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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
OC
51
Oppenheimer & Co
New York
$10.9K – – –
Cerity Partners
52
Cerity Partners
New York
$10.7K -$110K -1,375 -91%
US Bancorp
53
US Bancorp
Minnesota
$10.7K – – –
Wells Fargo
54
Wells Fargo
California
$5.7K – – –
CG
55
Cutler Group
California
$4K – – –
UBS Group
56
UBS Group
Switzerland
$2.46K -$4.26K -53 -64%
TC
57
Truvestments Capital
Florida
$2K – – –
Osaic Holdings
58
Osaic Holdings
Arizona
$1K -$2.01K -25 -81%
TVWM
59
Tower View Wealth Management
Wisconsin
$1K – – –
TWA
60
TCI Wealth Advisors
Arizona
$208 – – –
NC
61
NewSquare Capital
Pennsylvania
$114 +$80 +1 New
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$111 – – –
GPP
63
Great Point Partners
Connecticut
– -$2.26M -24,568 Closed
6CM
64
683 Capital Management
New York
– -$104K -1,125 Closed
CIC
65
Cornercap Investment Counsel
Georgia
– -$45K -485 Closed
NWA
66
Navis Wealth Advisors
New York
– -$18K -200 Closed
VF
67
Virtu Financial
New York
– -$16K -171 Closed
Assenagon Asset Management
68
Assenagon Asset Management
Luxembourg
– -$14K -156 Closed
CHAM
69
Clear Harbor Asset Management
Connecticut
– -$13K -138 Closed
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.