HCW Biologics Inc.

13F holders, Q2 2024 (June 30)
19holders −1
1new positions
2sold out
1famous investor
$0.65avg. 13F price*

At the end of Q2 2024, 19 institutions reported holding HCW Biologics Inc. in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Avantax Planning Partners, Inc. ($181K), HighTower Advisors, LLC ($117K) and Geode Capital Management, LLC ($110K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
HCW Biologics Inc.
CUSIP
40423R105
Latest filing quarter
Q1 2025

History

Number of 13F holders

05101520 Q1 2024: 20Q1 2024Q2 2024: 19Q2 2024Q3 2024: 16Q3 2024Q4 2024: 18Q4 2024Q1 2025: 15Q1 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$9K
Exits2$262

All 13F filers, Q1 2024 → Q2 2024: 126,675 shares bought and 14,285 shares sold, net +112,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Avantax Planning Partners, Inc. 0.01% Add +55.5% 279,541 $181K
HighTower Advisors, LLC 0.00% Add +0.6% 180,810 $117K
Geode Capital Management, LLC 0.00% Reduce -2.2% 170,385 $110K
Cresset Asset Management, LLC 0.00% No change 131,990 $85K
Pullen Investment Management, LLC 0.05% No change 85,116 $55K
Bridgeway Capital Management, LLC 0.00% No change 84,700 $55K
HRT Financial LP 0.00% Reduce -8.8% 66,659 $43K
BlackRock Inc. 0.00% Reduce -7.3% 42,662 $28K
Vanguard Group Inc. 0.00% Add +0.1% 37,677 $24K
AE Wealth Management LLC 0.00% No change 30,000 $19K
Jane Street Group, LLC 0.00% Add +40.0% 24,137 $16K
Two Sigma Investments, LP 0.00% Reduce -0.7% 22,480 $15K
State Street Corp. 0.00% No change 21,446 $14K
Citadel Advisors 0.00% New 13,876 $9K
Northern Trust Corp. 0.00% No change 10,205 $7K
Tower Research Capital LLC (TRC) 0.00% Add +25.8% 6,212 $4K
UBS Group AG 0.00% Add +608.3% 4,285 $3K
Bank of America Corp. 0.00% Reduce -61.6% 156 $101
Royal Bank of Canada 0.00% Add +66.8% 407 $0

"% of holder's portfolio" is HCW BIOLOGICS INC's weight in each manager's 13F, not the share of HCW Biologics Inc. the manager owns.