Adverum Biotechnologies
ADVM
ADVM was delisted on the 8th of December, 2025.
132 hedge funds and large institutions have $937M invested in Adverum Biotechnologies in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 28 closing their positions.
0.04% more ownership
Funds ownership: 9.68% → 9.72% (+0.04%)
8% less capital invested
Capital invested by funds: $1.02B → $937M (-$85.3M)
12% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 51
15% less funds holding
Funds holding: 155 → 132 (-23)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
71% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 28
74% less call options, than puts
Call options by funds: $3.15M | Put options by funds: $12.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
Sonic Fund II
Honolulu,
Hawaii
|
+$17.4M |
| 2 |
JP Morgan Chase
New York
|
+$16.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$12.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.14M |
| 5 |
Rafferty Asset Management
New York
|
+$5.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Casdin Capital
New York
|
-$17.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.9M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$3.88M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.74M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
151
Paloma Partners
Greenwich,
Connecticut
| – | -$152K | -1,408 | Closed |
|
|
ECM
152
ExodusPoint Capital Management
New York
| – | -$131K | -1,211 | Closed |
|
|
TI
153
Trexquant Investment
Stamford,
Connecticut
| – | -$129K | -1,188 | Closed |
|
154
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$124K | -1,144 | Closed |
|
|
CM
155
Caption Management
Oklahoma City,
Oklahoma
| – | -$123K | -1,127 | Closed |
|
|
AA
156
AlphaCentric Advisors
San Juan,
Puerto Rico
| – | -$119K | -1,100 | Closed |
|
|
EW
157
Evoke Wealth
Los Angeles,
California
| – | -$22K | -199 | Closed |
|
|
CG
158
Cutler Group
San Francisco,
California
| – | -$5K | -50 | Closed |
|
|
IA
159
IFP Advisors
Tampa,
Florida
| – | -$240 | -2 | Closed |
|
ADVM Hedge Fund Activity: Q1 2021 in Review
132 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Adverum Biotechnologies (ADVM) for Q1 2021, worth a combined $937M — down 8.3% from $1.02B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of ADVM and 8 opened new positions — a net loss of 20 holders — while 51 trimmed existing stakes and 45 added.
The largest buyer was Sonic Fund II, adding an estimated $17.4M. The largest seller was Casdin Capital, cutting an estimated $17.3M.
- 132 institutional investors held Adverum Biotechnologies (ADVM) as of Q1 2021, down from 155 in Q4 2020.
- Funds reported $937M of Adverum Biotechnologies stock for Q1 2021, down 8.3% quarter-over-quarter.
- 8 funds opened new Adverum Biotechnologies positions in Q1 2021 and 28 closed out, a net change of -20 holders.
- The largest Adverum Biotechnologies buyer in Q1 2021 was Sonic Fund II, an estimated $17.4M added.
- The largest Adverum Biotechnologies seller in Q1 2021 was Casdin Capital, an estimated $17.3M sold.
Based on aggregated 13F filings for Q1 2021.