Adverum Biotechnologies Ownership

ADVM Stock

USD 0.74 0.06 7.24%

Some institutional investors establish a significant position in stocks such as Adverum Biotechnologies in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Adverum Biotechnologies, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Check out Trending Equities. To learn how to invest in Adverum Stock please use our How to Invest in Adverum Biotechnologies guide.

As of 30th of March 2023, Preferred Dividends Income Statement Impact is likely to drop to about 2.9 M. As of 30th of March 2023, Weighted Average Shares is likely to grow to about 121.6 M. Also, Weighted Average Shares Diluted is likely to grow to about 121.6 M.

Adverum Biotechnologies retains a total of 99.73 Million outstanding shares. Over half of Adverum Biotechnologies outstanding shares are owned by other corporate entities. These other corporate entities are typically referred to corporate investors that acquire positions in a given instrument to benefit from reduced trade commissions. Consequently, these institutions are subject to different rules and regulation than regular investors in Adverum Biotechnologies. Please watch out for any change in the institutional holdings of Adverum Biotechnologies as this could mean something significant has changed or about to change at the company. Remember, it does not matter who owns the company or if the company is currently losing money. If the true value of the company is more than the market pays for it currently, you can still have a good investment opportunity.

Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Market Capitalization Enterprise Value

Adverum Stock Ownership Analysis

About 58.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.3. Some equities with similar Price to Book (P/B) outperform the market in the long run. Adverum Biotechnologies recorded a loss per share of 1.69. The entity had not issued any dividends in recent years. Adverum Biotechnologies, Inc., a clinical-stage gene therapy company, develops gene therapy product candidates to treat ocular and rare diseases. Adverum Biotechnologies, Inc. was incorporated in 2006 and is headquartered in Redwood City, California. Adverum Biotechnlgs operates under Biotechnology classification in the United States and is traded on NASDAQ Exchange. It employs 188 people. For more info on Adverum Biotechnologies please contact Laurent Fischer at 650 656 9323 or go to https://www.adverum.com.

Besides selling stocks to institutional investors, Adverum Biotechnologies also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Adverum Biotechnologies' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Adverum Biotechnologies' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Adverum Biotechnologies Quarterly Share Based Compensation

4.5 Million

Roughly 4.0% of Adverum Biotechnologies are currently held by insiders. Unlike Adverum Biotechnologies' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Adverum Biotechnologies' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%.

Adverum Biotechnologies SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Adverum Biotechnologies prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Adverum Biotechnologies investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Adverum Biotechnologies specific information freely available to individual and institutional investors to make a timely investment decision.

	14th of February 2023 Unclassified Corporate Event	View
	13th of December 2022 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers	View
	10th of November 2022 Financial Statements and Exhibits. Results of Operations and Financial Condition	View

Adverum Biotechnologies Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Adverum Biotechnologies insiders, such as employees or executives, is commonly permitted as long as it does not rely on Adverum Biotechnologies' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Adverum Biotechnologies insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Thomas Woiwode over two months ago Acquisition by Thomas Woiwode of 3390 shares of Adverum Biotechnologies subject to Rule 16b-3
		Beckman Richard over six months ago Sale by Beckman Richard of 4272 shares of Adverum Biotechnlgs
		Rakow John over six months ago Acquisition by Rakow John of 75257 shares of Adverum Biotechnlgs subject to Rule 16b-3
		Lupher Jr Mark L over six months ago Acquisition by Lupher Jr Mark L of 40000 shares of Adverum Biotechnlgs subject to Rule 16b-3
		Rakow John over six months ago Acquisition by Rakow John of 250000 shares of Adverum Biotechnlgs subject to Rule 16b-3
		Pecota Nancy E over six months ago Adverum Biotechnlgs exotic insider transaction detected
		Seyedkazemi Setareh over six months ago Purchase by Seyedkazemi Setareh of 20000 shares of Adverum Biotechnlgs
		Beckman Richard over six months ago Purchase by Beckman Richard of 10000 shares of Adverum Biotechnlgs
		Svoronos Dawn over six months ago Purchase by Svoronos Dawn of 30000 shares of Adverum Biotechnlgs
		Dsouza Rupert over six months ago Purchase by Dsouza Rupert of 10000 shares of Adverum Biotechnlgs
		Fischer Laurent over six months ago Purchase by Fischer Laurent of 25000 shares of Adverum Biotechnlgs
		Soparkar Peter over six months ago Purchase by Soparkar Peter of 21750 shares of Adverum Biotechnlgs

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Adverum Biotechnologies in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Adverum Biotechnologies' short interest history, or implied volatility extrapolated from Adverum Biotechnologies options trading.

Pair Trading with Adverum Biotechnologies

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Adverum Biotechnologies position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Adverum Biotechnologies will appreciate offsetting losses from the drop in the long position's value.

Moving against Adverum Biotechnologies

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The ability to find closely correlated positions to Adverum Biotechnologies could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Adverum Biotechnologies when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Adverum Biotechnologies - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Adverum Biotechnologies to buy it.

The correlation of Adverum Biotechnologies is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Adverum Biotechnologies moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Adverum Biotechnologies moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Adverum Biotechnologies can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Check out Trending Equities. To learn how to invest in Adverum Stock please use our How to Invest in Adverum Biotechnologies guide. You can also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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When running Adverum Biotechnologies price analysis, check to measure Adverum Biotechnologies' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Adverum Biotechnologies is operating at the current time. Most of Adverum Biotechnologies' value examination focuses on studying past and present price action to predict the probability of Adverum Biotechnologies' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Adverum Biotechnologies' price. Additionally, you may evaluate how the addition of Adverum Biotechnologies to your portfolios can decrease your overall portfolio volatility.

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Is Adverum Biotechnologies' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Adverum Biotechnologies. If investors know Adverum will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Adverum Biotechnologies listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Earnings Share

(1.69)

Quarterly Revenue Growth

(0.70)

Return On Assets

(0.23)

Return On Equity

(0.56)

The market value of Adverum Biotechnologies is measured differently than its book value, which is the value of Adverum that is recorded on the company's balance sheet. Investors also form their own opinion of Adverum Biotechnologies' value that differs from its market value or its book value, called intrinsic value, which is Adverum Biotechnologies' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Adverum Biotechnologies' market value can be influenced by many factors that don't directly affect Adverum Biotechnologies' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Adverum Biotechnologies' value and its price as these two are different measures arrived at by different means. Investors typically determine Adverum Biotechnologies value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Adverum Biotechnologies' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Adverum Biotechnologies Ownership

Adverum Stock Ownership Analysis

Adverum Biotechnologies Quarterly Share Based Compensation

4.5 Million

Adverum Biotechnologies SEC Filings

Adverum Biotechnologies Insider Trading Activities

Pair Trading with Adverum Biotechnologies

Moving against Adverum Biotechnologies

Complementary Tools for analysis

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