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AvePoint

106 hedge funds and large institutions have $530M invested in AvePoint in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

44% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $2.77M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $456M → $530M (+$73.6M)

5% more funds holding

Funds holding: 101106 (+5)

1.31% more ownership

Funds ownership: 41.11%42.43% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
20
Increased
35
Reduced
35
Closed
13
Calls
$3.98M
Puts
$2.77M
Net Calls
+$1.21M
Net Calls Change
+$866K
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
76
Pictet Asset Management
Switzerland
$122K +$115K +18,220 New
AQR Capital Management
77
AQR Capital Management
Connecticut
$120K +$542 +86 +0.5%
Principal Financial Group
78
Principal Financial Group
Iowa
$109K -$12.1K -1,921 -11%
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$108K +$105K +16,694 New
AIP
80
Ameritas Investment Partners
Nebraska
$102K +$16.2K +2,573 +20%
HCA
81
Harbor Capital Advisors
Illinois
$102K -$40.8K -6,474 -30%
Victory Capital Management
82
Victory Capital Management
Texas
$84.9K +$4.89K +776 +7%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$78K +$73.2K +11,613 New
SSA
84
Schonfeld Strategic Advisors
New York
$70.6K -$157K -24,900 -70%
QT
85
Quantbot Technologies
New York
$70.4K -$186K -29,528 -74%
Prudential Financial
86
Prudential Financial
New Jersey
$69.3K
AIM
87
Aigen Investment Management
New York
$67.8K +$63.5K +10,085 New
Allspring Global Investments
88
Allspring Global Investments
North Carolina
$63.6K -$66.4K -10,538 -53%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$60.6K +$3.37K +535 +6%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$36.5K
TRCT
91
Tower Research Capital (TRC)
New York
$35.6K -$83.7K -13,291 -71%
Osaic Holdings
92
Osaic Holdings
Arizona
$15.8K
QCG
93
Quadrant Capital Group
Ohio
$13.7K -$844 -134 -6%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$10.1K +$2K +317 +27%
PA
95
Parallel Advisors
California
$7.38K
US Bancorp
96
US Bancorp
Minnesota
$6.72K
LC
97
Lindbrook Capital
California
$4.99K
Comerica Bank
98
Comerica Bank
Texas
$3K +$2.81K +446 New
WTA
99
Washington Trust Advisors
Massachusetts
$1.91K -$1.61K -255 -47%
Citigroup
100
Citigroup
New York
$1.75K -$304K -48,325 -99%