Avalo Therapeutics
AVTX
24 hedge funds and large institutions have $159K invested in Avalo Therapeutics in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
9% more funds holding
Funds holding: 22 → 24 (+2)
0.05% less ownership
Funds ownership: 0.08% → 0.03% (-0.05%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
82% less capital invested
Capital invested by funds: $863K → $159K (-$704K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$52.7K |
| 2 |
BBA
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
+$34.3K |
| 3 |
VF
Virtu Financial
New York
|
+$28.4K |
| 4 |
BCV
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
+$15.1K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$9.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
VR Adviser
New York
|
-$444K |
| 2 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$198K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.2K |
| 4 |
Millennium Management
New York
|
-$12.1K |
| 5 |
JP Morgan Chase
New York
|
-$4.62K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFSG
26
Newbridge Financial Services Group
Boca Raton,
Florida
| $1 | – | – | – |
|
|
VA
27
VR Adviser
New York
| – | -$444K | -5,208 | Closed |
|
|
NCM
28
Nantahala Capital Management
New Canaan,
Connecticut
| – | -$198K | -2,318 | Closed |
|
|
29
Millennium Management
New York
| – | -$12.1K | -141 | Closed |
|
|
HF
30
HRT Financial
New York
| – | -$4K | -55 | Closed |
|
|
31
JP Morgan Chase
New York
| – | -$4.62K | -54 | Closed |
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$4K | -45 | Closed |
|
33
Bank of America
Charlotte,
North Carolina
| – | -$1.47K | -17 | Closed |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$179 | -4 | -67% |
|
AVTX Hedge Fund Activity: Q3 2023 in Review
24 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q3 2023, worth a combined $159K — down 82% from $863K a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AVTX positions and 8 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Acadian Asset Management, opening a new position worth an estimated $52.7K. The largest seller was VR Adviser, exiting entirely with an estimated $444K sold.
- 24 institutional investors held Avalo Therapeutics (AVTX) as of Q3 2023, up from 22 in Q2 2023.
- Funds reported $159K of Avalo Therapeutics stock for Q3 2023, down 82% quarter-over-quarter.
- 10 funds opened new Avalo Therapeutics positions in Q3 2023 and 8 closed out, a net change of +2 holders.
- The largest Avalo Therapeutics buyer in Q3 2023 was Acadian Asset Management, an estimated $52.7K added.
- The largest Avalo Therapeutics seller in Q3 2023 was VR Adviser, an estimated $444K sold.
Based on aggregated 13F filings for Q3 2023.