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Avantor

413 hedge funds and large institutions have $15.5B invested in Avantor in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 181 increasing their positions, 109 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 109

61% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 44

20% more call options, than puts

Call options by funds: $67.8M | Put options by funds: $56.3M

6% more funds holding

Funds holding: 389413 (+24)

1.84% more ownership

Funds ownership: 92.24%94.08% (+1.8%)

3% more capital invested

Capital invested by funds: $15.1B → $15.5B (+$475M)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
413
Holders Change
+24
Holders Change %
+6.17%
% of All Funds
7.25%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
71
Increased
181
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
Change in
Stake
POIA
376
Pin Oak Investment Advisors
Texas
$16K
PFBT
377
Parkside Financial Bank & Trust
Missouri
$16K +$16.2K +561 +8,014%
HNB
378
Huntington National Bank
Ohio
$15K
Jones Financial Companies
379
Jones Financial Companies
Missouri
$15K
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K
TCWM
381
Total Clarity Wealth Management
Illinois
$12K +$11.5K +400 New
SOW
382
State of Wyoming
Wyoming
$12K +$11.7K +404 New
AII
383
AGF Investments Inc
Ontario, Canada
$12K +$12.3K +425 New
FRA
384
Front Row Advisors
California
$10K -$29 -1 -0.3%
EIP
385
Ellis Investment Partners
Pennsylvania
$9K +$8.66K +300 New
EARNEST Partners
386
EARNEST Partners
Georgia
$8K
PB
387
Pinnacle Bancorp
Nebraska
$8K
PCG
388
Private Capital Group
Connecticut
$8K +$3.9K +135 +98%
S
389
SignatureFD
Georgia
$7K -$1.21K -42 -14%
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$5K
HPC
391
HM Payson & Co
Maine
$5K +$144 +5 +3%
AWA
392
Arkadios Wealth Advisors
Georgia
$5K +$491 +17 +9%
HI
393
Harbour Investments
Wisconsin
$4K +$4.1K +142 New
AIC
394
Ameritas Investment Company
Nebraska
$3.33K +$3.32K +115 New
JPLA
395
Joseph P. Lucia & Associates
New York
$3K -$318 -11 -11%
MAM
396
Meeder Asset Management
Ohio
$3K +$202 +7 +8%
QCG
397
Quadrant Capital Group
Ohio
$3K +$1.76K +61 +139%
LC
398
Lindbrook Capital
California
$3K +$1.96K +68 +283%
WAP
399
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.69K +93 New
TWA
400
TCI Wealth Advisors
Arizona
$3K +$3.2K +111 New