Apellis Pharmaceuticals Ownership | Who Owns Apellis Pharmaceuticals?
Apellis Pharmaceuticals Ownership Summary
Apellis Pharmaceuticals is owned by 94.49% institutional investors, 13.98% insiders. Wellington management group llp is the largest institutional shareholder, holding 13.33% of APLS shares. Vanguard Health Care Inv is the top mutual fund, with 8.29% of its assets in Apellis Pharmaceuticals shares.
APLS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Apellis Pharmaceuticals | 94.49% | 13.98% | -8.47% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Biotech Stocks | 47.04% | 8.74% | 44.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 16.39M | 13.33% | $628.67M |
| Ecor1 capital | 11.61M | 9.37% | $445.26M |
| Avoro capital advisors | 11.11M | 8.97% | $426.22M |
| Vanguard group | 9.81M | 7.98% | $376.29M |
| Blackrock | 5.80M | 4.71% | $222.31M |
| State street | 4.15M | 3.37% | $159.07M |
| T. rowe price investment management | 4.05M | 3.27% | $155.30M |
| Jennison associates | 3.59M | 2.90% | $137.77M |
| Fmr | 3.30M | 2.68% | $126.58M |
| Jpmorgan chase | 3.18M | 2.58% | $121.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ecor1 capital | 11.61M | 13.62% | $445.26M |
| Avoro capital advisors | 11.11M | 5.68% | $426.22M |
| Boxer capital | 1.73M | 3.49% | $66.21M |
| Deep track capital, lp | 2.50M | 2.86% | $95.90M |
| Octagon capital advisors lp | 350.00K | 2.11% | $13.43M |
| Ghost tree capital | 135.00K | 1.62% | $5.18M |
| Exome asset management | 46.90K | 1.60% | $1.80M |
| Artal group | 1.47M | 1.43% | $56.28M |
| Braidwell lp | 611.80K | 0.74% | $23.47M |
| Sippican capital advisors | 23.18K | 0.70% | $889.11K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deep track capital, lp | 2.50M | 2.86% | 1.50M |
| Wellington management group llp | 16.39M | 0.11% | 1.33M |
| State street | 4.15M | 0.01% | 1.24M |
| Fmr | 3.30M | 0.01% | 1.12M |
| Norges bank | 1.08M | 0.01% | 1.08M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | 734.71K | 0.06% | -1.29M |
| Price t rowe associates inc /md/ | 1.28M | 0.01% | -1.18M |
| Citadel advisors | 153.89K | 0.00% | -1.03M |
| Frazier life sciences management | - | - | -885.16K |
| Pictet asset management sa | 253.05K | 0.01% | -820.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.08M | 0.01% | 1.08M | $41.41M |
| Voloridge investment management | 689.11K | 0.10% | 689.11K | $26.43M |
| Braidwell lp | 611.80K | 0.74% | 611.80K | $23.47M |
| Capital fund management | 201.49K | 0.02% | 201.49K | $7.73M |
| Rock springs capital management lp | 140.70K | 0.16% | 140.70K | $5.40M |
Sold Out
| Holder | Change |
|---|---|
| Quest partners | -1.00 |
| Concourse financial group securities | -1.00 |
| Jfs wealth advisors | -1.00 |
| Fortitude family office | -6.00 |
| Avion wealth | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 291 | 2.46% | 117,076,868 | 1.49% | 94 | 1.09% | 142 | -12.35% | 93 | 43.08% |
| Jun 30, 2024 | 284 | -13.41% | 115,360,815 | 2.98% | 93 | 1.12% | 162 | -2.41% | 65 | -32.29% |
| Mar 31, 2024 | 328 | -0.30% | 112,027,605 | -1.51% | 91 | 0.99% | 166 | 14.48% | 96 | -14.29% |
| Dec 31, 2023 | 329 | 7.52% | 113,740,832 | 0.83% | 95 | 1.09% | 145 | -15.20% | 112 | 64.71% |
| Sep 30, 2023 | 306 | -14.76% | 112,801,177 | 5.80% | 93 | 1.17% | 171 | -0.58% | 68 | -44.26% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Health Care Inv | 10.09M | 8.29% | 585.23K |
| Vanguard Total Stock Mkt Idx Inv | 3.28M | 2.64% | -18.54K |
| Vanguard Small Cap Index | 2.59M | 2.09% | 5.10K |
| SPDR® S&P Biotech ETF | 2.25M | 1.85% | 24.91K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.57M | 1.26% | -5.86K |
| PGIM Jennison Health Sciences Z | 1.41M | 1.15% | - |
| Vanguard Small Cap Growth Index Inv | 1.43M | 1.15% | -2.92K |
| DWS Vermögensbildungsfonds I LD | 1.32M | 1.08% | - |
| Jennison Health Sciences Equity | 1.32M | 1.08% | 164.42K |
| JPM US Mid Cap Growth-Composite | 1.30M | 1.07% | 294.66K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 11, 2024 | Watson David O. | General Counsel | Sell | $171.18K |
| Sep 16, 2024 | Dunlop A. Sinclair | - | Sell | $1.06M |
| Sep 16, 2024 | Dunlop A. Sinclair | - | Sell | $276.81K |
| Sep 16, 2024 | Chopas James George | VP/Chief Accounting Officer | Sell | $6.95K |
| Sep 03, 2024 | Chopas James George | VP/Chief Accounting Officer | Sell | $21.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | - | 57 |
| 2023 Q4 | - | 19 |
APLS Ownership FAQ
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