Alvotech
ALVO
22 hedge funds and large institutions have $172M invested in Alvotech in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
22% more funds holding
Funds holding: 18 → 22 (+4)
1.18% less ownership
Funds ownership: 6.52% → 5.34% (-1.2%)
12% less capital invested
Capital invested by funds: $197M → $172M (-$24.4M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
+$12.6M |
| 2 |
Morgan Stanley
New York
|
+$12.1M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$3.66M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.77M |
| 5 |
LC
Lodbrok Capital
London,
United Kingdom
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$37.3M |
| 2 |
BCL
Bracebridge Capital LLC
Boston,
Massachusetts
|
-$24.2M |
| 3 |
Temasek Holdings
Singapore
|
-$11.5M |
| 4 |
OFA
Oaktree Fund Advisors
Los Angles,
California
|
-$5.68M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$192K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$184 | -16 | Closed |
|
ALVO Hedge Fund Activity: Q1 2024 in Review
22 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alvotech (ALVO) for Q1 2024, worth a combined $172M — down 12% from $197M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ALVO positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Sculptor Capital, adding an estimated $12.6M. The largest seller was Oaktree Capital Management, cutting an estimated $37.3M.
- 22 institutional investors held Alvotech (ALVO) as of Q1 2024, up from 18 in Q4 2023.
- Funds reported $172M of Alvotech stock for Q1 2024, down 12% quarter-over-quarter.
- 8 funds opened new Alvotech positions in Q1 2024 and 4 closed out, a net change of +4 holders.
- The largest Alvotech buyer in Q1 2024 was Sculptor Capital, an estimated $12.6M added.
- The largest Alvotech seller in Q1 2024 was Oaktree Capital Management, an estimated $37.3M sold.
Based on aggregated 13F filings for Q1 2024.