We are live on ! Find out more
AVTX icon

Avalo Therapeutics
AVTX

22 hedge funds and large institutions have $863K invested in Avalo Therapeutics in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.21% less ownership

Funds ownership: 0.29% → 0.08% (-0.21%)

15% less funds holding

Funds holding: 26 → 22 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

95% less capital invested

Capital invested by funds: $16M → $863K (-$15.1M)

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VA
VR Adviser
New York
+$701K
2
VF
Virtu Financial
New York
+$91.6K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$82.8K
4
BlackRock
BlackRock
New York
+$59.9K
5
TSS
Two Sigma Securities
New York
+$57.9K

Top Sellers

Rank Fund Capital Flow
1
AC
Armistice Capital
New York
-$7.73M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$1.93M
3
GPP
Great Point Partners
Connecticut
-$831K
4
NCM
Nantahala Capital Management
Connecticut
-$708K
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$700K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1
VR Adviser
New York
$444K +$701K +1,041 +25%
NCM
2
Nantahala Capital Management
Connecticut
$198K -$708K -1,052 -31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$78.9K – – –
BlackRock
4
BlackRock
New York
$44.2K +$59.9K +89 +21%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$28.8K +$82.8K +123 +57%
Millennium Management
6
Millennium Management
New York
$12.1K -$80.1K -119 -46%
VF
7
Virtu Financial
New York
$12K +$91.6K +136 New
State Street
8
State Street
Massachusetts
$9.11K – – –
TSS
9
Two Sigma Securities
New York
$7.29K +$57.9K +86 New
TRCT
10
Tower Research Capital (TRC)
New York
$5.04K +$33K +49 +490%
JP Morgan Chase
11
JP Morgan Chase
New York
$4.62K +$36.4K +54 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4K +$30.3K +45 New
HF
13
HRT Financial
New York
$4K +$37K +55 New
Northern Trust
14
Northern Trust
Illinois
$3.85K – – –
Morgan Stanley
15
Morgan Stanley
New York
$3.85K -$4.04K -6 -12%
Bank of America
16
Bank of America
North Carolina
$1.47K -$673 -1 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1K +$673 +1 +20%
UBS Group
18
UBS Group
Switzerland
$680 -$1.35K -2 -20%
Osaic Holdings
19
Osaic Holdings
Arizona
$118 – – –
FHA
20
First Horizon Advisors
Tennessee
$98 – – –
Group One Trading
21
Group One Trading
Illinois
$62 – – –
Wells Fargo
22
Wells Fargo
California
$57 – – –
MAM
23
Meeder Asset Management
Ohio
$22 – – –
NFSG
24
Newbridge Financial Services Group
Florida
$4 – – –
KTC
25
Kistler-Tiffany Companies
Pennsylvania
$1 – – –
1
2

AVTX Hedge Fund Activity: Q2 2023 in Review

22 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avalo Therapeutics (AVTX) for Q2 2023, worth a combined $863K — down 95% from $16M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AVTX and 5 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was VR Adviser, adding an estimated $701K. The largest seller was Armistice Capital, exiting entirely with an estimated $7.73M sold.

  • 22 institutional investors held Avalo Therapeutics (AVTX) as of Q2 2023, down from 26 in Q1 2023.
  • Funds reported $863K of Avalo Therapeutics stock for Q2 2023, down 95% quarter-over-quarter.
  • 5 funds opened new Avalo Therapeutics positions in Q2 2023 and 9 closed out, a net change of -4 holders.
  • The largest Avalo Therapeutics buyer in Q2 2023 was VR Adviser, an estimated $701K added.
  • The largest Avalo Therapeutics seller in Q2 2023 was Armistice Capital, an estimated $7.73M sold.

Based on aggregated 13F filings for Q2 2023.