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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, Q3 2024

Institutional positions in Avid Bioservices, Inc. as of Sep 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
173
0 vs. Q2 2024
Shares held
68.0M
+8.02M (+13.4%) vs. Q2 2024
Total value
$774.1M
+$345.6M (+80.7%) vs. Q2 2024
New holders
25
60 more added
Sold out
25
49 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 173 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 heldQ3 2024: $774.1M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Avid Bioservices, Inc.; share changes are against Q2 2024.

Institutions holding CDMO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.32$00.00%00.0%Unchanged
Harbour Investments, Inc.7$800.00%00.0%Unchanged
Hollencrest Capital Management8$910.00%00.0%Unchanged
TD Waterhouse Canada Inc.10$1090.00%00.0%Unchanged
Cornerstone Planning Group LLC15$1530.00%00.0%Unchanged
Live Oak Investment Partners–$1710.00%––
Kiely Wealth Advisory Group, Inc.29$3550.00%00.0%Unchanged
AdvisorNet Financial, Inc33$3760.00%00.0%Unchanged
Pineridge Advisors LLC50$5690.00%00.0%Unchanged
Beacon Capital Management, LLC68$7740.00%00.0%Unchanged
Sterling Capital Management LLC71$8080.00%+71New
Capital Performance Advisors LLP80$9100.00%+80New
Rothschild Investment LLC85$9670.00%+65+325.0%Added
Farther Finance Advisors, LLC91$1.04K0.00%−360−79.8%Reduced
Addison Advisors LLC158$1.80K0.00%00.0%Unchanged
Bessemer Group Inc160$2.00K0.00%+160New
Private Wealth Management Group, LLC176$2.00K0.00%00.0%Unchanged
Signaturefd, LLC213$2.42K0.00%00.0%Unchanged
Quadrant Capital Group LLC222$2.53K0.00%00.0%Unchanged
Huntington National Bank239$2.72K0.00%00.0%Unchanged
Lindbrook Capital, LLC240$2.73K0.00%−63−20.8%Reduced
Massmutual Trust Co FSB252$2.87K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC300$3.41K0.00%00.0%Unchanged
GAMMA Investing LLC365$4.15K0.00%+100+37.7%Added
Covestor Ltd446$5.00K0.00%−601−57.4%Reduced
The PNC Financial Services Group, Inc.579$6.59K0.00%00.0%Unchanged
Allworth Financial LP620$7.06K0.00%00.0%Unchanged
Smartleaf Asset Management LLC671$7.61K0.00%+671New
Advisor Group Holdings, Inc.860$9.79K0.00%−333−27.9%Reduced
Comerica Bank877$9.98K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,136$12.9K0.00%00.0%Unchanged
Acadian Asset Management LLC2,014$22.0K0.00%+2,014New
Parallel Advisors, LLC1,956$22.3K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.2,000$22.8K0.01%00.0%Unchanged
Operose Advisors LLC2,000$22.8K0.01%00.0%Unchanged
Amalgamated Bank2,091$24.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC2,942$33.5K0.00%00.0%Unchanged
Quest Partners LLC3,362$38.3K0.00%+3,362New
State of Wyoming3,802$43.3K0.01%+202+5.6%Added
CWM, LLC4,251$48.0K0.00%−24−0.6%Reduced
Ameritas Investment Partners, Inc.6,166$70.2K0.00%00.0%Unchanged
Mather Group, LLC.7,143$81.3K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)7,387$84.1K0.00%−4,624−38.5%Reduced
STRS Ohio7,700$87.6K0.00%00.0%Unchanged
Ancora Advisors, LLC10,000$113.8K0.00%+9,150+1,076.5%Added
Jefferies Financial Group Inc.10,000$113.8K0.00%+10,000New
Raymond James & Associates10,100$114.9K0.00%00.0%Unchanged
Envestnet Asset Management Inc10,350$117.8K0.00%+10,350New
Graham Capital Management, L.P.10,701$121.8K0.00%+10,701New
HighTower Advisors, LLC11,241$127.0K0.00%00.0%Unchanged
Catalyst Funds Management Pty Ltd11,200$127.5K0.03%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.11,641$132.5K0.07%−1,989−14.6%Reduced
ProShare Advisors LLC11,749$133.7K0.00%+11,749New
Tudor Investment Corp Et Al11,803$134.3K0.00%−19,234−62.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)13,741$156.4K0.00%00.0%Unchanged
Teacher Retirement System of Texas15,945$181.0K0.00%+2,052+14.8%Added
Stifel Financial Corp16,892$192.2K0.00%00.0%Unchanged
XTX Topco Ltd17,416$198.2K0.01%+220+1.3%Added
Cresset Asset Management, LLC17,429$198.3K0.00%+17,429New
Glenmede Trust Co NA17,498$199.1K0.00%+4,812+37.9%Added
Corton Capital Inc.17,680$201.2K0.10%−9,151−34.1%Reduced
State Board of Administration of Florida Retirement System17,714$201.6K0.00%00.0%Unchanged
Arizona State Retirement System18,309$208.4K0.00%+605+3.4%Added
Sherbrooke Park Advisers LLC18,556$211.2K0.05%+18,556New
Brevan Howard Capital Management LP19,067$217.0K0.01%−23,570−55.3%Reduced
Creative Planning20,178$229.6K0.00%+6,672+49.4%Added
Voya Investment Management LLC20,697$235.5K0.00%−463−2.2%Reduced
Intech Investment Management LLC21,452$244.1K0.00%+21,452New
Simplex Trading, LLC22,921$260.0K0.01%+11,463+100.0%Added
Profund Advisors LLC22,947$261.1K0.01%−11,018−32.4%Reduced
Wells Fargo & Company24,266$276.1K0.00%−654−2.6%Reduced
Manufacturers Life Insurance Company, The24,344$277.0K0.00%−805−3.2%Reduced
Engineers Gate Manager LP24,460$278.4K0.01%+24,460New
SG Americas Securities, LLC24,817$282.0K0.00%+24,817New
Janus Henderson Group PLC26,902$305.9K0.00%00.0%Unchanged
McGuire Investment Group, LLC32,834$373.7K0.05%−3,991−10.8%Reduced
ExodusPoint Capital Management, LP33,132$377.0K0.00%+33,132New
Corebridge Financial, Inc.33,244$378.3K0.00%−204−0.6%Reduced
Price T Rowe Associates Inc33,326$380.0K0.00%+294+0.9%Added
Aquatic Capital Management LLC34,000$386.9K0.01%+24,200+246.9%Added
MetLife Investment Management35,251$401.2K0.00%+372+1.1%Added
Deutsche Bank AG37,837$430.6K0.00%+4,875+14.8%Added
Mirae Asset Global ETFs Holdings Ltd.38,654$439.7K0.00%−825−2.1%Reduced
Point72 Asia (Singapore) Pte. Ltd.43,525$495.3K0.09%−24,017−35.6%Reduced
Susquehanna International Group, LLP44,897$510.9K0.00%−3,106−6.5%Reduced
Squarepoint Ops LLC47,879$544.9K0.00%−3,054−6.0%Reduced
Renaissance Technologies LLC48,124$547.7K0.00%+48,124New
Citigroup Inc50,408$573.6K0.00%+18,685+58.9%Added
Franklin Resources Inc60,780$615.7K0.00%+6,259+11.5%Added
Verition Fund Management LLC54,222$617.0K0.00%+39,363+264.9%Added
Ameriprise Financial Inc57,341$652.5K0.00%+2,605+4.8%Added
California State Teachers Retirement System60,012$682.9K0.00%−1,842−3.0%Reduced
Legal & General Group Plc61,524$700.1K0.00%+5,199+9.2%Added
SG Capital Management LLC65,002$739.7K0.11%−423,097−86.7%Reduced
FMR LLC70,096$797.7K0.00%+63,782+1,010.2%Added
State of Wisconsin Investment Board73,284$834.0K0.00%−154,373−67.8%Reduced
Alliancebernstein L.P.75,560$859.9K0.00%00.0%Unchanged
Janney Montgomery Scott LLC77,145$878.0K0.00%+1,800+2.4%Added
Great Lakes Advisors, LLC84,467$961.2K0.01%−2,186−2.5%Reduced
Jump Financial, LLC86,540$984.8K0.02%−33,660−28.0%Reduced