Alvotech
ALVO
18 hedge funds and large institutions have $197M invested in Alvotech in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23% more capital invested
Capital invested by funds: $160M → $197M (+$37.2M)
0.12% less ownership
Funds ownership: 6.65% → 6.52% (-0.12%)
5% less funds holding
Funds holding: 19 → 18 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
+$3.84M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.7M |
| 3 |
OFA
Oaktree Fund Advisors
Los Angles,
California
|
+$497K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$158K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$72.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Suvretta Capital Management
New York
|
-$8.47M |
| 2 |
LC
Lodbrok Capital
London,
United Kingdom
|
-$421K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$110K |
| 4 |
JP Morgan Chase
New York
|
-$77K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$52.9K |
ALVO Hedge Fund Activity: Q4 2023 in Review
18 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in Alvotech (ALVO) for Q4 2023, worth a combined $197M — up 23% from $160M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ALVO and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 6 added.
The largest buyer was Oaktree Capital Management, adding an estimated $3.84M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $8.47M sold.
- 18 institutional investors held Alvotech (ALVO) as of Q4 2023, down from 19 in Q3 2023.
- Funds reported $197M of Alvotech stock for Q4 2023, up 23% quarter-over-quarter.
- 2 funds opened new Alvotech positions in Q4 2023 and 3 closed out, a net change of -1 holder.
- The largest Alvotech buyer in Q4 2023 was Oaktree Capital Management, an estimated $3.84M added.
- The largest Alvotech seller in Q4 2023 was Suvretta Capital Management, an estimated $8.47M sold.
Based on aggregated 13F filings for Q4 2023.