Marshall Wace
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Marshall Wace’s Avalo Therapeutics AVTX Stock Holding History

Marshall Wace’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
Q1 		$1.93M Sell
129,136
-378,414
-75% -$5.92M ﹤0.01% 1806
2025
Q4 		$9.22M Buy
507,550
+451,541
+806% +$7.62M 0.01% 906
2025
Q3 		$712K Buy
+56,009
New +$482K ﹤0.01% 2094
2025
Q1 		– Sell
-15,323
Closed -$114K – 2625
2024
Q4 		$114K Buy
+15,323
New +$164K ﹤0.01% 2430

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Marshall Wace's AVTX Position: Q1 2026 in Review

Marshall Wace reduced its Avalo Therapeutics (AVTX) stake by 75% in Q1 2026, selling an estimated $5.92M and leaving 129,136 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Marshall Wace first reported a position in AVTX in Q4 2024 and has held it in 4 quarters since. The position peaked at $9.22M in Q4 2025. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Marshall Wace held 129,136 shares of Avalo Therapeutics worth $1.93M as of Q1 2026.
  • Marshall Wace sold 378,414 Avalo Therapeutics shares in Q1 2026, an estimated $5.92M.
  • Avalo Therapeutics made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1806 holding.
  • Marshall Wace first reported a position in Avalo Therapeutics in Q4 2024 and has held it in 4 quarters since.
  • Marshall Wace's Avalo Therapeutics position peaked at $9.22M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.