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AvePoint
AVPT

Overview Fund Activity

125 hedge funds and large institutions have $681M invested in AvePoint in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
125
Holders Change
+19
Holders Change %
+17.92%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
49
Reduced
30
Closed
8
Calls
$5.16M
Puts
$8.94M
Net Calls
-$3.78M
Net Calls Change
-$4.99M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.9M
2
BlackRock
2
BlackRock
New York
$90.6M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$4.97M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.59M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.2M

Top Sellers

1
ER
1
EVR Research
Virginia
$13.1M
2
Franklin Resources
2
Franklin Resources
California
$10.1M
3
OAM
3
Oberweis Asset Management
Illinois
$1.98M
4
MAC
4
Monarch Alternative Capital
New York
$38M
5
Northern Trust
5
Northern Trust
Illinois
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Aigen Investment Management
New York
$246K +$163K +19,886 +197%
Zurich Cantonal Bank
77
Zurich Cantonal Bank
Switzerland
$236K +$32.9K +4,005 +16%
MWM
78
Moran Wealth Management
Florida
$213K +$213K +25,922 New
VA
79
Vident Advisory
Georgia
$212K -$20.3K -2,475 -9%
HCA
80
Harbor Capital Advisors
Illinois
$207K +$82K +9,990 +66%
AB
81
Amalgamated Bank
New York
$177K -$5.99K -731 -3%
Citigroup
82
Citigroup
New York
$173K +$170K +20,766 +7,956%
DTL
83
Dynamic Technology Lab
Singapore
$158K +$158K +19,245 New
UW
84
Unique Wealth
Florida
$151K – – –
CC
85
Centiva Capital
New York
$149K -$17.7K -2,159 -11%
QC
86
Quadrature Capital
United Kingdom
$148K +$148K +17,992 New
Principal Financial Group
87
Principal Financial Group
Iowa
$141K +$8.01K +975 +6%
AIP
88
Ameritas Investment Partners
Nebraska
$125K – – –
Voloridge Investment Management
89
Voloridge Investment Management
Florida
$117K +$117K +14,204 New
AWA
90
Arete Wealth Advisors
Illinois
$114K -$82.1K -10,000 -42%
Victory Capital Management
91
Victory Capital Management
Texas
$107K +$3.77K +459 +4%
Pictet Asset Management
92
Pictet Asset Management
Switzerland
$99.8K -$49.8K -6,068 -33%
Citadel Advisors
93
Citadel Advisors
Florida
$99.1K -$398K -48,459 -80%
SG Americas Securities
94
SG Americas Securities
New York
$95K +$95K +11,602 New
Creative Planning
95
Creative Planning
Kansas
$90.6K +$90.6K +11,035 New
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$86.6K -$8.72K -1,062 -9%
Prudential Financial
97
Prudential Financial
New Jersey
$84.7K – – –
VF
98
Virtu Financial
New York
$84K +$84K +10,252 New
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$74K – – –
Point72 Asset Management
100
Point72 Asset Management
Connecticut
$59.1K +$59.1K +7,200 New
2 3
4
5 6