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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, Q4 2021

Institutional positions in Avalo Therapeutics, Inc. as of Dec 31, 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
75
−2 vs. Q3 2021
Shares held
80.0M
−467.2K (−0.6%) vs. Q3 2021
Total value
$136.0M
−$39.5M (−22.5%) vs. Q3 2021
New holders
12
31 more added
Sold out
14
15 more reduced

Compare with Q3 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.

Institutional holdersQ4 2021: 75 institutions
Q1 2021: 70 institutionsQ2 2021: 71 institutionsQ3 2021: 77 institutionsQ4 2021: 75 institutionsQ1 2022: 71 institutionsQ2 2022: 54 institutionsQ3 2022: 27 institutionsQ4 2022: 28 institutionsQ1 2023: 32 institutionsQ2 2023: 26 institutionsQ3 2023: 28 institutionsQ4 2023: 12 institutionsQ1 2024: 18 institutionsQ2 2024: 21 institutionsQ3 2024: 29 institutionsQ4 2024: 33 institutionsQ1 2025: 34 institutionsQ2 2025: 36 institutionsQ3 2025: 66 institutionsQ4 2025: 84 institutionsQ1 2026: 97 institutionsQ2 2026: 126 institutions
Value heldQ4 2021: $136.0M
Q1 2021: $180.4MQ2 2021: $218.1MQ3 2021: $175.5MQ4 2021: $136.0MQ1 2022: $56.2MQ2 2022: $34.7MQ3 2022: $18.4MQ4 2022: $28.0MQ1 2023: $16.0MQ2 2023: $862.7KQ3 2023: $158.9KQ4 2023: $209.4KQ1 2024: $1.90MQ2 2024: $9.62MQ3 2024: $63.2MQ4 2024: $56.0MQ1 2025: $66.1MQ2 2025: $39.1MQ3 2025: $194.7MQ4 2025: $361.1MQ1 2026: $469.6MQ2 2026: $1.31B
Institutions holding AVTX and their total value by quarter
QuarterHoldersValue
Q2 2026126$1.31B
Q1 202697$469.6M
Q4 202584$361.1M
Q3 202566$194.7M
Q2 202536$39.1M
Q1 202534$66.1M
Q4 202433$56.0M
Q3 202429$63.2M
Q2 202421$9.62M
Q1 202418$1.90M
Q4 202312$209.4K
Q3 202328$158.9K
Q2 202326$862.7K
Q1 202332$16.0M
Q4 202228$28.0M
Q3 202227$18.4M
Q2 202254$34.7M
Q1 202271$56.2M
Q4 202175$136.0M
Q3 202177$175.5M
Q2 202171$218.1M
Q1 202170$180.4M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q3 2021.

Institutions holding AVTX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Armistice Capital, LLC45,000,000$76.5M1.86%00.0%Unchanged
Nantahala Capital Management, LLC7,145,874$12.1M0.76%+193,473+2.8%Added
Point72 Asset Management, L.P.6,008,850$10.2M0.05%00.0%Unchanged
BlackRock Inc.3,802,010$6.46M0.00%+85,067+2.3%Added
Vanguard Group Inc3,379,303$5.74M0.00%+32,027+1.0%Added
Integral Health Asset Management, LLC1,625,000$2.76M0.77%00.0%Unchanged
Stonepine Capital Management, LLC1,510,095$2.57M1.18%+660,095+77.7%Added
Opaleye Management Inc.1,459,400$2.48M0.53%00.0%Unchanged
Geode Capital Management, LLC1,327,571$2.26M0.00%+85,189+6.9%Added
Boothbay Fund Management, LLC1,198,757$2.04M0.07%−6,173−0.5%Reduced
State Street Corp987,411$1.68M0.00%+11,092+1.1%Added
Soleus Capital Management, L.P.770,000$1.31M0.18%+770,000New
Ikarian Capital, LLC718,705$1.22M0.35%00.0%Unchanged
Goldman Sachs Group Inc685,264$1.17M0.00%+12,600+1.9%Added
Nuveen Asset Management, LLC594,631$1.01M0.00%−15,762−2.6%Reduced
Assenagon Asset Management S.A.582,718$991.0K0.00%−296,616−33.7%Reduced
Northern Trust Corp533,578$907.0K0.00%+16,276+3.1%Added
Two Sigma Advisers, LP474,000$806.0K0.00%−327,300−40.8%Reduced
D. E. Shaw & Co., Inc.335,022$570.0K0.00%+161,598+93.2%Added
Two Sigma Investments, LP295,977$503.0K0.00%−436,954−59.6%Reduced
Bank of New York Mellon Corp161,417$274.0K0.00%+3,112+2.0%Added
Charles Schwab Investment Management Inc155,779$265.0K0.00%+23,065+17.4%Added
Morgan Stanley154,457$262.0K0.00%+80,632+109.2%Added
AQR Capital Management LLC91,585$156.0K0.00%+65,691+253.7%Added
Citadel Advisors LLC62,928$107.0K0.00%+31,769+102.0%Added
Simplex Trading, LLC55,861$94.0K0.00%+55,861New
Commonwealth Equity Services, LLC52,000$88.0K0.00%00.0%Unchanged
JPMorgan Chase & Co48,519$83.0K0.00%+28,118+137.8%Added
Rhumbline Advisers47,194$80.0K0.00%−204−0.4%Reduced
Wells Fargo & Company41,824$72.0K0.00%+40,750+3,794.2%Added
Renaissance Technologies LLC39,952$68.0K0.00%+11,971+42.8%Added
Deutsche Bank AG39,202$66.0K0.00%+7,408+23.3%Added
STRS Ohio38,400$65.0K0.00%−25,800−40.2%Reduced
California State Teachers Retirement System35,274$60.0K0.00%+7,000+24.8%Added
Minot Wealth Management LLC34,645$59.0K0.01%−68,765−66.5%Reduced
American International Group, Inc.33,111$56.0K0.00%+4,130+14.3%Added
Virtu Financial LLC33,069$56.0K0.01%+7,285+28.3%Added
LGL Partners, LLC28,850$49.0K0.01%+28,850New
Bank of America Corp27,157$46.0K0.00%−19,663−42.0%Reduced
Susquehanna International Group, LLP26,753$45.0K0.00%+5,532+26.1%Added
Tamar Securities, LLC23,084$39.0K0.01%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.22,656$39.0K0.00%+10,492+86.3%Added
New York State Common Retirement Fund22,214$38.0K0.00%00.0%Unchanged
Creative Planning20,369$35.0K0.00%+5,555+37.5%Added
Voya Investment Management LLC19,776$34.0K0.00%−2,078−9.5%Reduced
Freestone Capital Holdings, LLC20,000$34.0K0.00%+20,000New
Ethic Inc.20,000$34.0K0.00%+20,000New
Invesco Ltd.19,405$33.0K0.00%+656+3.5%Added
Alliancebernstein L.P.19,100$32.0K0.00%00.0%Unchanged
Citigroup Inc17,734$30.0K0.00%+11,702+194.0%Added
UBS Group AG17,794$30.0K0.00%+17,745+36,214.3%Added
Victory Capital Management Inc15,849$27.0K0.00%+61+0.4%Added
Stifel Financial Corp15,000$26.0K0.00%+5,000+50.0%Added
Royal Bank of Canada14,284$24.0K0.00%+7,747+118.5%Added
ProShare Advisors LLC13,610$22.0K0.00%+13,610New
XTX Topco Ltd11,685$20.0K0.01%+11,685New
Principal Financial Group Inc10,505$18.0K0.00%+407+4.0%Added
Amalgamated Bank10,326$18.0K0.00%+10,326New
ExodusPoint Capital Management, LP10,664$18.0K0.00%+10,664New
SG Americas Securities, LLC10,089$17.0K0.00%−8,507−45.7%Reduced
Moody Lynn & Lieberson, LLC10,000$17.0K0.00%+10,000New
Mayflower Financial Advisors, LLC10,000$17.0K0.00%+10,000New
Tower Research Capital LLC (TRC)7,448$13.0K0.00%−840−10.1%Reduced
Group One Trading, L.P.5,487$9.00K0.00%−2,552−31.7%Reduced
Legal & General Group Plc5,580$9.00K0.00%00.0%Unchanged
Point72 Hong Kong Ltd3,826$7.00K0.00%−743−16.3%Reduced
TCI Wealth Advisors, Inc.3,010$5.00K0.00%00.0%Unchanged
Washington Trust Co3,000$5.00K0.00%+3,000New
Nisa Investment Advisors, LLC2,990$3.00K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,893$3.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.500$1.00K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.54$00.00%−10,000−99.5%Reduced
Kistler-Tiffany Companies, LLC23$00.00%00.0%Unchanged
Parallel Advisors, LLC6$00.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.129$00.00%00.0%Unchanged
Asymmetry Capital Management, L.P.0$00.00%−534,621−100.0%Sold out
Laurion Capital Management LP0$00.00%−330,444−100.0%Sold out
Monashee Investment Management LLC0$00.00%−270,000−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−197,133−100.0%Sold out
Millennium Management LLC0$00.00%−188,525−100.0%Sold out
HRT Financial LP0$00.00%−96,770−100.0%Sold out
Maven Securities LTD0$00.00%−50,000−100.0%Sold out
Aristides Capital LLC0$00.00%−48,953−100.0%Sold out
Ergoteles LLC0$00.00%−39,500−100.0%Sold out
Atom Investors LP0$00.00%−27,507−100.0%Sold out
Meeder Asset Management Inc0$00.00%−19,260−100.0%Sold out
Squarepoint Ops LLC0$00.00%−18,657−100.0%Sold out
Caas Capital Management LP0$00.00%−11,812−100.0%Sold out
Brewin Dolphin Ltd0$00.00%−9,300−100.0%Sold out