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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
FHA
376
First Horizon Advisors
Tennessee
$104K -$594 -29 -0.6%
GAM
377
Groupama Asset Management
France
$90.8K +$81.5K +3,976 New
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$90K -$41.8K -2,041 -34%
OP
379
ORG Partners
Indiana
$88.6K +$79.5K +3,882 New
S
380
SignatureFD
Georgia
$70.6K -$59.2K -2,888 -48%
CP
381
Castleview Partners
Texas
$67.5K +$60.6K +2,957 New
CFGS
382
Concourse Financial Group Securities
Alabama
$67.5K +$451 +22 +0.7%
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$63.4K +$2.62K +128 +5%
CFG
384
CKW Financial Group
Hawaii
$55K +$49.2K +2,400 New
AA
385
Alta Advisers
United Kingdom
$54.8K – – –
CA
386
Clearstead Advisors
Ohio
$50.6K -$31K -1,515 -41%
QCG
387
Quadrant Capital Group
Ohio
$49.8K -$492 -24 -1%
GI
388
GAMMA Investing
California
$46.8K +$41.7K +2,035 New
Nisa Investment Advisors
389
Nisa Investment Advisors
Missouri
$45.7K -$2.46K -120 -6%
MA
390
Montag & Associates
Georgia
$43.4K +$38.9K +1,900 New
GCM
391
Gladius Capital Management
Illinois
$42.4K +$38K +1,855 New
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$42K -$1.68K -82 -4%
EWA
393
EverSource Wealth Advisors
Alabama
$41K -$3.07K -150 -8%
PAM
394
Paradigm Asset Management
New York
$39.1K – – –
LS
395
Livforsakringsbolaget Skandia
Sweden
$30.4K +$23.2K +1,131 +566%
QL
396
Quarry LP
New York
$29.7K +$26.6K +1,300 New
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$29.7K -$14.6K -713 -35%
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$28.5K +$14.2K +694 +125%
DGAM
399
Desjardins Global Asset Management
Quebec, Canada
$26.1K – – –
FFA
400
Farther Finance Advisors
California
$25.3K +$11.1K +541 +95%
14 15
16
17 18

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.