Alvotech
ALVO
19 hedge funds and large institutions have $160M invested in Alvotech in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
20% more capital invested
Capital invested by funds: $134M → $160M (+$26.2M)
12% more funds holding
Funds holding: 17 → 19 (+2)
0.01% less ownership
Funds ownership: 6.66% → 6.65% (-0.01%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.7M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$232K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$168K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$69.9K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$815 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$15.9M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$3.38M |
| 3 |
OFA
Oaktree Fund Advisors
Los Angles,
California
|
-$3.27M |
| 4 |
SCM
Suvretta Capital Management
New York
|
-$663K |
| 5 |
LC
Lodbrok Capital
London,
United Kingdom
|
-$601K |
ALVO Hedge Fund Activity: Q3 2023 in Review
19 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Alvotech (ALVO) for Q3 2023, worth a combined $160M — up 20% from $134M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ALVO positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $26.7M. The largest seller was Oaktree Capital Management, cutting an estimated $15.9M.
- 19 institutional investors held Alvotech (ALVO) as of Q3 2023, up from 17 in Q2 2023.
- Funds reported $160M of Alvotech stock for Q3 2023, up 20% quarter-over-quarter.
- 4 funds opened new Alvotech positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest Alvotech buyer in Q3 2023 was Vanguard Group, an estimated $26.7M added.
- The largest Alvotech seller in Q3 2023 was Oaktree Capital Management, an estimated $15.9M sold.
Based on aggregated 13F filings for Q3 2023.