We are live on ! Find out more
AVTR icon

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
TCM
251
Tandem Capital Management
New Jersey
$1.13M -$86K -4,200 -8%
OAM
252
Ostrum Asset Management
France
$1.11M -$28.7K -1,403 -3%
FRM
253
Fox Run Management
Connecticut
$1.11M +$997K +48,684 New
Robeco Institutional Asset Management
254
Robeco Institutional Asset Management
Netherlands
$1.1M +$595K +29,043 +153%
CCMG
255
Clark Capital Management Group
Pennsylvania
$1.08M +$970K +47,362 New
KBC Group
256
KBC Group
Belgium
$1.07M -$441K -21,508 -31%
Mackenzie Financial
257
Mackenzie Financial
Ontario, Canada
$1.06M +$15.3K +747 +2%
Simplex Trading
258
Simplex Trading
Illinois
$1.03M -$913K -44,545 -50%
CS
259
Candriam SCA
Luxembourg
$1.01M – – –
TC
260
TownSquare Capital
Utah
$996K -$58.4K -2,849 -6%
Principal Financial Group
261
Principal Financial Group
Iowa
$971K -$215K -10,488 -20%
Stifel Financial
262
Stifel Financial
Missouri
$965K +$6.66K +325 +0.8%
ET
263
Entropy Technologies
New York
$964K +$865K +42,213 New
QCM
264
Qsemble Capital Management
New York
$952K +$854K +41,683 New
LI
265
LMCG Investments
Massachusetts
$946K – – –
LWL
266
Leo Wealth LLC
Texas
$906K +$813K +39,674 New
PAS
267
Park Avenue Securities
New York
$889K +$10.8K +526 +1%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$886K +$88.3K +4,309 +12%
SCM
269
Suvretta Capital Management
New York
$873K – – –
BMSSC
270
B. Metzler seel. Sohn & Co
Germany
$852K -$16.5K -805 -2%
Schroder Investment Management Group
271
Schroder Investment Management Group
United Kingdom
$844K – – –
VC
272
Veracity Capital
Georgia
$816K +$733K +35,756 New
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$805K -$164K -8,010 -19%
DI
274
DFPG Investments
Utah
$796K +$49.3K +2,408 +7%
PAM
275
Panagora Asset Management
Massachusetts
$789K +$120K +5,864 +20%
9 10
11
12 13

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.