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Basic Stats
| Institutional Shares (Long) | 1,067,451 - 4.90% (ex 13D/G) - change of 0.70MM shares 190.36% MRQ |
| Institutional Value (Long) | $ 497 USD ($1000) |
Institutional Activity Summary
Based on the latest reported and disclosed 13F, NPORT and beneficial-ownership filings. Regulatory filings are delayed, so these figures reflect reporting lag and are not real-time ownership.
Ownership Flow
Buyers Increase 12
Sellers Decrease 3
Unchanged7
Newly reported6
Exited / no longer reported7
Net shares changed
Increase
738,171
Net value changed
Decrease
-217,615.39
New / Exited
Newly reported6
New shares515,954
New value180.22
Exited / no longer reported7
Prior shares exited165,188
Prior value exited217,720.00
Concentration
Total disclosed shares1,067,451
Top 5 concentration72.64%
Top 10 concentration97.80%
Based on disclosed shares.
Filing Freshness
Latest report dateJ 30
Latest file dateS 01
Avg reporting lag
43 days
Stale holders0
Fresh filings100.00%
No newer filing in more than 180 days
Stale means no newer filing has been observed for the holder.
Source Breakdown
| Source | Owners | Shares | Value | % Shares |
|---|---|---|---|---|
| 13F Institutions | 25 | 933,551 | 345.61 | 87.46% |
| NPORT Funds | 4 | 133,900 | 158.00 | 12.54% |
13F: quarterly institutional holdings. NPORT: fund portfolio holdings. Activist (13D/G): beneficial-ownership filings above 5%.
Reported Institutional Options Exposure
No reported option positions.
Institutional Ownership and Shareholders
Soligenix, Inc. (DE:DOA0) has 22 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,067,451 shares. Largest shareholders include Citadel Advisors Llc, Jane Street Group, Llc, XTX Topco Ltd, Geode Capital Management, Llc, Vanguard Capital Management Llc, Virtu Financial LLC, VEXMX - Vanguard Extended Market Index Fund Investor Shares, FSMAX - Fidelity Extended Market Index Fund, Vanguard Fiduciary Trust Co, and Northern Trust Corp .
Soligenix, Inc. (MUN:DOA0) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
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13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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