HCW Biologics Ownership | Who Owns HCW Biologics?

HCW Biologics Ownership Summary

HCW Biologics is owned by 3.06% institutional investors, 52.30% insiders, and 44.63% retail investors. Avantax planning partners is the largest institutional shareholder, holding 0.75% of HCWB shares. Fidelity Extended Market Index is the top mutual fund, with 0.26% of its assets in HCW Biologics shares.

HCWB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HCW Biologics	3.06%	52.30%	44.63%
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
Avantax planning partners	279.54K	0.75%	$180.86K
Hightower advisors	180.81K	0.49%	$117.00K
Geode capital management	170.38K	0.46%	$110.27K
Cresset asset management	131.99K	0.35%	$85.40K
Pullen investment management	85.12K	0.23%	$55.07K
Bridgeway capital management	84.70K	0.23%	$54.80K
Hrt financial lp	66.66K	0.18%	$43.00K
Blackrock	42.66K	0.11%	$27.60K
Vanguard group	37.68K	0.10%	$24.38K
Ae wealth management	30.00K	0.08%	$19.41K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pullen investment management	85.12K	0.05%	$55.07K
Avantax planning partners	279.54K	0.01%	$180.86K
Bridgeway capital management	84.70K	0.00%	$54.80K
Cresset asset management	131.99K	0.00%	$85.40K
Ae wealth management	30.00K	0.00%	$19.41K
Hrt financial lp	66.66K	0.00%	$43.00K
Hightower advisors	180.81K	0.00%	$117.00K
Tower research capital llc (trc)	6.21K	0.00%	$4.02K
Ubs group	4.29K	-	$2.77K
Citadel advisors	13.88K	-	$8.98K

Top Buyers

Holder	Shares	% Assets	Change
Avantax planning partners	279.54K	0.01%	99.76K
Citadel advisors	13.88K	-	13.88K
Ubs group	4.29K	-	3.68K
Tower research capital llc (trc)	6.21K	0.00%	1.27K
Hightower advisors	180.81K	0.00%	1.00K

Top Sellers

Holder	Shares	% Assets	Change
Jane street group	-	-	-24.14K
Hrt financial lp	66.66K	0.00%	-6.45K
Geode capital management	170.38K	-	-3.90K
Blackrock	42.66K	-	-3.37K
Bank of america corp /de/	156.00	-	-250.00

Sold Out

Holder	Change
Jpmorgan chase	-9.00
Wells fargo & company/mn	-141.00
Jane street group	-24.14K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	16	-11.11%	1,159,083	-4.39%	3	28.89%	4	-42.86%	4	-20.00%
Jun 30, 2024	18	-5.26%	1,212,337	10.20%	3	34.74%	7	-	5	-
Mar 31, 2024	19	5.56%	1,100,110	3.30%	3	34.85%	7	-36.36%	5	66.67%
Dec 31, 2023	18	28.57%	1,064,955	4.94%	2	37.12%	11	83.33%	3	50.00%
Sep 30, 2023	14	16.67%	1,014,821	1.46%	2	36.37%	6	20.00%	2	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Extended Market Index	97.34K	0.26%	-2.38K
Bridgeway Ultra-Small Company Market	84.70K	0.22%	-
iShares Micro-Cap ETF	40.69K	0.11%	-
Vanguard Institutional Extnd Mkt Idx Tr	37.68K	0.10%	-
Fidelity Total Market Index	29.02K	0.08%	-
Fidelity Nasdaq Composite Index	23.27K	0.06%	-
Fidelity Series Total Market Index	22.60K	0.06%	14.85K
NT Ext Equity Mkt Idx Fd - L	9.06K	0.02%	-
Northern Trust Extended Eq Market Idx	9.06K	0.02%	-
Spartan Extended Market Index Pool E	7.30K	0.02%	401.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 14, 2023	Wong Hing C	Chief Executive Officer	Buy	$3.74K
Sep 14, 2023	Winer Gary M	-	Buy	$336.96
Sep 13, 2023	Winer Gary M	-	Buy	$92.00
Sep 13, 2023	Winer Gary M	-	Buy	$1.02K
Sep 14, 2023	Winer Gary M	-	Buy	$1.80K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	16	-
2023 Q2	17	-
2022 Q4	-	-

HCWB Ownership FAQ

Who Owns HCW Biologics?

HCW Biologics shareholders are primarily institutional investors at 3.06%, followed by 52.30% insiders and 44.64% retail investors. The average institutional ownership in HCW Biologics's industry, Biotech Stocks , is 47.04%, which HCW Biologics falls below.

Who owns the most shares of HCW Biologics?

HCW Biologics’s largest shareholders are Avantax planning partners (279.54K shares, 0.75%), Hightower advisors (180.81K shares, 0.49%), and Geode capital management (170.38K shares, 0.46%). Together, they hold 1.69% of HCW Biologics’s total shares outstanding.

Does Blackrock own HCW Biologics?

Yes, BlackRock owns 0.11% of HCW Biologics, totaling 42.66K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 27.6K$. In the last quarter, BlackRock decreased its holdings by -3.372K shares, a -7.33% change.

Who is HCW Biologics’s biggest shareholder by percentage of total assets invested?

Pullen investment management is HCW Biologics’s biggest shareholder by percentage of total assets invested, with 0.05% of its assets in 85.12K HCW Biologics shares, valued at 55.07K$.

Who is the top mutual fund holder of HCW Biologics shares?

Fidelity Extended Market Index is the top mutual fund holder of HCW Biologics shares, with 0.26% of its total shares outstanding invested in 97.34K HCW Biologics shares.

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