Adverum BiotechnologiesADVM
13F holders, Q4 2024 (December 31)68holders −8
4new positions
16sold out
4famous investors
$4.67avg. 13F price*
At the end of Q4 2024, 68 institutions reported holding Adverum Biotechnologies Inc. (ADVM) in their 13F filings, down 8 from Q3 2024. 4 opened new positions and 16 sold out. The largest holders were BML Capital Management, LLC ($10.6M), TCG Crossover Management, LLC ($8.4M) and Franklin Resources Inc. ($8.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Adverum Biotechnologies Inc.
- CUSIP
- 00773U207
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $384K |
| Exits | 16 | $20.8M |
All 13F filers, Q3 2024 → Q4 2024: 787,771 shares bought and 3,369,188 shares sold, net −2,581,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| BML Capital Management, LLC | 6.58% | No change | 2,268,064 | $10.6M |
| TCG Crossover Management, LLC | 0.82% | Reduce -10.6% | 1,796,482 | $8.4M |
| Franklin Resources Inc. | 0.00% | No change | 1,760,056 | $8.2M |
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 1,485,282 | $6.9M |
| Principia Wealth Advisory, LLC | 5.84% | — | 1,330,660 | $6.2M |
| Frazier Life Sciences Management, L.P. | 0.21% | No change | 1,069,244 | $5.0M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 1,031,082 | $4.8M |
| 5AM Venture Management, LLC | 0.60% | No change | 541,666 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.1% | 500,710 | $2.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 442,490 | $2.1M |
| State Street Corp. | 0.00% | Reduce -0.0% | 369,554 | $1.7M |
| Pale Fire Capital SE | 0.34% | Add +2.2% | 315,154 | $1.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +50.4% | 311,005 | $1.5M |
| Soleus Capital Management, L.P. | 0.10% | No change | 287,246 | $1.3M |
| Regeneron Pharmaceuticals, Inc. | 0.08% | — | 180,909 | $845K |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.7% | 172,437 | $805K |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 152,577 | $713K |
| Citadel Advisors | 0.00% | Add +533.4% | 149,071 | $696K |
| Renaissance Technologies | 0.00% | Add +249.6% | 129,605 | $605K |
| Morgan Stanley | 0.00% | Add +28.7% | 114,788 | $536K |
| Marshall Wace, LLP | 0.00% | Add +128.5% | 98,027 | $458K |
| Trexquant Investment LP | 0.01% | Add +167.9% | 95,997 | $448K |
| Grant/GrossMendelsohn, LLC | 0.21% | Add +118.0% | 84,173 | $393K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 59,734 | $279K |
| FMR LLC | 0.00% | Reduce -75.3% | 57,903 | $270K |
| Bank of New York Mellon Corp | 0.00% | No change | 48,335 | $226K |
| D. E. Shaw & Co. | 0.00% | New | 47,614 | $222K |
| UBS Group AG | 0.00% | Add +283.6% | 47,596 | $222K |
| Bank of America Corp. | 0.00% | Add +16.3% | 43,576 | $204K |
| Millennium Management | 0.00% | Add +46.5% | 42,847 | $200K |
| Barclays PLC | 0.00% | Add +11.3% | 39,887 | $186K |
| Corton Capital Inc. | 0.09% | New | 32,696 | $153K |
| Rhumbline Advisers | 0.00% | Reduce -2.0% | 31,667 | $148K |
| JPMorgan Chase & Co. | 0.00% | Add +226.6% | 30,664 | $143K |
| Group One Trading LLC | 0.00% | Add +15.5% | 28,266 | $132K |
| Quinn Opportunity Partners LLC | 0.01% | No change | 26,829 | $125K |
| Citigroup Inc. | 0.00% | Add +31.9% | 19,987 | $93K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +38.3% | 18,261 | $85K |
| American Century Companies Inc. | 0.00% | Add +36.6% | 16,277 | $76K |
| Cantor Fitzgerald, L. P. | 0.00% | No change | 15,446 | $72K |
| Wells Fargo & Company | 0.00% | Add +27.8% | 12,240 | $57K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 12,072 | $56K |
| HSBC Holdings PLC | 0.00% | Reduce -27.3% | 10,704 | $49K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 10,343 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +178.0% | 4,362 | $20K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 4,182 | $20K |
| Royal Bank of Canada | 0.00% | Add +65.7% | 3,556 | $16K |
| New York State Common Retirement Fund | 0.00% | No change | 3,000 | $14K |
| BNP Paribas Financial Markets | 0.00% | Reduce -38.8% | 2,537 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,038 | $10K |
| Simplex Trading, LLC | 0.00% | New | 1,994 | $9K |
| Legal & General Group Plc | 0.00% | No change | 1,797 | $8K |
| California State Teachers Retirement System | 0.00% | No change | 1,507 | $7K |
| R Squared Ltd | 0.00% | — | 710 | $3K |
| Sterling Capital Management LLC | 0.00% | Add +971.2% | 707 | $3K |
| Amalgamated Bank | 0.00% | No change | 720 | $3K |
| Osaic Holdings, Inc. | 0.00% | No change | 574 | $3K |
| Allworth Financial LP | 0.00% | Add +5000.0% | 102 | $456 |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.7% | 90 | $420 |
| SBI Securities Co., Ltd. | 0.00% | — | 85 | $397 |
| Parallel Advisors, LLC | 0.00% | No change | 50 | $234 |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 44 | $205 |
| GAMMA Investing LLC | 0.00% | Reduce -89.6% | 31 | $145 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $94 |
| Deutsche Bank AG | 0.00% | No change | 1 | $5 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $5 |
| Lazard Asset Management LLC | 0.00% | No change | 17 | $0 |
| Cwm, LLC | 0.00% | Reduce -65.7% | 84 | $0 |
"% of holder's portfolio" is ADVM's weight in each manager's 13F, not the share of Adverum Biotechnologies Inc. the manager owns.