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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, Q1 2022

Institutional positions in Avid Bioservices, Inc. as of Mar 31, 2022. 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
193
+3 vs. Q4 2021
Shares held
62.0M
+650.6K (+1.1%) vs. Q4 2021
Total value
$1.26B
−$526.1M (−29.4%) vs. Q4 2021
New holders
26
74 more added
Sold out
23
59 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 193 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 heldQ1 2022: $1.26B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Avid Bioservices, Inc.; share changes are against Q4 2021.

Institutions holding CDMO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Parallel Advisors, LLC8$00.00%−52−86.7%Reduced
Private Capital Group, LLC6$00.00%00.0%Unchanged
American Portfolios Advisors8$1630.00%+8New
TD Waterhouse Canada Inc.10$2700.00%00.0%Unchanged
Coastal Capital Group, Inc.72$1.00K0.00%00.0%Unchanged
PYA Waltman Capital, LLC72$1.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC40$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.32$1.00K0.00%00.0%Unchanged
Ellevest, Inc.37$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB33$1.00K0.00%+33New
Fieldpoint Private Securities, LLC60$1.00K0.00%+60New
Rockefeller Capital Management L.P.54$1.00K0.00%+54New
Global Retirement Partners, LLC62$1.00K0.00%+62New
Federation des caisses Desjardins du Quebec73$1.49K0.00%00.0%Unchanged
Spire Wealth Management100$2.00K0.00%00.0%Unchanged
Brewin Dolphin Ltd112$2.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust118$2.00K0.00%+118New
Prospera Financial Services Inc83$2.00K0.00%+83New
IFP Advisors, Inc76$2.00K0.00%+76New
Addison Advisors LLC158$3.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.154$3.00K0.00%00.0%Unchanged
STRS Ohio200$4.00K0.00%−2,200−91.7%Reduced
Hanseatic Management Services Inc198$4.00K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC300$6.00K0.00%00.0%Unchanged
Fifth Third Bancorp274$6.00K0.00%+239+682.9%Added
Aquatic Capital Management LLC300$6.00K0.01%+300New
First Horizon Advisors, Inc.535$11.0K0.00%+1+0.2%Added
Nisa Investment Advisors, LLC710$14.0K0.00%−290−29.0%Reduced
Allworth Financial LP715$15.0K0.00%00.0%Unchanged
Covestor Ltd814$17.0K0.01%−55−6.3%Reduced
Sutton Wealth Advisors Inc.952$19.4K0.01%+365+62.2%Added
BDO Wealth Advisors, LLC1,000$20.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.1,000$20.0K0.01%00.0%Unchanged
Cutler Group LP1,246$25.0K0.00%+1,246New
Steward Partners Investment Advisory, LLC1,378$28.0K0.00%−1,038−43.0%Reduced
Tower Research Capital LLC (TRC)1,671$34.0K0.00%−4,953−74.8%Reduced
Group One Trading, L.P.1,823$37.0K0.00%−6,814−78.9%Reduced
Geneos Wealth Management Inc.2,500$50.0K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC2,515$51.0K0.00%−76,509−96.8%Reduced
Federated Hermes, Inc.2,647$54.0K0.00%−117,431−97.8%Reduced
Captrust Financial Advisors2,819$57.0K0.00%+522+22.7%Added
Harbor Investment Advisory, LLC2,942$60.0K0.01%00.0%Unchanged
US Bancorp3,747$76.0K0.00%+3,747New
Metropolitan Life Insurance Co4,212$85.8K0.00%−11,881−73.8%Reduced
Ameritas Investment Partners, Inc.4,695$96.0K0.00%00.0%Unchanged
Proequities, Inc.5,456$111.0K0.01%+5,455+545,500.0%Added
Advisor Group Holdings, Inc.5,626$113.0K0.00%+603+12.0%Added
State of Wyoming7,444$152.0K0.08%+402+5.7%Added
Ensign Peak Advisors, Inc8,910$181.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC8,873$181.0K0.00%+492+5.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)9,505$194.0K0.00%+2,061+27.7%Added
Guggenheim Capital LLC10,073$205.0K0.00%+74+0.7%Added
First Citizens Bank & Trust Co10,310$210.0K0.01%+10,310New
Commonwealth Equity Services, LLC10,517$214.0K0.00%−965−8.4%Reduced
E Fund Management Co., Ltd.10,835$221.0K0.01%+10,835New
SG Americas Securities, LLC11,653$237.0K0.00%+11,653New
Janus Henderson Group PLC12,357$252.0K0.00%+20.0%Added
Teacher Retirement System of Texas12,706$259.0K0.00%+714+6.0%Added
Signature Estate & Investment Advisors LLC12,744$260.0K0.01%00.0%Unchanged
HRT Financial LP13,183$268.0K0.00%−8,733−39.8%Reduced
Franklin Resources Inc13,304$271.0K0.00%−429,044−97.0%Reduced
Everence Capital Management Inc13,350$272.0K0.02%00.0%Unchanged
ProShare Advisors LLC13,471$275.0K0.00%−1,639−10.8%Reduced
First Republic Investment Management, Inc.13,479$275.0K0.00%−430−3.1%Reduced
Raymond James & Associates14,381$293.0K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC14,900$304.0K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System16,034$327.0K0.00%00.0%Unchanged
Independent Advisor Alliance16,248$331.0K0.02%+2,000+14.0%Added
Arizona State Retirement System16,582$338.0K0.00%+72+0.4%Added
Teachers Retirement System of the State of Kentucky17,500$356.0K0.00%00.0%Unchanged
Campbell & CO Investment Adviser LLC17,750$362.0K0.10%−2,850−13.8%Reduced
Price T Rowe Associates Inc17,889$364.0K0.00%+1,442+8.8%Added
Bank of Montreal17,419$370.0K0.00%−1,897−9.8%Reduced
HSBC Holdings PLC18,024$376.0K0.00%+6,931+62.5%Added
Sit Investment Associates Inc18,900$385.0K0.01%00.0%Unchanged
Capital Fund Management S.A.20,102$409.5K0.01%+20,102New
Marshall Wace, LLP20,482$416.0K0.00%+20,482New
Oregon Public Employees Retirement Fund22,998$468.0K0.00%−500−2.1%Reduced
Quinn Opportunity Partners LLC23,000$469.0K0.03%00.0%Unchanged
Manufacturers Life Insurance Company, The24,448$498.0K0.00%−6,127−20.0%Reduced
The PNC Financial Services Group, Inc.24,553$500.0K0.00%+284+1.2%Added
Maryland State Retirement & Pension System24,812$505.0K0.01%+358+1.5%Added
Strategic Wealth Advisors Group, LLC24,900$507.0K0.02%00.0%Unchanged
Shay Capital LLC25,000$509.0K0.18%+25,000New
Voya Investment Management LLC25,584$521.0K0.00%+2,108+9.0%Added
AQR Capital Management LLC26,033$530.0K0.00%−1,253−4.6%Reduced
Natixis26,000$530.0K0.00%+12,000+85.7%Added
Janney Montgomery Scott LLC26,342$537.0K0.00%−20,453−43.7%Reduced
Louisiana State Employees Retirement System29,900$544.0K0.01%+200+0.7%Added
Victory Capital Management Inc40,461$545.0K0.00%+8,447+26.4%Added
Susquehanna Fundamental Investments, LLC26,788$546.0K0.01%+26,788New
Schonfeld Strategic Advisors LLC29,600$603.0K0.01%−23,800−44.6%Reduced
Amalgamated Bank29,885$609.0K0.00%−1,054−3.4%Reduced
Amalgamated Financial Corp.29,885$609.0K0.00%+29,885New
Advisory Services Network, LLC30,537$622.0K0.02%+30,537New
American International Group, Inc.34,687$707.0K0.00%−2,107−5.7%Reduced
Lazard Asset Management LLC34,873$710.0K0.00%−1,444−4.0%Reduced
MetLife Investment Management35,594$725.0K0.00%+11,881+50.1%Added
Deutsche Bank AG37,571$765.0K0.00%−3,765−9.1%Reduced
Millennium Management LLC41,023$836.0K0.00%+41,023New