Avalo Therapeutics, Inc.
AVTX- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001534120
In the last 90 days, Avalo Therapeutics, Inc. insiders filed 0 open-market purchases and 9 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.31B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Avalo Therapeutics, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 77
- +6 vs. Q2 2021
- Shares held
- 80.5M
- +13.7M (+20.6%) vs. Q2 2021
- Total value
- $175.5M
- −$42.6M (−19.5%) vs. Q2 2021
- New holders
- 18
- 23 more added
- Sold out
- 12
- 21 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVTX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 126 | $1.31B |
| Q1 2026 | 97 | $469.6M |
| Q4 2025 | 84 | $361.1M |
| Q3 2025 | 66 | $194.7M |
| Q2 2025 | 36 | $39.1M |
| Q1 2025 | 34 | $66.1M |
| Q4 2024 | 33 | $56.0M |
| Q3 2024 | 29 | $63.2M |
| Q2 2024 | 21 | $9.62M |
| Q1 2024 | 18 | $1.90M |
| Q4 2023 | 12 | $209.4K |
| Q3 2023 | 28 | $158.9K |
| Q2 2023 | 26 | $862.7K |
| Q1 2023 | 32 | $16.0M |
| Q4 2022 | 28 | $28.0M |
| Q3 2022 | 27 | $18.4M |
| Q2 2022 | 54 | $34.7M |
| Q1 2022 | 71 | $56.2M |
| Q4 2021 | 75 | $136.0M |
| Q3 2021 | 77 | $175.5M |
| Q2 2021 | 71 | $218.1M |
| Q1 2021 | 70 | $180.4M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armistice Capital, LLC | 45,000,000 | $98.1M | 2.42% | +5,900,000+15.1% | Added |
| Nantahala Capital Management, LLC | 6,952,401 | $15.2M | 0.89% | +626,724+9.9% | Added |
| Point72 Asset Management, L.P. | 6,008,850 | $13.1M | 0.06% | +4,704,317+360.6% | Added |
| BlackRock Inc. | 3,716,943 | $8.10M | 0.00% | +29,527+0.8% | Added |
| Vanguard Group Inc | 3,347,276 | $7.30M | 0.00% | +147,067+4.6% | Added |
| Integral Health Asset Management, LLC | 1,625,000 | $3.54M | 1.02% | +950,000+140.7% | Added |
| Opaleye Management Inc. | 1,459,400 | $3.18M | 0.59% | −108,094−6.9% | Reduced |
| Geode Capital Management, LLC | 1,242,382 | $2.71M | 0.00% | −67,576−5.2% | Reduced |
| Boothbay Fund Management, LLC | 1,204,930 | $2.63M | 0.11% | −31,847−2.6% | Reduced |
| State Street Corp | 976,319 | $2.13M | 0.00% | +34,614+3.7% | Added |
| Assenagon Asset Management S.A. | 879,334 | $1.92M | 0.01% | −19,035−2.1% | Reduced |
| Stonepine Capital Management, LLC | 850,000 | $1.85M | 0.84% | +850,000 | New |
| Two Sigma Advisers, LP | 801,300 | $1.75M | 0.00% | −420,900−34.4% | Reduced |
| Two Sigma Investments, LP | 732,931 | $1.60M | 0.00% | −400,687−35.3% | Reduced |
| Ikarian Capital, LLC | 718,705 | $1.57M | 0.36% | −178,625−19.9% | Reduced |
| Goldman Sachs Group Inc | 672,664 | $1.47M | 0.00% | +219,035+48.3% | Added |
| Nuveen Asset Management, LLC | 610,393 | $1.37M | 0.00% | +265,226+76.8% | Added |
| Asymmetry Capital Management, L.P. | 534,621 | $1.17M | 0.70% | +534,621 | New |
| Northern Trust Corp | 517,302 | $1.13M | 0.00% | −97,295−15.8% | Reduced |
| Laurion Capital Management LP | 330,444 | $720.0K | 0.01% | +330,444 | New |
| Monashee Investment Management LLC | 270,000 | $589.0K | 0.11% | +270,000 | New |
| Hudson Bay Capital Management LP | 197,133 | $430.0K | 0.01% | +197,133 | New |
| Millennium Management LLC | 188,525 | $411.0K | 0.00% | −1,350−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 173,424 | $378.0K | 0.00% | +154,186+801.5% | Added |
| Bank of New York Mellon Corp | 158,305 | $345.0K | 0.00% | +11,492+7.8% | Added |
| Charles Schwab Investment Management Inc | 132,714 | $290.0K | 0.00% | −18,277−12.1% | Reduced |
| Minot Wealth Management LLC | 103,410 | $225.0K | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 96,770 | $210.0K | 0.00% | +96,770 | New |
| Morgan Stanley | 73,825 | $160.0K | 0.00% | −122,854−62.5% | Reduced |
| STRS Ohio | 64,200 | $139.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 52,000 | $113.0K | 0.00% | +38,467+284.2% | Added |
| Maven Securities LTD | 50,000 | $109.0K | 0.01% | +50,000 | New |
| Aristides Capital LLC | 48,953 | $107.0K | 0.08% | +48,953 | New |
| Rhumbline Advisers | 47,398 | $103.0K | 0.00% | +1,183+2.6% | Added |
| Bank of America Corp | 46,820 | $102.0K | 0.00% | +41,823+837.0% | Added |
| Ergoteles LLC | 39,500 | $86.0K | 0.00% | +39,500 | New |
| Deutsche Bank AG | 31,794 | $69.0K | 0.00% | −1,039−3.2% | Reduced |
| Citadel Advisors LLC | 31,159 | $68.0K | 0.00% | +6,895+28.4% | Added |
| American International Group, Inc. | 28,981 | $63.0K | 0.00% | −689−2.3% | Reduced |
| California State Teachers Retirement System | 28,274 | $62.0K | 0.00% | −45,028−61.4% | Reduced |
| Renaissance Technologies LLC | 27,981 | $61.0K | 0.00% | +27,981 | New |
| Atom Investors LP | 27,507 | $60.0K | 0.01% | +27,507 | New |
| Virtu Financial LLC | 25,784 | $56.0K | 0.00% | −32,013−55.4% | Reduced |
| AQR Capital Management LLC | 25,894 | $56.0K | 0.00% | +25,894 | New |
| Tamar Securities, LLC | 23,084 | $50.0K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 22,214 | $48.0K | 0.00% | +167+0.8% | Added |
| Voya Investment Management LLC | 21,854 | $48.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,221 | $46.0K | 0.00% | −104,674−83.1% | Reduced |
| JPMorgan Chase & Co | 20,401 | $44.0K | 0.00% | −39,324−65.8% | Reduced |
| Meeder Asset Management Inc | 19,260 | $43.0K | 0.00% | −452−2.3% | Reduced |
| Alliancebernstein L.P. | 19,100 | $42.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 18,749 | $41.0K | 0.00% | +4,866+35.1% | Added |
| SG Americas Securities, LLC | 18,596 | $41.0K | 0.00% | +18,596 | New |
| Squarepoint Ops LLC | 18,657 | $41.0K | 0.00% | +18,657 | New |
| Victory Capital Management Inc | 15,788 | $34.0K | 0.00% | +1,195+8.2% | Added |
| Creative Planning | 14,814 | $32.0K | 0.00% | +2,114+16.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,164 | $27.0K | 0.00% | +1,764+17.0% | Added |
| Caas Capital Management LP | 11,812 | $26.0K | 0.00% | +11,812 | New |
| The PNC Financial Services Group, Inc. | 10,054 | $22.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,000 | $22.0K | 0.00% | +10,000 | New |
| Principal Financial Group Inc | 10,098 | $22.0K | 0.00% | +10,098 | New |
| Brewin Dolphin Ltd | 9,300 | $20.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,039 | $18.0K | 0.00% | −7,200−47.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,288 | $18.0K | 0.00% | +2,645+46.9% | Added |
| Royal Bank of Canada | 6,537 | $15.0K | 0.00% | +2,912+80.3% | Added |
| Citigroup Inc | 6,032 | $13.0K | 0.00% | +3,513+139.5% | Added |
| Legal & General Group Plc | 5,580 | $12.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,569 | $10.0K | 0.00% | +4,569 | New |
| Nisa Investment Advisors, LLC | 2,990 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,010 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,893 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,074 | $2.00K | 0.00% | −17,531−94.2% | Reduced |
| Advisor Group Holdings, Inc. | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 49 | $0 | 0.00% | −89−64.5% | Reduced |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 129 | – | – | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −97,984−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −45,974−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,746−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,471−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −13,737−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −6,699−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Navigation Wealth Management, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Sara-Bay Financial | 0 | $0 | 0.00% | −48,645−100.0% | Sold out |