Adverum BiotechnologiesADVM
13F holders, Q3 2024 (September 30)76holders +10
21new positions
12sold out
4famous investors
$7.10avg. 13F price*
At the end of Q3 2024, 76 institutions reported holding Adverum Biotechnologies Inc. (ADVM) in their 13F filings, up 10 from Q2 2024. 21 opened new positions and 12 sold out. The largest holders were BML Capital Management, LLC ($15.9M), TCG Crossover Management, LLC ($14.1M) and Franklin Resources Inc. ($13.6M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Adverum Biotechnologies Inc.
- CUSIP
- 00773U207
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $18.1M |
| Exits | 12 | $4.7M |
All 13F filers, Q2 2024 → Q3 2024: 3,442,986 shares bought and 2,444,320 shares sold, net +998,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| BML Capital Management, LLC | 9.37% | Add +15.4% | 2,268,064 | $15.9M |
| TCG Crossover Management, LLC | 1.19% | New | 2,008,339 | $14.1M |
| Franklin Resources Inc. | 0.00% | Add +0.0% | 1,760,056 | $13.6M |
| BlackRock, Inc. | 0.00% | — | 1,490,709 | $10.5M |
| Venrock Adviser, LLC | 0.54% | No change | 1,467,048 | $10.3M |
| Frazier Life Sciences Management, L.P. | 0.30% | No change | 1,069,244 | $7.5M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 1,027,654 | $7.2M |
| Vivo Capital, LLC | 0.48% | No change | 833,333 | $5.8M |
| 5AM Venture Management, LLC | 0.79% | No change | 541,666 | $3.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.7% | 439,056 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.8% | 424,087 | $3.0M |
| Logos Global Management LP | 0.33% | No change | 416,666 | $2.9M |
| State Street Corp. | 0.00% | Add +32.7% | 369,616 | $2.6M |
| Pale Fire Capital SE | 0.34% | New | 308,371 | $2.2M |
| Soleus Capital Management, L.P. | 0.17% | Add +95.1% | 287,246 | $2.0M |
| FMR LLC | 0.00% | Reduce -63.2% | 234,718 | $1.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -7.5% | 206,743 | $1.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +153.4% | 173,677 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +228.6% | 154,997 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -31.0% | 89,183 | $626K |
| AQR Capital Management | 0.00% | New | 59,970 | $421K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 59,734 | $419K |
| Squarepoint Ops LLC | 0.00% | Reduce -54.3% | 49,844 | $350K |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.2% | 48,335 | $339K |
| Marshall Wace, LLP | 0.00% | Reduce -79.0% | 42,897 | $301K |
| Grant/GrossMendelsohn, LLC | 0.12% | New | 38,620 | $271K |
| Bank of America Corp. | 0.00% | Reduce -78.7% | 37,482 | $263K |
| Renaissance Technologies | 0.00% | Reduce -72.8% | 37,072 | $260K |
| Trexquant Investment LP | 0.00% | New | 35,834 | $252K |
| Barclays PLC | 0.00% | Add +125.8% | 35,832 | $252K |
| Rhumbline Advisers | 0.00% | Add +4.9% | 32,329 | $227K |
| Millennium Management | 0.00% | Reduce -57.9% | 29,239 | $205K |
| Two Sigma Investments, LP | 0.00% | Reduce -64.5% | 27,499 | $193K |
| Quinn Opportunity Partners LLC | 0.02% | No change | 26,829 | $188K |
| ExodusPoint Capital Management, LP | 0.00% | New | 24,612 | $173K |
| Group One Trading LLC | 0.01% | Add +128668.4% | 24,466 | $172K |
| Citadel Advisors | 0.00% | Reduce -81.3% | 23,534 | $165K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -96.2% | 23,413 | $164K |
| Cantor Fitzgerald, L. P. | 0.01% | No change | 15,446 | $108K |
| Sherbrooke Park Advisers LLC | 0.02% | New | 15,282 | $107K |
| Citigroup Inc. | 0.00% | Add +224.4% | 15,148 | $106K |
| HSBC Holdings PLC | 0.00% | New | 14,730 | $103K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 13,204 | $93K |
| Zacks Investment Management | 0.00% | New | 12,617 | $89K |
| MetLife Investment Management, LLC | 0.00% | Add +129.1% | 12,582 | $88K |
| UBS Group AG | 0.00% | Add +95.2% | 12,408 | $87K |
| American Century Companies Inc. | 0.00% | New | 11,915 | $84K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 11,540 | $81K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 11,123 | $78K |
| SG Americas Securities, LLC | 0.00% | New | 10,597 | $74K |
| Captrust Financial Advisors | 0.00% | New | 10,115 | $71K |
| Wells Fargo & Company | 0.00% | Add +4.8% | 9,581 | $67K |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 9,390 | $66K |
| BNP Paribas Financial Markets | 0.00% | Add +176.9% | 4,146 | $29K |
| New York State Common Retirement Fund | 0.00% | Reduce -79.2% | 3,000 | $21K |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 2,146 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,038 | $14K |
| Legal & General Group Plc | 0.00% | No change | 1,797 | $13K |
| nVerses Capital, LLC | 0.01% | New | 1,600 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7.4% | 1,569 | $11K |
| California State Teachers Retirement System | 0.00% | No change | 1,507 | $11K |
| Amalgamated Bank | 0.00% | No change | 720 | $5K |
| Osaic Holdings, Inc. | 0.00% | Reduce -93.3% | 574 | $4K |
| GAMMA Investing LLC | 0.00% | New | 298 | $2K |
| Cwm, LLC | 0.00% | New | 245 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 166 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 116 | $814 |
| Nisa Investment Advisors, LLC | 0.00% | New | 86 | $604 |
| Sterling Capital Management LLC | 0.00% | — | 66 | $463 |
| Parallel Advisors, LLC | 0.00% | No change | 50 | $351 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $141 |
| Allworth Financial LP | 0.00% | No change | 2 | $15 |
| Danske Bank A/S | 0.00% | New | 2 | $14 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $8 |
| Deutsche Bank AG | 0.00% | Reduce -50.0% | 1 | $7 |
| Lazard Asset Management LLC | 0.00% | Reduce -63.0% | 17 | $0 |
"% of holder's portfolio" is ADVM's weight in each manager's 13F, not the share of Adverum Biotechnologies Inc. the manager owns.