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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
NIMI
276
Natixis Investment Managers International
France
$775K +$322K +15,739 +87%
HFA
277
Harbert Fund Advisors
Alabama
$768K +$689K +33,650 New
DC
278
DeDora Capital
California
$759K – – –
Bank of Nova Scotia
279
Bank of Nova Scotia
Ontario, Canada
$744K +$339K +16,551 +103%
SC
280
Shay Capital
New York
$742K +$666K +32,500 New
PP
281
Prudential plc
United Kingdom
$723K -$3.07K -150 -0.5%
CAM
282
Cresset Asset Management
Illinois
$713K -$196K -9,555 -23%
Teacher Retirement System of Texas
283
Teacher Retirement System of Texas
Texas
$709K -$436K -21,273 -41%
SLAM
284
Swiss Life Asset Management
$704K -$2.07M -100,879 -77%
CB
285
Commerce Bank
Missouri
$690K +$212K +10,370 +52%
TPCW
286
TD Private Client Wealth
New York
$648K -$206K -10,050 -26%
AWM
287
Avior Wealth Management
Nebraska
$647K +$66.2K +3,232 +13%
M&T Bank
288
M&T Bank
New York
$641K -$22.3K -1,088 -4%
AIM
289
Aquila Investment Management
New York
$639K – – –
JRP
290
Jasper Ridge Partners
California
$630K – – –
SFFS
291
Stonehage Fleming Financial Services
Jersey
$624K -$39.3K -1,919 -7%
Wealth Enhancement Advisory Services
292
Wealth Enhancement Advisory Services
Minnesota
$615K +$66K +3,220 +14%
EOJOAM
293
E. Ohman J:or Asset Management
Sweden
$600K -$170K -8,300 -24%
X
294
Xponance
Pennsylvania
$599K +$17.6K +858 +3%
RJT
295
Raymond James Trust
Florida
$595K +$534K +26,069 New
Lazard Asset Management
296
Lazard Asset Management
New York
$588K – – –
CW
297
Channel Wealth
California
$582K – – –
FBT
298
First Bank & Trust
South Dakota
$580K -$28.4K -1,386 -5%
MGP
299
Metis Global Partners
California
$577K +$21K +1,027 +4%
BM
300
Belfer Management
New York
$569K – – –
10 11
12
13 14

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.