Apellis Pharmaceuticals Inc (APLS) Ownership

63.89 ↑1.92 (3.10%)
As of March 1, 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 16.4 million shares. Combined, the top 33 institutional holders of APLS own 89.25% of the company with a total of 105.5 million shares.

In the latest ownership report on December 31st 2023, the top 33 institutional holders increased their combined ownership of APLS by 3 million shares. 4 institutions bought 3,687,254 total additional shares and increased their ownership by an average of 59.78%. However 3 institutions sold 725,400 total shares and decreased their ownership by an average of 8.48%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Apellis Pharmaceuticals increased by a net total of 2,961,854 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wellington Management Company LLP13.878%8.428%16,445,2901,278,2462023-12-31
venBio Select Advisor LLC9.377%0.000%11,111,11102023-12-31
T. Rowe Price Investment Management,Inc.5.320%-3.311%6,303,584-215,8872023-12-31
Jennison Associates LLC2.765%-7.518%3,275,922-266,2872023-12-31
T. Rowe Price Associates, Inc.2.076%37.970%2,460,339677,0982023-12-31
Assenagon Asset Management SA1.810%109.574%2,145,0041,121,4972023-12-31
Artal Group S A1.199%-14.612%1,421,346-243,2262023-12-31
Pictet Asset Manangement SA1.135%83.146%1,344,563610,4132023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wellington Management Company LLP13.878%8.428%16,445,2901,278,2462023-12-31
venBio Select Advisor LLC9.377%0.000%11,111,11102023-12-31
EcoR1 Capital, LLC9.198%99.937%10,899,8595,448,2122023-09-30
Vanguard Group Inc7.992%0.731%9,469,97768,6872023-09-30
T. Rowe Price Investment Management,Inc.5.320%-3.311%6,303,584-215,8872023-12-31
BlackRock Inc4.450%-8.262%5,272,746-474,8812023-09-30
Jennison Associates LLC2.765%-7.518%3,275,922-266,2872023-12-31
State Street Corporation2.733%41.831%3,238,114955,0292023-09-30
Octagon Capital Advisors LP2.641%19.543%3,130,000511,7002023-09-30
T. Rowe Price Associates, Inc.2.076%37.970%2,460,339677,0982023-12-31
FMR Inc1.907%-46.522%2,259,766-1,965,8292023-09-30
JPMorgan Chase & Co1.872%24.106%2,217,747430,7652023-09-30
Assenagon Asset Management SA1.810%109.574%2,145,0041,121,4972023-12-31
Slate Path Capital LP1.745%0.000%2,068,0002,068,0002023-09-30
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 LLC1.457%9.518%1,726,000150,0002023-09-30
Morgan Stanley - Brokerage Accounts1.358%112.643%1,608,996852,3312023-09-30
Geode Capital Management, LLC1.312%3.767%1,554,82656,4372023-09-30
Artal Group S A1.199%-14.612%1,421,346-243,2262023-12-31
Marshall Wace Asset Management Ltd1.238%49.526%1,368,407453,2442022-06-30
Logos Global Management LP1.162%3.846%1,350,00050,0002022-12-31
Pictet Asset Manangement SA1.135%83.146%1,344,563610,4132023-12-31
Orbimed Advisors, LLC1.064%38.486%1,260,500350,3002023-09-30
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 Ltd0.909%38.823%1,076,548301,0682023-09-30
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 PLC0.889%126.640%1,053,875588,8752023-09-30
NORGES BANK0.941%63.622%1,047,454407,2872022-12-31
Charles Schwab Investment Management Inc0.858%39.852%948,759270,3582022-09-30

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 38 mutual fund holders of APLS own 48.20% of the company with a total of 56.8 million shares.

In the latest ownership report on January 31st 2024, the top 38 fund holders increased their combined ownership of APLS by 14 thousand shares. 3 funds bought 33,433 total additional shares and increased their ownership by an average of 0.43%. However 3 funds sold 19,500 total shares and decreased their ownership by an average of 0.52%.

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 13,933 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.666%0.690%3,159,57421,6452024-01-31
Vanguard Small Cap Index2.171%0.277%2,572,1817,1042024-01-31
Vanguard Institutional Extnd Mkt Idx Tr1.273%-0.151%1,508,248-2,2802024-01-31
Vanguard Small Cap Growth Index Inv1.211%0.328%1,434,6214,6842024-01-31
SPDR® S&P Biotech ETF1.055%-1.308%1,249,973-16,5602024-01-31
PGIM Jennison Health Sciences Z1.021%0.000%1,209,88402024-01-31
iShares Biotechnology ETF0.608%-0.092%720,104-6602024-01-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Health Care Inv8.020%23.711%9,503,3751,821,4832023-12-31
Vanguard Total Stock Mkt Idx Inv2.666%0.690%3,159,57421,6452024-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.548%5.841%3,019,782166,6522023-03-31
Vanguard Small Cap Index2.171%0.277%2,572,1817,1042024-01-31
iShares Russell 2000 ETF1.829%0.292%2,130,0556,1912023-06-21
Hartford MidCap Y1.756%-1.236%2,080,432-26,0272023-12-31
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 Tr1.273%-0.151%1,508,248-2,2802024-01-31
Vanguard Small Cap Growth Index Inv1.211%0.328%1,434,6214,6842024-01-31
Vanguard Extended Market Index Investor1.175%0.507%1,383,2026,9732023-08-31
T. Rowe Price US Mid-Cap Growth Equity1.136%-0.237%1,346,600-3,2002023-12-31
T. Rowe Price Mid-Cap Growth1.136%-0.237%1,346,600-3,2002023-12-31
T. Rowe Price Health Sciences1.115%104.302%1,320,687674,2472023-12-31
Fidelity® Select Biotechnology1.080%4.611%1,279,47956,4002023-11-30
Fidelity Select Biotechnology1.072%-0.735%1,270,079-9,4002023-12-31
SPDR® S&P Biotech ETF1.055%-1.308%1,249,973-16,5602024-01-31
PGIM Jennison Health Sciences Z1.021%0.000%1,209,88402024-01-31
Jennison Health Sciences Equity1.021%-25.275%1,209,884-409,2232023-12-31
Bellevue Healthcare Ord1.041%195.260%1,158,868766,3782022-05-31
T. Rowe Price US Small-Cap Core Equity0.917%-0.147%1,086,076-1,6002023-12-31
T. Rowe Price Small-Cap Stock0.917%-0.147%1,086,076-1,6002023-12-31
Polar Capital Biotech S Inc0.844%17.647%1,000,000150,0002023-12-31
Janus Henderson Contrarian D0.831%20.549%968,013165,0102023-03-31
Janus Henderson US Opportunistic Alpha0.831%20.549%968,013165,0102023-03-31
Janus Henderson Global Life Sciences0.759%6.432%883,42953,3842023-03-31
Janus Henderson Global Life Sciences D0.759%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 Ord0.671%0.000%795,50002023-10-31
Delaware Small Cap Core I0.636%0.000%753,83902023-11-30
Macquarie US Small Cap Core Equity0.636%21.308%753,839132,4152023-09-30
Lord Abbett Developing Growth A0.637%1.432%749,79510,5862023-06-30
Vanguard Explorer Inv0.609%-3.730%721,564-27,9552023-12-31
iShares Biotechnology ETF0.608%-0.092%720,104-6602024-01-31
JPM US Mid Cap Growth-MA0.591%268.730%695,794507,0942023-09-30
JPMorgan Mid Cap Growth I0.585%0.000%693,18902023-12-31
PGIM Jennison Small Company A0.561%0.000%660,48402023-08-31

Discussions

Please log in or register to share your thoughts.