an estimated $250K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $236K sold.

  • 19 institutional investors held Longeveron (LGVN) as of Q3 2024, down from 21 in Q2 2024.
  • Funds reported $512K of Longeveron stock for Q3 2024, down 4.1% quarter-over-quarter.
  • 6 funds opened new Longeveron positions in Q3 2024 and 8 closed out, a net change of -2 holders.
  • The largest Longeveron buyer in Q3 2024 was Geode Capital Management, an estimated $250K added.
  • The largest Longeveron seller in Q3 2024 was Renaissance Technologies, an estimated $236K sold.

Based on aggregated 13F filings for Q3 2024.