Allovir Inc (ALVR) Ownership

3.93 ↓0.06 (-1.50%)

As of March 31, 2023, 3:58pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Allovir Inc (ALVR), owning a total of 7.3 million shares. Combined, the top 23 institutional holders of ALVR own 38.67% of the company with a total of 36.1 million shares.

In the latest ownership report on December 31st 2022, the top 23 institutional holders increased their combined ownership of ALVR by 193 thousand shares. 8 institutions bought 511,526 total additional shares and increased their ownership by an average of 11.77%. However 2 institutions sold 318,054 total shares and decreased their ownership by an average of 3.23%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Allovir Inc increased by a net total of 193,472 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Artal Group S A	5.967%	0.000%	5,577,167	0	2022-12-31
Alkeon Capital Management, LLC	4.927%	-6.459%	4,605,104	-318,000	2022-12-31
Vanguard Group Inc	3.157%	1.364%	2,950,920	39,720	2022-12-31
BlackRock Inc	3.014%	5.597%	2,816,783	149,303	2022-12-31
GMT Capital Corp	2.952%	0.000%	2,758,846	0	2022-12-31
Redmile Group, LLC	2.041%	0.000%	1,907,969	0	2022-12-31
American International Group Inc	1.224%	-0.005%	1,143,580	-54	2022-12-31
Massachusetts Financial Services Company	1.049%	17.334%	980,655	144,876	2022-12-31
State Street Corporation	0.942%	0.275%	879,912	2,411	2022-12-31
Northern Trust Corp	0.492%	1.057%	459,834	4,809	2022-12-31
Renaissance Technologies Corp	0.443%	42.395%	413,800	123,200	2022-12-31
Marshall Wace Asset Management Ltd	0.347%	0.000%	324,658	0	2022-12-31
Charles Schwab Investment Management Inc	0.325%	1.474%	303,469	4,409	2022-12-31
Goldman Sachs Group Inc	0.231%	24.692%	216,129	42,798	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	7.795%	1.363%	7,285,836	97,952	2022-09-30
Artal Group S A	5.967%	0.000%	5,577,167	0	2022-12-31
Alkeon Capital Management, LLC	4.927%	-6.459%	4,605,104	-318,000	2022-12-31
Vanguard Group Inc	3.157%	1.364%	2,950,920	39,720	2022-12-31
BlackRock Inc	3.014%	5.597%	2,816,783	149,303	2022-12-31
GMT Capital Corp	2.952%	0.000%	2,758,846	0	2022-12-31
Redmile Group, LLC	2.041%	0.000%	1,907,969	0	2022-12-31
American International Group Inc	1.224%	-0.005%	1,143,580	-54	2022-12-31
Woodline Partners LP	1.163%	0.000%	1,087,093	0	2022-09-30
Massachusetts Financial Services Company	1.049%	17.334%	980,655	144,876	2022-12-31
State Street Corporation	0.942%	0.275%	879,912	2,411	2022-12-31
Geode Capital Management, LLC	0.808%	36.968%	754,766	203,711	2022-09-30
JPMorgan Chase & Co	0.652%	-21.484%	609,131	-166,676	2022-09-30
Northern Trust Corp	0.492%	1.057%	459,834	4,809	2022-12-31
Renaissance Technologies Corp	0.443%	42.395%	413,800	123,200	2022-12-31
Morgan Stanley - Brokerage Accounts	0.431%	185.048%	402,536	261,319	2022-09-30
Marshall Wace Asset Management Ltd	0.347%	0.000%	324,658	0	2022-12-31
Charles Schwab Investment Management Inc	0.325%	1.474%	303,469	4,409	2022-12-31
Goldman Sachs Group Inc	0.231%	24.692%	216,129	42,798	2022-12-31
State Of Wisconsin Investment Board	0.208%	-18.269%	193,357	-43,220	2022-09-30
Amvescap Plc.	0.198%	1,419.240%	184,831	172,665	2022-09-30
Nuveen Asset Management, LLC	0.191%	120.333%	178,060	97,246	2022-06-30
Bank of New York Mellon Corp	0.118%	17.477%	109,423	16,279	2022-09-30

Mutual Fund Ownership

Fidelity Growth Compy Commingled Pl 3 is the biggest individual fund holder of Allovir Inc (ALVR), owning a total of 2.9 million shares. Combined, the top 21 mutual fund holders of ALVR own 15.71% of the company with a total of 14.7 million shares.

In the latest ownership report on February 28th 2023, the top 21 fund holders increased their combined ownership of ALVR by 7 thousand shares. 3 funds bought 2,449 total additional shares and increased their ownership by an average of 0.22%. However 3 funds sold 9,374 total shares and decreased their ownership by an average of 0.6%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Allovir Inc decreased by a net total of -6,925 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.362%	0.000%	1,272,621	0	2023-02-28
iShares Russell 2000 ETF	0.736%	-0.958%	687,939	-6,655	2023-02-28
Vanguard Extended Market Index Investor	0.698%	0.000%	652,253	0	2023-02-28
Vanguard Small Cap Index	0.517%	0.178%	483,232	860	2023-02-28
JPM Thematics Genetic Thrps C2 Acc USD	0.364%	-0.460%	340,442	-1,574	2023-02-28
Vanguard Small Cap Value Index Inv	0.361%	0.250%	337,665	841	2023-02-28
iShares Russell 2000 Value ETF	0.329%	0.244%	307,284	748	2023-02-28
iShares Biotechnology ETF	0.312%	-0.391%	291,447	-1,145	2023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.280%	0.000%	261,549	0	2023-02-28
Schwab US Small-Cap ETF™	0.208%	0.000%	194,320	0	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Growth Compy Commingled Pl 3	3.110%	0.536%	2,906,286	15,501	2023-01-31
Fidelity® Growth Company	2.254%	-1.689%	2,106,777	-36,201	2023-01-31
Vanguard Total Stock Mkt Idx Inv	1.362%	0.000%	1,272,621	0	2023-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	1.362%	0.000%	1,272,621	0	2022-12-31
Fidelity® Select Biotechnology	0.912%	0.000%	852,383	0	2023-01-31
Fidelity® Growth Company K6	0.741%	0.000%	692,308	0	2023-01-31
iShares Russell 2000 ETF	0.736%	-0.958%	687,939	-6,655	2023-02-28
Vanguard Extended Market Index Investor	0.698%	0.000%	652,253	0	2023-02-28
MFS New Discovery I	0.571%	0.000%	533,582	0	2023-01-31
Fidelity® Series Growth Company	0.522%	4.591%	487,510	21,400	2023-01-31
Vanguard Small Cap Index	0.517%	0.178%	483,232	860	2023-02-28
JPMorgan Small Cap Value I	0.364%	0.000%	340,515	0	2023-01-31
JPM Thematics Genetic Thrps C2 Acc USD	0.364%	-0.460%	340,442	-1,574	2023-02-28
Vanguard Small Cap Value Index Inv	0.361%	0.250%	337,665	841	2023-02-28
iShares Russell 2000 Value ETF	0.329%	0.244%	307,284	748	2023-02-28
iShares Biotechnology ETF	0.312%	-0.391%	291,447	-1,145	2023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.280%	0.000%	261,549	0	2023-02-28
Fidelity® Small Cap Index	0.269%	0.000%	251,828	0	2022-12-31
Fidelity® Extended Market Index	0.239%	0.000%	223,609	0	2023-01-31
Schwab US Small-Cap ETF™	0.208%	0.000%	194,320	0	2023-02-28
Invesco DWA SmallCap Momentum ETF	0.205%	0.000%	190,970	0	2022-12-31