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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, Q2 2024

Institutional positions in Avid Bioservices, Inc. as of Jun 30, 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
174
+8 vs. Q1 2024
Shares held
65.1M
+115.4K (+0.2%) vs. Q1 2024
Total value
$464.9M
+$28.9M (+6.6%) vs. Q1 2024
New holders
26
62 more added
Sold out
18
57 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 174 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 heldQ2 2024: $464.9M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Avid Bioservices, Inc.; share changes are against Q1 2024.

Institutions holding CDMO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.32$00.00%00.0%Unchanged
AlphaMark Advisors, LLC15$00.00%+15New
US Bancorp5$360.00%+5New
Harbour Investments, Inc.7$500.00%00.0%Unchanged
Hollencrest Capital Management8$570.00%00.0%Unchanged
TD Waterhouse Canada Inc.10$710.00%+10New
Live Oak Investment Partners–$1070.00%–New
Rothschild Investment LLC20$1430.00%+20New
Cornerstone Planning Group LLC15$1580.00%00.0%Unchanged
AdvisorNet Financial, Inc33$2360.00%00.0%Unchanged
Innealta Capital, LLC42$3000.00%+42New
Kiely Wealth Advisory Group, Inc.29$3050.00%00.0%Unchanged
Pineridge Advisors LLC50$3570.00%00.0%Unchanged
Beacon Capital Management, LLC68$4860.00%00.0%Unchanged
Addison Advisors LLC158$1.13K0.00%00.0%Unchanged
Private Wealth Management Group, LLC176$1.26K0.00%00.0%Unchanged
Russell Investments Group, Ltd.176$1.26K0.00%00.0%Unchanged
Signaturefd, LLC213$1.52K0.00%00.0%Unchanged
Quadrant Capital Group LLC222$1.59K0.00%+152+217.1%Added
Huntington National Bank239$1.71K0.00%00.0%Unchanged
Massmutual Trust Co FSB252$1.80K0.00%−236−48.4%Reduced
GAMMA Investing LLC265$1.89K0.00%+107+67.7%Added
GPS Wealth Strategies Group, LLC300$2.14K0.00%00.0%Unchanged
Lindbrook Capital, LLC303$2.16K0.00%+63+26.3%Added
Farther Finance Advisors, LLC451$3.21K0.00%+374+485.7%Added
The PNC Financial Services Group, Inc.579$4.13K0.00%+133+29.8%Added
Allworth Financial LP620$5.86K0.00%+165+36.3%Added
Ancora Advisors, LLC850$6.07K0.00%−150−15.0%Reduced
Comerica Bank877$6.26K0.00%+38+4.5%Added
Covestor Ltd1,047$7.00K0.00%−1−0.1%Reduced
Pacer Advisors, Inc.1,048$7.48K0.00%−1,402−57.2%Reduced
Nisa Investment Advisors, LLC1,136$8.11K0.00%+376+49.5%Added
Advisor Group Holdings, Inc.1,193$8.52K0.00%−861−41.9%Reduced
Parallel Advisors, LLC1,956$14.0K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.2,000$14.3K0.01%00.0%Unchanged
Operose Advisors LLC2,000$14.3K0.01%00.0%Unchanged
Amalgamated Bank2,091$15.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC2,942$21.0K0.00%00.0%Unchanged
State of Wyoming3,600$25.7K0.00%+267+8.0%Added
CWM, LLC4,275$31.0K0.00%+220+5.4%Added
Meeder Asset Management Inc5,315$37.9K0.00%+5,315New
Ameritas Investment Partners, Inc.6,166$44.0K0.00%00.0%Unchanged
FMR LLC6,314$45.1K0.00%−8,907−58.5%Reduced
Mather Group, LLC.7,143$47.9K0.00%00.0%Unchanged
STRS Ohio7,700$55.0K0.00%+7,500+3,750.0%Added
Point72 (DIFC) Ltd7,946$56.7K0.01%+7,946New
Aquatic Capital Management LLC9,800$70.0K0.00%+7,200+276.9%Added
Raymond James & Associates10,100$72.1K0.00%00.0%Unchanged
HighTower Advisors, LLC11,241$79.0K0.00%00.0%Unchanged
Principal Financial Group Inc11,161$79.7K0.00%+11,161New
E Fund Management Co., Ltd.11,194$79.9K0.00%−13,643−54.9%Reduced
Catalyst Funds Management Pty Ltd11,200$80.0K0.02%−41,400−78.7%Reduced
Simplex Trading, LLC11,458$81.0K0.00%−15,705−57.8%Reduced
Belvedere Trading LLC11,819$84.4K0.00%−6,979−37.1%Reduced
Tower Research Capital LLC (TRC)12,011$85.8K0.00%+10,187+558.5%Added
Glenmede Trust Co NA12,686$90.6K0.00%+1,722+15.7%Added
TradeLink Capital LLC12,918$92.0K0.27%+12,918New
Signature Estate & Investment Advisors LLC13,001$92.8K0.00%+286+2.2%Added
Creative Planning13,506$96.4K0.00%+13,506New
Pension & Wealth Management Advisors, Inc.13,630$97.3K0.06%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)13,741$98.1K0.00%+3,041+28.4%Added
Teacher Retirement System of Texas13,893$99.0K0.00%−180−1.3%Reduced
Verition Fund Management LLC14,859$106.1K0.00%+14,859New
Inceptionr LLC16,742$119.5K0.03%−598−3.4%Reduced
Stifel Financial Corp16,892$120.6K0.00%−2,473−12.8%Reduced
XTX Topco Ltd17,196$122.8K0.01%−2,626−13.2%Reduced
Arizona State Retirement System17,704$126.4K0.00%+324+1.9%Added
State Board of Administration of Florida Retirement System17,714$126.5K0.00%+1,360+8.3%Added
Virtu Financial LLC20,899$149.0K0.01%+20,899New
Voya Investment Management LLC21,160$151.1K0.00%+604+2.9%Added
Group One Trading, L.P.21,583$154.1K0.00%+2,598+13.7%Added
Wells Fargo & Company24,920$177.9K0.00%+1,576+6.8%Added
Manufacturers Life Insurance Company, The25,149$179.6K0.00%+565+2.3%Added
Corton Capital Inc.26,831$191.6K0.10%+26,831New
Janus Henderson Group PLC26,902$191.9K0.00%−324−1.2%Reduced
JPMorgan Chase & Co28,376$202.6K0.00%+2,373+9.1%Added
EntryPoint Capital, LLC30,661$218.9K0.10%−3,624−10.6%Reduced
Tudor Investment Corp Et Al31,037$221.6K0.00%−17−0.1%Reduced
Citigroup Inc31,723$226.5K0.00%−581,939−94.8%Reduced
Deutsche Bank AG32,962$235.3K0.00%−812−2.4%Reduced
Price T Rowe Associates Inc33,032$236.0K0.00%+2,733+9.0%Added
Corebridge Financial, Inc.33,448$238.8K0.00%+33,448New
Balyasny Asset Management LLC33,784$241.2K0.00%+33,784New
Profund Advisors LLC33,965$242.5K0.01%−47,002−58.1%Reduced
MetLife Investment Management34,879$249.0K0.00%+9,444+37.1%Added
McGuire Investment Group, LLC36,825$262.9K0.04%−103−0.3%Reduced
Mirae Asset Global ETFs Holdings Ltd.39,479$281.0K0.00%+39,479New
Brevan Howard Capital Management LP42,637$304.4K0.02%+42,637New
Susquehanna International Group, LLP48,003$342.7K0.00%−43,272−47.4%Reduced
Squarepoint Ops LLC50,933$363.7K0.00%−341,119−87.0%Reduced
Franklin Resources Inc54,521$389.3K0.00%+4,442+8.9%Added
Ameriprise Financial Inc54,736$390.8K0.00%−8,511−13.5%Reduced
Legal & General Group Plc56,325$402.2K0.00%−1,602−2.8%Reduced
California State Teachers Retirement System61,854$441.6K0.00%−1,307−2.1%Reduced
Kerrisdale Advisers, LLC62,306$444.9K0.14%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.67,542$482.3K0.10%+56,568+515.5%Added
Barclays PLC67,945$485.1K0.00%−17,737−20.7%Reduced
Janney Montgomery Scott LLC75,345$538.0K0.00%+13,800+22.4%Added
Alliancebernstein L.P.75,560$539.5K0.00%+16,010+26.9%Added
Gsa Capital Partners LLP77,597$554.0K0.04%−15,098−16.3%Reduced