Apellis Pharmaceuticals Inc (APLS) Ownership

47.97 ↓1.97 (-3.94%)
As of April 25, 2024, 3:57pm 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 89.80% of the company with a total of 107 million shares.

In the latest ownership report on December 31st 2023, the top 33 institutional holders increased their combined ownership of APLS by 5.1 million shares. 11 institutions bought 6,275,018 total additional shares and increased their ownership by an average of 34.97%. However 6 institutions sold 1,215,829 total shares and decreased their ownership by an average of 7.14%.

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 5,059,189 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wellington Management Company LLP13.755%8.428%16,445,2901,278,2462023-12-31
EcoR1 Capital, LLC9.346%2.507%11,173,068273,2092023-12-31
venBio Select Advisor LLC9.294%0.000%11,111,11102023-12-31
Vanguard Group Inc7.993%0.905%9,555,67885,7012023-12-31
T. Rowe Price Investment Management,Inc.5.273%-3.311%6,303,584-215,8872023-12-31
BlackRock Inc4.501%2.058%5,381,253108,5072023-12-31
Jennison Associates LLC2.740%-7.518%3,275,922-266,2872023-12-31
Morgan Stanley - Brokerage Accounts2.591%92.489%3,097,1411,488,1452023-12-31
State Street Corporation2.439%-9.965%2,915,422-322,6922023-12-31
JPMorgan Chase & Co2.153%16.070%2,574,133356,3862023-12-31
T. Rowe Price Associates, Inc.2.058%37.970%2,460,339677,0982023-12-31
Assenagon Asset Management SA1.794%109.574%2,145,0041,121,4972023-12-31
FMR Inc1.750%-7.404%2,092,464-167,3022023-12-31
Boxer Capital LLC1.444%0.000%1,726,00002023-12-31
Geode Capital Management, LLC1.364%4.876%1,630,64275,8162023-12-31
Artal Group S A1.189%-14.612%1,421,346-243,2262023-12-31
Pictet Asset Manangement SA1.125%83.146%1,344,563610,4132023-12-31
Polar Capital Holdings PLC0.881%-0.041%1,053,440-4352023-12-31
Logos Global Management LP0.795%26.667%950,000200,0002023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Wellington Management Company LLP13.755%8.428%16,445,2901,278,2462023-12-31
EcoR1 Capital, LLC9.346%2.507%11,173,068273,2092023-12-31
venBio Select Advisor LLC9.294%0.000%11,111,11102023-12-31
Vanguard Group Inc7.993%0.905%9,555,67885,7012023-12-31
T. Rowe Price Investment Management,Inc.5.273%-3.311%6,303,584-215,8872023-12-31
BlackRock Inc4.501%2.058%5,381,253108,5072023-12-31
Jennison Associates LLC2.740%-7.518%3,275,922-266,2872023-12-31
Octagon Capital Advisors LP2.618%19.543%3,130,000511,7002023-09-30
Morgan Stanley - Brokerage Accounts2.591%92.489%3,097,1411,488,1452023-12-31
State Street Corporation2.439%-9.965%2,915,422-322,6922023-12-31
JPMorgan Chase & Co2.153%16.070%2,574,133356,3862023-12-31
T. Rowe Price Associates, Inc.2.058%37.970%2,460,339677,0982023-12-31
Assenagon Asset Management SA1.794%109.574%2,145,0041,121,4972023-12-31
FMR Inc1.750%-7.404%2,092,464-167,3022023-12-31
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 LLC1.444%0.000%1,726,00002023-12-31
Geode Capital Management, LLC1.364%4.876%1,630,64275,8162023-12-31
Artal Group S A1.189%-14.612%1,421,346-243,2262023-12-31
Marshall Wace Asset Management Ltd1.238%49.526%1,368,407453,2442022-06-30
Pictet Asset Manangement SA1.125%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 Ltd0.893%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 PLC0.881%-0.041%1,053,440-4352023-12-31
NORGES BANK0.941%63.622%1,047,454407,2872022-12-31
Logos Global Management LP0.795%26.667%950,000200,0002023-12-31
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 39 mutual fund holders of APLS own 47.60% of the company with a total of 56.5 million shares.

In the latest ownership report on March 31st 2024, the top 39 fund holders increased their combined ownership of APLS by 49 thousand shares. 1 funds bought 6,647 total additional shares and increased their ownership by an average of 0.54%. However 1 funds sold 55,805 total shares and decreased their ownership by an average of 4.61%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Apellis Pharmaceuticals decreased by a net total of -49,158 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 ETF1.043%0.536%1,246,4016,6472024-03-31
Jennison Health Sciences Equity0.965%-4.612%1,154,079-55,8052024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Health Care Inv7.949%23.711%9,503,3751,821,4832023-12-31
Vanguard Total Stock Mkt Idx Inv2.637%-0.234%3,152,185-7,3892024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.548%5.841%3,019,782166,6522023-03-31
Vanguard Small Cap Index2.172%0.938%2,596,30124,1202024-02-29
iShares Russell 2000 ETF1.829%0.292%2,130,0556,1912023-06-21
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 Tr1.261%-0.028%1,507,820-4282024-02-29
Vanguard Small Cap Growth Index Inv1.219%1.569%1,457,12522,5042024-02-29
Hartford MidCap Y1.170%-10.126%1,398,561-157,5772024-02-29
Vanguard Extended Market Index Investor1.175%0.507%1,383,2026,9732023-08-31
Fidelity Select Biotechnology1.137%1.493%1,359,27920,0002024-02-29
T. Rowe Price US Mid-Cap Growth Equity1.126%-0.237%1,346,600-3,2002023-12-31
T. Rowe Price Mid-Cap Growth1.126%-0.237%1,346,600-3,2002023-12-31
T. Rowe Price Health Sciences1.105%104.302%1,320,687674,2472023-12-31
Fidelity® Select Biotechnology1.080%4.611%1,279,47956,4002023-11-30
SPDR® S&P Biotech ETF1.043%0.536%1,246,4016,6472024-03-31
PGIM Jennison Health Sciences Z0.965%-4.612%1,154,079-55,8052024-02-29
Jennison Health Sciences Equity0.965%-4.612%1,154,079-55,8052024-03-31
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
Polar Capital Biotech S Inc0.836%0.000%1,000,00002024-02-29
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 Ord0.665%0.000%795,50002023-11-30
Bellevue Healthcare Ord0.654%36.304%782,306208,3622023-11-30
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
iShares Biotechnology ETF0.618%-0.177%738,684-1,3092024-03-28
Vanguard Explorer Inv0.604%-3.730%721,564-27,9552023-12-31
DWS Vermögensbildungsfonds I LD0.594%24.520%710,020139,8142024-02-29
JPM US Mid Cap Growth-MA0.591%268.730%695,794507,0942023-09-30
JPMorgan Mid Cap Growth I0.580%0.000%693,18902024-01-31
PGIM Jennison Small Company A0.561%0.000%660,48402023-08-31

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