Jim Simons
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Jim Simons’s Avalo Therapeutics AVTX Stock Holding History

Jim Simons’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.6M Buy
357,200
+237,086
+197% +$3.75M 0.01% 1294
2026
Q1 		$1.79M Buy
120,114
+101,814
+556% +$1.59M ﹤0.01% 1957
2025
Q4 		$332K Sell
18,300
-80,400
-81% -$1.36M ﹤0.01% 2724
2025
Q3 		$1.25M Buy
+98,700
New +$849K ﹤0.01% 2371
2022
Q3 		– Sell
-118
Closed -$170K – 4014
2022
Q2 		$170K Sell
118
-9
-7% -$12K ﹤0.01% 3707
2022
Q1 		$266K Buy
127
+113
+807% +$284K ﹤0.01% 3522
2021
Q4 		$68K Buy
14
+4
+40% +$24K ﹤0.01% 3748
2021
Q3 		$61K Buy
+10
New +$81.1K ﹤0.01% 3364
2021
Q2 		– Sell
-99
Closed -$860K – 3445
2021
Q1 		$860K Buy
99
+62
+168% +$586K ﹤0.01% 2669
2020
Q4 		$284K Sell
37
-32
-46% -$222K ﹤0.01% 3052
2020
Q3 		$451K Sell
69
-99
-59% -$744K ﹤0.01% 2846
2020
Q2 		$1.26M Buy
+168
New +$1.22M ﹤0.01% 2433
2019
Q3 		– Sell
-12
Closed -$181K – 3421
2019
Q2 		$181K Buy
+12
New +$182K ﹤0.01% 3320

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deep Track Capital
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Caligan Partners
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
TCG Crossover Management
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Affinity Asset Advisors
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Avoro Capital Advisors
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Jim Simons's AVTX Position: Q2 2026 in Review

Jim Simons increased its Avalo Therapeutics (AVTX) stake by 197% in Q2 2026, buying an estimated $3.75M and bringing the position to 357,200 shares worth $6.6M. The position accounts for 0.01% of the portfolio, ranked #1294.

Jim Simons first reported a position in AVTX in Q2 2019 and has held it in 13 quarters since. 125 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Jim Simons held 357,200 shares of Avalo Therapeutics worth $6.6M as of Q2 2026.
  • Jim Simons bought 237,086 Avalo Therapeutics shares in Q2 2026, an estimated $3.75M.
  • Avalo Therapeutics made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1294 holding.
  • Jim Simons first reported a position in Avalo Therapeutics in Q2 2019 and has held it in 13 quarters since.
  • 125 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.