HCW Biologics Inc.

13F holders, Q3 2024 (September 30)
16holders −3
0new positions
3sold out
$0.54avg. 13F price*

At the end of Q3 2024, 16 institutions reported holding HCW Biologics Inc. in their 13F filings, down 3 from Q2 2024. 0 opened new positions and 3 sold out. The largest holders were Avantax Planning Partners, Inc. ($151K), Geode Capital Management, LLC ($99K) and HighTower Advisors, LLC ($98K).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits3$25K

All 13F filers, Q2 2024 → Q3 2024: 13,603 shares bought and 68,950 shares sold, net −55,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Avantax Planning Partners, Inc. 0.01% No change 279,541 $151K
Geode Capital Management, LLC 0.00% Add +7.6% 183,259 $99K
HighTower Advisors, LLC 0.00% No change 180,810 $98K
Cresset Asset Management, LLC 0.00% No change 131,990 $71K
Bridgeway Capital Management, LLC 0.00% No change 84,700 $46K
Pullen Investment Management, LLC 0.03% Reduce -11.8% 75,116 $41K
HRT Financial LP 0.00% Reduce -30.3% 46,497 $25K
BlackRock, Inc. 0.00% — 44,348 $24K
Vanguard Group Inc. 0.00% No change 37,677 $20K
AE Wealth Management LLC 0.00% No change 30,000 $16K
Two Sigma Investments, LP 0.00% Reduce -0.2% 22,443 $12K
State Street Corp. 0.00% No change 21,446 $12K
Northern Trust Corp. 0.00% No change 10,205 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -5.3% 5,881 $3K
UBS Group AG 0.00% Add +12.7% 4,831 $3K
Bank of America Corp. 0.00% Add +117.3% 339 $183

"% 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.