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PVLA

Palvella Therapeutics

46 hedge funds and large institutions have $7.33M invested in Palvella Therapeutics in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $14K | Put options by funds: $1K

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

7% more funds holding

Funds holding: 4346 (+3)

0.02% less ownership

Funds ownership: 0.51%0.49% (-0.02%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

39% less capital invested

Capital invested by funds: $12M → $7.33M (-$4.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
6
Reduced
9
Closed
5
Calls
$14K
Puts
$1K
Net Calls
+$13K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
26
Commerce Bank
Missouri
$3.64K
KAS
27
Kestra Advisory Services
Texas
$3.19K +$4.01K +219 New
TSS
28
Two Sigma Securities
New York
$2.81K -$604 -33 -15%
BBA
29
Baader Bank Aktiengesellschaft
Germany
$2.74K +$4.65K +254 New
Morgan Stanley
30
Morgan Stanley
New York
$2.5K +$1.26K +69 +68%
HVIA
31
Hudson Valley Investment Advisors
New York
$2.4K
Cerity Partners
32
Cerity Partners
New York
$1.88K +$2.36K +129 New
US Bancorp
33
US Bancorp
Minnesota
$1.87K
TRCT
34
Tower Research Capital (TRC)
New York
$1.48K -$5.22K -285 -74%
Group One Trading
35
Group One Trading
Illinois
$1.23K
UBS Group
36
UBS Group
Switzerland
$1.14K -$8.52K -465 -85%
Barclays
37
Barclays
United Kingdom
$911
Wells Fargo
38
Wells Fargo
California
$867 -$220 -12 -17%
JP Morgan Chase
39
JP Morgan Chase
New York
$358 -$25.3K -1,379 -98%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$339
TC
41
Truvestments Capital
Florida
$204
Osaic Holdings
42
Osaic Holdings
Arizona
$94
AF
43
Allworth Financial
California
$64
Bank of America
44
Bank of America
North Carolina
$26
ACM
45
Aquilo Capital Management
California
-$984K -41,290 Closed
HF
46
HRT Financial
New York
-$5K -229 Closed
BRWA
47
B. Riley Wealth Advisors
Florida
-$5.07K -213 Closed
WE
48
Wealth Effects
Massachusetts
-$3.49K -146 Closed
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
-$586 -32 -82%

PVLA Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Palvella Therapeutics (PVLA) for Q4 2023, worth a combined $7.33M — down 39% from $12M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PVLA positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $157K. The largest seller was Aquilo Capital Management, exiting entirely with an estimated $984K sold.

  • 46 institutional investors held Palvella Therapeutics (PVLA) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $7.33M of Palvella Therapeutics stock for Q4 2023, down 39% quarter-over-quarter.
  • 8 funds opened new Palvella Therapeutics positions in Q4 2023 and 5 closed out, a net change of +3 holders.
  • The largest Palvella Therapeutics buyer in Q4 2023 was Renaissance Technologies, an estimated $157K added.
  • The largest Palvella Therapeutics seller in Q4 2023 was Aquilo Capital Management, an estimated $984K sold.

Based on aggregated 13F filings for Q4 2023.