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AvePoint

78 hedge funds and large institutions have $387M invested in AvePoint in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

399% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $2.56M

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

81% more capital invested

Capital invested by funds: $214M → $387M (+$173M)

37% more funds holding

Funds holding: 5778 (+21)

19.96% more ownership

Funds ownership: 13.97%33.93% (+20%)

Holders
78
Holders Change
+21
Holders Change %
+36.84%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
24
Reduced
10
Closed
15
Calls
$12.7M
Puts
$2.56M
Net Calls
+$10.2M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$134K +$165K +21,315 New
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$133K +$164K +21,179 New
CC
53
Clearline Capital
New York
$130K +$225K +29,075 New
Legal & General Group
54
Legal & General Group
United Kingdom
$121K +$149K +19,292 New
VF
55
Virtu Financial
New York
$119K +$146K +18,918 New
BRWA
56
B. Riley Wealth Advisors
Florida
$109K -$221K -28,500 -62%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$108K +$76.5K +9,882 +136%
KM
58
Kalos Management
Georgia
$106K +$937 +121 +1%
Teacher Retirement System of Texas
59
Teacher Retirement System of Texas
Texas
$97K +$120K +15,460 New
Victory Capital Management
60
Victory Capital Management
Texas
$81K -$17.1K -2,211 -15%
US Bancorp
61
US Bancorp
Minnesota
$69K
JWCA
62
J.W. Cole Advisors
Florida
$67K +$82.1K +10,600 New
FIA
63
FNY Investment Advisers
New York
$65K +$7.74K +1,000 +11%
SSA
64
Schonfeld Strategic Advisors
New York
$64K +$79.6K +10,284 New
PCM
65
Penserra Capital Management
California
$42K -$93.5K -12,073 -64%
Wells Fargo
66
Wells Fargo
California
$27K -$7.14K -922 -18%
Osaic Holdings
67
Osaic Holdings
Arizona
$20K -$5.96K -770 -19%
QT
68
Quantbot Technologies
New York
$18K +$12K +1,551 +115%
FF
69
FourThought Financial
Florida
$13K
TRCT
70
Tower Research Capital (TRC)
New York
$7K -$125K -16,179 -93%
CG
71
Cutler Group
California
$4K +$5.42K +700 New
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1.55K +200 New
WTA
73
Washington Trust Advisors
Massachusetts
$1K +$1.63K +211 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.65K +213 New
APA
75
American Portfolios Advisors
New York
$629 +$774 +100 New