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Alvotech

45 hedge funds and large institutions have $200M invested in Alvotech in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

41% more funds holding

Funds holding: 3245 (+13)

12% more capital invested

Capital invested by funds: $178M → $200M (+$21.4M)

0.07% more ownership

Funds ownership: 5.03%5.11% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$40.9M +$293K +23,799 +0.8%
BCL
2
Bracebridge Capital LLC
Massachusetts
$35.8M
OCM
3
Oaktree Capital Management
California
$25.5M -$7.47M -606,322 -24%
Morgan Stanley
4
Morgan Stanley
New York
$19.6M -$3.17M -257,272 -15%
LC
5
Littlejohn & Co
Connecticut
$17.4M
PC
6
PointState Capital
New York
$16.4M +$5.97M +484,826 +64%
BlackRock
7
BlackRock
New York
$11.1M +$10.3M +839,234 New
SC
8
Sculptor Capital
New York
$7.73M -$4.17M -338,928 -36%
Legal & General Group
9
Legal & General Group
United Kingdom
$7.35M +$451K +36,594 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.88M +$103K +8,330 +4%
FCM
11
Farallon Capital Management
California
$2.64M
RA
12
Royce & Associates
New York
$2.1M +$345K +28,000 +21%
OFA
13
Oaktree Fund Advisors
California
$1.54M -$30.2K -2,450 -2%
Northern Trust
14
Northern Trust
Illinois
$1.46M +$4.83K +392 +0.4%
EAM
15
Exome Asset Management
New York
$1.19M
UBS Group
16
UBS Group
Switzerland
$794K +$727K +59,066 +6,102%
CUAMC
17
China Universal Asset Management Company
China
$749K +$697K +56,576 New
TGAM
18
TBH Global Asset Management
Tennessee
$404K
Goldman Sachs
19
Goldman Sachs
New York
$342K +$319K +25,871 New
LC
20
Lodbrok Capital
United Kingdom
$335K
Mariner
21
Mariner
Kansas
$318K -$12.8K -1,036 -4%
TWP
22
Tempus Wealth Planning
California
$310K +$289K +23,467 New
JP Morgan Chase
23
JP Morgan Chase
New York
$285K +$244K +19,799 +1,159%
ACM
24
ADAR1 Capital Management
Texas
$273K +$254K +20,600 New
VA
25
Vident Advisory
Georgia
$268K +$250K +20,272 New

ALVO Hedge Fund Activity: Q4 2024 in Review

45 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Alvotech (ALVO) for Q4 2024, worth a combined $200M — up 12% from $178M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ALVO positions and 5 closed out — a net gain of 13 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $10.3M. The largest seller was Oaktree Capital Management, cutting an estimated $7.47M.

  • 45 institutional investors held Alvotech (ALVO) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $200M of Alvotech stock for Q4 2024, up 12% quarter-over-quarter.
  • 18 funds opened new Alvotech positions in Q4 2024 and 5 closed out, a net change of +13 holders.
  • The largest Alvotech buyer in Q4 2024 was BlackRock, an estimated $10.3M added.
  • The largest Alvotech seller in Q4 2024 was Oaktree Capital Management, an estimated $7.47M sold.

Based on aggregated 13F filings for Q4 2024.