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AvePoint

53 hedge funds and large institutions have $81.3M invested in AvePoint in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $14.8M

17% less funds holding

Funds holding: 6453 (-11)

22% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 49

56% less ownership

Funds ownership: 71.31%15.31% (-56%)

69% less capital invested

Capital invested by funds: $263M → $81.3M (-$182M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
53
Holders Change
-11
Holders Change %
-17.19%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
7
Reduced
7
Closed
49
Calls
$14.6M
Puts
$14.8M
Net Calls
-$207K
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$21.5M +$18M +1,500,000 New
MF
2
Magnetar Financial
Illinois
$9.69M +$6.47M +540,336 +513%
WHP
3
Washington Harbour Partners
Virginia
$8.41M +$6.71M +560,000 New
Marshall Wace
4
Marshall Wace
United Kingdom
$6M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.63M +$4.49M +374,777 New
BPIM
6
Brant Point Investment Management
New York
$4.7M +$3.75M +313,376 New
BCM
7
BlueCrest Capital Management
Jersey
$3.75M -$10.2M -850,000 -77%
MIM
8
Monashee Investment Management
Massachusetts
$3M +$2.4M +200,000 New
OAC
9
OMERS Administration Corp
Ontario, Canada
$2M +$1.6M +133,300 New
Millennium Management
10
Millennium Management
New York
$1.98M -$7.41M -618,453 -82%
Morgan Stanley
11
Morgan Stanley
New York
$1.66M -$1.78M -148,497 -57%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$1.39M +$565K +47,200 +103%
VF
13
Virtu Financial
New York
$1.24M +$852K +71,159 +640%
Goldman Sachs
14
Goldman Sachs
New York
$1.2M +$958K +80,000 New
HF
15
HRT Financial
New York
$1.2M +$958K +80,004 New
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.08M -$18K -1,500 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$616K +$492K +41,070 New
BRWA
18
B. Riley Wealth Advisors
Florida
$562K +$448K +37,400 New
Simplex Trading
19
Simplex Trading
Illinois
$501K +$400K +33,382 New
CS
20
Credit Suisse
Switzerland
$478K -$218K -18,164 -36%
LPL Financial
21
LPL Financial
California
$465K +$371K +30,980 New
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$435K +$347K +29,005 New
TI
23
Trexquant Investment
Connecticut
$385K +$307K +25,645 New
Wolverine Trading
24
Wolverine Trading
Illinois
$335K +$261K +21,802 New
Jane Street
25
Jane Street
New York
$321K +$256K +21,409 New

AVPT Hedge Fund Activity: Q4 2020 in Review

53 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AvePoint (AVPT) for Q4 2020, worth a combined $81.3M — down 69% from $263M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AVPT and 38 opened new positions — a net loss of 11 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $18M. The largest seller was HGC Investment Management, exiting entirely with an estimated $27.3M sold.

  • 53 institutional investors held AvePoint (AVPT) as of Q4 2020, down from 64 in Q3 2020.
  • Funds reported $81.3M of AvePoint stock for Q4 2020, down 69% quarter-over-quarter.
  • 38 funds opened new AvePoint positions in Q4 2020 and 49 closed out, a net change of -11 holders.
  • The largest AvePoint buyer in Q4 2020 was Phoenix Financial, an estimated $18M added.
  • The largest AvePoint seller in Q4 2020 was HGC Investment Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q4 2020.