Apellis Pharmaceuticals Ownership 2024 | Who Owns Apellis Pharmaceuticals Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

31.56%

Insider Ownership

14.32%

Retail Ownership

54.12%

Institutional Holders

173.00

Apellis Pharmaceuticals Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLINGTON MANAGEMENT GROUP LLP12.69%0.16%15,058,071-1,387,219-8.44%885,113,414Mar 31, 2024
ECOR1 CAPITAL, LLC9.57%16.89%11,357,425184,3571.65%667,589,442Mar 31, 2024
AVORO CAPITAL ADVISORS LLC9.36%7.62%11,111,111--653,111,105Mar 31, 2024
VANGUARD GROUP INC8.01%0.01%9,505,866-49,812-0.52%558,754,804Mar 31, 2024
BLACKROCK INC.4.63%0.01%5,494,591113,3382.11%322,972,061Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.3.88%0.17%4,605,721-1,697,863-26.93%270,725,000Mar 31, 2024
JENNISON ASSOCIATES LLC2.73%0.13%3,240,513-35,409-1.08%190,477,364Mar 31, 2024
STATE STREET CORP2.45%0.01%2,909,528-5,894-0.20%171,022,056Mar 31, 2024
OCTAGON CAPITAL ADVISORS LP2.37%19.77%2,806,980--164,994,284Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/2.07%0.02%2,459,246-1,093-0.04%144,556,000Mar 31, 2024
JPMORGAN CHASE & CO1.87%0.01%2,214,309-359,824-13.98%130,157,138Mar 31, 2024
FMR LLC1.84%0.01%2,178,74286,2784.12%128,066,472Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.1.71%0.28%2,023,614-121,390-5.66%118,948,031Mar 31, 2024
BOXER CAPITAL, LLC1.45%5.01%1,726,000--101,454,280Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.42%0.01%1,689,89059,2483.63%99,351,282Mar 31, 2024
MORGAN STANLEY1.38%0.01%1,637,618-1,459,523-47.12%96,259,225Mar 31, 2024
DEUTSCHE BANK AG\1.36%0.04%1,611,773754,77488.07%94,740,018Mar 31, 2024
ARTAL GROUP S.A.1.11%1.97%1,315,282-106,064-7.46%77,312,276Mar 31, 2024
ORBIMED ADVISORS LLC1.09%1.41%1,297,800375,60040.73%76,284,684Mar 31, 2024
CITADEL ADVISORS LLC1.00%0.01%1,186,082900,965316.00%69,717,900Mar 31, 2024

Apellis Pharmaceuticals's largest institutional shareholder is WELLINGTON MANAGEMENT GROUP LLP, holding 12.69% of the company's total share outstanding, currently valued at $885.11M. The top 10 institutional shareholders own together 57.76% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
OCTAGON CAPITAL ADVISORS LP2.37%19.77%2,806,980--164,994,284Mar 31, 2024
ECOR1 CAPITAL, LLC9.57%16.89%11,357,425184,3571.65%667,589,442Mar 31, 2024
AVORO CAPITAL ADVISORS LLC9.36%7.62%11,111,111--653,111,105Mar 31, 2024
ALTITUDE CREST PARTNERS INC.0.24%7.23%287,277135,07788.75%16,886,142Mar 31, 2024
BOXER CAPITAL, LLC1.45%5.01%1,726,000--101,454,280Mar 31, 2024
LOGOS GLOBAL MANAGEMENT LP0.67%3.81%800,000-150,000-15.79%47,024,000Mar 31, 2024
IRON TRIANGLE PARTNERS LP0.46%3.31%550,000550,000100.00%32,329,000Mar 31, 2024
WORTH VENTURE PARTNERS, LLC0.01%3.01%7,7007,700100.00%452,606Mar 31, 2024
FRAZIER LIFE SCIENCES MANAGEMENT, L.P.0.75%2.20%885,165--52,029,999Mar 31, 2024
GHOST TREE CAPITAL, LLC0.11%2.12%130,000130,000100.00%7,641,400Mar 31, 2024
ARTAL GROUP S.A.1.11%1.97%1,315,282-106,064-7.46%77,312,276Mar 31, 2024
SATURN V CAPITAL MANAGEMENT LLC0.06%1.68%71,463-71,464-50.00%4,200,595Mar 31, 2024
DEEP TRACK CAPITAL, LP0.84%1.68%1,000,0001,000,000100.00%58,780,000Mar 31, 2024
OCTAGON CAPITAL ADVISORS LP0.17%1.41%200,000200,000100.00%11,756,000Mar 31, 2024
ORBIMED ADVISORS LLC1.09%1.41%1,297,800375,60040.73%76,284,684Mar 31, 2024
LISANTI CAPITAL GROWTH, LLC0.08%1.28%89,21042,90592.66%5,243,764Mar 31, 2024
AFFINITY ASSET ADVISORS, LLC0.14%1.20%165,00090,000120.00%9,698,700Mar 31, 2024
VESTAL POINT CAPITAL, LP0.19%1.09%225,000225,000100.00%13,225,500Mar 31, 2024
CORMORANT ASSET MANAGEMENT, LP0.34%1.03%400,000-225,000-36.00%23,512,000Mar 31, 2024
RHENMAN & PARTNERS ASSET MANAGEMENT AB0.15%0.99%178,39577,99577.68%10,486,058Mar 31, 2024

The largest Apellis Pharmaceuticals shareholder by % of total assets is OCTAGON CAPITAL ADVISORS LP. The company owns 2.81M shares of Apellis Pharmaceuticals (APLS), representing 19.77% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DEEP TRACK CAPITAL, LP0.84%1.68%1,000,0001,000,000100.00%58,780,000Mar 31, 2024
CITADEL ADVISORS LLC1.00%0.01%1,186,082900,965316.00%69,717,900Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.66%0.02%785,396772,8696169.63%46,165,577Mar 31, 2024
DEUTSCHE BANK AG\1.36%0.04%1,611,773754,77488.07%94,740,018Mar 31, 2024
IRON TRIANGLE PARTNERS LP0.46%3.31%550,000550,000100.00%32,329,000Mar 31, 2024
EAGLE ASSET MANAGEMENT INC0.71%0.26%845,533399,53389.58%50,486,775Mar 31, 2024
ORBIMED ADVISORS LLC1.09%1.41%1,297,800375,60040.73%76,284,684Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.28%0.00%331,100331,100100.00%19,462,058Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.27%0.00%321,800321,800100.00%18,915,404Mar 31, 2024
FIRST TRUST ADVISORS LP0.34%0.02%406,483312,515332.58%23,893,120Mar 31, 2024
BANK OF AMERICA CORP /DE/0.61%0.00%723,444289,10766.56%42,524,039,000Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.0.23%0.04%267,823267,823100.00%15,742,636Mar 31, 2024
CANDRIAM S.C.A.0.49%0.22%584,925247,41873.31%34,381,892Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.21%0.00%244,261244,261100.00%14,357,662Mar 31, 2024
INVESCO LTD.0.64%0.01%762,115243,27846.89%44,797,120Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC0.42%0.03%494,692238,15992.84%29,077,995Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.20%0.02%232,243232,243100.00%13,651,244Mar 31, 2024
VESTAL POINT CAPITAL, LP0.19%1.09%225,000225,000100.00%13,225,500Mar 31, 2024
OCTAGON CAPITAL ADVISORS LP0.17%1.41%200,000200,000100.00%11,756,000Mar 31, 2024
ECOR1 CAPITAL, LLC9.57%16.89%11,357,425184,3571.65%667,589,442Mar 31, 2024

As of Mar 31 2024, Apellis Pharmaceuticals's largest institutional buyer is DEEP TRACK CAPITAL, LP. The company purchased 1.00M stocks of APLS, valued at $58.78M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.3.88%0.17%4,605,721-1,697,863-26.93%270,725,000Mar 31, 2024
MORGAN STANLEY1.38%0.01%1,637,618-1,459,523-47.12%96,259,225Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP12.69%0.16%15,058,071-1,387,219-8.44%885,113,414Mar 31, 2024
LOGOS GLOBAL MANAGEMENT LP----1,000,000-100.00%-Mar 31, 2024
PORTMAN SQUARE CAPITAL LLP----500,000-100.00%-Mar 31, 2024
CAPTION MANAGEMENT, LLC0.03%0.03%31,000-362,031-92.11%1,822,180Mar 31, 2024
MACQUARIE GROUP LTD0.19%0.01%221,654-361,775-62.01%13,029,000Mar 31, 2024
JPMORGAN CHASE & CO1.87%0.01%2,214,309-359,824-13.98%130,157,138Mar 31, 2024
BELLEVUE GROUP AG0.40%0.42%473,915-347,885-42.33%27,856,724Mar 31, 2024
BANK OF MONTREAL /CAN/0.11%0.00%132,937-336,947-71.71%7,829,990Mar 31, 2024
JANE STREET GROUP, LLC0.11%0.00%129,009-305,692-70.32%7,583,149Mar 31, 2024
CAPTION MANAGEMENT, LLC0.05%0.05%60,000-276,400-82.16%3,526,800Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA0.90%0.07%1,073,234-271,329-20.18%63,032,281Mar 31, 2024
CITADEL ADVISORS LLC0.12%0.00%137,400-257,500-65.21%8,076,372Mar 31, 2024
GROUP ONE TRADING, L.P.----253,905-100.00%-Mar 31, 2024
CORMORANT ASSET MANAGEMENT, LP0.34%1.03%400,000-225,000-36.00%23,512,000Mar 31, 2024
GTS SECURITIES LLC----221,600-100.00%-Mar 31, 2024
GREAT LAKES ADVISORS, LLC----208,163-100.00%-Mar 31, 2024
683 CAPITAL MANAGEMENT, LLC----175,000-100.00%-Mar 31, 2024
BARCLAYS PLC0.02%0.00%25,792-170,599-86.87%1,515,000Mar 31, 2024

As of Mar 31 2024, Apellis Pharmaceuticals's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -1.70M shares of APLS, valued at $270.73M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DEEP TRACK CAPITAL, LP0.84%1.68%1,000,0001,000,000100.00%58,780,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.28%0.00%331,100331,100100.00%19,462,058Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.27%0.00%321,800321,800100.00%18,915,404Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.0.23%0.04%267,823267,823100.00%15,742,636Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.21%0.00%244,261244,261100.00%14,357,662Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.20%0.02%232,243232,243100.00%13,651,244Mar 31, 2024
VESTAL POINT CAPITAL, LP0.19%1.09%225,000225,000100.00%13,225,500Mar 31, 2024
REDMILE GROUP, LLC0.13%0.33%155,000155,000100.00%9,110,900Mar 31, 2024
INTEGRAL HEALTH ASSET MANAGEMENT, LLC0.13%0.82%150,000150,000100.00%8,817,000Mar 31, 2024
SENATOR INVESTMENT GROUP LP0.12%0.37%140,000140,000100.00%8,229,200Mar 31, 2024
GHOST TREE CAPITAL, LLC0.11%2.12%130,000130,000100.00%7,641,400Mar 31, 2024
PEREGRINE CAPITAL MANAGEMENT LLC0.08%0.16%92,66092,660100.00%5,446,555Mar 31, 2024
PFM HEALTH SCIENCES, LP0.07%0.23%82,95282,952100.00%4,875,919Mar 31, 2024
SIMPLICITY WEALTH,LLC0.07%0.11%78,24778,247100.00%4,599,359Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.05%0.01%56,46056,460100.00%3,257,741Mar 31, 2024
LORD, ABBETT & CO. LLC0.05%0.01%54,00054,000100.00%3,174,000Mar 31, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.04%0.01%50,29950,299100.00%3,218,365Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.03%0.02%40,12040,120100.00%2,358,000Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.03%0.19%38,02438,024100.00%2,235,051Mar 31, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.0.03%0.03%32,20032,200100.00%1,892,716Mar 31, 2024
ADAR1 CAPITAL MANAGEMENT, LLC0.02%0.34%25,70025,700100.00%1,510,646Mar 31, 2024
EDGESTREAM PARTNERS, L.P.0.01%0.05%16,03116,031100.00%942,302Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP0.01%0.01%10,70010,700100.00%628,946Mar 31, 2024
HARVEST MANAGEMENT LLC0.01%0.41%10,30010,300100.00%605,434Mar 31, 2024
TORONTO DOMINION BANK0.01%0.00%9,9999,999100.00%587,741Mar 31, 2024
SOROS FUND MANAGEMENT LLC0.01%0.01%8,9488,948100.00%525,963Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP0.01%0.01%8,8008,800100.00%517,264Mar 31, 2024
PEAK6 INVESTMENTS LLC0.01%0.00%8,5628,562100.00%503,274Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.01%0.00%8,4818,481100.00%498,513Mar 31, 2024
WORTH VENTURE PARTNERS, LLC0.01%3.01%7,7007,700100.00%452,606Mar 31, 2024
INCEPTIONR LLC0.01%0.12%7,6537,653100.00%449,843Mar 31, 2024
HIGHVISTA STRATEGIES LLC0.01%0.15%7,2667,266100.00%427,095Mar 31, 2024
AXQ CAPITAL, LP0.01%0.10%6,9006,900100.00%405,582Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.01%0.01%6,7426,742100.00%396,295Mar 31, 2024
MOODY ALDRICH PARTNERS LLC0.01%0.06%6,4316,431100.00%378,014Mar 31, 2024
DNB ASSET MANAGEMENT AS0.01%0.00%6,0686,068100.00%356,556Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.00%0.07%5,5605,560100.00%326,817Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP0.00%0.00%5,4385,438100.00%319,646Mar 31, 2024
LPL FINANCIAL LLC0.00%0.00%5,2275,227100.00%307,243Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.00%0.00%4,9194,919100.00%289,000Mar 31, 2024
CIPHER CAPITAL LP0.00%0.12%4,5684,568100.00%268,507Mar 31, 2024
TOROSO INVESTMENTS, LLC0.00%0.00%4,5274,527100.00%266,097Mar 31, 2024
SUMMIT TRAIL ADVISORS, LLC0.00%0.01%4,4654,465100.00%262,453Mar 31, 2024
CERITY PARTNERS LLC0.00%0.00%4,2814,281100.00%251,637Mar 31, 2024
PEARL RIVER CAPITAL, LLC0.00%0.04%4,2594,259100.00%250,344Mar 31, 2024
ETHIC INC.0.00%0.01%4,1034,103100.00%241,174Mar 31, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S0.00%0.00%1,5101,510100.00%89,000Mar 31, 2024
EMERALD MUTUAL FUND ADVISERS TRUST0.00%0.00%1,0201,020100.00%59,956Mar 31, 2024
GILLILAND JETER WEALTH MANAGEMENT LLC0.00%0.01%712712100.00%41,851Mar 31, 2024
NVERSES CAPITAL, LLC0.00%0.10%700700100.00%41,146,000Mar 31, 2024
PACER ADVISORS, INC.0.00%0.00%692692100.00%40,676Mar 31, 2024
FUTURE FINANCIAL WEALTH MANAGMENT LLC0.00%0.02%500500100.00%29,390Mar 31, 2024
HARVEST FUND MANAGEMENT CO., LTD0.00%0.00%230230100.00%14,000Mar 31, 2024
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC0.00%0.00%187187100.00%10,992Mar 31, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.0.00%0.00%109109100.00%6,438,000Mar 31, 2024
RAKUTEN SECURITIES, INC.0.00%0.00%8585100.00%4,996Mar 31, 2024
-0.00%5555100.00%3,233Mar 31, 2024
TFC FINANCIAL MANAGEMENT, INC.-0.00%3636100.00%2,117Mar 31, 2024
CONTINUUM ADVISORY, LLC-0.00%2929100.00%1,233,000Mar 31, 2024
SMARTLEAF ASSET MANAGEMENT LLC-0.00%88100.00%502,000Mar 31, 2024
QUEST PARTNERS LLC--11100.00%59Mar 31, 2024

Apellis Pharmaceuticals's largest new institutional shareholder by number of shares is DEEP TRACK CAPITAL, LP, purchased 1.00M shares, valued at $58.78M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LOGOS GLOBAL MANAGEMENT LP----1,000,000-100.00%-Mar 31, 2024
PORTMAN SQUARE CAPITAL LLP----500,000-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----253,905-100.00%-Mar 31, 2024
GTS SECURITIES LLC----221,600-100.00%-Mar 31, 2024
GREAT LAKES ADVISORS, LLC----208,163-100.00%-Mar 31, 2024
683 CAPITAL MANAGEMENT, LLC----175,000-100.00%-Mar 31, 2024
IKARIAN CAPITAL, LLC----150,000-100.00%-Mar 31, 2024
ALLY BRIDGE GROUP (NY) LLC----150,000-100.00%-Mar 31, 2024
CUTTER CAPITAL MANAGEMENT, LP----108,000-100.00%-Mar 31, 2024
HAP TRADING, LLC----107,600-100.00%-Mar 31, 2024
GHOST TREE CAPITAL, LLC----100,000-100.00%-Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS----97,716-100.00%-Mar 31, 2024
BOOTHBAY FUND MANAGEMENT, LLC----80,400-100.00%-Mar 31, 2024
BANK OF AMERICA CORP /DE/----80,000-100.00%-Mar 31, 2024
ACUTA CAPITAL PARTNERS, LLC----76,100-100.00%-Mar 31, 2024
COWEN AND COMPANY, LLC----66,470-100.00%-Mar 31, 2024
AGF MANAGEMENT LTD----58,496-100.00%-Mar 31, 2024
VELAN CAPITAL INVESTMENT MANAGEMENT LP----50,000-100.00%-Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD----49,900-100.00%-Mar 31, 2024
LMR PARTNERS LLP----46,700-100.00%-Mar 31, 2024
SIMPLEX TRADING, LLC----44,954-100.00%-Mar 31, 2024
PICTON MAHONEY ASSET MANAGEMENT----41,521-100.00%-Mar 31, 2024
D. E. SHAW & CO., INC.----33,086-100.00%-Mar 31, 2024
PARALLAX VOLATILITY ADVISERS, L.P.----27,700-100.00%-Mar 31, 2024
UBS OCONNOR LLC----25,000-100.00%-Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.----25,000-100.00%-Mar 31, 2024
AFFINITY ASSET ADVISORS, LLC----25,000-100.00%-Mar 31, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----17,275-100.00%-Mar 31, 2024
TIG ADVISORS, LLC----17,093-100.00%-Mar 31, 2024
INTECH INVESTMENT MANAGEMENT LLC----15,342-100.00%-Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD----15,008-100.00%-Mar 31, 2024
SQUAREPOINT OPS LLC----15,000-100.00%-Mar 31, 2024
TORNO CAPITAL, LLC----15,000-100.00%-Mar 31, 2024
TWINBEECH CAPITAL LP----14,772-100.00%-Mar 31, 2024
WALLEYE TRADING LLC----12,831-100.00%-Mar 31, 2024
NOMURA HOLDINGS INC----12,400-100.00%-Mar 31, 2024
HIGHTOWER ADVISORS, LLC----11,609-100.00%-Mar 31, 2024
WEISS ASSET MANAGEMENT LP----10,677-100.00%-Mar 31, 2024
CUTLER GROUP LLC / CA----10,201-100.00%-Mar 31, 2024
SILVERARC CAPITAL MANAGEMENT, LLC----10,000-100.00%-Mar 31, 2024
TUDOR INVESTMENT CORP ET AL----9,962-100.00%-Mar 31, 2024
DIAMETRIC CAPITAL, LP----9,913-100.00%-Mar 31, 2024
PRELUDE CAPITAL MANAGEMENT, LLC----8,240-100.00%-Mar 31, 2024
CLEAR STREET MARKETS LLC----8,000-100.00%-Mar 31, 2024
EXOME ASSET MANAGEMENT LLC----7,249-100.00%-Mar 31, 2024
HARVEST MANAGEMENT LLC----7,000-100.00%-Mar 31, 2024
BANK OF NOVA SCOTIA----6,443-100.00%-Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.----5,235-100.00%-Mar 31, 2024
CIBC WORLD MARKET INC.----4,340-100.00%-Mar 31, 2024
SIERRA SUMMIT ADVISORS LLC----3,714-100.00%-Mar 31, 2024
HC ADVISORS, LLC----3,507-100.00%-Mar 31, 2024
CWA ASSET MANAGEMENT GROUP, LLC----3,425-100.00%-Mar 31, 2024
FOCUSED WEALTH MANAGEMENT, INC----490-100.00%-Mar 31, 2024
ADVISORNET FINANCIAL, INC----300-100.00%-Mar 31, 2024
TURTLE CREEK WEALTH ADVISORS, LLC----244-100.00%-Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC----200-100.00%-Mar 31, 2024
LM ADVISORS LLC----200-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----123-100.00%-Mar 31, 2024
LOOMIS SAYLES & CO L P----115-100.00%-Mar 31, 2024
RONALD BLUE TRUST, INC.----56-100.00%-Mar 31, 2024
CREWE ADVISORS LLC----4-100.00%-Mar 31, 2024

Apellis Pharmaceuticals's largest sold out institutional shareholder by shares sold is LOGOS GLOBAL MANAGEMENT LP, sold -1.00M shares, valued at -, as of undefined.

Apellis Pharmaceuticals Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
PIONEER SERIES TRUST II1.17%215,515115,538115.56%Feb 29, 2024
Fiera Capital Series Trust0.70%13,910-462-3.21%Jun 30, 2023
PRUDENTIAL SECTOR FUNDS, INC.0.55%1,154,079-465,028-28.72%Feb 29, 2024
ALGER FUNDS II0.44%99,028--Jan 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.0.43%394,983--Jan 31, 2024
Alger ETF Trust0.42%2,949--Dec 31, 2023
T. Rowe Price Small-Cap Stock Fund, Inc.0.29%1,086,076-1,600-0.15%Dec 31, 2023
T. Rowe Price Health Sciences Fund, Inc.0.27%1,320,687655,44798.53%Dec 31, 2023
Clough Global Equity Fund0.23%14,377--Jan 31, 2024
VANGUARD SPECIALIZED FUNDS0.17%9,503,375720,3208.20%Jan 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.15%80,363-6,000-6.95%Dec 31, 2023
Clough Funds Trust0.15%6,000--Jan 31, 2023
VANGUARD VALLEY FORGE FUNDS0.14%69,422--Dec 31, 2023
BUFFALO FUNDS0.14%300,000--Dec 31, 2023
BUFFALO FUNDS0.14%300,000--Dec 31, 2023
T. Rowe Price Quantitative Management Funds, Inc.0.13%480,386--Dec 31, 2023
HARTFORD HLS SERIES FUND II INC0.12%29,002--Dec 31, 2023
T. Rowe Price Mid-Cap Growth Fund, Inc.0.11%1,346,600-3,200-0.24%Dec 31, 2023
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.11%518,860-141,624-21.44%Dec 29, 2023
Virtus Strategy Trust0.11%2,385,000--Dec 29, 2023
TEKLA HEALTHCARE INVESTORS0.10%118,059--Dec 31, 2023
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC.0.10%207,765207,765-Feb 29, 2024
Virtus Investment Trust0.10%3,370,000--Dec 29, 2023
ADVISORS' INNER CIRCLE FUND0.10%1,302,665--Jan 31, 2024
TEKLA LIFE SCIENCES INVESTORS0.09%50,992--Dec 31, 2023
Virtus Dividend, Interest & Premium Strategy Fund0.09%210,000--Jan 31, 2024
Virtus Equity & Convertible Income Fund0.09%170,000--Jan 31, 2024
Virtus Diversified Income & Convertible Fund0.07%150,000--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.07%281,007-114,897-29.02%Jan 31, 2024
Humankind Benefit Corp0.07%1,546-966-38.46%Dec 31, 2023
Clough Global Opportunities Fund0.07%26,166--Jan 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.06%477,425-149,000-23.79%Dec 31, 2023
LORD ABBETT RESEARCH FUND INC0.06%61,885-24,203-28.11%Feb 29, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.06%38,9689,29531.32%Feb 29, 2024
Virtus Convertible & Income Fund0.06%300,000--Jan 31, 2024
Virtus Convertible & Income Fund II0.06%225,000--Jan 31, 2024
VANGUARD EXPLORER FUND0.06%701,402-20,162-2.79%Jan 31, 2024
T. Rowe Price Equity Series, Inc.0.05%87,24932,02257.98%Dec 31, 2023
Voya VARIABLE PRODUCTS TRUST0.05%14,469--Dec 31, 2023
BUFFALO FUNDS0.05%100,545--Dec 31, 2023
T. Rowe Price Equity Funds, Inc.0.04%741,8521,7000.23%Dec 31, 2023
T. Rowe Price U.S. Equity Research Fund, Inc.0.04%64,417--Dec 31, 2023
AMG FUNDS III0.04%6,634--Feb 29, 2024
VICTORY VARIABLE INSURANCE FUNDS0.04%18,150-4,050-18.24%Dec 31, 2023
ALLSPRING VARIABLE TRUST0.03%18,4144002.22%Dec 31, 2023
BlackRock Health Sciences Trust0.03%13,695--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND IV0.03%86,000--Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.03%14,395--Dec 31, 2023
ALGER PORTFOLIOS0.03%12,027--Dec 31, 2023
Voya EQUITY TRUST0.03%45,696--Feb 29, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.03%2,7001,00058.82%Feb 29, 2024
T. Rowe Price New Horizons Fund, Inc.0.03%409,040-157,788-27.84%Dec 31, 2023
Calvert Responsible Index Series, Inc.0.03%42,123-5,795-12.09%Dec 31, 2023
AMERICAN CENTURY MUTUAL FUNDS, INC.0.02%232,833--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%149,289--Dec 31, 2023
VANGUARD INDEX FUNDS0.02%10,153,4791,610,31618.85%Dec 31, 2023
FIDELITY SELECT PORTFOLIOS0.02%1,359,27979,8006.24%Feb 29, 2024
EntrepreneurShares Series Trust0.02%5,574--Dec 31, 2023
WANGER ADVISORS TRUST0.02%12,046--Dec 31, 2023
BlackRock Health Sciences Trust II0.02%51,390--Dec 31, 2023
COLUMBIA ACORN TRUST0.02%64,012--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND VI0.02%77,98877,988-Dec 31, 2023
FIDELITY MT VERNON STREET TRUST0.02%443,995-18,148-3.93%Feb 29, 2024
ALGER FUNDS0.01%12,749--Jan 31, 2024
ALGER INSTITUTIONAL FUNDS0.01%3,429--Jan 31, 2024
HARTFORD SERIES FUND INC0.01%513,851-170,140-24.87%Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.01%2,514--Dec 31, 2023
FIDELITY COMMONWEALTH TRUST0.01%29,6129243.22%Feb 29, 2024
FIDELITY ADVISOR SERIES VII0.01%77,900--Jan 31, 2024
ALPS ETF Trust0.01%104,594--Feb 29, 2024
Fidelity Central Investment Portfolios LLC0.01%154,000--Feb 29, 2024
VICTORY PORTFOLIOS0.01%242,483-55,630-18.66%Dec 31, 2023
HARBOR FUNDS0.01%182,599--Jan 31, 2024
DRIEHAUS MUTUAL FUNDS0.01%62,99828,17980.93%Dec 29, 2023
JNL VARIABLE FUND LLC0.01%43,76511,17834.30%Mar 31, 2020
FIDELITY CAPITAL TRUST0.01%78,346--Jan 31, 2024
DEUTSCHE DWS SECURITIES TRUST0.01%3,400--Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.01%1,160--Dec 29, 2023
Federated Hermes MDT Series0.01%13,327--Jan 31, 2024
FIDELITY SECURITIES FUND0.01%476,800--Jan 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.01%183,139-2,327-1.25%Dec 31, 2023
RYDEX SERIES FUNDS0.00%21,176-8,286-28.12%Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%11,525--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%967,99135,5123.81%Feb 29, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.00%25,176--Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%821,73625,8413.25%Feb 29, 2024
ETFis Series Trust I0.00%6,2512,95089.37%Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.00%25,9441,9368.06%Jan 31, 2024
BNY Mellon Strategic Funds, Inc.0.00%7,817--Mar 31, 2024
Innovator ETFs Trust0.00%13,04713,047-Jan 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%381,430-13,346-3.38%Dec 31, 2023
Goldman Sachs ETF Trust II0.00%3,24490.28%Feb 29, 2024
Calvert Variable Products, Inc.0.00%7,386--Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS V0.00%175,828-578,011-76.68%Feb 29, 2024
DELAWARE VIP TRUST0.00%9,445--Dec 29, 2023
Fidelity Commonwealth Trust II0.00%18,827--Aug 31, 2023
NEUBERGER BERMAN EQUITY FUNDS0.00%25,982--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.00%22,800--Dec 31, 2023
MML SERIES INVESTMENT FUND0.00%24,794--Dec 31, 2023
RYDEX VARIABLE TRUST0.00%2,977-1,158-28.00%Dec 31, 2023

Apellis Pharmaceuticals's largest mutual fund holder by % of total assets is "PIONEER SERIES TRUST II", owning 215.51K shares, compromising 1.17% of its total assets.

Apellis Pharmaceuticals Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24173-46.77%
31 Dec, 233257.26%
30 Sep, 23303-14.65%
30 Jun, 2335519.13%
31 Mar, 2329812.88%
31 Dec, 22264-1.86%
30 Sep, 2226920.09%
30 Jun, 22224-3.45%
31 Mar, 2223218.37%
31 Dec, 21196-8.41%
30 Sep, 21214-5.31%
30 Jun, 2122626.26%
31 Mar, 211793.47%
31 Dec, 2017314.57%
30 Sep, 20151-
30 Jun, 20151-3.82%
31 Mar, 201570.64%
31 Dec, 1915619.08%
30 Sep, 1913132.32%
30 Jun, 19995.32%
31 Mar, 1994-1.05%
31 Dec, 189518.75%
30 Sep, 18809.59%
30 Jun, 187358.70%
31 Mar, 1846-
31 Dec, 1746-

As of 31 Mar 24, 173 institutions are holding Apellis Pharmaceuticals's shares, representing a decrease of -46.77% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2437,452,293-66.96%
31 Dec, 23113,357,9000.83%
30 Sep, 23112,428,3926.79%
30 Jun, 23105,277,474-3.48%
31 Mar, 23109,075,7138.62%
31 Dec, 22100,423,0423.09%
30 Sep, 2297,409,2516.38%
30 Jun, 2291,564,4270.81%
31 Mar, 2290,827,93611.98%
31 Dec, 2181,111,94816.96%
30 Sep, 2169,350,5767.50%
30 Jun, 2164,510,343-0.18%
31 Mar, 2164,625,4081.27%
31 Dec, 2063,814,3222.77%
30 Sep, 2062,092,6621.63%
30 Jun, 2061,096,51410.79%
31 Mar, 2055,147,76726.04%
31 Dec, 1943,754,2368.47%
30 Sep, 1940,337,823-0.23%
30 Jun, 1940,429,7960.76%
31 Mar, 1940,125,70724.98%
31 Dec, 1832,104,7418.01%
30 Sep, 1829,724,9902.27%
30 Jun, 1829,064,27970.57%
31 Mar, 1817,039,6148.21%
31 Dec, 1715,746,683-

Apellis Pharmaceuticals (APLS) has 37.45M shares outstanding as of 31 Mar 24, down -66.96% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2431.56%0.36%
31 Dec, 2394.24%1.06%
30 Sep, 2394.23%1.10%
30 Jun, 2392.45%1.01%
31 Mar, 2395.79%0.54%
31 Dec, 22133.61%1.68%
30 Sep, 2289.26%1.21%
30 Jun, 2285.87%1.00%
31 Mar, 2292.62%1.00%
31 Dec, 2196.08%1.47%
30 Sep, 2180.96%1.27%
30 Jun, 2179.98%1.20%
31 Mar, 2181.58%1.26%
31 Dec, 2080.55%1.19%
30 Sep, 2082.10%1.26%
30 Jun, 2080.87%1.45%
31 Mar, 2074.81%1.51%
31 Dec, 1970.31%1.76%
30 Sep, 1963.27%1.55%
30 Jun, 1963.91%1.33%
31 Mar, 1969.30%1.99%
31 Dec, 1859.02%2.11%
30 Sep, 1852.89%1.87%
30 Jun, 1853.14%4.64%
31 Mar, 1833.84%3.46%
31 Dec, 1731.27%-

As of 31 Mar 24, Apellis Pharmaceuticals is held by 31.56% institutional shareholders, representing a 0.36% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2489-40.67%
31 Dec, 23150-9.64%
30 Sep, 23166-4.60%
30 Jun, 231742.96%
31 Mar, 2316925.19%
31 Dec, 22135-19.64%
30 Sep, 2216833.33%
30 Jun, 22126-3.82%
31 Mar, 2213111.97%
31 Dec, 211173.54%
30 Sep, 21113-10.32%
30 Jun, 2112651.81%
31 Mar, 2183-7.78%
31 Dec, 209026.76%
30 Sep, 2071-19.32%
30 Jun, 2088-8.33%
31 Mar, 209610.34%
31 Dec, 1987-1.14%
30 Sep, 198833.33%
30 Jun, 196637.50%
31 Mar, 1948-20.00%
31 Dec, 186027.66%
30 Sep, 1847-28.79%
30 Jun, 1866144.44%
31 Mar, 1827-41.30%
31 Dec, 1746-

89 institutional shareholders have increased their position in APLS stock as of 31 Mar 24 compared to 150 in the previous quarter (a -40.67% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2452-49.51%
31 Dec, 2310345.07%
30 Sep, 2371-39.83%
30 Jun, 2311845.68%
31 Mar, 2381-3.57%
31 Dec, 228429.23%
30 Sep, 226514.04%
30 Jun, 2257-6.56%
31 Mar, 226112.96%
31 Dec, 21548.00%
30 Sep, 2150-13.79%
30 Jun, 2158-1.69%
31 Mar, 21593.51%
31 Dec, 205716.33%
30 Sep, 204936.11%
30 Jun, 2036-7.69%
31 Mar, 20395.41%
31 Dec, 193732.14%
30 Sep, 192840.00%
30 Jun, 1920-31.03%
31 Mar, 192916.00%
31 Dec, 182519.05%
30 Sep, 1821425.00%
30 Jun, 184-60.00%
31 Mar, 1810-
31 Dec, 17--

52 institutional shareholders have reduced their position in APLS stock as of 31 Mar 24 compared to 103 in the previous quarter (a -49.51% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24173-46.77%37,452,293-66.96%31.56%0.36%89-40.67%52-49.51%
31 Dec, 233257.26%113,357,9000.83%94.24%1.06%150-9.64%10345.07%
30 Sep, 23303-14.65%112,428,3926.79%94.23%1.10%166-4.60%71-39.83%
30 Jun, 2335519.13%105,277,474-3.48%92.45%1.01%1742.96%11845.68%
31 Mar, 2329812.88%109,075,7138.62%95.79%0.54%16925.19%81-3.57%
31 Dec, 22264-1.86%100,423,0423.09%133.61%1.68%135-19.64%8429.23%
30 Sep, 2226920.09%97,409,2516.38%89.26%1.21%16833.33%6514.04%
30 Jun, 22224-3.45%91,564,4270.81%85.87%1.00%126-3.82%57-6.56%
31 Mar, 2223218.37%90,827,93611.98%92.62%1.00%13111.97%6112.96%
31 Dec, 21196-8.41%81,111,94816.96%96.08%1.47%1173.54%548.00%
30 Sep, 21214-5.31%69,350,5767.50%80.96%1.27%113-10.32%50-13.79%
30 Jun, 2122626.26%64,510,343-0.18%79.98%1.20%12651.81%58-1.69%
31 Mar, 211793.47%64,625,4081.27%81.58%1.26%83-7.78%593.51%
31 Dec, 2017314.57%63,814,3222.77%80.55%1.19%9026.76%5716.33%
30 Sep, 20151-62,092,6621.63%82.10%1.26%71-19.32%4936.11%
30 Jun, 20151-3.82%61,096,51410.79%80.87%1.45%88-8.33%36-7.69%
31 Mar, 201570.64%55,147,76726.04%74.81%1.51%9610.34%395.41%
31 Dec, 1915619.08%43,754,2368.47%70.31%1.76%87-1.14%3732.14%
30 Sep, 1913132.32%40,337,823-0.23%63.27%1.55%8833.33%2840.00%
30 Jun, 19995.32%40,429,7960.76%63.91%1.33%6637.50%20-31.03%
31 Mar, 1994-1.05%40,125,70724.98%69.30%1.99%48-20.00%2916.00%
31 Dec, 189518.75%32,104,7418.01%59.02%2.11%6027.66%2519.05%
30 Sep, 18809.59%29,724,9902.27%52.89%1.87%47-28.79%21425.00%
30 Jun, 187358.70%29,064,27970.57%53.14%4.64%66144.44%4-60.00%
31 Mar, 1846-17,039,6148.21%33.84%3.46%27-41.30%10-
31 Dec, 1746-15,746,683-31.27%-46---

Apellis Pharmaceuticals Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell56,335$42.15$2.37M1,138,555
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell22,472$42.85$962.90K1,116,083
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell100$44.02$4.40K1,115,983
Apr 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell64,379$54.12$3.48M1,120,711
Apr 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell4,728$54.92$259.64K1,115,983
Apr 02, 2024Sullivan Timothy Eugeneofficer Chief Financial OfficerS-SaleSell4,000$58.66$234.64K93,338
Mar 20, 2024Dunlop A. Sinclairdirector-S-SaleSell18,681$57.18$1.07M173,998
Mar 19, 2024DeLong Mark Jeffreyofficer Chief Business & Strat OfficerS-SaleSell9,913$56.90$564.05K54,693
Mar 18, 2024Chopas James Georgeofficer VP/Chief Accounting OfficerS-SaleSell184$56.46$10.39K38,883
Mar 14, 2024Nicholson Nurofficer Chief Technical OfficerS-SaleSell7,768$57.31$445.16K59,739

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell56,335$42.15$2.37M1,138,555
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell22,472$42.85$962.90K1,116,083
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell100$44.02$4.40K1,115,983
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerM-ExemptSell78,907$4.31$340.09K108,622
Apr 19, 2024Sullivan Timothy Eugeneofficer Chief Financial OfficerG-GiftSell14,164--79,174
Apr 15, 2024Dunlop A. Sinclairdirector-M-ExemptSell1,500$13.19$19.79K5,500
Apr 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell64,379$54.12$3.48M1,120,711
Apr 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell4,728$54.92$259.64K1,115,983
Apr 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerM-ExemptSell69,107$3.76$259.84K37,280
Apr 02, 2024Sullivan Timothy Eugeneofficer Chief Financial OfficerM-ExemptSell4,000$10.03$40.12K257,903
Apr 02, 2024Sullivan Timothy Eugeneofficer Chief Financial OfficerS-SaleSell4,000$58.66$234.64K93,338
Mar 20, 2024Dunlop A. Sinclairdirector-S-SaleSell18,681$57.18$1.07M173,998
Mar 19, 2024DeLong Mark Jeffreyofficer Chief Business & Strat OfficerS-SaleSell9,913$56.90$564.05K54,693
Mar 18, 2024Chopas James Georgeofficer VP/Chief Accounting OfficerS-SaleSell184$56.46$10.39K38,883
Mar 14, 2024Nicholson Nurofficer Chief Technical OfficerS-SaleSell7,768$57.31$445.16K59,739

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerM-ExemptBuy78,907$4.31$340.09K1,194,890
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell56,335$42.15$2.37M1,138,555
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell22,472$42.85$962.90K1,116,083
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell100$44.02$4.40K1,115,983
May 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerM-ExemptSell78,907$4.31$340.09K108,622
Apr 19, 2024Sullivan Timothy Eugeneofficer Chief Financial OfficerG-GiftSell14,164--79,174
Apr 19, 2024Sullivan Timothy Eugeneofficer Chief Financial OfficerG-GiftBuy14,164--70,396
Apr 15, 2024Dunlop A. Sinclairdirector-M-ExemptBuy1,500$13.19$19.79K133,518
Apr 15, 2024Dunlop A. Sinclairdirector-M-ExemptSell1,500$13.19$19.79K5,500
Apr 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerM-ExemptBuy69,107$3.76$259.84K1,185,090
Apr 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell64,379$54.12$3.48M1,120,711
Apr 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerS-SaleSell4,728$54.92$259.64K1,115,983
Apr 09, 2024Deschatelets Pascalofficer Chief Scientific OfficerM-ExemptSell69,107$3.76$259.84K37,280
Apr 02, 2024Sullivan Timothy Eugeneofficer Chief Financial OfficerM-ExemptSell4,000$10.03$40.12K257,903
Apr 02, 2024Sullivan Timothy Eugeneofficer Chief Financial OfficerM-ExemptBuy4,000$10.03$40.12K97,338
Apr 02, 2024Sullivan Timothy Eugeneofficer Chief Financial OfficerS-SaleSell4,000$58.66$234.64K93,338
Mar 20, 2024Dunlop A. Sinclairdirector-S-SaleSell18,681$57.18$1.07M173,998
Mar 19, 2024DeLong Mark Jeffreyofficer Chief Business & Strat OfficerS-SaleSell9,913$56.90$564.05K54,693
Mar 18, 2024Chopas James Georgeofficer VP/Chief Accounting OfficerS-SaleSell184$56.46$10.39K38,883
Mar 14, 2024Nicholson Nurofficer Chief Technical OfficerS-SaleSell7,768$57.31$445.16K59,739

The last insider sell of Apellis Pharmaceuticals's stock was made by Deschatelets Pascal on May 09 2024, selling 56,335 shares at $42.15 per share (valued at $2.37M).

Apellis Pharmaceuticals Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202451145.45%
Q1 2024376259.68%
Q4 2023102934.48%
Q3 2023132846.43%
Q2 2023244652.17%
Q1 2023717693.42%
Q4 2022113531.43%
Q3 2022175034.00%
Q2 2022146222.58%
Q1 20226054111.11%
Q4 2021132454.17%
Q3 2021121963.16%
Q2 2021255347.17%
Q1 20217047148.94%
Q4 2020154235.71%
Q3 2020-9-
Q2 202071546.67%
Q1 20204135117.14%
Q4 2019-8-
Q3 201941428.57%

5 total buy trades, and 11 total sell trades (buy/sell ratio of 0.45%) were made by Apellis Pharmaceuticals's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-6-
Q1 2024-57-
Q4 2023-19-
Q3 2023-16-
Q2 2023-22-
Q1 2023-20-
Q4 2022-16-
Q3 2022-21-
Q2 2022-21-
Q1 2022-13-
Q4 20211147.14%
Q3 2021-9-
Q2 2021-29-
Q1 2021-15-
Q4 2020-28-
Q3 2020-7-
Q2 20201911.11%
Q1 20201205.00%
Q4 2019-8-
Q3 201911010.00%

As of Q2 2024, Insider owners conducted 0 open market buy trades and 6 open market sell trades of Apellis Pharmaceuticals's stocks.

Apellis Pharmaceuticals Peer Ownership


TickerCompany
TERNTerns Pharmaceuticals, Inc.
ABOSAcumen Pharmaceuticals, Inc.
AKROAkero Therapeutics, Inc.
CERECerevel Therapeutics Holdings, Inc.
MREOMereo BioPharma Group plc
XFORX4 Pharmaceuticals, Inc.
INZYInozyme Pharma, Inc.
DAWNDay One Biopharmaceuticals, Inc.
AMLXAmylyx Pharmaceuticals, Inc.
BPMCBlueprint Medicines Corporation
MDGLMadrigal Pharmaceuticals, Inc.
IMVTImmunovant, Inc.
RXDXPrometheus Biosciences, Inc.

APLS Ownership FAQ


Apellis Pharmaceuticals is owned by institutional shareholders (31.56%), insiders (14.32%), and public (54.12%). The largest institutional shareholder of Apellis Pharmaceuticals is WELLINGTON MANAGEMENT GROUP LLP (12.69% of total shares) and the top mutual fund owner is PIONEER SERIES TRUST II (1.17% of total shares).

Apellis Pharmaceuticals's major institutional shareholders are WELLINGTON MANAGEMENT GROUP LLP, ECOR1 CAPITAL, LLC, AVORO CAPITAL ADVISORS LLC, VANGUARD GROUP INC, and BLACKROCK INC.. The top five shareholders own together 44.26% of the company's share outstanding.

As of Mar 2024, there are 173 institutional shareholders of Apellis Pharmaceuticals.

WELLINGTON MANAGEMENT GROUP LLP owns 15.06M shares of Apellis Pharmaceuticals, representing 12.69% of the company's total shares outstanding, valued at $885.11M (as of Mar 2024).

As of Mar 2024, ECOR1 CAPITAL, LLC holds 11.36M shares of Apellis Pharmaceuticals (APLS), compromising 9.57% of the company, valued at $667.59M.

AVORO CAPITAL ADVISORS LLC is the third largest holder of Apellis Pharmaceuticals. The company owns 11.11M of the company's shares outstanding (worth $653.11M).