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Avantor

438 hedge funds and large institutions have $18.5B invested in Avantor in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 182 increasing their positions, 132 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

63% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 43

40% more call options, than puts

Call options by funds: $62M | Put options by funds: $44.3M

38% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 132

19% more capital invested

Capital invested by funds: $15.5B → $18.5B (+$2.97B)

6% more funds holding

Funds holding: 413438 (+25)

2.47% less ownership

Funds ownership: 94.08%91.61% (-2.5%)

Holders
438
Holders Change
+25
Holders Change %
+6.05%
% of All Funds
7.62%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.26%
New
70
Increased
182
Reduced
132
Closed
43
Calls
$62M
Puts
$44.3M
Net Calls
+$17.7M
Net Calls Change
+$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
376
Strategic Blueprint
Georgia
$109K +$99.1K +3,065 New
FHA
377
First Horizon Advisors
Tennessee
$106K -$4.04K -125 -4%
PCH
378
Polar Capital Holdings
United Kingdom
$102K +$4.79M +148,126 +5%
BHWM
379
Bay Harbor Wealth Management
Maryland
$93K +$32 +1 +0%
MC
380
Maverick Capital
Texas
$90K +$58.2K +1,799 +245%
GM
381
GeoWealth Management
Illinois
$86K +$77.8K +2,405 New
PVH
382
Psagot Value Holdings
Israel
$82K -$6.18K -191 -8%
ASN
383
Advisory Services Network
Georgia
$70K -$562K -17,368 -90%
AWM
384
AllSquare Wealth Management
New York
$63K
SPIA
385
Steward Partners Investment Advisory
New York
$60K +$20.2K +626 +59%
CFGS
386
Concourse Financial Group Securities
Alabama
$54K
LAS
387
Lloyd Advisory Services
Georgia
$52K +$550 +17 +1%
EI
388
Ellevest Inc
New York
$52K +$25.5K +788 +115%
KFP
389
KB Financial Partners
New Jersey
$43K +$13.5K +418 +53%
LF
390
Lee Financial
Texas
$41K
BCA
391
Berman Capital Advisors
Georgia
$35K +$6.95K +215 +28%
PFBT
392
Parkside Financial Bank & Trust
Missouri
$28K +$6.79K +210 +37%
NFG
393
Next Financial Group
Texas
$26K -$17.3K -536 -42%
MF
394
Magnetar Financial
Illinois
$24.1K -$16.2M -499,713 -42%
HR
395
Howe & Rusling
New York
$20K -$1.94K -60 -10%
MIM
396
Macroview Investment Management
Maryland
$20K +$18.5K +571 New
POIA
397
Pin Oak Investment Advisors
Texas
$19K
FRA
398
Front Row Advisors
California
$19K +$4.72K +146 +44%
HNB
399
Huntington National Bank
Ohio
$18K
Jones Financial Companies
400
Jones Financial Companies
Missouri
$18K