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Alvotech

32 hedge funds and large institutions have $178M invested in Alvotech in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 3132 (+1)

2% more capital invested

Capital invested by funds: $174M → $178M (+$4.26M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.15% less ownership

Funds ownership: 5.19%5.03% (-0.15%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$37.9M +$155K +13,375 +0.4%
BCL
2
Bracebridge Capital LLC
Massachusetts
$32.2M
OCM
3
Oaktree Capital Management
California
$30.1M
Morgan Stanley
4
Morgan Stanley
New York
$20.7M +$19.5M +1,681,049 +2,884%
LC
5
Littlejohn & Co
Connecticut
$15.7M
SC
6
Sculptor Capital
New York
$11.1M
PC
7
PointState Capital
New York
$9M +$307K +26,481 +4%
Legal & General Group
8
Legal & General Group
United Kingdom
$6.41M -$49.5K -4,270 -0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.49M +$244K +21,022 +11%
FCM
10
Farallon Capital Management
California
$2.38M +$2.32M +199,675 New
RA
11
Royce & Associates
New York
$1.56M +$429K +37,000 +39%
Millennium Management
12
Millennium Management
New York
$1.51M +$121K +10,457 +9%
OFA
13
Oaktree Fund Advisors
California
$1.41M
Northern Trust
14
Northern Trust
Illinois
$1.31M -$3.07K -265 -0.2%
EAM
15
Exome Asset Management
New York
$1.07M -$103K -8,900 -9%
BRWA
16
B. Riley Wealth Advisors
Florida
$605K
ECM
17
ExodusPoint Capital Management
New York
$406K +$396K +34,111 New
Marshall Wace
18
Marshall Wace
United Kingdom
$395K -$67K -5,779 -15%
TGAM
19
TBH Global Asset Management
Tennessee
$363K -$34.8K -3,000 -9%
Mariner
20
Mariner
Kansas
$299K -$12.9K -1,113 -4%
Citadel Advisors
21
Citadel Advisors
Florida
$253K +$246K +21,249 New
LC
22
Lodbrok Capital
United Kingdom
$238K -$6.19M -534,227 -75%
RB
23
Richmond Brothers
Michigan
$166K
Bank of America
24
Bank of America
North Carolina
$161K -$77.2K -6,656 -33%
Amundi
25
Amundi
France
$146K +$54K +4,657 +70%

ALVO Hedge Fund Activity: Q3 2024 in Review

32 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Alvotech (ALVO) for Q3 2024, worth a combined $178M — up 2.5% from $174M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ALVO positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $10.3M sold.

  • 32 institutional investors held Alvotech (ALVO) as of Q3 2024, up from 31 in Q2 2024.
  • Funds reported $178M of Alvotech stock for Q3 2024, up 2.5% quarter-over-quarter.
  • 5 funds opened new Alvotech positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest Alvotech buyer in Q3 2024 was Morgan Stanley, an estimated $19.5M added.
  • The largest Alvotech seller in Q3 2024 was Balyasny Asset Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2024.