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PVLA

Palvella Therapeutics

43 hedge funds and large institutions have $12M invested in Palvella Therapeutics in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more call options, than puts

Call options by funds: $24K | Put options by funds: $1K

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

50% more capital invested

Capital invested by funds: $8.04M → $12M (+$3.98M)

0.23% less ownership

Funds ownership: 0.74%0.51% (-0.23%)

12% less funds holding

Funds holding: 4943 (-6)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
5
Closed
12
Calls
$24K
Puts
$1K
Net Calls
+$23K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
26
Two Sigma Securities
New York
$5.39K +$2.13K +99 +78%
BRWA
27
B. Riley Wealth Advisors
Florida
$5.07K +$4.58K +213 New
HF
28
HRT Financial
New York
$5K +$4.92K +229 New
HVIA
29
Hudson Valley Investment Advisors
New York
$4.17K
WE
30
Wealth Effects
Massachusetts
$3.49K -$1.35K -63 -30%
US Bancorp
31
US Bancorp
Minnesota
$3.06K
Morgan Stanley
32
Morgan Stanley
New York
$2.44K
Group One Trading
33
Group One Trading
Illinois
$2.01K
Wells Fargo
34
Wells Fargo
California
$1.71K +$64 +3 +4%
Barclays
35
Barclays
United Kingdom
$1.49K -$215 -10 -14%
CG
36
Cutler Group
California
$1K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1K +$172 +8 +26%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$556
TC
39
Truvestments Capital
Florida
$334
Osaic Holdings
40
Osaic Holdings
Arizona
$154
AF
41
Allworth Financial
California
$105
Bank of America
42
Bank of America
North Carolina
$43 +$43 +2 New
OCA
43
Octagon Capital Advisors
New York
-$1.09M -82,500 Closed
SCM
44
Silverarc Capital Management
Massachusetts
-$159K -12,017 Closed
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
-$17.7K -1,334 Closed
AC
46
Annandale Capital
Texas
-$10K -775 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
-$12.3K -572 Closed
Charles Schwab
48
Charles Schwab
California
-$5.91K -447 Closed
SPC
49
Sigma Planning Corp
Michigan
-$4.32K -326 Closed
HSBC Holdings
50
HSBC Holdings
United Kingdom
-$2.72K -202 Closed

PVLA Hedge Fund Activity: Q3 2023 in Review

43 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Palvella Therapeutics (PVLA) for Q3 2023, worth a combined $12M — up 50% from $8.04M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PVLA and 6 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 11 added.

The largest buyer was Acadian Asset Management, adding an estimated $102K. The largest seller was Octagon Capital Advisors, exiting entirely with an estimated $1.09M sold.

  • 43 institutional investors held Palvella Therapeutics (PVLA) as of Q3 2023, down from 49 in Q2 2023.
  • Funds reported $12M of Palvella Therapeutics stock for Q3 2023, up 50% quarter-over-quarter.
  • 6 funds opened new Palvella Therapeutics positions in Q3 2023 and 12 closed out, a net change of -6 holders.
  • The largest Palvella Therapeutics buyer in Q3 2023 was Acadian Asset Management, an estimated $102K added.
  • The largest Palvella Therapeutics seller in Q3 2023 was Octagon Capital Advisors, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2023.