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Avalo Therapeutics

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.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

9% more funds holding

Funds holding: 2224 (+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)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
4
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$34K +$52.7K +1,180 New
VF
2
Virtu Financial
New York
$22K +$28.4K +636 +468%
BBA
3
Baader Bank Aktiengesellschaft
Germany
$19.8K +$34.3K +768 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$16.1K +$9.78K +219 +65%
BlackRock
5
BlackRock
New York
$12.6K -$3.71K -83 -16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.1K -$24.2K -542 -59%
BCV
7
Banque Cantonale Vaudoise
Switzerland
$10K +$15.1K +338 New
TRCT
8
Tower Research Capital (TRC)
New York
$6.02K +$6.61K +148 +251%
VPIM
9
Vanguard Personalized Indexing Management
California
$4.51K +$6.97K +156 New
LFAS
10
Level Four Advisory Services
Texas
$4.36K +$6.75K +151 New
Jane Street
11
Jane Street
New York
$3.32K +$5.14K +115 New
State Street
12
State Street
Massachusetts
$3.1K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.74K +$4.24K +95 New
Mariner
14
Mariner
Kansas
$2.24K +$3.44K +77 New
XT
15
XTX Topco
Cayman Islands
$2.23K +$3.44K +77 New
TSS
16
Two Sigma Securities
New York
$1.88K -$938 -21 -24%
Northern Trust
17
Northern Trust
Illinois
$1.31K
Morgan Stanley
18
Morgan Stanley
New York
$1.27K -$45 -1 -2%
Wells Fargo
19
Wells Fargo
California
$150 +$179 +4 +400%
Osaic Holdings
20
Osaic Holdings
Arizona
$42
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$34 +$45 +1 New
FHA
22
First Horizon Advisors
Tennessee
$33
Group One Trading
23
Group One Trading
Illinois
$21
UBS Group
24
UBS Group
Switzerland
$14 -$357 -8 Closed
MAM
25
Meeder Asset Management
Ohio
$7

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.