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Alvotech

17 hedge funds and large institutions have $134M invested in Alvotech in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1717 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.56% less ownership

Funds ownership: 7.22%6.66% (-0.56%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

45% less capital invested

Capital invested by funds: $245M → $134M (-$111M)

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
3
Increased
4
Reduced
5
Closed
3
Calls
$774K
Puts
Net Calls
+$774K
Net Calls Change
-$516K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$52.3M -$9.34M -1,003,473 -13%
BCL
2
Bracebridge Capital LLC
Massachusetts
$33.8M -$509K -54,737 -1%
LC
3
Littlejohn & Co
Connecticut
$8.76M
SC
4
Sculptor Capital
New York
$8.6M
SCM
5
Suvretta Capital Management
New York
$7.74M
Temasek Holdings
6
Temasek Holdings
Singapore
$7.74M
OFA
7
Oaktree Fund Advisors
California
$6.38M -$2.43M -260,720 -24%
FCM
8
Farallon Capital Management
California
$3.38M -$585K -62,890 -13%
LC
9
Lodbrok Capital
United Kingdom
$3.29M
JP Morgan Chase
10
JP Morgan Chase
New York
$466K +$556K +59,730 +11,970%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$301K +$45.1K +4,842 +14%
Mariner
12
Mariner
Kansas
$202K +$66.9K +7,187 +38%
BRWA
13
B. Riley Wealth Advisors
Florida
$194K +$233K +25,000 New
WAM
14
Wolverine Asset Management
Illinois
$138K +$143K +15,393 +648%
HF
15
HRT Financial
New York
$130K +$157K +16,855 New
Bank of America
16
Bank of America
North Carolina
$116K -$1.3K -140 -0.9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3K +$3.54K +381 New
Invesco
18
Invesco
Georgia
-$1.89M -146,350 Closed
UBS Group
19
UBS Group
Switzerland
-$29.5K -2,283 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$15.4K -1,193 Closed

ALVO Hedge Fund Activity: Q2 2023 in Review

17 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Alvotech (ALVO) for Q2 2023, worth a combined $134M — down 45% from $245M a quarter earlier.

Fund positioning in ALVO was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 5 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $556K. The largest seller was Oaktree Capital Management, cutting an estimated $9.34M.

  • 17 institutional investors held Alvotech (ALVO) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $134M of Alvotech stock for Q2 2023, down 45% quarter-over-quarter.
  • 3 funds opened new Alvotech positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest Alvotech buyer in Q2 2023 was JP Morgan Chase, an estimated $556K added.
  • The largest Alvotech seller in Q2 2023 was Oaktree Capital Management, an estimated $9.34M sold.

Based on aggregated 13F filings for Q2 2023.