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AvePoint
AVPT

Overview Fund Activity

138 hedge funds and large institutions have $648M invested in AvePoint in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
42
Reduced
48
Closed
17
Calls
$1.9M
Puts
$13.8M
Net Calls
-$11.9M
Net Calls Change
-$8.12M

Top Buyers

1
SST
1
S Squared Technology
New York
$4.53M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.5M
4
HIM
4
Herald Investment Management
United Kingdom
$5.53M
5
CP
5
CenterBook Partners
Connecticut
$3.13M

Top Sellers

1
SSP
1
Sixth Street Partners
Texas
$48.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.37M
3
MAC
3
Monarch Alternative Capital
New York
$29M
4
EI
4
EAM Investors
California
$0
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
101
Gotham Asset Management
New York
$109K +$109K +13,763 New
SPA
102
Sherbrooke Park Advisers
New York
$102K +$102K +12,908 New
Victory Capital Management
103
Victory Capital Management
Texas
$102K -$2.08K -263 -2%
Pictet Asset Management
104
Pictet Asset Management
Switzerland
$96.2K – – –
Prudential Financial
105
Prudential Financial
New Jersey
$81.7K – – –
MAM
106
Martingale Asset Management
Massachusetts
$80K +$80K +10,099 New
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$63.1K -$8.28K -1,046 -12%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$63K -$320K -40,818 -84%
AB
109
Amalgamated Bank
New York
$40K -$131K -16,544 -77%
William Blair & Company
110
William Blair & Company
Illinois
$38.1K +$38.1K +4,813 New
Osaic Holdings
111
Osaic Holdings
Arizona
$25.4K +$3.57K +451 +16%
QCG
112
Quadrant Capital Group
Ohio
$24.5K – – –
LFG
113
Larson Financial Group
Missouri
$23.8K +$23.8K +3,000 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$19.1K +$1.22K +154 +7%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$17.2K -$3.52K -444 -17%
Group One Trading
116
Group One Trading
Illinois
$11.9K +$11.9K +1,504 New
QL
117
Quarry LP
New York
$9.15K +$9.15K +1,155 New
PA
118
Parallel Advisors
California
$8.7K -$13.3K -1,674 -60%
US Bancorp
119
US Bancorp
Minnesota
$7.92K – – –
LC
120
Lindbrook Capital
California
$5.88K – – –
PD
121
Point72 (DIFC)
United Arab Emirates
$4.94K +$4.94K +624 New
S
122
SignatureFD
Georgia
$4.59K +$1.47K +185 +47%
Comerica Bank
123
Comerica Bank
Texas
$3.53K – – –
WTA
124
Washington Trust Advisors
Massachusetts
$2.25K – – –
Citadel Advisors
125
Citadel Advisors
Florida
$1.96K -$93.6K -11,818 -98%
3 4
5
6 7