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Robert Hopfner

@Pivotal Bioventure Partners Investment Advisor Llc

Latest period2024 - Q3ReportedManaged Assets$168.472MTotal holdings11
Assets growth rate29.53%Assets growth rate (2-Q avg)6.57%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pivotal Bioventure Partners Investment Advisor Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Pivotal Bioventure Partners Investment Advisor Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 168.472M in assets, with a quarterly growth rate of 29.53% and a 2-quarter average growth rate of 6.57%. The portfolio is managed by Robert Hopfner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PCVXVaxcyte Inc
Recent Activity
Decreased -19.35%
43.38%
$73.08M
639,539 shares@ $114.28 avg price