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Avantor

437 hedge funds and large institutions have $13.3B invested in Avantor in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 182 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 135

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$709M)

2.39% more ownership

Funds ownership: 90.61%93% (+2.4%)

5% more call options, than puts

Call options by funds: $79M | Put options by funds: $74.9M

2% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 51

1% less funds holding

Funds holding: 442437 (-5)

Holders
437
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
6.94%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
52
Increased
182
Reduced
135
Closed
51
Calls
$79M
Puts
$74.9M
Net Calls
+$4.1M
Net Calls Change
+$8.06M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
376
Lindbrook Capital
California
$14.3K -$17.1K -803 -54%
CCP
377
Carmel Capital Partners
California
$14.3K +$14.4K +677 New
RTC
378
Riverview Trust Company
Washington
$14.2K
First Manhattan
379
First Manhattan
New York
$12.6K
FFA
380
Farther Finance Advisors
California
$11.9K +$11.1K +522 +1,160%
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$11.7K -$1.32K -62 -10%
SC
382
Stephens Consulting
Michigan
$10.5K
HNB
383
Huntington National Bank
Ohio
$10.2K +$6.74K +317 +188%
SC
384
SouthState Corp
Florida
$8.88K
RTL
385
Red Tortoise LLC
Georgia
$8.88K +$8.96K +421 New
CT
386
Colonial Trust
South Carolina
$7.99K
BAAM
387
Baker Avenue Asset Management
California
$7.53K +$7.1K +334 +1,452%
BF
388
BOK Financial
Oklahoma
$6.5K +$213 +10 +3%
GWS
389
Glassman Wealth Services
Virginia
$6.37K
LSA
390
Leonteq Securities AG
Switzerland
$6.09K
RFG
391
RFP Financial Group
Georgia
$6.05K
EARNEST Partners
392
EARNEST Partners
Georgia
$5.73K
WTA
393
Washington Trust Advisors
Massachusetts
$5.5K +$489 +23 +10%
PFBT
394
Parkside Financial Bank & Trust
Missouri
$5.02K +$1.3K +61 +34%
JWA
395
JFS Wealth Advisors
Pennsylvania
$5.02K +$1.81K +85 +56%
CAL
396
Capital Advisors Ltd
Ohio
$5K +$277 +13 +6%
SFG
397
Steward Financial Group
Texas
$5K +$5.38K +253 New
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$4.81K -$425 -20 -8%
PWMG
399
Prestige Wealth Management Group
New Jersey
$4.66K
LS
400
Livforsakringsbolaget Skandia
Sweden
$4.22K