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Avantor

410 hedge funds and large institutions have $15.5B invested in Avantor in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 109 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+23
Holders Change %
+5.94%
% of All Funds
7.22%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
70
Increased
179
Reduced
109
Closed
44
Calls
$67.8M
Puts
$56.3M
Net Calls
+$11.5M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$96K +$96K +3,306 New
FHA
352
First Horizon Advisors
Tennessee
$90K +$6.21K +217 +7%
BHWM
353
Bay Harbor Wealth Management
Maryland
$76K +$76K +2,619 New
PCIA
354
Prime Capital Investment Advisors
Kansas
$75K
PVH
355
Psagot Value Holdings
Israel
$73K +$73K +2,500 New
CG
356
Cutler Group
California
$69K +$50.4K +1,762 +271%
IAIM
357
International Assets Investment Management
Florida
$64K
AWM
358
AllSquare Wealth Management
New York
$51K +$51K +1,761 New
ACM
359
Allred Capital Management
Texas
$44.7K +$44.7K +1,546 New
CFGS
360
Concourse Financial Group Securities
Alabama
$44K +$36.6K +1,258 +497%
LAS
361
Lloyd Advisory Services
Georgia
$42K +$42K +1,457 New
NFG
362
Next Financial Group
Texas
$37K +$12.6K +432 +52%
LF
363
Lee Financial
Texas
$33K
SPIA
364
Steward Partners Investment Advisory
New York
$30.6K +$15K +519 +96%
Bessemer Group
365
Bessemer Group
New Jersey
$29K
FQ
366
First Quadrant
California
$24K +$3.71K +130 +18%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$24K +$10.8K +370 +81%
KFP
368
KB Financial Partners
New Jersey
$23K +$23K +783 New
BCA
369
Berman Capital Advisors
Georgia
$22K +$17.1K +606 +350%
MC
370
Maverick Capital
Texas
$21K -$26.4M -923,563 -100%
EI
371
Ellevest Inc
New York
$20K +$20K +683 New
HR
372
Howe & Rusling
New York
$18K +$6.1K +212 +51%
POIA
373
Pin Oak Investment Advisors
Texas
$16K
PFBT
374
Parkside Financial Bank & Trust
Missouri
$16K +$15.8K +561 +8,014%
HNB
375
Huntington National Bank
Ohio
$15K