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Alvotech

17 hedge funds and large institutions have $245M invested in Alvotech in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

55% more funds holding

Funds holding: 1117 (+6)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $185M → $245M (+$59.9M)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

0.32% less ownership

Funds ownership: 7.54%7.22% (-0.32%)

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
7
Increased
3
Reduced
3
Closed
1
Calls
$1.29M
Puts
Net Calls
+$1.29M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$100M +$18.2M +1,423,973 +22%
BCL
2
Bracebridge Capital LLC
Massachusetts
$57M -$27.9M -2,179,804 -33%
LC
3
Littlejohn & Co
Connecticut
$14.6M +$14.5M +1,132,391 New
SC
4
Sculptor Capital
New York
$14.1M
OFA
5
Oaktree Fund Advisors
California
$14M +$5.34M +417,550 +63%
SCM
6
Suvretta Capital Management
New York
$12.9M
Temasek Holdings
7
Temasek Holdings
Singapore
$12.9M
LC
8
Lodbrok Capital
United Kingdom
$9.72M +$3.19M +249,148 +49%
FCM
9
Farallon Capital Management
California
$6.45M
Invesco
10
Invesco
Georgia
$1.89M +$1.87M +146,350 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$439K +$435K +34,007 New
Mariner
12
Mariner
Kansas
$245K +$243K +18,974 New
Bank of America
13
Bank of America
North Carolina
$195K +$194K +15,140 New
WAM
14
Wolverine Asset Management
Illinois
$30.6K +$30.4K +2,376 New
UBS Group
15
UBS Group
Switzerland
$29.5K -$3.83K -299 -12%
Morgan Stanley
16
Morgan Stanley
New York
$15.4K -$13.3M -1,038,727 -100%
JP Morgan Chase
17
JP Morgan Chase
New York
$6K +$6.38K +499 New
GI
18
GAMCO Investors
Connecticut
-$134K -13,447 Closed

ALVO Hedge Fund Activity: Q1 2023 in Review

17 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Alvotech (ALVO) for Q1 2023, worth a combined $245M — up 32% from $185M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ALVO positions and 1 closed out — a net gain of 6 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Oaktree Capital Management, adding an estimated $18.2M. The largest seller was Bracebridge Capital LLC, cutting an estimated $27.9M.

  • 17 institutional investors held Alvotech (ALVO) as of Q1 2023, up from 11 in Q4 2022.
  • Funds reported $245M of Alvotech stock for Q1 2023, up 32% quarter-over-quarter.
  • 7 funds opened new Alvotech positions in Q1 2023 and 1 closed out, a net change of +6 holders.
  • The largest Alvotech buyer in Q1 2023 was Oaktree Capital Management, an estimated $18.2M added.
  • The largest Alvotech seller in Q1 2023 was Bracebridge Capital LLC, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2023.