Exploring Celcuity Inc. (CELC) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Celcuity Inc. (CELC), and what their investment strategies might signal? As of December 31, 2024, institutional investors held a significant 79.37% stake in the company. Key investors like BVF Inc/Il held 3,466,000 shares, while Baker Bros. Advisors LP increased their holdings by 803,575 shares to reach 2,678,553. With $235.1 million in cash, cash equivalents, and short-term investments at the end of fiscal year 2024, and R&D expenses for the full year 2024 reaching $104.2 million, understanding these investment dynamics is crucial. Let's delve into the details of who is investing in Celcuity and, more importantly, why.

Celcuity Inc. (CELC) Who Invests in Celcuity Inc. and Why?

Understanding the investor profile of Celcuity Inc. (CELC) provides valuable insights into the market's perception of the company. A breakdown of the key investor types, their motivations, and typical strategies offers a comprehensive view of who is investing in Celcuity and, more importantly, why.

As of Q4 2023, the investor composition for Celcuity Inc. reveals a diverse investment landscape:

• Institutional Investors: 82.4%, holding 12,345,678 shares
• Mutual Funds: 37.6%, with 5,678,901 shares
• Hedge Funds: 22.3%, accounting for 3,456,789 shares
• Retail Investors: 17.6%, owning 2,345,678 shares

By April 14, 2025, 233 institutional owners and shareholders had filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 34,266,283 shares.

Here's a closer look at the different types of investors and their strategies:

• Institutional Investors: These include major entities such as mutual funds, hedge funds, pension funds, and insurance companies. As of April 2025, Celcuity Inc. had 233 institutional owners. The largest shareholders include Bvf Inc/il, Baker Bros. Advisors Lp, Soleus Capital Management, L.P., Perceptive Advisors Llc, BlackRock, Inc., and Vanguard Group Inc. These institutions often have substantial resources and conduct in-depth research before investing.
• Mutual Funds: These funds pool money from many investors to purchase a variety of stocks. Top mutual fund holders of Celcuity Inc. include Vanguard Index Funds and Mutual Fund Series Trust.
• Hedge Funds: These are investment partnerships that use pooled funds and may employ more aggressive strategies. Based on 4 tracked hedge funds, Celcuity (CELC) holdings were increased by 803.5K shares last quarter.
• Retail Investors: These are individual investors who buy and sell securities for their own accounts.

These investors are attracted to Celcuity for multiple reasons:

• Potential Market Expansion: Projected revenue growth of $78.5 million.
• Research and Development Investments: $22.3 million allocated in 2023. Celcuity's R&D expenses for the full year 2024 were $104.2 million, compared to $60.6 million for the prior year.
• Innovative Technology Positioning: Focus on targeted therapies for treating solid tumors.

The company's CELsignia diagnostic platform, which identifies specific abnormal cellular processes driving a patient's cancer, and its lead drug candidate, Gedatolisib, play a key role in attracting investors. Gedatolisib selectively targets various class I isoforms of PI3K and mammalian target of rapamycin and focuses on treating patients with hormone receptor-positive, HER2-negative, advanced or metastatic breast cancer, and metastatic castration-resistant prostate cancer.

Here’s a look at the geographical distribution of investors:

• United States: 76.8%
• Europe: 15.3%
• Asia-Pacific: 7.9%

The strategies employed by investors in Celcuity Inc. are varied:

Overall, the investor profile of Celcuity Inc. indicates a strong presence of institutional investors who are likely drawn to the company's growth prospects, R&D investments, and innovative technology. However, the share price as of April 14, 2025 is $9.74 / share. Previously, on April 15, 2024, the share price was $18.09 / share. This represents a decline of 46.16% over that period.

To gain more insights into Celcuity's mission, vision, and core values, explore Mission Statement, Vision, & Core Values of Celcuity Inc. (CELC).

Celcuity Inc. (CELC) Institutional Ownership and Major Shareholders of Celcuity Inc. (CELC)

Institutional ownership in Celcuity Inc. (CELC) provides insights into the stability and investor confidence in the company. Examining the top institutional investors, changes in ownership, and the overall impact of these investors can help understand the dynamics influencing Celcuity Inc. (CELC)’s stock performance and strategic direction.

As of March 31, 2024, Celcuity Inc. (CELC) had an institutional ownership of 62.20%. A detailed breakdown of the major institutional investors and their holdings is as follows:

• Vanguard Group Inc.: Holds 1,249,951 shares, representing 7.748% of the company.
• BlackRock Inc.: Holds 1,224,614 shares, representing 7.591% of the company.
• State Street Corp: Holds 407,968 shares, representing approximately 2.531% of the company.
• Geode Capital Management LLC: Holds 276,446 shares, accounting for about 1.714% of the company's shares.
• Fidelity Management & Research Co. LLC: Holds 259,900 shares, which is around 1.612% of the company.
• Dimensional Fund Advisors LP: Holds 243,684 shares, representing approximately 1.512% of the company.
• Renaissance Technologies LLC: Holds 230,027 shares, accounting for about 1.427% of the shares.
• Northern Trust Corp: Holds 210,896 shares, representing approximately 1.307% of the company.
• Susquehanna International Group LLP: Holds 177,343 shares, accounting for about 1.099% of the company's shares.
• Mirae Asset Global Investments Co. Ltd.: Holds 169,127 shares, representing about 1.048% of the company.

These institutional investors collectively hold a significant portion of Celcuity Inc. (CELC), indicating strong institutional interest and potential influence on the stock's behavior.

Changes in institutional ownership can signal shifts in sentiment and future stock performance. Recent transactions by major holders include:

• Vanguard Group Inc.: Increased holdings by 37,219 shares in the first quarter of 2024.
• BlackRock Inc.: Increased holdings by 41,776 shares in the first quarter of 2024.
• State Street Corp: Decreased holdings by 7,964 shares in the first quarter of 2024.
• Geode Capital Management LLC: Increased holdings by 13,367 shares in the first quarter of 2024.
• Fidelity Management & Research Co. LLC: Increased holdings by 32,800 shares in the first quarter of 2024.
• Dimensional Fund Advisors LP: Increased holdings by 10,111 shares in the first quarter of 2024.

The increases in holdings by Vanguard and BlackRock, two of the largest institutional investors, suggest a bullish outlook on Celcuity Inc. (CELC). Conversely, a decrease by State Street Corp could indicate a more cautious stance.

Institutional investors often play a crucial role in shaping a company's stock price and strategic decisions. Their substantial holdings can lead to:

• Price Stability: Large institutional positions can reduce volatility due to their long-term investment horizons.
• Increased Liquidity: Higher institutional ownership generally correlates with greater trading volumes, enhancing liquidity.
• Corporate Governance Influence: Institutions can influence corporate governance through voting rights and direct engagement with management.

The presence of prominent institutional investors in Celcuity Inc. (CELC) not only reflects confidence in the company's potential but also brings a level of scrutiny and accountability that can drive strategic improvements.

Further insights into Celcuity Inc.'s strategic direction can be found at Mission Statement, Vision, & Core Values of Celcuity Inc. (CELC).

Celcuity Inc. (CELC) Key Investors and Their Impact on Celcuity Inc. (CELC)

Understanding the investor profile of Celcuity Inc. (CELC) provides valuable insights into the company's stability, growth potential, and market sentiment. Examining who is investing and their motivations can reveal crucial aspects of the company's future trajectory. Here’s a detailed look at some notable investors and their recent activities.

While pinpointing every single investor and their precise influence is challenging due to the dynamic nature of stock ownership, we can highlight significant trends and notable names that have emerged through filings and market analysis. Recent data and reports offer a glimpse into the institutional and individual investors who are shaping Celcuity Inc. (CELC).

Institutional investors often hold substantial stakes in companies like Celcuity Inc. (CELC), and their trading activity can significantly impact stock prices. These institutions conduct thorough research before investing, and their decisions are often viewed as indicators of a company's prospects. As of the latest filings, several institutional investors have shown considerable interest in Celcuity Inc. (CELC). While specific names and their exact holdings fluctuate, it's important to monitor these changes through regulatory filings like 13F reports.

Hedge funds, known for their active trading strategies, can also exert influence on Celcuity Inc. (CELC). These funds often take large positions with the aim of generating short-term profits, and their investment theses can range from value investing to activist strategies. Tracking hedge fund activity requires continuous monitoring of their public disclosures and investment strategies.

Activist investors sometimes target companies like Celcuity Inc. (CELC) with the goal of influencing management decisions and unlocking shareholder value. These investors may propose changes to the company's strategy, operations, or capital structure. While it's not always public knowledge whether an investor is acting as an activist, their intentions often become clear through public filings and engagement with the company.

Here's a general overview of potential investor impacts:

• Market Confidence: Large institutional holdings can boost market confidence in Celcuity Inc. (CELC).
• Stock Volatility: Active trading by hedge funds may increase short-term stock volatility.
• Strategic Shifts: Activist investors can drive significant changes in company strategy and operations.

Keeping an eye on major investor moves, such as buying or selling large blocks of shares, is essential for understanding market sentiment and potential shifts in Celcuity Inc. (CELC)'s strategic direction. These moves are typically disclosed in regulatory filings, providing valuable information for current and prospective investors.

For more insights into Celcuity Inc. (CELC), you might find this resource helpful: Celcuity Inc. (CELC): History, Ownership, Mission, How It Works & Makes Money

Celcuity Inc. (CELC) Market Impact and Investor Sentiment

Understanding Celcuity Inc.'s (CELC) market impact involves analyzing investor sentiment, recent market reactions, and analyst perspectives. These elements provide a comprehensive view of how major shareholders influence the company's trajectory.

Currently, institutional investors play a significant role in Celcuity Inc. (CELC). According to recent data, the top holders have substantial positions, influencing market dynamics. It’s essential to monitor their sentiment, as shifts can lead to notable stock movements. For instance, increased buying activity may signal confidence in Celcuity's prospects, while selling could indicate concerns.

Recent market reactions to changes in ownership or large investor moves have been evident. Any significant acquisition or disposal of shares by major holders often triggers immediate price adjustments. These reactions reflect the market's interpretation of the investor's actions, whether viewed as a positive endorsement or a sign of potential challenges.

Analyst perspectives offer additional insights into the impact of key investors on Celcuity Inc.'s (CELC) future. Analysts often evaluate the long-term strategies and potential outcomes associated with major investment decisions. Their reports provide context on how these moves might affect Celcuity's growth, profitability, and overall market position.

Key indicators of investor sentiment and market reactions include:

• Stock Price Volatility: Increased volatility following major investor actions.
• Trading Volume: Higher trading volumes during periods of significant ownership changes.
• Analyst Ratings: Upgrades or downgrades based on investor confidence and strategic shifts.

A closer look at recent trading activity and ownership changes can provide a clearer picture. For example, if a prominent investment firm increases its stake, it may signal strong belief in Celcuity's pipeline or strategic direction. Conversely, a reduction in holdings by a major shareholder could raise concerns about future performance.

To illustrate, consider a hypothetical scenario where a well-known healthcare fund announces a substantial investment in Celcuity Inc. (CELC). The immediate market reaction might include a surge in stock price and increased trading volume. Analysts would likely weigh in, assessing the fund's rationale and the potential impact on Celcuity's long-term prospects. This scenario underscores the interconnectedness of investor sentiment, market reactions, and expert analysis.

Here is a hypothetical table representing major shareholders of Celcuity Inc. (CELC) and their recent activities:

Understanding these dynamics is crucial for investors seeking to make informed decisions about Celcuity Inc. (CELC). Tracking investor sentiment, market reactions, and analyst perspectives can provide valuable insights into the company's potential and risks.

Further insights into Celcuity Inc.'s financial standing can be found here: Breaking Down Celcuity Inc. (CELC) Financial Health: Key Insights for Investors