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PVLA

Palvella Therapeutics
PVLA

63 hedge funds and large institutions have $36.7M invested in Palvella Therapeutics in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $88K | Put options by funds: $21K

0.01% more ownership

Funds ownership: 0.59% → 0.59% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 65 → 63 (-2)

9% less capital invested

Capital invested by funds: $40.1M → $36.7M (-$3.41M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
13
Reduced
21
Closed
9
Calls
$88K
Puts
$21K
Net Calls
+$67K
Net Calls Change
-$41K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.15M
2
LCM
Lynx1 Capital Management
Puerto Rico
+$2.12M
3
ACM
Aquilo Capital Management
California
+$519K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$484K
5
Millennium Management
Millennium Management
New York
+$402K

Top Sellers

1
SCM
Soleus Capital Management
Connecticut
-$3.15M
2
GPP
Great Point Partners
Connecticut
-$2.26M
3
Morgan Stanley
Morgan Stanley
New York
-$943K
4
CS
Candriam SCA
Luxembourg
-$121K
5
Cerity Partners
Cerity Partners
New York
-$110K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$112K – – –
Citigroup
27
Citigroup
New York
$92.2K -$10.6K -132 -11%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$70.6K -$22.9K -285 -25%
AC
29
Annandale Capital
Texas
$70K +$17.1K +213 +34%
Goldman Sachs
30
Goldman Sachs
New York
$51.7K -$15K -187 -23%
JP Morgan Chase
31
JP Morgan Chase
New York
$48K +$43.9K +546 +1,517%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$41.5K – – –
Barclays
33
Barclays
United Kingdom
$38.7K – – –
TSS
34
Two Sigma Securities
New York
$38.2K +$36.9K +459 New
Charles Schwab
35
Charles Schwab
California
$37.2K – – –
BRWA
36
B. Riley Wealth Advisors
Florida
$35.4K -$17.7K -220 -34%
Two Sigma Investments
37
Two Sigma Investments
New York
$34K -$5.14K -64 -14%
Franklin Resources
38
Franklin Resources
California
$31.4K – – –
NSEDCP
39
NJ State Employees Deferred Compensation Plan
New Jersey
$31.2K – – –
RJA
40
Raymond James & Associates
Florida
$31.2K +$10K +125 +50%
WE
41
Wealth Effects
Massachusetts
$22.6K -$16.5K -205 -43%
Jane Street
42
Jane Street
New York
$21.5K +$20.7K +258 New
CB
43
Commerce Bank
Missouri
$20.8K – – –
William Blair & Company
44
William Blair & Company
Illinois
$19.3K -$40.2K -500 -68%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$15.2K -$3.54K -44 -18%
HVIA
46
Hudson Valley Investment Advisors
New York
$14.6K +$14.1K +175 New
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$14.2K – – –
Group One Trading
48
Group One Trading
Illinois
$13.2K +$12.8K +159 New
Prudential Financial
49
Prudential Financial
New Jersey
$12.1K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$12K -$9.96K -124 -46%
1
2
3

PVLA Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Palvella Therapeutics (PVLA) for Q4 2022, worth a combined $36.7M — down 8.5% from $40.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PVLA and 7 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Bank of America, adding an estimated $3.15M. The largest seller was Soleus Capital Management, cutting an estimated $3.15M.

  • 63 institutional investors held Palvella Therapeutics (PVLA) as of Q4 2022, down from 65 in Q3 2022.
  • Funds reported $36.7M of Palvella Therapeutics stock for Q4 2022, down 8.5% quarter-over-quarter.
  • 7 funds opened new Palvella Therapeutics positions in Q4 2022 and 9 closed out, a net change of -2 holders.
  • The largest Palvella Therapeutics buyer in Q4 2022 was Bank of America, an estimated $3.15M added.
  • The largest Palvella Therapeutics seller in Q4 2022 was Soleus Capital Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2022.