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Avid Bioservices, Inc.

CDMODelisted Feb 5, 2025
Industry
Pharmaceutical Preparations
SEC CIK
0000704562

Avid Bioservices, Inc. was delisted on Feb 5, 2025; its insiders filed their last Form 4 on Feb 7, 2025; 196 institutions reported holding it in 13F filings for Q4 2024, worth $840.8M in total; no superinvestor held it.

13F holders, Q4 2021

Institutional positions in Avid Bioservices, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
191
+30 vs. Q3 2021
Shares held
61.3M
+7.45M (+13.8%) vs. Q3 2021
Total value
$1.79B
+$627.5M (+54.0%) vs. Q3 2021
New holders
54
50 more added
Sold out
24
62 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CDMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 191 institutions
Q1 2021: 158 institutionsQ2 2021: 172 institutionsQ3 2021: 161 institutionsQ4 2021: 191 institutionsQ1 2022: 193 institutionsQ2 2022: 188 institutionsQ3 2022: 184 institutionsQ4 2022: 169 institutionsQ1 2023: 169 institutionsQ2 2023: 170 institutionsQ3 2023: 172 institutionsQ4 2023: 176 institutionsQ1 2024: 167 institutionsQ2 2024: 174 institutionsQ3 2024: 173 institutionsQ4 2024: 196 institutionsQ1 2025: 2 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $1.79B
Q1 2021: $870.1MQ2 2021: $1.35BQ3 2021: $1.16BQ4 2021: $1.79BQ1 2022: $1.26BQ2 2022: $932.7MQ3 2022: $1.23BQ4 2022: $899.1MQ1 2023: $1.21BQ2 2023: $907.2MQ3 2023: $591.1MQ4 2023: $374.0MQ1 2024: $436.9MQ2 2024: $464.9MQ3 2024: $774.1MQ4 2024: $840.8MQ1 2025: $2.31KQ2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding CDMO and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20252$2.31K
Q4 2024196$840.8M
Q3 2024173$774.1M
Q2 2024174$464.9M
Q1 2024167$436.9M
Q4 2023176$374.0M
Q3 2023172$591.1M
Q2 2023170$907.2M
Q1 2023169$1.21B
Q4 2022169$899.1M
Q3 2022184$1.23B
Q2 2022188$932.7M
Q1 2022193$1.26B
Q4 2021191$1.79B
Q3 2021161$1.16B
Q2 2021172$1.35B
Q1 2021158$870.1M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Avid Bioservices, Inc.; share changes are against Q3 2021.

Institutions holding CDMO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Proequities, Inc.1$00.00%+1New
Advocacy Wealth Management Services, LLC1$00.00%00.0%Unchanged
Private Capital Group, LLC6$00.00%00.0%Unchanged
TD Waterhouse Canada Inc.10$3190.00%+10New
Financial Management Professionals, Inc.32$1.00K0.00%00.0%Unchanged
Ellevest, Inc.37$1.00K0.00%00.0%Unchanged
Fifth Third Bancorp35$1.00K0.00%+35New
Clearstead Advisors, LLC40$1.00K0.00%+40New
Signaturefd, LLC33$1.00K0.00%+33New
Selective Wealth Management, Inc.25$1.00K0.00%+25New
Parallel Advisors, LLC60$2.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.72$2.00K0.00%+72New
PYA Waltman Capital, LLC72$2.00K0.00%+72New
Federation des caisses Desjardins du Quebec73$2.13K0.00%00.0%Unchanged
Point72 Hong Kong Ltd101$3.00K0.00%−2,640−96.3%Reduced
Brewin Dolphin Ltd112$3.00K0.00%00.0%Unchanged
Spire Wealth Management100$3.00K0.00%+100New
TCI Wealth Advisors, Inc.154$4.00K0.00%00.0%Unchanged
Addison Advisors LLC158$5.00K0.00%00.0%Unchanged
Hanseatic Management Services Inc198$6.00K0.01%+198New
GPS Wealth Strategies Group, LLC300$9.00K0.00%00.0%Unchanged
Eaton Vance Management365$11.0K0.00%+365New
Simplex Trading, LLC467$13.0K0.00%−3,028−86.6%Reduced
First Horizon Advisors, Inc.534$16.0K0.00%+534New
Sutton Wealth Advisors Inc.587$17.1K0.01%+587New
Nisa Investment Advisors, LLC1,000$19.0K0.00%−4,000−80.0%Reduced
Allworth Financial LP715$21.0K0.00%+29+4.2%Added
Covestor Ltd869$25.0K0.04%+869New
BDO Wealth Advisors, LLC1,000$29.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.1,000$29.0K0.01%+1,000New
Total Clarity Wealth Management, Inc.1,120$33.0K0.01%+49+4.6%Added
Harbour Investments, Inc.2,200$64.0K0.00%00.0%Unchanged
Captrust Financial Advisors2,297$67.0K0.00%−585−20.3%Reduced
STRS Ohio2,400$70.0K0.00%−42,000−94.6%Reduced
Steward Partners Investment Advisory, LLC2,416$70.0K0.00%+57+2.4%Added
Geneos Wealth Management Inc.2,500$72.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC2,942$86.0K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.4,695$137.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.5,023$146.0K0.00%+615+14.0%Added
Tower Research Capital LLC (TRC)6,624$193.0K0.00%−5,201−44.0%Reduced
State of Wyoming7,042$205.0K0.10%+219+3.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,444$217.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC7,964$232.0K0.00%−2,866−26.5%Reduced
Sigma Planning Corp8,300$242.0K0.01%+8,300New
Mutual of America Capital Management LLC8,381$245.0K0.00%+8,381New
Group One Trading, L.P.8,637$252.0K0.00%+8,637New
Brinker Capital Investments, LLC8,916$260.0K0.00%+8,916New
Ensign Peak Advisors, Inc8,910$260.0K0.00%+8,910New
Guggenheim Capital LLC9,999$292.0K0.00%+9,999New
HSBC Holdings PLC11,093$327.0K0.00%+11,093New
Commonwealth Equity Services, LLC11,482$335.0K0.00%−3,388−22.8%Reduced
Citadel Advisors LLC11,614$339.0K0.00%−106,056−90.1%Reduced
Teacher Retirement System of Texas11,992$350.0K0.00%+2,187+22.3%Added
Janus Henderson Group PLC12,355$361.0K0.00%+12,355New
Brown Advisory Inc12,569$367.0K0.00%+12,569New
Signature Estate & Investment Advisors LLC12,744$372.0K0.02%00.0%Unchanged
Ergoteles LLC13,040$381.0K0.01%−5,660−30.3%Reduced
Everence Capital Management Inc13,350$390.0K0.03%+13,350New
First Republic Investment Management, Inc.13,909$406.0K0.00%−1,903−12.0%Reduced
Natixis14,000$409.0K0.00%+14,000New
Independent Advisor Alliance14,248$416.0K0.02%00.0%Unchanged
Raymond James & Associates14,381$420.0K0.00%+3,972+38.2%Added
Bridgeway Capital Management, LLC14,900$435.0K0.01%00.0%Unchanged
Envestnet Asset Management Inc14,952$436.0K0.00%+14,952New
ProShare Advisors LLC15,110$442.0K0.00%+15,110New
State Board of Administration of Florida Retirement System16,034$468.0K0.00%+592+3.8%Added
Metropolitan Life Insurance Co16,093$469.6K0.01%−1,967−10.9%Reduced
Price T Rowe Associates Inc16,447$480.0K0.00%+16,447New
Arizona State Retirement System16,510$482.0K0.00%−59−0.4%Reduced
Teachers Retirement System of the State of Kentucky17,500$511.0K0.00%+17,500New
Squarepoint Ops LLC18,604$543.0K0.00%−3,595−16.2%Reduced
Sit Investment Associates Inc18,900$552.0K0.01%+18,900New
Bank of Montreal19,316$573.0K0.00%−538,337−96.5%Reduced
Manatuck Hill Partners, LLC20,000$584.0K0.22%+20,000New
Campbell & CO Investment Adviser LLC20,600$601.0K0.21%+6,500+46.1%Added
HRT Financial LP21,916$639.0K0.00%+21,916New
Two Sigma Investments, LP22,819$666.0K0.00%−82,500−78.3%Reduced
Quinn Opportunity Partners LLC23,000$671.0K0.04%−9,000−28.1%Reduced
Voya Investment Management LLC23,476$685.0K0.00%−153−0.6%Reduced
Oregon Public Employees Retirement Fund23,498$686.0K0.01%+23,498New
MetLife Investment Management23,713$691.9K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.24,269$709.0K0.00%+312+1.3%Added
Maryland State Retirement & Pension System24,454$714.0K0.02%+24,454New
Strategic Wealth Advisors Group, LLC24,900$727.0K0.03%00.0%Unchanged
AQR Capital Management LLC27,286$796.0K0.00%00.0%Unchanged
Louisiana State Employees Retirement System29,700$867.0K0.02%+29,700New
Manufacturers Life Insurance Company, The30,575$892.0K0.00%−847−2.7%Reduced
Amalgamated Bank30,939$903.0K0.01%+20,326+191.5%Added
Comerica Bank50,974$906.0K0.01%+50,974New
Victory Capital Management Inc32,014$934.0K0.00%−1,614−4.8%Reduced
First Quadrant L P32,700$954.0K0.10%00.0%Unchanged
State of Tennessee, Treasury Department34,993$1.02M0.00%+34,993New
Los Angeles Capital Management LLC35,953$1.05M0.00%−79−0.2%Reduced
Lazard Asset Management LLC36,317$1.06M0.00%+31,732+692.1%Added
ClariVest Asset Management LLC36,348$1.06M0.03%−47,365−56.6%Reduced
American International Group, Inc.36,794$1.07M0.01%+3,740+11.3%Added
M&T Bank Corp37,226$1.09M0.00%−1,356−3.5%Reduced
JPMorgan Chase & Co39,216$1.14M0.00%−86,794−68.9%Reduced
Deutsche Bank AG41,336$1.21M0.00%+1,685+4.2%Added
Globeflex Capital L P42,339$1.24M0.25%00.0%Unchanged