Apellis Pharmaceuticals Ownership 2024 | Who Owns Apellis Pharmaceuticals Now?
Institutional Ownership
93.79%
Insider Ownership
14.28%
Retail Ownership
-8.07%
Institutional Holders
276.00
Apellis Pharmaceuticals Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 13.33% | 0.11% | 16,388,697 | 1,330,626 | 8.84% | 628,670,415 | Jun 30, 2024 |
| ECOR1 CAPITAL, LLC | 9.44% | 13.62% | 11,607,425 | 250,000 | 2.20% | 445,260,823 | Jun 30, 2024 |
| AVORO CAPITAL ADVISORS LLC | 9.04% | 5.68% | 11,111,111 | - | - | 426,222,218 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.98% | 0.01% | 9,809,552 | 303,686 | 3.19% | 376,294,415 | Jun 30, 2024 |
| BLACKROCK INC. | 4.71% | 0.01% | 5,795,272 | 300,681 | 5.47% | 222,306,633 | Jun 30, 2024 |
| STATE STREET CORP | 3.37% | 0.01% | 4,146,694 | 1,237,166 | 42.52% | 159,067,182,000 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.29% | 0.10% | 4,048,412 | -557,309 | -12.10% | 155,298,000 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 2.92% | 0.09% | 3,591,416 | 350,903 | 10.83% | 137,766,722 | Jun 30, 2024 |
| FMR LLC | 2.68% | 0.01% | 3,299,790 | 1,121,048 | 51.45% | 126,579,937 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.58% | 0.01% | 3,177,470 | 963,161 | 43.50% | 121,887,764 | Jun 30, 2024 |
| OCTAGON CAPITAL ADVISORS LP | 2.34% | 17.37% | 2,880,880 | 73,900 | 2.63% | 110,510,557 | Jun 30, 2024 |
| DEEP TRACK CAPITAL, LP | 2.03% | 2.86% | 2,500,000 | 1,500,000 | 150.00% | 95,900,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.72% | 0.01% | 2,118,897 | 481,279 | 29.39% | 81,280,927 | Jun 30, 2024 |
| LOGOS GLOBAL MANAGEMENT LP | 1.63% | 6.23% | 2,000,000 | 2,000,000 | 100.00% | 76,720,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 1.50% | 0.03% | 1,842,042 | 230,269 | 14.29% | 70,660,732 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.45% | 0.01% | 1,787,917 | 98,027 | 5.80% | 68,602,863 | Jun 30, 2024 |
| BOXER CAPITAL, LLC | 1.40% | 3.49% | 1,726,000 | - | - | 66,209,360 | Jun 30, 2024 |
| ARTAL GROUP S.A. | 1.19% | 1.43% | 1,467,080 | 151,798 | 11.54% | 56,277,189 | Jun 30, 2024 |
| FIERA CAPITAL CORP | 1.14% | 0.17% | 1,401,190 | 452,753 | 47.74% | 53,749,648 | Jun 30, 2024 |
| ORBIMED ADVISORS LLC | 1.06% | 0.99% | 1,302,800 | 5,000 | 0.39% | 49,975,408 | Jun 30, 2024 |
Apellis Pharmaceuticals's largest institutional shareholder is WELLINGTON MANAGEMENT GROUP LLP, holding 13.33% of the company's total share outstanding, currently valued at $628.67M. The top 10 institutional shareholders own together 59.35% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| OCTAGON CAPITAL ADVISORS LP | 2.34% | 17.37% | 2,880,880 | 73,900 | 2.63% | 110,510,557 | Jun 30, 2024 |
| ECOR1 CAPITAL, LLC | 9.44% | 13.62% | 11,607,425 | 250,000 | 2.20% | 445,260,823 | Jun 30, 2024 |
| LOGOS GLOBAL MANAGEMENT LP | 1.63% | 6.23% | 2,000,000 | 2,000,000 | 100.00% | 76,720,000 | Jun 30, 2024 |
| AVORO CAPITAL ADVISORS LLC | 9.04% | 5.68% | 11,111,111 | - | - | 426,222,218 | Jun 30, 2024 |
| BOXER CAPITAL, LLC | 1.40% | 3.49% | 1,726,000 | - | - | 66,209,360 | Jun 30, 2024 |
| DEEP TRACK CAPITAL, LP | 2.03% | 2.86% | 2,500,000 | 1,500,000 | 150.00% | 95,900,000 | Jun 30, 2024 |
| OCTAGON CAPITAL ADVISORS LP | 0.28% | 2.11% | 350,000 | 150,000 | 75.00% | 13,426,000 | Jun 30, 2024 |
| GHOST TREE CAPITAL, LLC | 0.11% | 1.62% | 135,000 | 5,000 | 3.85% | 5,178,600 | Jun 30, 2024 |
| EXOME ASSET MANAGEMENT LLC | 0.04% | 1.57% | 46,900 | 46,900 | 100.00% | 1,799,084 | Jun 30, 2024 |
| ARTAL GROUP S.A. | 1.19% | 1.43% | 1,467,080 | 151,798 | 11.54% | 56,277,189 | Jun 30, 2024 |
| LOGOS GLOBAL MANAGEMENT LP | 0.33% | 1.25% | 400,000 | -400,000 | -50.00% | 15,344,000 | Jun 30, 2024 |
| ORBIMED ADVISORS LLC | 1.06% | 0.99% | 1,302,800 | 5,000 | 0.39% | 49,975,408 | Jun 30, 2024 |
| VESTAL POINT CAPITAL, LP | 0.27% | 0.96% | 335,000 | 110,000 | 48.89% | 12,850,600 | Jun 30, 2024 |
| BRAIDWELL LP | 0.50% | 0.74% | 611,800 | 611,800 | 100.00% | 23,468,648 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.02% | 0.70% | 23,178 | 7,249 | 45.51% | 889,108 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.82% | 0.59% | 1,004,700 | 944,700 | 1574.50% | 38,540,292 | Jun 30, 2024 |
| 683 CAPITAL MANAGEMENT, LLC | 0.16% | 0.58% | 200,000 | 200,000 | 100.00% | 7,672,000 | Jun 30, 2024 |
| 683 CAPITAL MANAGEMENT, LLC | 0.15% | 0.54% | 186,000 | -29,000 | -13.49% | 7,134,960 | Jun 30, 2024 |
| BIRCHVIEW CAPITAL, LP | 0.01% | 0.50% | 14,000 | -4,000 | -22.22% | 537,040 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.08% | 0.34% | 92,856 | 36,335 | 64.29% | 3,561,956 | Jun 30, 2024 |
The largest Apellis Pharmaceuticals shareholder by % of total assets is OCTAGON CAPITAL ADVISORS LP. The company owns 2.88M shares of Apellis Pharmaceuticals (APLS), representing 17.37% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LOGOS GLOBAL MANAGEMENT LP | 1.63% | 6.23% | 2,000,000 | 2,000,000 | 100.00% | 76,720,000 | Jun 30, 2024 |
| DEEP TRACK CAPITAL, LP | 2.03% | 2.86% | 2,500,000 | 1,500,000 | 150.00% | 95,900,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 13.33% | 0.11% | 16,388,697 | 1,330,626 | 8.84% | 628,670,415 | Jun 30, 2024 |
| STATE STREET CORP | 3.37% | 0.01% | 4,146,694 | 1,237,166 | 42.52% | 159,067,182,000 | Jun 30, 2024 |
| FMR LLC | 2.68% | 0.01% | 3,299,790 | 1,121,048 | 51.45% | 126,579,937 | Jun 30, 2024 |
| NORGES BANK | 0.88% | 0.01% | 1,079,605 | 1,079,605 | 100.00% | 41,413,648 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.58% | 0.01% | 3,177,470 | 963,161 | 43.50% | 121,887,764 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.82% | 0.59% | 1,004,700 | 944,700 | 1574.50% | 38,540,292 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.56% | 0.10% | 689,108 | 689,108 | 100.00% | 26,434,183 | Jun 30, 2024 |
| BRAIDWELL LP | 0.50% | 0.74% | 611,800 | 611,800 | 100.00% | 23,468,648 | Jun 30, 2024 |
| MORGAN STANLEY | 1.72% | 0.01% | 2,118,897 | 481,279 | 29.39% | 81,280,927 | Jun 30, 2024 |
| FIERA CAPITAL CORP | 1.14% | 0.17% | 1,401,190 | 452,753 | 47.74% | 53,749,648 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.35% | 0.25% | 430,000 | 399,000 | 1287.10% | 16,494,800 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 2.92% | 0.09% | 3,591,416 | 350,903 | 10.83% | 137,766,722 | Jun 30, 2024 |
| INVESCO LTD. | 0.90% | 0.01% | 1,102,833 | 340,718 | 44.71% | 42,304,674 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.98% | 0.01% | 9,809,552 | 303,686 | 3.19% | 376,294,415 | Jun 30, 2024 |
| BLACKROCK INC. | 4.71% | 0.01% | 5,795,272 | 300,681 | 5.47% | 222,306,633 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.81% | 0.00% | 995,069 | 271,625 | 37.55% | 38,170,844 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.64% | 0.01% | 783,914 | 252,552 | 47.53% | 30,070,940 | Jun 30, 2024 |
| ECOR1 CAPITAL, LLC | 9.44% | 13.62% | 11,607,425 | 250,000 | 2.20% | 445,260,823 | Jun 30, 2024 |
As of Jun 30 2024, Apellis Pharmaceuticals's largest institutional buyer is LOGOS GLOBAL MANAGEMENT LP. The company purchased 2.00M stocks of APLS, valued at $76.72M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ASSENAGON ASSET MANAGEMENT S.A. | 0.60% | 0.06% | 734,708 | -1,288,906 | -63.69% | 28,183,399 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.04% | 0.01% | 1,276,426 | -1,182,820 | -48.10% | 48,964,000 | Jun 30, 2024 |
| FRAZIER LIFE SCIENCES MANAGEMENT, L.P. | - | - | - | -885,165 | -100.00% | - | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.21% | 0.01% | 253,048 | -820,186 | -76.42% | 9,706,921 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.17% | 0.00% | 205,911 | -579,485 | -73.78% | 7,898,746 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.29% | 0.10% | 4,048,412 | -557,309 | -12.10% | 155,298,000 | Jun 30, 2024 |
| IRON TRIANGLE PARTNERS LP | - | - | - | -550,000 | -100.00% | - | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | - | - | - | -503,039 | -100.00% | - | Jun 30, 2024 |
| LOGOS GLOBAL MANAGEMENT LP | 0.33% | 1.25% | 400,000 | -400,000 | -50.00% | 15,344,000 | Jun 30, 2024 |
| CORMORANT ASSET MANAGEMENT, LP | - | - | - | -400,000 | -100.00% | - | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.10% | 0.01% | 123,616 | -371,076 | -75.01% | 4,741,910 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.10% | 0.00% | 123,725 | -282,758 | -69.56% | 4,746,093 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -267,823 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -248,483 | -100.00% | - | Jun 30, 2024 |
| ENSIGN PEAK ADVISORS, INC | 0.07% | 0.01% | 82,997 | -177,277 | -68.11% | 3,183,765 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.12% | 0.00% | 146,926 | -172,550 | -54.01% | 5,636,081 | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -171,873 | -100.00% | - | Jun 30, 2024 |
| AFFINITY ASSET ADVISORS, LLC | - | - | - | -165,000 | -100.00% | - | Jun 30, 2024 |
| REDMILE GROUP, LLC | - | - | - | -155,000 | -100.00% | - | Jun 30, 2024 |
| ORBIMED ADVISORS LLC | - | - | - | -150,000 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Apellis Pharmaceuticals's biggest institutional seller is ASSENAGON ASSET MANAGEMENT S.A.. The company sold -1.29M shares of APLS, valued at $28.18M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.88% | 0.01% | 1,079,605 | 1,079,605 | 100.00% | 41,413,648 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.56% | 0.10% | 689,108 | 689,108 | 100.00% | 26,434,183 | Jun 30, 2024 |
| BRAIDWELL LP | 0.50% | 0.74% | 611,800 | 611,800 | 100.00% | 23,468,648 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.16% | 0.02% | 201,487 | 201,487 | 100.00% | 7,729,041 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.12% | 0.09% | 149,160 | 149,160 | 100.00% | 5,721,778 | Jun 30, 2024 |
| ROCK SPRINGS CAPITAL MANAGEMENT LP | 0.11% | 0.16% | 140,700 | 140,700 | 100.00% | 5,397,252 | Jun 30, 2024 |
| MAN GROUP PLC | 0.06% | 0.01% | 77,229 | 77,229 | 100.00% | 2,962,504 | Jun 30, 2024 |
| HAP TRADING, LLC | 0.05% | 0.30% | 64,997 | 64,997 | 100.00% | 2,493,285 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.05% | 0.00% | 61,258 | 61,258 | 100.00% | 2,349,857 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.03% | 0.03% | 37,543 | 37,543 | 100.00% | 1,440,149 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.03% | 0.01% | 31,566 | 31,566 | 100.00% | 1,210,871 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.02% | 0.00% | 27,546 | 27,546 | 100.00% | 1,056,665 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.02% | 0.00% | 23,640 | 23,640 | 100.00% | 906,830 | Jun 30, 2024 |
| STRS OHIO | 0.01% | 0.00% | 17,650 | 17,650 | 100.00% | 677,054,000 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.01% | 0.01% | 13,598 | 13,598 | 100.00% | 521,620 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.01% | 0.27% | 13,556 | 13,556 | 100.00% | 520,008 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | 0.00% | 13,500 | 13,500 | 100.00% | 517,860 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 9,198 | 9,198 | 100.00% | 381,901 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 2,077 | 2,077 | 100.00% | 79,674 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 425 | 425 | 100.00% | 16,303 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 282 | 282 | 100.00% | 10,818 | Jun 30, 2024 |
| ADAR1 CAPITAL MANAGEMENT, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 3,836 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 79 | 79 | 100.00% | 3,030 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 56 | 56 | 100.00% | 2,148 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 2 | 2 | 100.00% | 77 | Jun 30, 2024 |
Apellis Pharmaceuticals's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.08M shares, valued at $41.41M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRAZIER LIFE SCIENCES MANAGEMENT, L.P. | - | - | - | -885,165 | -100.00% | - | Jun 30, 2024 |
| IRON TRIANGLE PARTNERS LP | - | - | - | -550,000 | -100.00% | - | Jun 30, 2024 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | - | - | - | -503,039 | -100.00% | - | Jun 30, 2024 |
| CORMORANT ASSET MANAGEMENT, LP | - | - | - | -400,000 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -267,823 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -248,483 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -171,873 | -100.00% | - | Jun 30, 2024 |
| AFFINITY ASSET ADVISORS, LLC | - | - | - | -165,000 | -100.00% | - | Jun 30, 2024 |
| REDMILE GROUP, LLC | - | - | - | -155,000 | -100.00% | - | Jun 30, 2024 |
| ORBIMED ADVISORS LLC | - | - | - | -150,000 | -100.00% | - | Jun 30, 2024 |
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC | - | - | - | -150,000 | -100.00% | - | Jun 30, 2024 |
| IKARIAN CAPITAL, LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -81,700 | -100.00% | - | Jun 30, 2024 |
| SATURN V CAPITAL MANAGEMENT LLC | - | - | - | -71,463 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -68,575 | -100.00% | - | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | - | - | - | -54,000 | -100.00% | - | Jun 30, 2024 |
| AXIOM INVESTORS LLC /DE | - | - | - | -50,770 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -38,024 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -36,994 | -100.00% | - | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -32,200 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -20,057 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -10,700 | -100.00% | - | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | - | - | - | -10,694 | -100.00% | - | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | - | - | - | -10,675 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -10,415 | -100.00% | - | Jun 30, 2024 |
| HARVEST MANAGEMENT LLC | - | - | - | -10,300 | -100.00% | - | Jun 30, 2024 |
| WYNNEFIELD CAPITAL INC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | - | - | - | -9,825 | -100.00% | - | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | - | - | - | -8,948 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -8,481 | -100.00% | - | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | - | - | - | -7,751 | -100.00% | - | Jun 30, 2024 |
| WORTH VENTURE PARTNERS, LLC | - | - | - | -7,700 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -6,900 | -100.00% | - | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | - | - | - | -6,431 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -5,560 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -5,440 | -100.00% | - | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -5,227 | -100.00% | - | Jun 30, 2024 |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | - | - | - | -5,075 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -4,919 | -100.00% | - | Jun 30, 2024 |
| SUMMIT TRAIL ADVISORS, LLC | - | - | - | -4,465 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -4,259 | -100.00% | - | Jun 30, 2024 |
| ETHIC INC. | - | - | - | -4,103 | -100.00% | - | Jun 30, 2024 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -4,004 | -100.00% | - | Jun 30, 2024 |
| INTEGRATED WEALTH CONCEPTS LLC | - | - | - | -3,867 | -100.00% | - | Jun 30, 2024 |
| GOTHAM ASSET MANAGEMENT, LLC | - | - | - | -3,513 | -100.00% | - | Jun 30, 2024 |
| OPPENHEIMER & CO INC | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
| ALTFEST L J & CO INC | - | - | - | -3,414 | -100.00% | - | Jun 30, 2024 |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | - | - | - | -3,172 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -2,300 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -1,685 | -100.00% | - | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -1,510 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -1,480 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -1,339 | -100.00% | - | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | - | - | - | -1,020 | -100.00% | - | Jun 30, 2024 |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -401 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -55 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -21 | -100.00% | - | Jun 30, 2024 | |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -18 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -18 | -100.00% | - | Jun 30, 2024 |
| FORTITUDE FAMILY OFFICE, LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Apellis Pharmaceuticals's largest sold out institutional shareholder by shares sold is FRAZIER LIFE SCIENCES MANAGEMENT, L.P., sold -0.89M shares, valued at -, as of undefined.
Apellis Pharmaceuticals Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Fiera Capital Series Trust | 0.70% | 13,910 | -462 | -3.21% | Jun 30, 2023 |
| Virtus Diversified Income & Convertible Fund | 0.56% | 1,130,000 | - | - | Jan 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.55% | 1,154,079 | -465,028 | -28.72% | Feb 29, 2024 |
| Virtus Strategy Trust | 0.48% | 10,210,000 | - | - | Mar 28, 2024 |
| ALGER FUNDS II | 0.44% | 99,028 | - | - | Jan 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.43% | 394,983 | - | - | Jan 31, 2024 |
| Alger ETF Trust | 0.42% | 2,949 | - | - | Dec 31, 2023 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.39% | 1,291,875 | -28,812 | -2.18% | Mar 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.29% | 695,000 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 0.29% | 565,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.26% | 91,363 | 11,000 | 13.69% | Mar 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.23% | 475,000 | - | - | Jan 31, 2024 |
| Clough Global Equity Fund | 0.23% | 14,377 | - | - | Jan 31, 2024 |
| Virtus Strategy Trust | 0.19% | 4,025,000 | - | - | Mar 28, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.17% | 9,503,375 | 720,320 | 8.20% | Jan 31, 2024 |
| TEKLA LIFE SCIENCES INVESTORS | 0.15% | 71,177 | 20,185 | 39.58% | Mar 31, 2024 |
| Clough Funds Trust | 0.15% | 6,000 | - | - | Jan 31, 2023 |
| TEKLA HEALTHCARE INVESTORS | 0.14% | 118,636 | 577 | 0.49% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.13% | 69,422 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.13% | 457,876 | -628,200 | -57.84% | Mar 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.12% | 29,002 | - | - | Dec 31, 2023 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.12% | 501,930 | -16,930 | -3.26% | Mar 28, 2024 |
| Virtus Strategy Trust | 0.11% | 2,385,000 | - | - | Mar 28, 2024 |
| Virtus Investment Trust | 0.11% | 3,850,000 | - | - | Mar 28, 2024 |
| FIDELITY FINANCIAL TRUST | 0.11% | 1,900,000 | - | - | Feb 29, 2024 |
| FIDELITY FINANCIAL TRUST | 0.11% | 1,900,000 | - | - | Feb 29, 2024 |
| PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. | 0.10% | 207,765 | 207,765 | - | Feb 29, 2024 |
| Virtus Investment Trust | 0.10% | 3,370,000 | - | - | Mar 28, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.09% | 210,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.09% | 1,344,200 | -2,400 | -0.18% | Mar 31, 2024 |
| Virtus Equity & Convertible Income Fund | 0.09% | 170,000 | - | - | Jan 31, 2024 |
| T. Rowe Price New Horizons Fund, Inc. | 0.08% | 406,018 | -3,022 | -0.74% | Mar 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.07% | 150,000 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.07% | 281,007 | -114,897 | -29.02% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.07% | 1,546 | -966 | -38.46% | Dec 31, 2023 |
| Clough Global Opportunities Fund | 0.07% | 26,166 | - | - | Jan 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.06% | 61,885 | -24,203 | -28.11% | Feb 29, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.06% | 38,968 | 9,295 | 31.32% | Feb 29, 2024 |
| ALLSPRING VARIABLE TRUST | 0.06% | 37,714 | 19,300 | 104.81% | Mar 31, 2024 |
| Virtus Convertible & Income Fund | 0.06% | 300,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.06% | 225,000 | - | - | Jan 31, 2024 |
| VANGUARD EXPLORER FUND | 0.06% | 701,402 | -20,162 | -2.79% | Jan 31, 2024 |
| BlackRock Health Sciences Trust | 0.05% | 13,695 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.05% | 1,302,665 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.05% | 85,690 | -1,559 | -1.79% | Mar 31, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.05% | 64,417 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.05% | 300,000 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.05% | 300,000 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.04% | 1,000,000 | - | - | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.04% | 1,000,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.04% | 444,052 | -297,800 | -40.14% | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.04% | 14,469 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.04% | 4,715,000 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.04% | 4,715,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.04% | 291,425 | -186,000 | -38.96% | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.04% | 6,993 | 5,833 | 502.84% | Mar 28, 2024 |
| ALGER PORTFOLIOS | 0.03% | 12,027 | - | - | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.03% | 86,000 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.03% | 45,696 | - | - | Feb 29, 2024 |
| MAINSTAY FUNDS | 0.03% | 7,350,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.03% | 2,700 | 1,000 | 58.82% | Feb 29, 2024 |
| Calvert Responsible Index Series, Inc. | 0.03% | 42,123 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.03% | 13,030 | -5,120 | -28.21% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 14,395 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 149,289 | - | - | Mar 31, 2024 |
| LORD ABBETT TRUST I | 0.02% | 734,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.02% | 232,833 | - | - | Jan 31, 2024 |
| WANGER ADVISORS TRUST | 0.02% | 12,046 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.02% | 1,359,279 | 79,800 | 6.24% | Feb 29, 2024 |
| EntrepreneurShares Series Trust | 0.02% | 5,574 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.02% | 8,713,228 | -1,440,251 | -14.18% | Mar 31, 2024 |
| MAINSTAY FUNDS | 0.02% | 4,878,000 | - | - | Jan 31, 2024 |
| COLUMBIA ACORN TRUST | 0.02% | 64,012 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.02% | 107,793 | 29,805 | 38.22% | Mar 31, 2024 |
| BlackRock Health Sciences Trust II | 0.02% | 51,390 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST II | 0.02% | 215,515 | 115,538 | 115.56% | Feb 29, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.02% | 443,995 | -18,148 | -3.93% | Feb 29, 2024 |
| BUFFALO FUNDS | 0.02% | 100,545 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.01% | 289,700 | - | - | Jan 31, 2024 |
| ALGER FUNDS | 0.01% | 12,749 | - | - | Jan 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.01% | 3,429 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,514 | - | - | Mar 31, 2024 |
| CARILLON SERIES TRUST | 0.01% | 613,712 | 287,438 | 88.10% | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 29,612 | 924 | 3.22% | Feb 29, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.01% | 77,900 | - | - | Jan 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.01% | 77,479 | 26,743 | 52.71% | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.01% | 26,776 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.01% | 104,594 | - | - | Feb 29, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 71,391 | 8,393 | 13.32% | Mar 28, 2024 |
| HARBOR FUNDS | 0.01% | 182,599 | - | - | Jan 31, 2024 |
| JNL VARIABLE FUND LLC | 0.01% | 43,765 | 11,178 | 34.30% | Mar 31, 2020 |
| HARTFORD SERIES FUND INC | 0.01% | 333,590 | -180,261 | -35.08% | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 78,346 | - | - | Jan 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 204,993 | 21,854 | 11.93% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.01% | 196,513 | -45,970 | -18.96% | Mar 31, 2024 |
| PACE SELECT ADVISORS TRUST | 0.01% | 1,900,000 | - | - | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 13,327 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 476,800 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 11,525 | - | - | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 21,176 | -8,286 | -28.12% | Dec 31, 2023 |
Apellis Pharmaceuticals's largest mutual fund holder by % of total assets is "Fiera Capital Series Trust", owning 13.91K shares, compromising 0.70% of its total assets.
Apellis Pharmaceuticals Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 276 | -15.60% |
| 31 Mar, 24 | 327 | -0.61% |
| 31 Dec, 23 | 329 | 7.52% |
| 30 Sep, 23 | 306 | -14.76% |
| 30 Jun, 23 | 359 | 18.48% |
| 31 Mar, 23 | 303 | 13.48% |
| 31 Dec, 22 | 267 | -1.84% |
| 30 Sep, 22 | 272 | 19.82% |
| 30 Jun, 22 | 227 | -3.40% |
| 31 Mar, 22 | 235 | 18.09% |
| 31 Dec, 21 | 199 | -8.29% |
| 30 Sep, 21 | 217 | -5.24% |
| 30 Jun, 21 | 229 | 25.14% |
| 31 Mar, 21 | 183 | 3.98% |
| 31 Dec, 20 | 176 | 14.29% |
| 30 Sep, 20 | 154 | - |
| 30 Jun, 20 | 154 | -3.75% |
| 31 Mar, 20 | 160 | 0.63% |
| 31 Dec, 19 | 159 | 18.66% |
| 30 Sep, 19 | 134 | 32.67% |
| 30 Jun, 19 | 101 | 7.45% |
| 31 Mar, 19 | 94 | -1.05% |
| 31 Dec, 18 | 95 | 18.75% |
| 30 Sep, 18 | 80 | 9.59% |
| 30 Jun, 18 | 73 | 58.70% |
| 31 Mar, 18 | 46 | - |
| 31 Dec, 17 | 46 | - |
As of 30 Jun 24, 276 institutions are holding Apellis Pharmaceuticals's shares, representing a decrease of -15.60% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 115,325,529 | 2.94% |
| 31 Mar, 24 | 112,027,584 | -1.51% |
| 31 Dec, 23 | 113,740,832 | 0.83% |
| 30 Sep, 23 | 112,801,177 | 5.80% |
| 30 Jun, 23 | 106,616,410 | -3.34% |
| 31 Mar, 23 | 110,295,567 | 9.80% |
| 31 Dec, 22 | 100,454,774 | 3.07% |
| 30 Sep, 22 | 97,467,111 | 6.38% |
| 30 Jun, 22 | 91,618,207 | 0.79% |
| 31 Mar, 22 | 90,903,571 | 11.98% |
| 31 Dec, 21 | 81,180,697 | 16.87% |
| 30 Sep, 21 | 69,459,986 | 7.62% |
| 30 Jun, 21 | 64,539,112 | -0.67% |
| 31 Mar, 21 | 64,975,331 | 1.80% |
| 31 Dec, 20 | 63,828,062 | 2.72% |
| 30 Sep, 20 | 62,135,505 | 1.55% |
| 30 Jun, 20 | 61,185,175 | 10.70% |
| 31 Mar, 20 | 55,273,561 | 25.95% |
| 31 Dec, 19 | 43,885,568 | 8.62% |
| 30 Sep, 19 | 40,401,121 | -0.17% |
| 30 Jun, 19 | 40,468,810 | 0.86% |
| 31 Mar, 19 | 40,125,707 | 24.98% |
| 31 Dec, 18 | 32,104,741 | 8.01% |
| 30 Sep, 18 | 29,724,990 | 2.27% |
| 30 Jun, 18 | 29,064,279 | 70.57% |
| 31 Mar, 18 | 17,039,614 | 8.21% |
| 31 Dec, 17 | 15,746,683 | - |
Apellis Pharmaceuticals (APLS) has 115.33M shares outstanding as of 30 Jun 24, up 2.94% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 93.79% | 1.05% |
| 31 Mar, 24 | 94.40% | 1.06% |
| 31 Dec, 23 | 94.55% | 1.06% |
| 30 Sep, 23 | 94.54% | 1.08% |
| 30 Jun, 23 | 93.63% | 1.00% |
| 31 Mar, 23 | 96.86% | 0.54% |
| 31 Dec, 22 | 133.65% | 1.68% |
| 30 Sep, 22 | 89.32% | 1.21% |
| 30 Jun, 22 | 85.92% | 1.00% |
| 31 Mar, 22 | 92.69% | 1.00% |
| 31 Dec, 21 | 96.16% | 1.46% |
| 30 Sep, 21 | 81.09% | 1.27% |
| 30 Jun, 21 | 80.02% | 1.19% |
| 31 Mar, 21 | 82.02% | 1.26% |
| 31 Dec, 20 | 80.57% | 1.19% |
| 30 Sep, 20 | 82.16% | 1.25% |
| 30 Jun, 20 | 80.99% | 1.44% |
| 31 Mar, 20 | 74.98% | 1.51% |
| 31 Dec, 19 | 70.52% | 1.76% |
| 30 Sep, 19 | 63.37% | 1.55% |
| 30 Jun, 19 | 63.97% | 1.33% |
| 31 Mar, 19 | 69.30% | 1.99% |
| 31 Dec, 18 | 59.02% | 2.11% |
| 30 Sep, 18 | 52.89% | 1.87% |
| 30 Jun, 18 | 53.14% | 4.64% |
| 31 Mar, 18 | 33.84% | 3.46% |
| 31 Dec, 17 | 31.27% | - |
As of 30 Jun 24, Apellis Pharmaceuticals is held by 93.79% institutional shareholders, representing a 1.05% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 157 | -4.27% |
| 31 Mar, 24 | 164 | 8.61% |
| 31 Dec, 23 | 151 | -9.58% |
| 30 Sep, 23 | 167 | -3.47% |
| 30 Jun, 23 | 173 | 1.76% |
| 31 Mar, 23 | 170 | 23.19% |
| 31 Dec, 22 | 138 | -18.82% |
| 30 Sep, 22 | 170 | 36.00% |
| 30 Jun, 22 | 125 | -6.02% |
| 31 Mar, 22 | 133 | 13.68% |
| 31 Dec, 21 | 117 | 1.74% |
| 30 Sep, 21 | 115 | -8.73% |
| 30 Jun, 21 | 126 | 48.24% |
| 31 Mar, 21 | 85 | -6.59% |
| 31 Dec, 20 | 91 | 26.39% |
| 30 Sep, 20 | 72 | -18.18% |
| 30 Jun, 20 | 88 | -7.37% |
| 31 Mar, 20 | 95 | 9.20% |
| 31 Dec, 19 | 87 | -2.25% |
| 30 Sep, 19 | 89 | 32.84% |
| 30 Jun, 19 | 67 | 39.58% |
| 31 Mar, 19 | 48 | -20.00% |
| 31 Dec, 18 | 60 | 27.66% |
| 30 Sep, 18 | 47 | -28.79% |
| 30 Jun, 18 | 66 | 144.44% |
| 31 Mar, 18 | 27 | -41.30% |
| 31 Dec, 17 | 46 | - |
157 institutional shareholders have increased their position in APLS stock as of 30 Jun 24 compared to 164 in the previous quarter (a -4.27% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 63 | -35.05% |
| 31 Mar, 24 | 97 | -6.73% |
| 31 Dec, 23 | 104 | 46.48% |
| 30 Sep, 23 | 71 | -41.32% |
| 30 Jun, 23 | 121 | 45.78% |
| 31 Mar, 23 | 83 | 1.22% |
| 31 Dec, 22 | 82 | 28.13% |
| 30 Sep, 22 | 64 | 6.67% |
| 30 Jun, 22 | 60 | - |
| 31 Mar, 22 | 60 | 9.09% |
| 31 Dec, 21 | 55 | 12.24% |
| 30 Sep, 21 | 49 | -16.95% |
| 30 Jun, 21 | 59 | - |
| 31 Mar, 21 | 59 | 3.51% |
| 31 Dec, 20 | 57 | 16.33% |
| 30 Sep, 20 | 49 | 32.43% |
| 30 Jun, 20 | 37 | -9.76% |
| 31 Mar, 20 | 41 | 7.89% |
| 31 Dec, 19 | 38 | 35.71% |
| 30 Sep, 19 | 28 | 40.00% |
| 30 Jun, 19 | 20 | -31.03% |
| 31 Mar, 19 | 29 | 16.00% |
| 31 Dec, 18 | 25 | 19.05% |
| 30 Sep, 18 | 21 | 425.00% |
| 30 Jun, 18 | 4 | -60.00% |
| 31 Mar, 18 | 10 | - |
| 31 Dec, 17 | - | - |
63 institutional shareholders have reduced their position in APLS stock as of 30 Jun 24 compared to 97 in the previous quarter (a -35.05% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 276 | -15.60% | 115,325,529 | 2.94% | 93.79% | 1.05% | 157 | -4.27% | 63 | -35.05% |
| 31 Mar, 24 | 327 | -0.61% | 112,027,584 | -1.51% | 94.40% | 1.06% | 164 | 8.61% | 97 | -6.73% |
| 31 Dec, 23 | 329 | 7.52% | 113,740,832 | 0.83% | 94.55% | 1.06% | 151 | -9.58% | 104 | 46.48% |
| 30 Sep, 23 | 306 | -14.76% | 112,801,177 | 5.80% | 94.54% | 1.08% | 167 | -3.47% | 71 | -41.32% |
| 30 Jun, 23 | 359 | 18.48% | 106,616,410 | -3.34% | 93.63% | 1.00% | 173 | 1.76% | 121 | 45.78% |
| 31 Mar, 23 | 303 | 13.48% | 110,295,567 | 9.80% | 96.86% | 0.54% | 170 | 23.19% | 83 | 1.22% |
| 31 Dec, 22 | 267 | -1.84% | 100,454,774 | 3.07% | 133.65% | 1.68% | 138 | -18.82% | 82 | 28.13% |
| 30 Sep, 22 | 272 | 19.82% | 97,467,111 | 6.38% | 89.32% | 1.21% | 170 | 36.00% | 64 | 6.67% |
| 30 Jun, 22 | 227 | -3.40% | 91,618,207 | 0.79% | 85.92% | 1.00% | 125 | -6.02% | 60 | - |
| 31 Mar, 22 | 235 | 18.09% | 90,903,571 | 11.98% | 92.69% | 1.00% | 133 | 13.68% | 60 | 9.09% |
| 31 Dec, 21 | 199 | -8.29% | 81,180,697 | 16.87% | 96.16% | 1.46% | 117 | 1.74% | 55 | 12.24% |
| 30 Sep, 21 | 217 | -5.24% | 69,459,986 | 7.62% | 81.09% | 1.27% | 115 | -8.73% | 49 | -16.95% |
| 30 Jun, 21 | 229 | 25.14% | 64,539,112 | -0.67% | 80.02% | 1.19% | 126 | 48.24% | 59 | - |
| 31 Mar, 21 | 183 | 3.98% | 64,975,331 | 1.80% | 82.02% | 1.26% | 85 | -6.59% | 59 | 3.51% |
| 31 Dec, 20 | 176 | 14.29% | 63,828,062 | 2.72% | 80.57% | 1.19% | 91 | 26.39% | 57 | 16.33% |
| 30 Sep, 20 | 154 | - | 62,135,505 | 1.55% | 82.16% | 1.25% | 72 | -18.18% | 49 | 32.43% |
| 30 Jun, 20 | 154 | -3.75% | 61,185,175 | 10.70% | 80.99% | 1.44% | 88 | -7.37% | 37 | -9.76% |
| 31 Mar, 20 | 160 | 0.63% | 55,273,561 | 25.95% | 74.98% | 1.51% | 95 | 9.20% | 41 | 7.89% |
| 31 Dec, 19 | 159 | 18.66% | 43,885,568 | 8.62% | 70.52% | 1.76% | 87 | -2.25% | 38 | 35.71% |
| 30 Sep, 19 | 134 | 32.67% | 40,401,121 | -0.17% | 63.37% | 1.55% | 89 | 32.84% | 28 | 40.00% |
| 30 Jun, 19 | 101 | 7.45% | 40,468,810 | 0.86% | 63.97% | 1.33% | 67 | 39.58% | 20 | -31.03% |
| 31 Mar, 19 | 94 | -1.05% | 40,125,707 | 24.98% | 69.30% | 1.99% | 48 | -20.00% | 29 | 16.00% |
| 31 Dec, 18 | 95 | 18.75% | 32,104,741 | 8.01% | 59.02% | 2.11% | 60 | 27.66% | 25 | 19.05% |
| 30 Sep, 18 | 80 | 9.59% | 29,724,990 | 2.27% | 52.89% | 1.87% | 47 | -28.79% | 21 | 425.00% |
| 30 Jun, 18 | 73 | 58.70% | 29,064,279 | 70.57% | 53.14% | 4.64% | 66 | 144.44% | 4 | -60.00% |
| 31 Mar, 18 | 46 | - | 17,039,614 | 8.21% | 33.84% | 3.46% | 27 | -41.30% | 10 | - |
| 31 Dec, 17 | 46 | - | 15,746,683 | - | 31.27% | - | 46 | - | - | - |
Apellis Pharmaceuticals Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Apellis Pharmaceuticals's stock was made by DeLong Mark Jeffrey on Aug 13 2024, selling 5,201 shares at $13.85 per share (valued at $72.03K).
Apellis Pharmaceuticals Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 1 | 100.00% |
| Q2 2024 | 7 | 15 | 46.67% |
| Q1 2024 | 37 | 62 | 59.68% |
| Q4 2023 | 10 | 29 | 34.48% |
| Q3 2023 | 13 | 28 | 46.43% |
| Q2 2023 | 24 | 46 | 52.17% |
| Q1 2023 | 71 | 76 | 93.42% |
| Q4 2022 | 11 | 35 | 31.43% |
| Q3 2022 | 17 | 50 | 34.00% |
| Q2 2022 | 14 | 62 | 22.58% |
| Q1 2022 | 60 | 54 | 111.11% |
| Q4 2021 | 13 | 24 | 54.17% |
| Q3 2021 | 12 | 19 | 63.16% |
| Q2 2021 | 25 | 53 | 47.17% |
| Q1 2021 | 70 | 47 | 148.94% |
| Q4 2020 | 15 | 42 | 35.71% |
| Q3 2020 | - | 9 | - |
| Q2 2020 | 7 | 15 | 46.67% |
| Q1 2020 | 41 | 35 | 117.14% |
| Q4 2019 | - | 8 | - |
1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by Apellis Pharmaceuticals's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 8 | - |
| Q1 2024 | - | 57 | - |
| Q4 2023 | - | 19 | - |
| Q3 2023 | - | 16 | - |
| Q2 2023 | - | 22 | - |
| Q1 2023 | - | 20 | - |
| Q4 2022 | - | 16 | - |
| Q3 2022 | - | 21 | - |
| Q2 2022 | - | 21 | - |
| Q1 2022 | - | 13 | - |
| Q4 2021 | 1 | 14 | 7.14% |
| Q3 2021 | - | 9 | - |
| Q2 2021 | - | 29 | - |
| Q1 2021 | - | 15 | - |
| Q4 2020 | - | 28 | - |
| Q3 2020 | - | 7 | - |
| Q2 2020 | 1 | 9 | 11.11% |
| Q1 2020 | 1 | 20 | 5.00% |
| Q4 2019 | - | 8 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Apellis Pharmaceuticals's stocks.
Apellis Pharmaceuticals Peer Ownership
| Ticker | Company |
|---|---|
| AKRO | Akero Therapeutics, Inc. |
| XFOR | X4 Pharmaceuticals, Inc. |
| MREO | Mereo BioPharma Group plc |
| BPMC | Blueprint Medicines Corporation |
| DAWN | Day One Biopharmaceuticals, Inc. |
| CERE | Cerevel Therapeutics Holdings, Inc. |
| RXDX | Prometheus Biosciences, Inc. |
| TERN | Terns Pharmaceuticals, Inc. |
| INZY | Inozyme Pharma, Inc. |
| ABOS | Acumen Pharmaceuticals, Inc. |
| IMVT | Immunovant, Inc. |
| MDGL | Madrigal Pharmaceuticals, Inc. |
| AMLX | Amylyx Pharmaceuticals, Inc. |
APLS Ownership FAQ
Who Owns Apellis Pharmaceuticals?
Apellis Pharmaceuticals is owned by institutional shareholders (93.79%), insiders (14.28%), and public (-8.07%). The largest institutional shareholder of Apellis Pharmaceuticals is WELLINGTON MANAGEMENT GROUP LLP (13.33% of total shares) and the top mutual fund owner is Fiera Capital Series Trust (0.70% of total shares).
Who are the major institutional shareholders of Apellis Pharmaceuticals?
Apellis Pharmaceuticals's major institutional shareholders are WELLINGTON MANAGEMENT GROUP LLP, ECOR1 CAPITAL, LLC, AVORO CAPITAL ADVISORS LLC, VANGUARD GROUP INC, and BLACKROCK INC.. The top five shareholders own together 44.50% of the company's share outstanding.
How many Apellis Pharmaceuticals shareholders are there?
As of Jun 2024, there are 276 institutional shareholders of Apellis Pharmaceuticals.
What percentage of Apellis Pharmaceuticals is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP owns 16.39M shares of Apellis Pharmaceuticals, representing 13.33% of the company's total shares outstanding, valued at $628.67M (as of Jun 2024).
What percentage of Apellis Pharmaceuticals is owned by ECOR1 CAPITAL, LLC?
As of Jun 2024, ECOR1 CAPITAL, LLC holds 11.61M shares of Apellis Pharmaceuticals (APLS), compromising 9.44% of the company, valued at $445.26M.
What percentage of Apellis Pharmaceuticals is owned by AVORO CAPITAL ADVISORS LLC?
AVORO CAPITAL ADVISORS LLC is the third largest holder of Apellis Pharmaceuticals. The company owns 11.11M of the company's shares outstanding (worth $426.22M).