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Alvotech

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.

New
Increased
Maintained
Reduced
Closed

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: 1822 (+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: 43 (-1)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
8
Increased
7
Reduced
4
Closed
4
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$38.2M +$936K +63,948 +2%
OCM
2
Oaktree Capital Management
California
$35.4M -$37.3M -2,551,695 -47%
BCL
3
Bracebridge Capital LLC
Massachusetts
$33.1M -$24.2M -1,655,220 -38%
SC
4
Sculptor Capital
New York
$23.9M +$12.6M +859,815 +79%
LC
5
Littlejohn & Co
Connecticut
$14.9M +$1.26M +86,143 +8%
Morgan Stanley
6
Morgan Stanley
New York
$10.1M +$12.1M +825,549 +1,587,594%
LC
7
Lodbrok Capital
United Kingdom
$7.3M +$1.57M +107,363 +17%
Marshall Wace
8
Marshall Wace
United Kingdom
$3.06M +$3.66M +250,123 New
OFA
9
Oaktree Fund Advisors
California
$1.66M -$5.68M -387,864 -74%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.63M +$1M +68,331 +106%
Northern Trust
11
Northern Trust
Illinois
$1.48M +$1.77M +121,257 New
BRWA
12
B. Riley Wealth Advisors
Florida
$456K
Mariner
13
Mariner
Kansas
$331K -$14.5K -991 -4%
OQS
14
Occudo Quantitative Strategies
Florida
$295K +$353K +24,120 New
CSS
15
Cubist Systematic Strategies
Connecticut
$200K +$240K +16,399 New
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$143K +$171K +11,700 New
Bank of America
17
Bank of America
North Carolina
$122K
Amundi
18
Amundi
France
$86.4K +$98.1K +6,700 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16K +$16.8K +1,146 +600%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.68K +$4.41K +301 New
LFG
21
Larson Financial Group
Missouri
$367
UBS Group
22
UBS Group
Switzerland
$24 +$29 +2 New
Temasek Holdings
23
Temasek Holdings
Singapore
-$11.5M -1,000,000 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$192K -16,743 Closed
WAM
25
Wolverine Asset Management
Illinois
-$71.5K -6,227 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.