Apellis Pharmaceuticals Ownership | Who Owns Apellis Pharmaceuticals?
Apellis Pharmaceuticals Ownership Summary
Apellis Pharmaceuticals is owned by 20.47% institutional investors, 14.02% insiders, and 65.51% retail investors. Avoro capital advisors is the largest institutional shareholder, holding 9.86% of APLS shares. Vanguard Health Care Inv is the top mutual fund, with 6.82% of its assets in Apellis Pharmaceuticals shares.
APLS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Apellis Pharmaceuticals | 20.47% | 14.02% | 65.51% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Biotech Stocks | 68.48% | 9.65% | 21.87% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Avoro capital advisors | 12.22M | 9.86% | $390.01M |
| Ecor1 capital | 11.89M | 9.60% | $379.44M |
| Wellington management group llp | 11.80M | 9.52% | $376.57M |
| Vanguard group | 10.05M | 8.11% | $320.57M |
| Blackrock funding, inc. /de | 6.48M | 5.23% | $206.71M |
| Blackrock | 5.80M | 4.71% | $222.31M |
| State street | 4.53M | 3.65% | $144.40M |
| Deep track capital, lp | 4.27M | 3.45% | $136.41M |
| Octagon capital advisors lp | 3.01M | 2.43% | $95.95M |
| Siren | 2.82M | 2.27% | $89.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Octagon capital advisors lp | 3.01M | 15.79% | $95.95M |
| Ecor1 capital | 11.89M | 14.35% | $379.44M |
| Avoro capital advisors | 12.22M | 5.52% | $390.01M |
| Deep track capital, lp | 4.27M | 5.09% | $136.41M |
| Siren | 2.82M | 3.97% | $89.87M |
| Boxer capital | 1.73M | 3.49% | $66.21M |
| Exome asset management | 119.47K | 2.86% | $3.81M |
| Braidwell lp | 2.10M | 1.99% | $66.97M |
| Logos global management lp | 500.00K | 1.87% | $15.96M |
| Ghost tree capital | 135.00K | 1.62% | $5.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 2.59M | 0.02% | 2.27M |
| National bank of canada /fi/ | 1.39M | 0.05% | 1.39M |
| Royal bank of canada | 1.52M | 0.01% | 1.38M |
| Cibc world markets | 1.29M | 0.24% | 1.29M |
| Point72 asset management | 1.27M | 0.09% | 1.27M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 11.80M | 0.07% | -3.77M |
| Jpmorgan chase | 411.55K | 0.00% | -3.47M |
| T. rowe price investment management | 47.71K | 0.00% | -2.94M |
| Assenagon asset management | 29.99K | 0.00% | -2.11M |
| Fiera capital | - | - | -1.35M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cibc world markets | 1.29M | 0.24% | 1.29M | $41.01M |
| Point72 asset management | 1.27M | 0.09% | 1.27M | $40.46M |
| Norges bank | 1.09M | 0.00% | 1.09M | $34.66M |
| Natixis | 870.63K | 0.17% | 870.63K | $27.78M |
| Suvretta capital management | 793.19K | 0.86% | 793.19K | $25.31M |
Sold Out
| Holder | Change |
|---|---|
| Concourse financial group securities | -1.00 |
| Jfs wealth advisors | -1.00 |
| Fortitude family office | -6.00 |
| Avion wealth | -18.00 |
| Geneos wealth management | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 99 | -66.10% | 25,361,392 | -78.34% | 20 | 0.23% | 57 | -59.57% | 27 | -71.28% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Health Care Inv | 8.48M | 6.82% | -1.61M |
| Vanguard Total Stock Mkt Idx Inv | 3.32M | 2.65% | 2.67K |
| Vanguard US Total Market Shares ETF | 3.30M | 2.63% | 2.68K |
| Vanguard Small Cap Index | 2.70M | 2.15% | 2.21K |
| SPDR® S&P Biotech ETF | 2.21M | 1.76% | -23.65K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.65M | 1.31% | 2.34K |
| Vanguard Small Cap Growth Index Inv | 1.51M | 1.21% | -10.58K |
| Polar Capital Biotech S Inc | 1.50M | 1.20% | - |
| JPM US Mid Cap Growth-Composite | 1.30M | 1.07% | 294.66K |
| DWS Vermögensbildungsfonds I LD | 1.32M | 1.05% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 17, 2025 | Chopas James George | VP/Chief Accounting Officer | Sell | $4.54K |
| Mar 05, 2025 | Watson David O. | General Counsel | Sell | $139.79K |
| Feb 11, 2025 | DeLong Mark Jeffrey | Chief Business & Strat Officer | Sell | $10.36K |
| Jan 29, 2025 | Watson David O. | General Counsel | Sell | $20.52K |
| Jan 29, 2025 | Townsend Adam J. | Chief Commercial Officer | Sell | $20.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 43 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | - | 57 |
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