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Avalo Therapeutics

37 hedge funds and large institutions have $148M invested in Avalo Therapeutics in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

67% more capital invested

Capital invested by funds: $88.3M → $148M (+$59.4M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 3637 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 0.02%0.02% (+0%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
12
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Armistice Capital
New York
$111M
OM
2
Opaleye Management
Massachusetts
$11.8M +$21.1K +2 +0.3%
BlackRock
3
BlackRock
New York
$6.97M +$148K +14 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.92M -$10.5K -1 -0.4%
IC
5
Ikarian Capital
Texas
$2.8M +$1.9M +180 New
BFM
6
Boothbay Fund Management
New York
$2.62M +$232K +22 +15%
State Street
7
State Street
Massachusetts
$2.12M +$179K +17 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.3M +$10.5K +1 +1%
Northern Trust
9
Northern Trust
Illinois
$1.22M -$21.1K -2 -2%
N
10
Nuveen
North Carolina
$310K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$301K
Charles Schwab
12
Charles Schwab
California
$297K +$21.1K +2 +12%
JP Morgan Chase
13
JP Morgan Chase
New York
$287K -$94.9K -9 -32%
Invesco
14
Invesco
Georgia
$280K -$10.5K -1 -5%
MWM
15
Minot Wealth Management
Massachusetts
$196K +$148K +14 New
Wells Fargo
16
Wells Fargo
California
$193K
California State Teachers Retirement System (CalSTRS)
17
California State Teachers Retirement System (CalSTRS)
California
$178K
Morgan Stanley
18
Morgan Stanley
New York
$176K +$84.4K +8 +267%
UBS Group
19
UBS Group
Switzerland
$163K +$52.7K +5 +83%
SIM
20
Spark Investment Management
New York
$140K -$148K -14 -61%
Barclays
21
Barclays
United Kingdom
$119K +$42.2K +4 +100%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$118K
Deutsche Bank
23
Deutsche Bank
Germany
$110K +$52.7K +5 +250%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$99K
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$94K

AVTX Hedge Fund Activity: Q4 2019 in Review

37 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q4 2019, worth a combined $148M — up 67% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AVTX positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Boothbay Fund Management, adding an estimated $232K. The largest seller was Millennium Management, exiting entirely with an estimated $305K sold.

  • 37 institutional investors held Avalo Therapeutics (AVTX) as of Q4 2019, up from 36 in Q3 2019.
  • Funds reported $148M of Avalo Therapeutics stock for Q4 2019, up 67% quarter-over-quarter.
  • 5 funds opened new Avalo Therapeutics positions in Q4 2019 and 4 closed out, a net change of +1 holder.
  • The largest Avalo Therapeutics buyer in Q4 2019 was Boothbay Fund Management, an estimated $232K added.
  • The largest Avalo Therapeutics seller in Q4 2019 was Millennium Management, an estimated $305K sold.

Based on aggregated 13F filings for Q4 2019.