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Avalo Therapeutics
AVTX

18 hedge funds and large institutions have $18.4M invested in Avalo Therapeutics in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more capital invested

Capital invested by funds: $10.9M → $18.4M (+$7.48M)

0.22% more ownership

Funds ownership: 0.02% → 0.25% (+0.22%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

58% less funds holding

Funds holding: 43 → 18 (-25)

92% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 26

Holders
18
Holders Change
-25
Holders Change %
-58.14%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
6
Closed
26
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$70.5K
2
Morgan Stanley
Morgan Stanley
New York
+$36.9K
3
UBS Group
UBS Group
Switzerland
+$27.1K
4
Northern Trust
Northern Trust
Illinois
+$5.42K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.25K

Top Sellers

Rank Fund Capital Flow
1
OM
Opaleye Management
Massachusetts
-$225K
2
Renaissance Technologies
Renaissance Technologies
New York
-$170K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$153K
4
Millennium Management
Millennium Management
New York
-$150K
5
E
Ergoteles
New York
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
– -$16K -11 Closed
Stifel Financial
27
Stifel Financial
Missouri
– -$15K -10 Closed
OPS
28
Orion Portfolio Solutions
Nebraska
– -$13K -9 Closed
YIH
29
Y-Intercept (HK)
Hong Kong
– -$13K -9 Closed
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
– -$10K -7 Closed
Creative Planning
31
Creative Planning
Kansas
– -$10K -7 Closed
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
– -$8K -6 Closed
Victory Capital Management
33
Victory Capital Management
Texas
– -$8K -5 Closed
APP
34
Avantax Planning Partners
Iowa
– -$6K -4 Closed
MFA
35
Mayflower Financial Advisors
Massachusetts
– -$5K -3 Closed
MLL
36
Moody Lynn & Lieberson
Massachusetts
– -$5K -3 Closed
CSS
37
Cubist Systematic Strategies
Connecticut
– -$3K -2 Closed
Citigroup
38
Citigroup
New York
– -$1K -1 Closed
JP Morgan Chase
39
JP Morgan Chase
New York
– -$1K -1 Closed
Legal & General Group
40
Legal & General Group
United Kingdom
– -$2K -1 Closed
PHK
41
Point72 Hong Kong
Hong Kong
– -$1K -1 Closed
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
– -$2K -1 Closed
WT
43
Washington Trust
Rhode Island
– -$2K -1 Closed
1
2

AVTX Hedge Fund Activity: Q3 2022 in Review

18 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q3 2022, worth a combined $18.4M — up 68% from $10.9M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AVTX and 2 opened new positions — a net loss of 24 holders — while 6 trimmed existing stakes and 3 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $70.5K. The largest seller was Opaleye Management, exiting entirely with an estimated $225K sold.

  • 18 institutional investors held Avalo Therapeutics (AVTX) as of Q3 2022, down from 43 in Q2 2022.
  • Funds reported $18.4M of Avalo Therapeutics stock for Q3 2022, up 68% quarter-over-quarter.
  • 2 funds opened new Avalo Therapeutics positions in Q3 2022 and 26 closed out, a net change of -24 holders.
  • The largest Avalo Therapeutics buyer in Q3 2022 was Assenagon Asset Management, an estimated $70.5K added.
  • The largest Avalo Therapeutics seller in Q3 2022 was Opaleye Management, an estimated $225K sold.

Based on aggregated 13F filings for Q3 2022.