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OmniAb

157 hedge funds and large institutions have $517M invested in OmniAb in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $276K

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more capital invested

Capital invested by funds: $356M → $517M (+$161M)

13.34% more ownership

Funds ownership: 59.13%72.47% (+13%)

6% more funds holding

Funds holding: 148157 (+9)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
44
Reduced
42
Closed
16
Calls
$1.11M
Puts
$276K
Net Calls
+$836K
Net Calls Change
+$620K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$7K -$4.1K -833 -43%
NSIM
127
North Star Investment Management
Illinois
$6.17K
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$5.68K +$118 +24 +3%
ASN
129
Advisory Services Network
Georgia
$3.38K +$2.69K +548 New
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$3K +$2.34K +475 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$2.9K -$4.02K -818 -64%
DI
132
DAGCO Inc
Ohio
$2.54K +$2.02K +411 New
DWS
133
Dynamic Wealth Strategies
California
$2.54K +$2.02K +411 New
DJSG
134
D.J. St. Germain
Massachusetts
$2.26K
S
135
SignatureFD
Georgia
$2.23K
CFGS
136
Concourse Financial Group Securities
Alabama
$2.17K
GAMC
137
Garner Asset Management Corp
Texas
$1.73K +$1.61K +327 New
CPG
138
Cornerstone Planning Group
New Jersey
$1.54K
Comerica Bank
139
Comerica Bank
Texas
$1.51K
GI
140
GAMMA Investing
California
$1.35K +$1.14K +232 New
FFO
141
Fortitude Family Office
Arizona
$1.31K +$1.04K +212 New
LIA
142
Luken Investment Analytics
Tennessee
$1.28K -$364 -74 -26%
NA
143
NewEdge Advisors
Louisiana
$1.17K -$44 -9 -5%
CTC
144
Central Trust Company
Missouri
$1.06K
SA
145
Scarborough Advisors
Maryland
$993 +$792 +161 New
RCM
146
Raleigh Capital Management
North Carolina
$753
LFA
147
LGT Financial Advisors
Texas
$660
AF
148
Allworth Financial
California
$605
LFG
149
Larson Financial Group
Missouri
$605 +$482 +98 New
PS
150
Principal Securities
Iowa
$358 +$285 +58 New

OABI Hedge Fund Activity: Q4 2023 in Review

157 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OmniAb (OABI) for Q4 2023, worth a combined $517M — up 45% from $356M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OABI positions and 16 closed out — a net gain of 10 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.22M. The largest seller was Millennium Management, cutting an estimated $7.49M.

  • 157 institutional investors held OmniAb (OABI) as of Q4 2023, up from 148 in Q3 2023.
  • Funds reported $517M of OmniAb stock for Q4 2023, up 45% quarter-over-quarter.
  • 26 funds opened new OmniAb positions in Q4 2023 and 16 closed out, a net change of +10 holders.
  • The largest OmniAb buyer in Q4 2023 was Morgan Stanley, an estimated $3.22M added.
  • The largest OmniAb seller in Q4 2023 was Millennium Management, an estimated $7.49M sold.

Based on aggregated 13F filings for Q4 2023.