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Avantor
AVTR

470 hedge funds and large institutions have $14.9B invested in Avantor in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 161 increasing their positions, 165 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $96.1M | Put options by funds: $47.1M

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

12% more capital invested

Capital invested by funds: $13.3B → $14.9B (+$1.62B)

8% more funds holding

Funds holding: 437 → 470 (+33)

2.99% more ownership

Funds ownership: 93% → 95.99% (+3%)

2% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 165

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

Holders
470
Holders Change
+33
Holders Change %
+7.55%
% of All Funds
6.85%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
86
Increased
161
Reduced
165
Closed
49
Calls
$96.1M
Puts
$47.1M
Net Calls
+$49M
Net Calls Change
+$44.9M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$981M
2
Morgan Stanley
Morgan Stanley
New York
+$112M
3
Invesco
Invesco
Georgia
+$88.7M
4
CCP
Clarkston Capital Partners
Michigan
+$84.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$83.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$399M
2
MG
Meritage Group
California
-$188M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$158M
4
American Century Companies
American Century Companies
Missouri
-$124M
5
Holocene Advisors
Holocene Advisors
New York
-$85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$1.62M +$25K +1,218 +2%
AB
227
Amalgamated Bank
New York
$1.56M +$52.2K +2,546 +4%
Daiwa Securities Group
228
Daiwa Securities Group
Japan
$1.53M +$4.18K +204 +0.3%
QCM
229
Quantinno Capital Management
New York
$1.47M -$156K -7,609 -11%
Assenagon Asset Management
230
Assenagon Asset Management
Luxembourg
$1.44M +$667K +32,539 +106%
AI
231
Aperture Investors
New York
$1.4M +$1.26M +61,335 New
Fidelity International
232
Fidelity International
Bermuda
$1.4M -$31.5M -1,539,166 -96%
SWS
233
SYSTM Wealth Solutions
Illinois
$1.38M -$5.26K -257 -0.4%
EMPI
234
Elo Mutual Pension Insurance
Finland
$1.35M +$53.6K +2,616 +5%
SO
235
STRS Ohio
Ohio
$1.34M +$1.2M +58,803 New
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.34M – – –
LPL Financial
237
LPL Financial
California
$1.34M +$308K +15,022 +34%
SMDAM
238
Sumitomo Mitsui DS Asset Management
Japan
$1.32M – – –
HF
239
HRT Financial
New York
$1.31M +$215K +10,486 +22%
BCV
240
Banque Cantonale Vaudoise
Switzerland
$1.29M +$789K +38,495 +215%
GIBU
241
Gulf International Bank (UK)
United Kingdom
$1.28M -$140K -6,821 -11%
DFCM
242
Dark Forest Capital Management
Puerto Rico
$1.24M +$1.12M +54,517 New
DC
243
Dryden Capital
Florida
$1.23M – – –
LAM
244
LECAP Asset Management
United Kingdom
$1.22M +$1.09M +53,310 New
IMRF
245
Illinois Municipal Retirement Fund
Illinois
$1.21M – – –
KCM
246
Kennedy Capital Management
Missouri
$1.2M +$1.08M +52,669 New
MSRPS
247
Maryland State Retirement & Pension System
Maryland
$1.18M – – –
MML Investors Services
248
MML Investors Services
Massachusetts
$1.17M +$86.1K +4,203 +9%
ST
249
Sabal Trust
Florida
$1.16M -$3.28K -160 -0.3%
Pathstone Holdings
250
Pathstone Holdings
New Jersey
$1.13M +$1.02M +49,714 New
8 9
10
11 12

AVTR Hedge Fund Activity: Q4 2023 in Review

470 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantor (AVTR) for Q4 2023, worth a combined $14.9B — up 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AVTR positions and 49 closed out — a net gain of 37 holders — while 161 added to existing stakes and 165 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $981M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $399M.

  • 470 institutional investors held Avantor (AVTR) as of Q4 2023, up from 437 in Q3 2023.
  • Funds reported $14.9B of Avantor stock for Q4 2023, up 12% quarter-over-quarter.
  • 86 funds opened new Avantor positions in Q4 2023 and 49 closed out, a net change of +37 holders.
  • The largest Avantor buyer in Q4 2023 was Dodge & Cox, an estimated $981M added.
  • The largest Avantor seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $399M sold.

Based on aggregated 13F filings for Q4 2023.