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PVLA

Palvella Therapeutics

60 hedge funds and large institutions have $33.4M invested in Palvella Therapeutics in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $107K | Put options by funds: $20K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

Funds ownership: 0.59%0.58% (-0.02%)

5% less funds holding

Funds holding: 6360 (-3)

9% less capital invested

Capital invested by funds: $36.7M → $33.4M (-$3.3M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
20
Closed
9
Calls
$107K
Puts
$20K
Net Calls
+$87K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$86.5K -$116 -1 -0.1%
Millennium Management
27
Millennium Management
New York
$78K -$688K -5,938 -86%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$68.5K -$62K -535 -38%
AC
29
Annandale Capital
Texas
$65K
Goldman Sachs
30
Goldman Sachs
New York
$47.9K -$926 -8 -1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$39K
Barclays
32
Barclays
United Kingdom
$37.3K +$1.27K +11 +2%
Charles Schwab
33
Charles Schwab
California
$34.9K
Morgan Stanley
34
Morgan Stanley
New York
$29.4K -$272K -2,347 -86%
NSEDCP
35
NJ State Employees Deferred Compensation Plan
New Jersey
$29.3K
RJA
36
Raymond James & Associates
Florida
$29.3K
Two Sigma Advisers
37
Two Sigma Advisers
New York
$22.8K -$64.4K -556 -65%
Bank of America
38
Bank of America
North Carolina
$21.7K -$5.27M -45,543 -99%
WE
39
Wealth Effects
Massachusetts
$21.7K +$811 +7 +3%
CB
40
Commerce Bank
Missouri
$19.5K
BRWA
41
B. Riley Wealth Advisors
Florida
$18.5K -$21.7K -187 -44%
William Blair & Company
42
William Blair & Company
Illinois
$18.1K
Group One Trading
43
Group One Trading
Illinois
$17.3K +$7.29K +63 +40%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$15.8K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$15.5K +$23K +199 New
HVIA
46
Hudson Valley Investment Advisors
New York
$13.7K
TRCT
47
Tower Research Capital (TRC)
New York
$13K +$2.78K +24 +16%
Prudential Financial
48
Prudential Financial
New Jersey
$11.3K
OC
49
Oppenheimer & Co
New York
$10.2K
Cerity Partners
50
Cerity Partners
New York
$10.1K

PVLA Hedge Fund Activity: Q1 2023 in Review

60 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Palvella Therapeutics (PVLA) for Q1 2023, worth a combined $33.4M — down 9% from $36.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PVLA and 6 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 12 added.

The largest buyer was Soleus Capital Management, adding an estimated $4.54M. The largest seller was Bank of America, cutting an estimated $5.27M.

  • 60 institutional investors held Palvella Therapeutics (PVLA) as of Q1 2023, down from 63 in Q4 2022.
  • Funds reported $33.4M of Palvella Therapeutics stock for Q1 2023, down 9% quarter-over-quarter.
  • 6 funds opened new Palvella Therapeutics positions in Q1 2023 and 9 closed out, a net change of -3 holders.
  • The largest Palvella Therapeutics buyer in Q1 2023 was Soleus Capital Management, an estimated $4.54M added.
  • The largest Palvella Therapeutics seller in Q1 2023 was Bank of America, an estimated $5.27M sold.

Based on aggregated 13F filings for Q1 2023.