Avalo Therapeutics
AVTX
31 hedge funds and large institutions have $135M invested in Avalo Therapeutics in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
97% more capital invested
Capital invested by funds: $68.3M → $135M (+$66.4M)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
55% more funds holding
Funds holding: 20 → 31 (+11)
0% more ownership
Funds ownership: 0.02% → 0.02% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
+$3.11M |
| 2 |
BFM
Boothbay Fund Management
New York
|
+$1.75M |
| 3 |
AC
Armistice Capital
New York
|
+$913K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$703K |
| 5 |
Millennium Management
New York
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Prosight Management
Dallas,
Texas
|
-$1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$180K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$118K |
| 4 |
PC
PA Capital
Richmond,
Virginia
|
-$54K |
| 5 |
BlackRock
New York
|
-$29.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $37K | +$29.9K | +2 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $18K | – | – | – |
|
28
Morgan Stanley
New York
| $18K | +$15K | +1 | New |
|
|
TWA
29
TCI Wealth Advisors
Tucson,
Arizona
| $17K | – | – | – |
|
|
DWA
30
Dorsey Wright & Associates
Pasadena,
California
| $11K | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $9K | – | – | – |
|
|
AWM
32
Avior Wealth Management
Omaha,
Nebraska
| $2K | – | – | – |
|
|
OSAM
33
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$118K | -13 | Closed |
|
|
PC
34
PA Capital
Richmond,
Virginia
| – | -$54K | -6 | Closed |
|
AVTX Hedge Fund Activity: Q1 2019 in Review
31 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q1 2019, worth a combined $135M — up 97% from $68.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AVTX positions and 2 closed out — a net gain of 11 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Eventide Asset Management, opening a new position worth an estimated $3.11M. The largest seller was Prosight Management, cutting an estimated $1M.
- 31 institutional investors held Avalo Therapeutics (AVTX) as of Q1 2019, up from 20 in Q4 2018.
- Funds reported $135M of Avalo Therapeutics stock for Q1 2019, up 97% quarter-over-quarter.
- 13 funds opened new Avalo Therapeutics positions in Q1 2019 and 2 closed out, a net change of +11 holders.
- The largest Avalo Therapeutics buyer in Q1 2019 was Eventide Asset Management, an estimated $3.11M added.
- The largest Avalo Therapeutics seller in Q1 2019 was Prosight Management, an estimated $1M sold.
Based on aggregated 13F filings for Q1 2019.