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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
ECM
301
Endurant Capital Management
California
$562K -$4.14M -202,279 -89%
CGIM
302
Cannon Global Investment Management
Florida
$525K +$471K +23,000 New
HFS
303
Hantz Financial Services
Michigan
$520K +$154K +7,498 +49%
DAS
304
Dynamic Advisor Solutions
Arizona
$505K +$93.5K +4,564 +25%
VPIM
305
Vanguard Personalized Indexing Management
California
$500K -$190K -9,250 -30%
AAM
306
Advisors Asset Management
Colorado
$496K -$15.3K -747 -3%
HighTower Advisors
307
HighTower Advisors
Illinois
$491K +$21K +1,026 +5%
LWAM
308
Legacy Wealth Asset Management
Minnesota
$491K +$4.51K +220 +1%
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$490K -$35K -1,708 -7%
SIA
310
Schechter Investment Advisors
Michigan
$485K -$12.5K -608 -3%
William Blair & Company
311
William Blair & Company
Illinois
$479K -$182K -8,869 -30%
PS
312
Principal Securities
Iowa
$463K +$416K +20,281 New
Wealthfront Advisers
313
Wealthfront Advisers
California
$439K +$182K +8,861 +86%
Mariner
314
Mariner
Kansas
$435K -$471K -22,966 -55%
LCM
315
LRT Capital Management
Texas
$431K -$577K -28,149 -60%
CWM
316
CIBC World Markets
New York
$430K +$386K +18,830 New
TMAM
317
Tokio Marine Asset Management
Japan
$427K +$14K +685 +4%
ONB
318
Old National Bancorp
Indiana
$415K -$20.8K -1,013 -5%
IIM
319
INTECH Investment Management
Florida
$407K -$284K -13,871 -44%
PM
320
Phraction Management
Connecticut
$407K +$365K +17,820 New
Vontobel Holding
321
Vontobel Holding
Switzerland
$401K +$12.1K +591 +3%
TSS
322
Two Sigma Securities
New York
$400K +$359K +17,518 New
O
323
Ossiam
France
$398K – – –
GAM
324
Gotham Asset Management
New York
$390K -$348K -17,000 -50%
BFM
325
Boothbay Fund Management
New York
$381K +$342K +16,694 New
11 12
13
14 15

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.