AVTX · Company research
Avalo Therapeutics, Inc. (AVTX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Activest Wealth Management | 1883134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 18 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| SPHERA FUNDS MANAGEMENT LTD. | 1496201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 232294 | 4292793 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RTW INVESTMENTS, LP | 1493215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175000 | 3234000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighVista Strategies LLC | 1335325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122610 | 2265832 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avoro Capital Advisors LLC | 1633313 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2333333 | 43119994 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOX RUN MANAGEMENT, L.L.C. | 1533457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10639 | 196609 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 937633 | 17333308 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 357200 | 6601056 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77474 | 1431720 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 647 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 18 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38240 | 706675 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 404191 | 7469450 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31641 | 584726 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SILVERARC CAPITAL MANAGEMENT, LLC | 1816307 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500402 | 9247429 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nextech Invest Ltd. | 1595430 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 766000 | 14155680 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRAIDWELL LP | 1920938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1629182 | 30107283 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CenterBook Partners LP | 1872738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132869 | 2455419 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2387026 | 44112240 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57800 | 1068144 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOOTHBAY FUND MANAGEMENT, LLC | 1549230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 702051 | 12973902 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1729000 | 31951920 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Deep Track Capital, LP | 1856083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3610000 | 66712800 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Commodore Capital LP | 1831942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1018319 | 18818535 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Velan Capital Investment Management LP | 1848809 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324452 | 5995873 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20010 | 369785 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10626 | 575 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Affinity Asset Advisors, LLC | 1773195 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2900000 | 53592000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16661 | 307895 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TCG Crossover Management, LLC | 1839948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3017120 | 55756378 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 18 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3475123 | 64220273 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17931 | 331365 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Seven Fleet Capital Management LP | 2092021 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 438552 | 8104441 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90162 | 1666194 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344800 | 6371904 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1600 | 29568 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36876 | 681468 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Persistent Asset Partners Ltd | 2056052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24544 | 453573 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 909661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2498000 | 46163040 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72533 | 1340410 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ikarian Capital, LLC | 1778253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90183 | 1666581 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PFS Partners, LLC | 2002654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 36960 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Ally Bridge Group (NY) LLC | 1822947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150000 | 2772000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2889287 | 53394024 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324808 | 6002452 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Davern Capital Partners, LP | 2003147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 468666 | 8660948 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67094 | 1239897 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vivo Capital, LLC | 1674712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 275000 | 5082000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 536 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 861711 | 15924419 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Key Financial Inc | 1801720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 18 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1332 | 25000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66603 | 1230823 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 915453 | 16917571 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 942 | 17 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40761 | 753263 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12324 | 227748 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| RA CAPITAL MANAGEMENT, L.P. | 1346824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000000 | 18480000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1260689 | 23297533 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 872681 | 16127145 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53290 | 984789 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Parkman Healthcare Partners LLC | 1777015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 766290 | 14161039 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 490 | 9055 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| BVF INC/IL | 1056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2075545 | 38356072 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28309 | 523150 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4055 | 74896 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53799 | 994206 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185613 | 3430128 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 647 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67498 | 1247363 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1269247 | 23456 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Verdad Advisers, LP | 1812822 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32827 | 606643 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12686 | 234437 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14700 | 271656 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 589245 | 10889248 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ACUTA CAPITAL PARTNERS, LLC | 1582844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186308 | 3442972 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12544 | 231813 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1542 | 28496 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56411 | 1042475 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.