Vault-13

FIBROGEN INC

COM · CUSIP 31572Q808

1 institutional holders -56 vs Q1 2025
15,00015.0k shares reported held*
$79.5kreported value*
1 new 0 added 0 reduced 57 sold out net sold ≈ $174.7m (-33.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $5.30.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 152Q4 22: 146Q1 23: 174Q2 23: 154Q3 23: 111Q4 23: 101Q1 24: 112Q2 24: 103Q3 24: 73Q4 24: 71Q1 25: 57Q2 25: 11Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022152
Q4 2022146
Q1 2023174
Q2 2023154
Q3 2023111
Q4 2023101
Q1 2024112
Q2 2024103
Q3 202473
Q4 202471
Q1 202557
Q2 20251

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 47 bought or addedQ3 23: 99 cut or sold outQ4 23: 46 bought or addedQ4 23: 53 cut or sold outQ4 23Q1 24: 50 bought or addedQ1 24: 56 cut or sold outQ2 24: 51 bought or addedQ2 24: 70 cut or sold outQ2 24Q3 24: 19 bought or addedQ3 24: 69 cut or sold outQ4 24: 24 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 34 cut or sold outQ2 25: 1 bought or addedQ2 25: 57 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234799
Q4 20234653
Q1 20245056
Q2 20245170
Q3 20241969
Q4 20242436
Q1 20251934
Q2 2025157

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 24 calls: $248.5kQ3 24 puts: $290.8kQ3 24P/C 1.17Q4 24 calls: $336.2kQ4 24 puts: $84.0kQ4 24P/C 0.25Q1 25 calls: $192.9kQ1 25 puts: $46.4kQ1 25P/C 0.24Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$248.5k$290.8k1.17
Q4 2024$336.2k$84.0k0.25
Q1 2025$192.9k$46.4k0.24
Q2 2025$0$0—

Biggest buyers

Connective Capital Management, LLC New +15,000+15.0k

Biggest sellers

ARMISTICE CAPITAL, LLC Sold out -8,500,000-8.5m
VANGUARD GROUP INC Sold out -5,859,125-5.9m
ACADIAN ASSET MANAGEMENT LLC Sold out -3,905,350-3.9m
PRIMECAP MANAGEMENT CO/CA/ Sold out -3,740,820-3.7m
BlackRock, Inc. Sold out -2,372,338-2.4m
MARSHALL WACE, LLP Sold out -2,212,561-2.2m
GEODE CAPITAL MANAGEMENT, LLC Sold out -1,079,496-1.1m
TWO SIGMA ADVISERS, LP Sold out -676,206-676.2k
TWO SIGMA INVESTMENTS, LP Sold out -584,451-584.5k
RENAISSANCE TECHNOLOGIES LLC Sold out -481,265-481.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ARMISTICE CAPITAL, LLC 13G · institution +1.7 pts · filed 2025-05-15 8.4% +1.7 pts 8.5m 2025-05-15

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Connective Capital Management, LLC 0.07% of their portfolio PALO ALTO, CA 15,00015.0k $79.5k $79.5k 0.07% New