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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 2024

Institutional positions in Avid Bioservices, Inc. as of Mar 31, 2024. 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
167
−8 vs. Q4 2023
Shares held
65.1M
+7.78M (+13.6%) vs. Q4 2023
Total value
$436.9M
+$62.8M (+16.8%) vs. Q4 2023
New holders
25
63 more added
Sold out
33
51 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 167 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 2024: $436.9M
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 2024

Shares, value and share of portfolio for each institution holding Avid Bioservices, Inc.; share changes are against Q4 2023.

Institutions holding CDMO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.32$00.00%00.0%Unchanged
Harbour Investments, Inc.7$470.00%00.0%Unchanged
Hollencrest Capital Management8$540.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC12$800.00%+12New
Allspring Global Investments Holdings, LLC16$1070.00%−67−80.7%Reduced
Cornerstone Planning Group LLC15$1240.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co25$1680.00%+25New
Kiely Wealth Advisory Group, Inc.29$2200.00%00.0%Unchanged
AdvisorNet Financial, Inc33$2210.00%00.0%Unchanged
Pineridge Advisors LLC50$3350.00%−208−80.6%Reduced
Beacon Capital Management, LLC68$4560.00%+68New
Quadrant Capital Group LLC70$4690.00%−424−85.8%Reduced
Farther Finance Advisors, LLC77$4940.00%+21+37.5%Added
STRS Ohio200$1.00K0.00%00.0%Unchanged
GAMMA Investing LLC158$1.06K0.00%00.0%Unchanged
Addison Advisors LLC158$1.06K0.00%00.0%Unchanged
Russell Investments Group, Ltd.176$1.18K0.00%−460,929−100.0%Reduced
Private Wealth Management Group, LLC176$1.18K0.00%00.0%Unchanged
Signaturefd, LLC213$1.43K0.00%−178−45.5%Reduced
Huntington National Bank239$1.60K0.00%00.0%Unchanged
Lindbrook Capital, LLC240$1.61K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC300$2.01K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.446$2.99K0.00%−3,413−88.4%Reduced
Allworth Financial LP455$3.05K0.00%00.0%Unchanged
Massmutual Trust Co FSB488$3.27K0.00%−90−15.6%Reduced
Vima LLC700$4.67K0.01%−163−18.9%Reduced
Nisa Investment Advisors, LLC760$5.09K0.00%+15+2.0%Added
Comerica Bank839$5.62K0.00%−68−7.5%Reduced
Ancora Advisors, LLC1,000$6.70K0.00%+1,000New
Covestor Ltd1,048$7.00K0.00%+8+0.8%Added
Tower Research Capital LLC (TRC)1,824$12.2K0.00%−2,596−58.7%Reduced
Parallel Advisors, LLC1,956$13.1K0.00%−37−1.9%Reduced
Caldwell Sutter Capital, Inc.2,000$13.4K0.01%00.0%Unchanged
Operose Advisors LLC2,000$13.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,054$13.8K0.00%−79−3.7%Reduced
ICA Group Wealth Management, LLC2,086$14.0K0.00%00.0%Unchanged
Amalgamated Bank2,091$14.0K0.00%−6,694−76.2%Reduced
Teachers Retirement System of the State of Kentucky2,203$15.0K0.00%00.0%Unchanged
Pacer Advisors, Inc.2,450$16.4K0.00%+2,450New
Aquatic Capital Management LLC2,600$17.4K0.00%+2,600New
Harbor Investment Advisory, LLC2,942$19.7K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,064$20.5K0.00%−1,009−24.8%Reduced
State of Wyoming3,333$22.3K0.00%−2,404−41.9%Reduced
Whittier Trust Co of Nevada Inc3,400$22.8K0.00%00.0%Unchanged
CWM, LLC4,055$27.0K0.00%−2,653−39.5%Reduced
Ameritas Investment Partners, Inc.6,166$41.3K0.00%00.0%Unchanged
Mather Group, LLC.7,143$46.4K0.00%+7,143New
Raymond James & Associates10,100$67.7K0.00%−38−0.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)10,700$71.7K0.00%00.0%Unchanged
Allianz Asset Management GmbH10,797$72.3K0.00%−1,558−12.6%Reduced
Glenmede Trust Co NA10,964$73.5K0.00%+10,964New
Point72 Asia (Singapore) Pte. Ltd.10,974$73.5K0.02%+5,189+89.7%Added
HighTower Advisors, LLC11,241$74.0K0.00%+11,241New
Graham Capital Management, L.P.11,228$75.2K0.00%−4,014−26.3%Reduced
ProShare Advisors LLC11,272$75.5K0.00%+999+9.7%Added
American Century Companies Inc12,670$84.9K0.00%+12,670New
Signature Estate & Investment Advisors LLC12,715$85.2K0.00%+12,715New
Pension & Wealth Management Advisors, Inc.13,630$91.3K0.06%+4,600+50.9%Added
Teacher Retirement System of Texas14,073$94.0K0.00%−516−3.5%Reduced
FMR LLC15,221$102.0K0.00%−14,403−48.6%Reduced
Inceptionr LLC17,340$116.2K0.03%+17,340New
Arizona State Retirement System17,380$116.4K0.00%−263−1.5%Reduced
Belvedere Trading LLC18,798$125.9K0.01%+4,046+27.4%Added
Group One Trading, L.P.18,985$127.2K0.00%+7,422+64.2%Added
Stifel Financial Corp19,365$129.7K0.00%−1,185−5.8%Reduced
XTX Topco Ltd19,822$132.8K0.02%+19,822New
Voya Investment Management LLC20,556$137.7K0.00%−4,469−17.9%Reduced
Wells Fargo & Company23,344$156.4K0.00%+2,684+13.0%Added
Manufacturers Life Insurance Company, The24,584$164.7K0.00%+96+0.4%Added
E Fund Management Co., Ltd.24,837$166.4K0.01%+4,488+22.1%Added
MetLife Investment Management25,435$170.4K0.00%−6,738−20.9%Reduced
Dark Forest Capital Management LP25,722$172.3K0.03%+25,722New
JPMorgan Chase & Co26,003$174.2K0.00%−62,190−70.5%Reduced
Simplex Trading, LLC27,163$181.0K0.01%+27,163New
Janus Henderson Group PLC27,226$182.0K0.00%+40.0%Added
Price T Rowe Associates Inc30,299$204.0K0.00%+1,649+5.8%Added
American International Group, Inc.30,923$207.2K0.00%+76+0.2%Added
Tudor Investment Corp Et Al31,054$208.1K0.00%+31,054New
Deutsche Bank AG33,774$226.3K0.00%−64,874−65.8%Reduced
EntryPoint Capital, LLC34,285$229.7K0.21%−8,957−20.7%Reduced
McGuire Investment Group, LLC36,928$247.4K0.04%00.0%Unchanged
State Board of Administration of Florida Retirement System16,354$306.8K0.00%−1,360−7.7%Reduced
Franklin Resources Inc50,079$335.5K0.00%−7,565−13.1%Reduced
Catalyst Funds Management Pty Ltd52,600$352.4K0.10%+52,600New
Legal & General Group Plc57,927$388.1K0.00%00.0%Unchanged
1492 Capital Management LLC57,928$388.1K0.22%+57,928New
Alliancebernstein L.P.59,550$399.0K0.00%−7,900−11.7%Reduced
UBS Asset Management Americas Inc60,331$404.2K0.00%00.0%Unchanged
Janney Montgomery Scott LLC61,545$412.0K0.00%+31,450+104.5%Added
Kerrisdale Advisers, LLC62,306$417.4K0.13%−6,250−9.1%Reduced
California State Teachers Retirement System63,161$423.2K0.00%−3,333−5.0%Reduced
Ameriprise Financial Inc63,247$423.8K0.00%−26,743−29.7%Reduced
Invesco Ltd.63,801$427.5K0.00%+40,888+178.4%Added
Great Lakes Advisors, LLC65,283$437.4K0.00%−1,912−2.8%Reduced
Profund Advisors LLC80,967$542.5K0.02%+19,315+31.3%Added
Barclays PLC85,682$574.1K0.00%−191,635−69.1%Reduced
Zions Bancorporation, N.A.86,542$579.8K0.04%+20,192+30.4%Added
Mariner, LLC86,945$582.5K0.00%+44,445+104.6%Added
Rhumbline Advisers89,274$598.1K0.00%+3,027+3.5%Added
LPL Financial LLC90,423$605.8K0.00%−35,768−28.3%Reduced