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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
PRC
351
Pearl River Capital
Michigan
$241K +$216K +10,563 New
PA
352
Parallel Advisors
California
$241K +$28.3K +1,382 +15%
Allspring Global Investments
353
Allspring Global Investments
North Carolina
$240K -$4.19M -204,369 -95%
AIMCA
354
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$240K – – –
SI
355
Seeds Investor
New York
$238K +$214K +10,439 New
TG
356
TCW Group
California
$237K +$211K +10,283 New
JF
357
Jump Financial
Illinois
$231K -$98.3K -4,797 -32%
PA
358
Procyon Advisors
Connecticut
$228K +$205K +9,989 New
Cetera Investment Advisers
359
Cetera Investment Advisers
Illinois
$227K +$203K +9,922 New
NWA
360
New World Advisors
Massachusetts
$226K -$152K -7,400 -43%
FTDI
361
First Trust Direct Indexing
Massachusetts
$224K +$201K +9,817 New
Commonwealth Equity Services
362
Commonwealth Equity Services
Massachusetts
$221K -$2.87K -140 -1%
MYIA
363
Mount Yale Investment Advisors
Colorado
$220K -$234K -11,421 -54%
ASN
364
Advisory Services Network
Georgia
$219K +$196K +9,578 New
PWG
365
Portside Wealth Group
Utah
$218K -$2.95K -144 -1%
IB
366
Intrust Bank
Kansas
$216K -$22.4K -1,095 -10%
WBC
367
Westpac Banking Corp
Australia
$209K +$27.7K +1,352 +17%
AT
368
American Trust
Kentucky
$209K -$22.3K -1,088 -11%
BGIM
369
Brandywine Global Investment Management
Pennsylvania
$208K +$187K +9,118 New
VSQM
370
V-Square Quantitative Management
Illinois
$170K +$60.6K +2,956 +66%
CTC
371
Central Trust Company
Missouri
$148K -$23.7K -1,156 -15%
AIG
372
American International Group
New York
$127K -$2.91K -142 -2%
TFIPS
373
Towarzystwo Funduszy Inwestycyjnych PZU SA
$115K +$103K +5,040 New
C
374
Covestor
United Kingdom
$112K -$10.6K -519 -10%
UM
375
UniSuper Management
Australia
$110K – – –
13 14
15
16 17

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.