Apellis Pharmaceuticals Inc (APLS) Ownership

39.75 ↑0.87 (2.24%)
As of July 26, 2024, 3:59pm EST.

Institutional Ownership

Wellington Management Company LLP is the biggest individual institutional holder of Apellis Pharmaceuticals Inc (APLS), owning a total of 15.1 million shares. Combined, the top 35 institutional holders of APLS own 86.22% of the company with a total of 104.1 million shares.

In the latest ownership report on March 31st 2024, the top 35 institutional holders decreased their combined ownership of APLS by 4.2 million shares. 8 institutions bought 1,603,942 total additional shares and increased their ownership by an average of 17.95%. However 12 institutions sold 5,818,440 total shares and decreased their ownership by an average of 11.83%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Apellis Pharmaceuticals decreased by a net total of -4,214,498 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wellington Management Company LLP12.407%-8.435%15,058,071-1,387,2192024-03-31
EcoR1 Capital, LLC9.358%1.650%11,357,425184,3572024-03-31
venBio Select Advisor LLC9.155%0.000%11,111,11102024-03-31
Vanguard Group Inc7.832%-0.521%9,505,866-49,8122024-03-31
BlackRock Inc4.527%2.106%5,494,591113,3382024-03-31
T. Rowe Price Investment Management,Inc.3.795%-26.935%4,605,721-1,697,8632024-03-31
Jennison Associates LLC2.670%-1.081%3,240,513-35,4092024-03-31
State Street Corporation2.397%-0.202%2,909,528-5,8942024-03-31
Octagon Capital Advisors LP2.313%-10.320%2,806,980-323,0202024-03-31
T. Rowe Price Associates, Inc.2.026%-0.044%2,459,246-1,0932024-03-31
JPMorgan Chase & Co1.825%-13.979%2,214,309-359,8242024-03-31
FMR Inc1.795%4.123%2,178,74286,2782024-03-31
Assenagon Asset Management SA1.667%-5.659%2,023,614-121,3902024-03-31
Boxer Capital LLC1.422%0.000%1,726,00002024-03-31
Geode Capital Management, LLC1.392%3.633%1,689,89059,2482024-03-31
Morgan Stanley - Brokerage Accounts1.349%-47.125%1,637,618-1,459,5232024-03-31
Deutsche Bank AG1.328%88.072%1,611,773754,7742024-03-31
Artal Group S A1.084%-7.462%1,315,282-106,0642024-03-31
Orbimed Advisors, LLC1.069%40.729%1,297,800375,6002024-03-31
Pictet Asset Manangement SA0.884%-20.180%1,073,234-271,3292024-03-31
Polar Capital Holdings PLC0.869%0.095%1,054,4401,0002024-03-31
Fiera Capital Corporation0.782%3.193%948,43729,3472024-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wellington Management Company LLP12.407%-8.435%15,058,071-1,387,2192024-03-31
EcoR1 Capital, LLC9.358%1.650%11,357,425184,3572024-03-31
venBio Select Advisor LLC9.155%0.000%11,111,11102024-03-31
Vanguard Group Inc7.832%-0.521%9,505,866-49,8122024-03-31
BlackRock Inc4.527%2.106%5,494,591113,3382024-03-31
T. Rowe Price Investment Management,Inc.3.795%-26.935%4,605,721-1,697,8632024-03-31
Jennison Associates LLC2.670%-1.081%3,240,513-35,4092024-03-31
State Street Corporation2.397%-0.202%2,909,528-5,8942024-03-31
Octagon Capital Advisors LP2.313%-10.320%2,806,980-323,0202024-03-31
T. Rowe Price Associates, Inc.2.026%-0.044%2,459,246-1,0932024-03-31
JPMorgan Chase & Co1.825%-13.979%2,214,309-359,8242024-03-31
FMR Inc1.795%4.123%2,178,74286,2782024-03-31
Slate Path Capital LP1.745%0.000%2,068,0002,068,0002023-09-30
Assenagon Asset Management SA1.667%-5.659%2,023,614-121,3902024-03-31
Cormorant Asset Management, LLC1.688%52.672%2,000,000690,0002023-09-30
HHG PLC1.500%-62.044%1,776,905-2,904,5772023-06-30
Boxer Capital LLC1.422%0.000%1,726,00002024-03-31
Geode Capital Management, LLC1.392%3.633%1,689,89059,2482024-03-31
Morgan Stanley - Brokerage Accounts1.349%-47.125%1,637,618-1,459,5232024-03-31
Deutsche Bank AG1.328%88.072%1,611,773754,7742024-03-31
Marshall Wace Asset Management Ltd1.238%49.526%1,368,407453,2442022-06-30
Artal Group S A1.084%-7.462%1,315,282-106,0642024-03-31
Orbimed Advisors, LLC1.069%40.729%1,297,800375,6002024-03-31
Point72 Asset Management, L.P.1.046%-34.067%1,239,361-640,3632023-06-30
Amvescap Plc.0.973%10.703%1,152,396111,4152023-06-30
Bellevue Group AG0.942%0.468%1,109,3825,1652023-03-31
Macquarie Group Ltd0.893%38.823%1,076,548301,0682023-09-30
Pictet Asset Manangement SA0.884%-20.180%1,073,234-271,3292024-03-31
Lord, Abbett & Co LLC0.901%18.128%1,068,143163,9152023-06-30
Goldman Sachs Group Inc0.914%10.862%1,061,703104,0252022-12-31
Polar Capital Holdings PLC0.869%0.095%1,054,4401,0002024-03-31
Logos Global Management LP0.783%26.667%950,000200,0002023-12-31
Charles Schwab Investment Management Inc0.858%39.852%948,759270,3582022-09-30
Fiera Capital Corporation0.782%3.193%948,43729,3472024-03-31
NORGES BANK0.791%-9.665%946,213-101,2412023-12-31

Mutual Fund Ownership

Vanguard Health Care Inv is the biggest individual fund holder of Apellis Pharmaceuticals Inc (APLS), owning a total of 9.5 million shares. Combined, the top 42 mutual fund holders of APLS own 50.79% of the company with a total of 60.9 million shares.

In the latest ownership report on June 30th 2024, the top 42 fund holders increased their combined ownership of APLS by 54 thousand shares. 1 funds bought 164,424 total additional shares and increased their ownership by an average of 14.25%. However 2 funds sold 110,397 total shares and decreased their ownership by an average of 3.78%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Apellis Pharmaceuticals increased by a net total of 54,027 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P Biotech ETF2.003%-2.933%2,430,484-73,4402024-06-30
Jennison Health Sciences Equity1.086%14.247%1,318,503164,4242024-06-30
Eagle Mid-Cap Growth - Institutional0.627%-4.629%761,386-36,9572024-06-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Health Care Inv7.830%0.000%9,503,37502024-03-31
Vanguard Total Stock Mkt Idx Inv2.618%0.733%3,176,77923,1012024-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.548%5.841%3,019,782166,6522023-03-31
Vanguard Small Cap Index2.118%0.236%2,569,9696,0602024-05-31
SPDR® S&P Biotech ETF2.003%-2.933%2,430,484-73,4402024-06-30
iShares Russell 2000 ETF1.829%0.292%2,130,0556,1912023-06-21
Hartford MidCap Y1.495%23.968%1,814,008350,7152024-05-31
US Small-Cap Growth II Equity Comp1.508%0.000%1,787,1001,787,1002023-06-30
T. Rowe Price New Horizons1.518%26.430%1,787,100373,5952023-06-30
Vanguard Institutional Extnd Mkt Idx Tr1.268%0.830%1,539,08912,6692024-05-31
Vanguard Small Cap Growth Index Inv1.205%1.033%1,462,54714,9552024-05-31
Vanguard Extended Market Index Investor1.175%0.507%1,383,2026,9732023-08-31
T. Rowe Price Mid-Cap Growth1.108%-0.178%1,344,200-2,4002024-03-31
T. Rowe Price US Mid-Cap Growth Equity1.108%-0.178%1,344,200-2,4002024-03-31
Jennison Health Sciences Equity1.086%14.247%1,318,503164,4242024-06-30
T. Rowe Price Health Sciences1.064%-2.233%1,291,193-29,4942024-03-31
Fidelity Select Biotechnology1.057%-5.584%1,283,379-75,9002024-05-31
Fidelity® Select Biotechnology1.080%4.611%1,279,47956,4002023-11-30
PGIM Jennison Health Sciences Z0.951%0.000%1,154,07902024-05-31
T. Rowe Price Small-Cap Stock0.908%-0.147%1,086,076-1,6002023-12-31
T. Rowe Price US Small-Cap Core Equity0.908%-0.147%1,086,076-1,6002023-12-31
DWS Vermögensbildungsfonds I LD0.873%23.256%1,060,033200,0082024-05-31
JPMorgan Mid Cap Growth I0.831%-2.897%1,007,950-30,0712024-05-31
Polar Capital Biotech S Inc0.824%0.000%1,000,00002024-05-31
Janus Henderson US Opportunistic Alpha0.831%20.549%968,013165,0102023-03-31
Janus Henderson Contrarian D0.831%20.549%968,013165,0102023-03-31
Janus Henderson Global Life Sciences D0.759%6.432%883,42953,3842023-03-31
Janus Henderson Global Life Sciences0.759%6.432%883,42953,3842023-03-31
T. Rowe Price Small-Cap Value0.759%-0.177%844,169-1,5002022-12-31
Fidelity® Small Cap Index0.698%1.669%821,43913,4882023-05-31
Worldwide Healthcare Ord0.659%46.816%800,000255,1002024-03-31
Bellevue Healthcare Ord0.645%36.304%782,306208,3622023-11-30
Eagle Mid-Cap Growth - Institutional0.627%-4.629%761,386-36,9572024-06-30
Macquarie US Small Cap Core Equity0.636%21.308%753,839132,4152023-09-30
Delaware Small Cap Core I0.636%0.000%753,83902023-11-30
Lord Abbett Developing Growth A0.637%1.432%749,79510,5862023-06-30
iShares Biotechnology ETF0.609%0.093%738,5946882024-06-28
JPM US Mid Cap Growth-MA0.591%268.730%695,794507,0942023-09-30
JPM US Mid Cap Growth-Composite0.571%0.000%693,189693,1892024-03-31
Vanguard Explorer Inv0.551%-7.354%668,503-53,0612024-03-31
PGIM Jennison Small Company A0.561%0.000%660,48402023-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.520%0.323%621,2462,0002024-03-31

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