HCW Biologics Ownership 2024 | Who Owns HCW Biologics Now?


OverviewRevenueFinancialsChart

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
AVANTAX PLANNING PARTNERS, INC.0.75%0.01%279,54199,76455.49%180,863Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.49%0.00%180,8101,0000.56%117,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.46%-170,385-3,899-2.24%110,269Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.35%0.00%131,990--85,398Jun 30, 2024
PULLEN INVESTMENT MANAGEMENT, LLC0.23%0.05%85,116--55,070Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.23%0.00%84,700--54,801Jun 30, 2024
HRT FINANCIAL LP0.18%0.00%66,659-6,454-8.83%43,000Jun 30, 2024
BLACKROCK INC.0.11%-42,662-3,372-7.33%27,602Jun 30, 2024
VANGUARD GROUP INC0.10%-37,677280.07%24,377Jun 30, 2024
AE WEALTH MANAGEMENT LLC0.08%0.00%30,000--19,410Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.06%-22,480-160-0.71%14,545Jun 30, 2024
STATE STREET CORP0.06%-21,446--13,876,000Jun 30, 2024
NORTHERN TRUST CORP0.03%-10,205--6,603,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%6,2121,27425.80%4,019Jun 30, 2024
UBS GROUP AG0.01%-4,2853,680608.26%2,772Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-156-250-61.58%101Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
PULLEN INVESTMENT MANAGEMENT, LLC0.23%0.05%85,116--55,070Jun 30, 2024
AVANTAX PLANNING PARTNERS, INC.0.75%0.01%279,54199,76455.49%180,863Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.23%0.00%84,700--54,801Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.35%0.00%131,990--85,398Jun 30, 2024
HRT FINANCIAL LP0.18%0.00%66,659-6,454-8.83%43,000Jun 30, 2024
AE WEALTH MANAGEMENT LLC0.08%0.00%30,000--19,410Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.49%0.00%180,8101,0000.56%117,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%6,2121,27425.80%4,019Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.06%-22,480-160-0.71%14,545Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.46%-170,385-3,899-2.24%110,269Jun 30, 2024
NORTHERN TRUST CORP0.03%-10,205--6,603,000Jun 30, 2024
UBS GROUP AG0.01%-4,2853,680608.26%2,772Jun 30, 2024
BLACKROCK INC.0.11%-42,662-3,372-7.33%27,602Jun 30, 2024
STATE STREET CORP0.06%-21,446--13,876,000Jun 30, 2024
VANGUARD GROUP INC0.10%-37,677280.07%24,377Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-156-250-61.58%101Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
AVANTAX PLANNING PARTNERS, INC.0.75%0.01%279,54199,76455.49%180,863Jun 30, 2024
UBS GROUP AG0.01%-4,2853,680608.26%2,772Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%6,2121,27425.80%4,019Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.49%0.00%180,8101,0000.56%117,000Jun 30, 2024
VANGUARD GROUP INC0.10%-37,677280.07%24,377Jun 30, 2024
STATE STREET CORP0.06%-21,446--13,876,000Jun 30, 2024
NORTHERN TRUST CORP0.03%-10,205--6,603,000Jun 30, 2024
AE WEALTH MANAGEMENT LLC0.08%0.00%30,000--19,410Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.35%0.00%131,990--85,398Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.23%0.00%84,700--54,801Jun 30, 2024
PULLEN INVESTMENT MANAGEMENT, LLC0.23%0.05%85,116--55,070Jun 30, 2024
JPMORGAN CHASE & CO----9-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----141-100.00%-Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.06%-22,480-160-0.71%14,545Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-156-250-61.58%101Jun 30, 2024
BLACKROCK INC.0.11%-42,662-3,372-7.33%27,602Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.46%-170,385-3,899-2.24%110,269Jun 30, 2024
HRT FINANCIAL LP0.18%0.00%66,659-6,454-8.83%43,000Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
HRT FINANCIAL LP0.18%0.00%66,659-6,454-8.83%43,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.46%-170,385-3,899-2.24%110,269Jun 30, 2024
BLACKROCK INC.0.11%-42,662-3,372-7.33%27,602Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-156-250-61.58%101Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.06%-22,480-160-0.71%14,545Jun 30, 2024
WELLS FARGO & COMPANY/MN----141-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO----9-100.00%-Jun 30, 2024
PULLEN INVESTMENT MANAGEMENT, LLC0.23%0.05%85,116--55,070Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.23%0.00%84,700--54,801Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.35%0.00%131,990--85,398Jun 30, 2024
AE WEALTH MANAGEMENT LLC0.08%0.00%30,000--19,410Jun 30, 2024
NORTHERN TRUST CORP0.03%-10,205--6,603,000Jun 30, 2024
STATE STREET CORP0.06%-21,446--13,876,000Jun 30, 2024
VANGUARD GROUP INC0.10%-37,677280.07%24,377Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.49%0.00%180,8101,0000.56%117,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%6,2121,27425.80%4,019Jun 30, 2024
UBS GROUP AG0.01%-4,2853,680608.26%2,772Jun 30, 2024
AVANTAX PLANNING PARTNERS, INC.0.75%0.01%279,54199,76455.49%180,863Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
BRIDGEWAY FUNDS INC0.04%84,700--Mar 28, 2024
FIDELITY CONCORD STREET TRUST0.00%127,7571,4391.14%Feb 29, 2024
VANGUARD INDEX FUNDS0.00%37,649-204,944-84.48%Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.00%1,708--Jan 31, 2024
EQ ADVISORS TRUST0.00%3,382--Mar 31, 2024
iSHARES TRUST0.00%42,652-1,124-2.57%Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%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

DateHoldingsChange %
30 Jun, 243-84.21%
31 Mar, 24195.56%
31 Dec, 231828.57%
30 Sep, 231416.67%
30 Jun, 2312-7.69%
31 Mar, 2313-7.14%
31 Dec, 221427.27%
30 Sep, 2211-8.33%
30 Jun, 2212-
31 Mar, 22129.09%
31 Dec, 211137.50%
30 Sep, 218-

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

DateShares OutstandingChange %
30 Jun, 24535,042-51.36%
31 Mar, 241,100,1103.30%
31 Dec, 231,064,9554.94%
30 Sep, 231,014,8211.46%
30 Jun, 231,000,25614.36%
31 Mar, 23874,65711.99%
31 Dec, 22781,01219.33%
30 Sep, 22654,47814.95%
30 Jun, 22569,3645.32%
31 Mar, 22540,60946.50%
31 Dec, 21369,016129.83%
30 Sep, 21160,563-

HCW Biologics (HCWB) has 535.04K shares outstanding as of 30 Jun 24, down -51.36% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 241.44%15.33%
31 Mar, 243.06%34.85%
31 Dec, 232.96%37.12%
30 Sep, 232.83%36.37%
30 Jun, 232.79%46.92%
31 Mar, 232.44%51.39%
31 Dec, 222.18%65.29%
30 Sep, 221.83%72.26%
30 Jun, 221.59%69.63%
31 Mar, 221.51%39.10%
31 Dec, 211.97%268.68%
30 Sep, 210.86%-

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

DateIncreased PositionsChange %
30 Jun, 241-85.71%
31 Mar, 247-36.36%
31 Dec, 231183.33%
30 Sep, 23620.00%
30 Jun, 235-
31 Mar, 235-28.57%
31 Dec, 22775.00%
30 Sep, 224-50.00%
30 Jun, 228-
31 Mar, 228-11.11%
31 Dec, 21912.50%
30 Sep, 218-

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

DateReduced PositionsChange %
30 Jun, 241-80.00%
31 Mar, 24566.67%
31 Dec, 23350.00%
30 Sep, 232-
30 Jun, 232-
31 Mar, 232-
31 Dec, 222-
30 Sep, 222100.00%
30 Jun, 221-
31 Mar, 221-
31 Dec, 211-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 243-84.21%535,042-51.36%1.44%15.33%1-85.71%1-80.00%
31 Mar, 24195.56%1,100,1103.30%3.06%34.85%7-36.36%566.67%
31 Dec, 231828.57%1,064,9554.94%2.96%37.12%1183.33%350.00%
30 Sep, 231416.67%1,014,8211.46%2.83%36.37%620.00%2-
30 Jun, 2312-7.69%1,000,25614.36%2.79%46.92%5-2-
31 Mar, 2313-7.14%874,65711.99%2.44%51.39%5-28.57%2-
31 Dec, 221427.27%781,01219.33%2.18%65.29%775.00%2-
30 Sep, 2211-8.33%654,47814.95%1.83%72.26%4-50.00%2100.00%
30 Jun, 2212-569,3645.32%1.59%69.63%8-1-
31 Mar, 22129.09%540,60946.50%1.51%39.10%8-11.11%1-
31 Dec, 211137.50%369,016129.83%1.97%268.68%912.50%1-
30 Sep, 218-160,563-0.86%-8---

HCW Biologics Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Sep 18, 2023Wong Hing Cdirector, officer Chief Executive OfficerP-PurchaseBuy1,800$2.08$3.74K15,314,868
Sep 15, 2023Winer Gary Mdirector-P-PurchaseBuy879$2.05$1.80K17,000

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Sep 18, 2023Wong Hing Cdirector, officer Chief Executive OfficerP-PurchaseBuy1,800$2.08$3.74K15,314,868
Sep 15, 2023Winer Gary Mdirector-P-PurchaseBuy879$2.05$1.80K17,000

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 11, 2023Rhode Peterofficer See RemarksM-ExemptSell14,000$0.14$1.96K22,427
Dec 11, 2023Flowers Leeofficer SVP of Business DevelopmentM-ExemptSell7,501$0.14$1.05K-
Nov 20, 2023Rhode Peterofficer See RemarksM-ExemptSell15,000$0.14$2.10K36,427
Oct 23, 2023Byam Rebeccaofficer Chief Financial OfficerM-ExemptSell47,249$0.14$6.61K-

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 17, 2024Giles Lisa M.director-A-AwardBuy12,500$1.12$14.00K12,500
Jun 17, 2024GARRETT SCOTT Tdirector-A-AwardBuy12,500$1.12$14.00K12,500
Jun 17, 2024Greene Rick S.director-A-AwardBuy12,500$1.12$14.00K12,500
Jun 17, 2024Winer Gary Mdirector-A-AwardBuy12,500$1.12$14.00K12,500
Feb 22, 2024Wong Hing Cdirector, officer Chief Executive OfficerA-AwardBuy739,288$1.40$1.04M16,054,156
Feb 22, 2024Greene Rick S.director-A-AwardBuy35,714$1.40$50.00K44,125
Feb 22, 2024Giles Lisa M.director-A-AwardBuy35,715$1.40$50.00K35,815
Feb 22, 2024GARRETT SCOTT Tdirector-A-AwardBuy142,858$1.40$200.00K267,858
Feb 22, 2024Flowers Leeofficer SVP of Business DevelopmentA-AwardBuy71,429$1.40$100.00K190,238
Feb 22, 2024Byam Rebeccaofficer Chief Financial OfficerA-AwardBuy760,714$1.40$1.06M1,381,909
Dec 11, 2023Rhode Peterofficer See RemarksM-ExemptBuy14,000$0.14$1.96K77,500
Dec 11, 2023Rhode Peterofficer See RemarksM-ExemptSell14,000$0.14$1.96K22,427
Dec 11, 2023Flowers Leeofficer SVP of Business DevelopmentM-ExemptBuy7,501$0.14$1.05K118,809
Dec 11, 2023Flowers Leeofficer SVP of Business DevelopmentM-ExemptSell7,501$0.14$1.05K-
Nov 20, 2023Rhode Peterofficer See RemarksM-ExemptBuy15,000$0.14$2.10K63,500
Nov 20, 2023Rhode Peterofficer See RemarksM-ExemptSell15,000$0.14$2.10K36,427
Oct 23, 2023Byam Rebeccaofficer Chief Financial OfficerM-ExemptBuy47,249$0.14$6.61K621,195
Oct 23, 2023Byam Rebeccaofficer Chief Financial OfficerM-ExemptSell47,249$0.14$6.61K-
Sep 18, 2023Wong Hing Cdirector, officer Chief Executive OfficerP-PurchaseBuy1,800$2.08$3.74K15,314,868
Sep 15, 2023Winer Gary Mdirector-P-PurchaseBuy879$2.05$1.80K17,000

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

DateBuySellBuy/Sell Ratio
Q1 20246--
Q4 202344100.00%
Q3 202316--
Q2 20232212200.00%
Q4 202211100.00%
Q3 20225--
Q2 202216--
Q1 202222100.00%
Q4 202164150.00%
Q3 20213124129.17%

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

DateBuySellBuy/Sell Ratio
Q1 2024---
Q4 2023---
Q3 202316--
Q2 202317--
Q4 2022---
Q3 20225--
Q2 20229--
Q1 2022---
Q4 20211--
Q3 202118--

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


TickerCompany
CYTCyteir Therapeutics, Inc.
PMVPPMV Pharmaceuticals, Inc.
IPSCCentury Therapeutics, Inc.
CSBRChampions Oncology, Inc.
MNOVMediciNova, Inc.
PHVSPharvaris N.V.
RZLTRezolute, Inc.
PEPGPepGen Inc.
ANEBAnebulo Pharmaceuticals, Inc.
MOLNMolecular Partners AG
PRDSPardes Biosciences, Inc.
STTKShattuck Labs, Inc.
ELYMEliem Therapeutics, Inc.

HCWB Ownership FAQ


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).

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.

As of Jun 2024, there are 3 institutional shareholders of HCW Biologics.

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).

As of Jun 2024, HIGHTOWER ADVISORS, LLC holds 180.81K shares of HCW Biologics (HCWB), compromising 0.49% of the company, valued at $117K.

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).