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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 2023

Institutional positions in Avid Bioservices, Inc. as of Dec 31, 2023. 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
176
+5 vs. Q3 2023
Shares held
57.3M
−5.27M (−8.4%) vs. Q3 2023
Total value
$374.0M
−$217.0M (−36.7%) vs. Q3 2023
New holders
44
58 more added
Sold out
39
51 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 176 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 2023: $374.0M
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 2023

Shares, value and share of portfolio for each institution holding Avid Bioservices, Inc.; share changes are against Q3 2023.

Institutions holding CDMO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.32$00.00%00.0%Unchanged
Harbour Investments, Inc.7$460.00%00.0%Unchanged
Hollencrest Capital Management8$520.00%00.0%Unchanged
TD Waterhouse Canada Inc.10$830.00%00.0%Unchanged
Live Oak Investment Partners–$980.00%––
Cornerstone Planning Group LLC15$980.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.29$2060.00%+29New
AdvisorNet Financial, Inc33$2150.00%+33New
Advisory Services Network, LLC50$3250.00%+50New
Farther Finance Advisors, LLC56$3640.00%+56New
Larson Financial Group LLC72$4680.00%+72New
Allspring Global Investments Holdings, LLC83$5390.00%−2,874−97.2%Reduced
Versant Capital Management, Inc84$5460.00%−249−74.8%Reduced
Glassman Wealth Services132$8580.00%+132New
STRS Ohio200$1.00K0.00%00.0%Unchanged
Addison Advisors LLC158$1.03K0.00%00.0%Unchanged
GAMMA Investing LLC158$1.07K0.00%+158New
Private Wealth Management Group, LLC176$1.14K0.00%+176New
Huntington National Bank239$1.55K0.00%+239New
Lindbrook Capital, LLC240$1.56K0.00%+240New
Pineridge Advisors LLC258$1.68K0.00%+258New
GPS Wealth Strategies Group, LLC300$1.95K0.00%00.0%Unchanged
Signaturefd, LLC391$2.54K0.00%+391New
Allworth Financial LP455$2.96K0.00%+426+1,469.0%Added
Quadrant Capital Group LLC494$3.21K0.00%+456+1,200.0%Added
Massmutual Trust Co FSB578$3.76K0.00%+578New
Nisa Investment Advisors, LLC745$4.84K0.00%+15+2.1%Added
Comerica Bank907$5.90K0.00%−26,551−96.7%Reduced
Vima LLC863$6.83K0.02%+863New
Covestor Ltd1,040$7.00K0.00%+1,033+14,757.1%Added
Fifth Third Bancorp1,832$11.9K0.00%+1,647+890.3%Added
Parallel Advisors, LLC1,993$13.0K0.00%−24,968−92.6%Reduced
Caldwell Sutter Capital, Inc.2,000$13.0K0.01%00.0%Unchanged
Operose Advisors LLC2,000$13.0K0.01%+1,225+158.1%Added
ICA Group Wealth Management, LLC2,086$13.6K0.00%+2,086New
Advisor Group Holdings, Inc.2,133$13.9K0.00%−6,195−74.4%Reduced
Teachers Retirement System of the State of Kentucky2,203$14.0K0.00%−17,500−88.8%Reduced
Harbor Investment Advisory, LLC2,942$19.1K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc3,400$22.1K0.00%+3,400New
Ranger Investment Management, L.P.3,423$22.3K0.00%−2,277,689−99.8%Reduced
The PNC Financial Services Group, Inc.3,859$25.1K0.00%−16,306−80.9%Reduced
Metropolitan Life Insurance Co4,073$26.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,420$28.7K0.00%+1,001+29.3%Added
State of Wyoming5,737$37.3K0.01%−576−9.1%Reduced
Point72 Asia (Singapore) Pte. Ltd.5,785$37.6K0.01%+5,785New
Ameritas Investment Partners, Inc.6,166$40.1K0.00%00.0%Unchanged
CWM, LLC6,708$44.0K0.00%+6,500+3,125.0%Added
Amalgamated Bank8,785$57.0K0.00%−19,623−69.1%Reduced
Pension & Wealth Management Advisors, Inc.9,030$58.7K0.04%−4,530−33.4%Reduced
Raymond James & Associates10,138$65.9K0.00%−944−8.5%Reduced
Captrust Financial Advisors10,186$66.2K0.00%+10,186New
ProShare Advisors LLC10,273$66.8K0.00%+10,273New
Oxford Asset Management LLP10,486$68.2K0.10%+10,486New
Zurcher Kantonalbank (Zurich Cantonalbank)10,700$69.5K0.00%00.0%Unchanged
Group One Trading, L.P.11,563$75.2K0.00%+11,087+2,329.2%Added
Allianz Asset Management GmbH12,355$80.3K0.00%+12,355New
Fox Run Management, L.L.C.12,882$83.7K0.02%−15,413−54.5%Reduced
Victory Capital Management Inc13,879$90.2K0.00%−15,755−53.2%Reduced
Teacher Retirement System of Texas14,589$95.0K0.00%−3,219−18.1%Reduced
Belvedere Trading LLC14,752$95.9K0.01%+14,752New
Occudo Quantitative Strategies LP15,131$98.4K0.01%+15,131New
Graham Capital Management, L.P.15,242$99.1K0.00%+15,242New
Laurion Capital Management LP15,792$102.6K0.00%+15,792New
Winton Group Ltd16,227$105.5K0.01%−22,610−58.2%Reduced
Principal Financial Group Inc17,205$111.8K0.00%−325,301−95.0%Reduced
Brevan Howard Capital Management LP17,232$112.0K0.01%+17,232New
Arizona State Retirement System17,643$114.7K0.00%−218−1.2%Reduced
Quantbot Technologies LP17,712$115.1K0.01%+17,712New
State Board of Administration of Florida Retirement System17,714$115.1K0.00%00.0%Unchanged
Sherbrooke Park Advisers LLC17,725$115.2K0.05%+17,725New
Gsa Capital Partners LLP18,733$122.0K0.01%−21,285−53.2%Reduced
E Fund Management Co., Ltd.20,349$132.3K0.01%+20,349New
Stifel Financial Corp20,550$133.6K0.00%−5,150−20.0%Reduced
Wells Fargo & Company20,660$134.3K0.00%−31,663−60.5%Reduced
Invesco Ltd.22,913$148.9K0.00%−205,413−90.0%Reduced
Manufacturers Life Insurance Company, The24,488$159.2K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC24,493$159.2K0.00%−27,758−53.1%Reduced
Voya Investment Management LLC25,025$162.7K0.00%00.0%Unchanged
Janus Henderson Group PLC27,222$176.4K0.00%−51−0.2%Reduced
Price T Rowe Associates Inc28,650$187.0K0.00%+2,535+9.7%Added
FMR LLC29,624$192.6K0.00%+25,659+647.1%Added
Janney Montgomery Scott LLC30,095$196.0K0.00%−13,200−30.5%Reduced
American International Group, Inc.30,847$200.5K0.00%−3,229−9.5%Reduced
MetLife Investment Management32,173$209.1K0.00%00.0%Unchanged
McGuire Investment Group, LLC36,928$240.0K0.04%−9,950−21.2%Reduced
Deerfield Management Company, L.P. (Series C)39,576$257.2K0.00%+39,576New
Mirae Asset Global Investments Co., Ltd.40,761$264.9K0.00%+6,745+19.8%Added
Mariner, LLC42,500$276.3K0.00%00.0%Unchanged
Landscape Capital Management, L.L.C.43,041$279.8K0.02%+43,041New
EntryPoint Capital, LLC43,242$281.1K0.27%+43,242New
Nebula Research & Development LLC45,008$292.6K0.09%+45,008New
Lazard Asset Management LLC54,000$351.0K0.00%+54,000New
SG Americas Securities, LLC56,989$370.0K0.00%+56,989New
Franklin Resources Inc57,644$374.7K0.00%+12,198+26.8%Added
Legal & General Group Plc57,927$376.5K0.00%−112,969−66.1%Reduced
UBS Asset Management Americas Inc60,331$392.2K0.00%00.0%Unchanged
Profund Advisors LLC61,652$400.7K0.02%+26,309+74.4%Added
Zions Bancorporation, N.A.66,350$431.3K0.03%+1,483+2.3%Added
California State Teachers Retirement System66,494$432.2K0.00%−2,627−3.8%Reduced
Great Lakes Advisors, LLC67,195$436.8K0.00%−86,814−56.4%Reduced