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Avalo Therapeutics

53 hedge funds and large institutions have $131M invested in Avalo Therapeutics in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $113M → $131M (+$18.3M)

2% more funds holding

Funds holding: 5253 (+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
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Armistice Capital
New York
$79.6M +$285K +41 +0.4%
NCM
2
Nantahala Capital Management
Connecticut
$16.5M +$1.06M +153 +8%
OM
3
Opaleye Management
Massachusetts
$6.92M -$1.81M -261 -22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.97M +$222K +32 +4%
BlackRock
5
BlackRock
New York
$5.37M +$139K +20 +3%
BFM
6
Boothbay Fund Management
New York
$3.06M
SCM
7
Sio Capital Management
New York
$2.45M -$250K -36 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.83M +$139K +20 +9%
Northern Trust
9
Northern Trust
Illinois
$1.33M +$76.4K +11 +7%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.25M -$278K -40 -20%
State Street
11
State Street
Massachusetts
$1.17M +$27.8K +4 +3%
Goldman Sachs
12
Goldman Sachs
New York
$1.03M +$549K +79 +141%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$986K -$215K -31 -19%
IC
14
Ikarian Capital
Texas
$536K
N
15
Nuveen
North Carolina
$457K +$6.95K +1 +2%
MWM
16
Minot Wealth Management
Massachusetts
$427K +$292K +42 +300%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$301K +$90.3K +13 +48%
Charles Schwab
18
Charles Schwab
California
$300K
Renaissance Technologies
19
Renaissance Technologies
New York
$284K -$222K -32 -46%
JP Morgan Chase
20
JP Morgan Chase
New York
$256K +$174K +25 +278%
SFI
21
Susquehanna Fundamental Investments
Pennsylvania
$164K -$34.7K -5 -19%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$145K +$13.9K +2 +12%
Morgan Stanley
23
Morgan Stanley
New York
$138K +$118K +17 +1,700%
Wells Fargo
24
Wells Fargo
California
$114K
Vontobel Holding
25
Vontobel Holding
Switzerland
$87K +$76.4K +11 New

AVTX Hedge Fund Activity: Q4 2020 in Review

53 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q4 2020, worth a combined $131M — up 16% from $113M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVTX positions and 6 closed out — a net gain of 1 holder — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $1.06M. The largest seller was Opaleye Management, cutting an estimated $1.81M.

  • 53 institutional investors held Avalo Therapeutics (AVTX) as of Q4 2020, up from 52 in Q3 2020.
  • Funds reported $131M of Avalo Therapeutics stock for Q4 2020, up 16% quarter-over-quarter.
  • 7 funds opened new Avalo Therapeutics positions in Q4 2020 and 6 closed out, a net change of +1 holder.
  • The largest Avalo Therapeutics buyer in Q4 2020 was Nantahala Capital Management, an estimated $1.06M added.
  • The largest Avalo Therapeutics seller in Q4 2020 was Opaleye Management, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2020.