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PDS Biotechnology

64 hedge funds and large institutions have $89.3M invested in PDS Biotechnology in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more capital invested

Capital invested by funds: $15.4M → $89.3M (+$73.9M)

380% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $2.51M

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

36% more funds holding

Funds holding: 4764 (+17)

5.72% more ownership

Funds ownership: 18.2%23.92% (+5.7%)

Holders
64
Holders Change
+17
Holders Change %
+36.17%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
19
Reduced
10
Closed
7
Calls
$12.1M
Puts
$2.51M
Net Calls
+$9.54M
Net Calls Change
+$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
51
FNY Investment Advisers
New York
$13K +$7K +993 New
BAM
52
Belpointe Asset Management
Nevada
$9.97K +$5.33K +755 New
TC
53
Truvestments Capital
Florida
$8.65K
LC
54
Lindbrook Capital
California
$6.6K
HS
55
Horan Securities
United States
$6.2K
Federated Hermes
56
Federated Hermes
Pennsylvania
$3.77K -$5.28K -749 -72%
Citigroup
57
Citigroup
New York
$3.43K +$1.83K +260 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$3K -$14 -2 -0.8%
NC
59
NewSquare Capital
Pennsylvania
$2.64K +$1.41K +200 New
TWA
60
TCI Wealth Advisors
Arizona
$1.32K
IA
61
IFP Advisors
Florida
$1K
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$768 +$197K +27,889 +92%
RCM
63
Raleigh Capital Management
North Carolina
$607 +$325 +46 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$224 +$120 +17 New
NLVP
65
New Leaf Venture Partners
New York
-$348K -117,242 Closed
Jacobs Levy Equity Management
66
Jacobs Levy Equity Management
New Jersey
-$171K -57,651 Closed
OQS
67
Occudo Quantitative Strategies
Florida
-$67K -22,496 Closed
VFA
68
Valeo Financial Advisors
Indiana
-$64K -21,570 Closed
SSA
69
Schonfeld Strategic Advisors
New York
-$50K -16,800 Closed
UBS Group
70
UBS Group
Switzerland
-$30K -9,883 Closed
EIP
71
Ellis Investment Partners
Pennsylvania
-$20K -6,850 Closed

PDSB Hedge Fund Activity: Q4 2022 in Review

64 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PDS Biotechnology (PDSB) for Q4 2022, worth a combined $89.3M — up 480% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PDSB positions and 7 closed out — a net gain of 18 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.18M. The largest seller was LPL Financial, cutting an estimated $810K.

  • 64 institutional investors held PDS Biotechnology (PDSB) as of Q4 2022, up from 47 in Q3 2022.
  • Funds reported $89.3M of PDS Biotechnology stock for Q4 2022, up 480% quarter-over-quarter.
  • 25 funds opened new PDS Biotechnology positions in Q4 2022 and 7 closed out, a net change of +18 holders.
  • The largest PDS Biotechnology buyer in Q4 2022 was Millennium Management, an estimated $3.18M added.
  • The largest PDS Biotechnology seller in Q4 2022 was LPL Financial, an estimated $810K sold.

Based on aggregated 13F filings for Q4 2022.