HCW Biologics Ownership 2024 | Who Owns HCW Biologics Now?
Institutional Ownership
1.44%
Insider Ownership
52.30%
Retail Ownership
46.26%
Institutional Holders
3.00
HCW Biologics Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
AVANTAX PLANNING PARTNERS, INC. | 0.75% | 0.01% | 279,541 | 99,764 | 55.49% | 180,863 | Jun 30, 2024 |
HIGHTOWER ADVISORS, LLC | 0.49% | 0.00% | 180,810 | 1,000 | 0.56% | 117,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.46% | - | 170,385 | -3,899 | -2.24% | 110,269 | Jun 30, 2024 |
CRESSET ASSET MANAGEMENT, LLC | 0.35% | 0.00% | 131,990 | - | - | 85,398 | Jun 30, 2024 |
PULLEN INVESTMENT MANAGEMENT, LLC | 0.23% | 0.05% | 85,116 | - | - | 55,070 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.23% | 0.00% | 84,700 | - | - | 54,801 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.18% | 0.00% | 66,659 | -6,454 | -8.83% | 43,000 | Jun 30, 2024 |
BLACKROCK INC. | 0.11% | - | 42,662 | -3,372 | -7.33% | 27,602 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.10% | - | 37,677 | 28 | 0.07% | 24,377 | Jun 30, 2024 |
AE WEALTH MANAGEMENT LLC | 0.08% | 0.00% | 30,000 | - | - | 19,410 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.06% | - | 22,480 | -160 | -0.71% | 14,545 | Jun 30, 2024 |
STATE STREET CORP | 0.06% | - | 21,446 | - | - | 13,876,000 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.03% | - | 10,205 | - | - | 6,603,000 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 6,212 | 1,274 | 25.80% | 4,019 | Jun 30, 2024 |
UBS GROUP AG | 0.01% | - | 4,285 | 3,680 | 608.26% | 2,772 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 156 | -250 | -61.58% | 101 | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -141 | -100.00% | - | Jun 30, 2024 |
HCW Biologics's largest institutional shareholder is AVANTAX PLANNING PARTNERS, INC., holding 0.75% of the company's total share outstanding, currently valued at $180.86K. The top 10 institutional shareholders own together 2.98% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PULLEN INVESTMENT MANAGEMENT, LLC | 0.23% | 0.05% | 85,116 | - | - | 55,070 | Jun 30, 2024 |
AVANTAX PLANNING PARTNERS, INC. | 0.75% | 0.01% | 279,541 | 99,764 | 55.49% | 180,863 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.23% | 0.00% | 84,700 | - | - | 54,801 | Jun 30, 2024 |
CRESSET ASSET MANAGEMENT, LLC | 0.35% | 0.00% | 131,990 | - | - | 85,398 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.18% | 0.00% | 66,659 | -6,454 | -8.83% | 43,000 | Jun 30, 2024 |
AE WEALTH MANAGEMENT LLC | 0.08% | 0.00% | 30,000 | - | - | 19,410 | Jun 30, 2024 |
HIGHTOWER ADVISORS, LLC | 0.49% | 0.00% | 180,810 | 1,000 | 0.56% | 117,000 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 6,212 | 1,274 | 25.80% | 4,019 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.06% | - | 22,480 | -160 | -0.71% | 14,545 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.46% | - | 170,385 | -3,899 | -2.24% | 110,269 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.03% | - | 10,205 | - | - | 6,603,000 | Jun 30, 2024 |
UBS GROUP AG | 0.01% | - | 4,285 | 3,680 | 608.26% | 2,772 | Jun 30, 2024 |
BLACKROCK INC. | 0.11% | - | 42,662 | -3,372 | -7.33% | 27,602 | Jun 30, 2024 |
STATE STREET CORP | 0.06% | - | 21,446 | - | - | 13,876,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.10% | - | 37,677 | 28 | 0.07% | 24,377 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 156 | -250 | -61.58% | 101 | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -141 | -100.00% | - | Jun 30, 2024 |
The largest HCW Biologics shareholder by % of total assets is PULLEN INVESTMENT MANAGEMENT, LLC. The company owns 85.12K shares of HCW Biologics (HCWB), representing 0.05% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
AVANTAX PLANNING PARTNERS, INC. | 0.75% | 0.01% | 279,541 | 99,764 | 55.49% | 180,863 | Jun 30, 2024 |
UBS GROUP AG | 0.01% | - | 4,285 | 3,680 | 608.26% | 2,772 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 6,212 | 1,274 | 25.80% | 4,019 | Jun 30, 2024 |
HIGHTOWER ADVISORS, LLC | 0.49% | 0.00% | 180,810 | 1,000 | 0.56% | 117,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.10% | - | 37,677 | 28 | 0.07% | 24,377 | Jun 30, 2024 |
STATE STREET CORP | 0.06% | - | 21,446 | - | - | 13,876,000 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.03% | - | 10,205 | - | - | 6,603,000 | Jun 30, 2024 |
AE WEALTH MANAGEMENT LLC | 0.08% | 0.00% | 30,000 | - | - | 19,410 | Jun 30, 2024 |
CRESSET ASSET MANAGEMENT, LLC | 0.35% | 0.00% | 131,990 | - | - | 85,398 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.23% | 0.00% | 84,700 | - | - | 54,801 | Jun 30, 2024 |
PULLEN INVESTMENT MANAGEMENT, LLC | 0.23% | 0.05% | 85,116 | - | - | 55,070 | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -141 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.06% | - | 22,480 | -160 | -0.71% | 14,545 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 156 | -250 | -61.58% | 101 | Jun 30, 2024 |
BLACKROCK INC. | 0.11% | - | 42,662 | -3,372 | -7.33% | 27,602 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.46% | - | 170,385 | -3,899 | -2.24% | 110,269 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.18% | 0.00% | 66,659 | -6,454 | -8.83% | 43,000 | Jun 30, 2024 |
As of Jun 30 2024, HCW Biologics's largest institutional buyer is AVANTAX PLANNING PARTNERS, INC.. The company purchased 99.76K stocks of HCWB, valued at $180.86K.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HRT FINANCIAL LP | 0.18% | 0.00% | 66,659 | -6,454 | -8.83% | 43,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.46% | - | 170,385 | -3,899 | -2.24% | 110,269 | Jun 30, 2024 |
BLACKROCK INC. | 0.11% | - | 42,662 | -3,372 | -7.33% | 27,602 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 156 | -250 | -61.58% | 101 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.06% | - | 22,480 | -160 | -0.71% | 14,545 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -141 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
PULLEN INVESTMENT MANAGEMENT, LLC | 0.23% | 0.05% | 85,116 | - | - | 55,070 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.23% | 0.00% | 84,700 | - | - | 54,801 | Jun 30, 2024 |
CRESSET ASSET MANAGEMENT, LLC | 0.35% | 0.00% | 131,990 | - | - | 85,398 | Jun 30, 2024 |
AE WEALTH MANAGEMENT LLC | 0.08% | 0.00% | 30,000 | - | - | 19,410 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.03% | - | 10,205 | - | - | 6,603,000 | Jun 30, 2024 |
STATE STREET CORP | 0.06% | - | 21,446 | - | - | 13,876,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.10% | - | 37,677 | 28 | 0.07% | 24,377 | Jun 30, 2024 |
HIGHTOWER ADVISORS, LLC | 0.49% | 0.00% | 180,810 | 1,000 | 0.56% | 117,000 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 6,212 | 1,274 | 25.80% | 4,019 | Jun 30, 2024 |
UBS GROUP AG | 0.01% | - | 4,285 | 3,680 | 608.26% | 2,772 | Jun 30, 2024 |
AVANTAX PLANNING PARTNERS, INC. | 0.75% | 0.01% | 279,541 | 99,764 | 55.49% | 180,863 | Jun 30, 2024 |
As of Jun 30 2024, HCW Biologics's biggest institutional seller is HRT FINANCIAL LP. The company sold -6.45K shares of HCWB, valued at $43.00K.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WELLS FARGO & COMPANY/MN | - | - | - | -141 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
HCW Biologics's largest sold out institutional shareholder by shares sold is WELLS FARGO & COMPANY/MN, sold -0.14K shares, valued at -, as of undefined.
HCW Biologics Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
BRIDGEWAY FUNDS INC | 0.04% | 84,700 | - | - | Mar 28, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 127,757 | 1,439 | 1.14% | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 37,649 | -204,944 | -84.48% | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 1,708 | - | - | Jan 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 3,382 | - | - | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 42,652 | -1,124 | -2.57% | Mar 31, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 838 | - | - | Mar 31, 2024 |
HCW Biologics's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 84.70K shares, compromising 0.04% of its total assets.
HCW Biologics Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 3 | -84.21% |
31 Mar, 24 | 19 | 5.56% |
31 Dec, 23 | 18 | 28.57% |
30 Sep, 23 | 14 | 16.67% |
30 Jun, 23 | 12 | -7.69% |
31 Mar, 23 | 13 | -7.14% |
31 Dec, 22 | 14 | 27.27% |
30 Sep, 22 | 11 | -8.33% |
30 Jun, 22 | 12 | - |
31 Mar, 22 | 12 | 9.09% |
31 Dec, 21 | 11 | 37.50% |
30 Sep, 21 | 8 | - |
As of 30 Jun 24, 3 institutions are holding HCW Biologics's shares, representing a decrease of -84.21% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 535,042 | -51.36% |
31 Mar, 24 | 1,100,110 | 3.30% |
31 Dec, 23 | 1,064,955 | 4.94% |
30 Sep, 23 | 1,014,821 | 1.46% |
30 Jun, 23 | 1,000,256 | 14.36% |
31 Mar, 23 | 874,657 | 11.99% |
31 Dec, 22 | 781,012 | 19.33% |
30 Sep, 22 | 654,478 | 14.95% |
30 Jun, 22 | 569,364 | 5.32% |
31 Mar, 22 | 540,609 | 46.50% |
31 Dec, 21 | 369,016 | 129.83% |
30 Sep, 21 | 160,563 | - |
HCW Biologics (HCWB) has 535.04K shares outstanding as of 30 Jun 24, down -51.36% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 1.44% | 15.33% |
31 Mar, 24 | 3.06% | 34.85% |
31 Dec, 23 | 2.96% | 37.12% |
30 Sep, 23 | 2.83% | 36.37% |
30 Jun, 23 | 2.79% | 46.92% |
31 Mar, 23 | 2.44% | 51.39% |
31 Dec, 22 | 2.18% | 65.29% |
30 Sep, 22 | 1.83% | 72.26% |
30 Jun, 22 | 1.59% | 69.63% |
31 Mar, 22 | 1.51% | 39.10% |
31 Dec, 21 | 1.97% | 268.68% |
30 Sep, 21 | 0.86% | - |
As of 30 Jun 24, HCW Biologics is held by 1.44% institutional shareholders, representing a 15.33% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 1 | -85.71% |
31 Mar, 24 | 7 | -36.36% |
31 Dec, 23 | 11 | 83.33% |
30 Sep, 23 | 6 | 20.00% |
30 Jun, 23 | 5 | - |
31 Mar, 23 | 5 | -28.57% |
31 Dec, 22 | 7 | 75.00% |
30 Sep, 22 | 4 | -50.00% |
30 Jun, 22 | 8 | - |
31 Mar, 22 | 8 | -11.11% |
31 Dec, 21 | 9 | 12.50% |
30 Sep, 21 | 8 | - |
1 institutional shareholders have increased their position in HCWB stock as of 30 Jun 24 compared to 7 in the previous quarter (a -85.71% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 1 | -80.00% |
31 Mar, 24 | 5 | 66.67% |
31 Dec, 23 | 3 | 50.00% |
30 Sep, 23 | 2 | - |
30 Jun, 23 | 2 | - |
31 Mar, 23 | 2 | - |
31 Dec, 22 | 2 | - |
30 Sep, 22 | 2 | 100.00% |
30 Jun, 22 | 1 | - |
31 Mar, 22 | 1 | - |
31 Dec, 21 | 1 | - |
30 Sep, 21 | - | - |
1 institutional shareholders have reduced their position in HCWB stock as of 30 Jun 24 compared to 5 in the previous quarter (a -80.00% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 3 | -84.21% | 535,042 | -51.36% | 1.44% | 15.33% | 1 | -85.71% | 1 | -80.00% |
31 Mar, 24 | 19 | 5.56% | 1,100,110 | 3.30% | 3.06% | 34.85% | 7 | -36.36% | 5 | 66.67% |
31 Dec, 23 | 18 | 28.57% | 1,064,955 | 4.94% | 2.96% | 37.12% | 11 | 83.33% | 3 | 50.00% |
30 Sep, 23 | 14 | 16.67% | 1,014,821 | 1.46% | 2.83% | 36.37% | 6 | 20.00% | 2 | - |
30 Jun, 23 | 12 | -7.69% | 1,000,256 | 14.36% | 2.79% | 46.92% | 5 | - | 2 | - |
31 Mar, 23 | 13 | -7.14% | 874,657 | 11.99% | 2.44% | 51.39% | 5 | -28.57% | 2 | - |
31 Dec, 22 | 14 | 27.27% | 781,012 | 19.33% | 2.18% | 65.29% | 7 | 75.00% | 2 | - |
30 Sep, 22 | 11 | -8.33% | 654,478 | 14.95% | 1.83% | 72.26% | 4 | -50.00% | 2 | 100.00% |
30 Jun, 22 | 12 | - | 569,364 | 5.32% | 1.59% | 69.63% | 8 | - | 1 | - |
31 Mar, 22 | 12 | 9.09% | 540,609 | 46.50% | 1.51% | 39.10% | 8 | -11.11% | 1 | - |
31 Dec, 21 | 11 | 37.50% | 369,016 | 129.83% | 1.97% | 268.68% | 9 | 12.50% | 1 | - |
30 Sep, 21 | 8 | - | 160,563 | - | 0.86% | - | 8 | - | - | - |
HCW Biologics Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of HCW Biologics's stock was made by Rhode Peter on Dec 11 2023, selling 14,000 shares at $0.14 per share (valued at $1.96K). The last insider buy of HCWB was made by Wong Hing C on Sep 18 2023, buying 1,800 shares at $2.08 per share (worth $3.74K).
HCW Biologics Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 6 | - | - |
Q4 2023 | 4 | 4 | 100.00% |
Q3 2023 | 16 | - | - |
Q2 2023 | 22 | 1 | 2200.00% |
Q4 2022 | 1 | 1 | 100.00% |
Q3 2022 | 5 | - | - |
Q2 2022 | 16 | - | - |
Q1 2022 | 2 | 2 | 100.00% |
Q4 2021 | 6 | 4 | 150.00% |
Q3 2021 | 31 | 24 | 129.17% |
6 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by HCW Biologics's insiders, as of Q1 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | - | - | - |
Q4 2023 | - | - | - |
Q3 2023 | 16 | - | - |
Q2 2023 | 17 | - | - |
Q4 2022 | - | - | - |
Q3 2022 | 5 | - | - |
Q2 2022 | 9 | - | - |
Q1 2022 | - | - | - |
Q4 2021 | 1 | - | - |
Q3 2021 | 18 | - | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of HCW Biologics's stocks.
HCW Biologics Peer Ownership
Ticker | Company |
---|---|
CYT | Cyteir Therapeutics, Inc. |
PMVP | PMV Pharmaceuticals, Inc. |
IPSC | Century Therapeutics, Inc. |
CSBR | Champions Oncology, Inc. |
MNOV | MediciNova, Inc. |
PHVS | Pharvaris N.V. |
RZLT | Rezolute, Inc. |
PEPG | PepGen Inc. |
ANEB | Anebulo Pharmaceuticals, Inc. |
MOLN | Molecular Partners AG |
PRDS | Pardes Biosciences, Inc. |
STTK | Shattuck Labs, Inc. |
ELYM | Eliem Therapeutics, Inc. |
HCWB Ownership FAQ
Who Owns HCW Biologics?
HCW Biologics is owned by institutional shareholders (1.44%), insiders (52.30%), and public (46.26%). The largest institutional shareholder of HCW Biologics is AVANTAX PLANNING PARTNERS, INC. (0.75% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.04% of total shares).
Who are the major institutional shareholders of HCW Biologics?
HCW Biologics's major institutional shareholders are AVANTAX PLANNING PARTNERS, INC., HIGHTOWER ADVISORS, LLC, GEODE CAPITAL MANAGEMENT, LLC, CRESSET ASSET MANAGEMENT, LLC, and PULLEN INVESTMENT MANAGEMENT, LLC. The top five shareholders own together 2.28% of the company's share outstanding.
How many HCW Biologics shareholders are there?
As of Jun 2024, there are 3 institutional shareholders of HCW Biologics.
What percentage of HCW Biologics is owned by AVANTAX PLANNING PARTNERS, INC?
AVANTAX PLANNING PARTNERS, INC owns 279.54K shares of HCW Biologics, representing 0.75% of the company's total shares outstanding, valued at $180.86K (as of Jun 2024).
What percentage of HCW Biologics is owned by HIGHTOWER ADVISORS, LLC?
As of Jun 2024, HIGHTOWER ADVISORS, LLC holds 180.81K shares of HCW Biologics (HCWB), compromising 0.49% of the company, valued at $117K.
What percentage of HCW Biologics is owned by GEODE CAPITAL MANAGEMENT, LLC?
GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of HCW Biologics. The company owns 170.38K of the company's shares outstanding (worth $110.27K).