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Avantor

496 hedge funds and large institutions have $23.3B invested in Avantor in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 192 increasing their positions, 167 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $68.8M | Put options by funds: $23.3M

49% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 59

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

15% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 167

5% more funds holding

Funds holding: 473496 (+23)

4% more capital invested

Capital invested by funds: $22.4B → $23.3B (+$889M)

3.99% less ownership

Funds ownership: 96.09%92.1% (-4%)

Holders
496
Holders Change
+23
Holders Change %
+4.86%
% of All Funds
7.63%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.31%
New
88
Increased
192
Reduced
167
Closed
59
Calls
$68.8M
Puts
$23.3M
Net Calls
+$45.6M
Net Calls Change
+$9.79M
Name Holding Trade Value Shares
Change
Change in
Stake
OTL
401
Oak Thistle LLC
New York
$230K +$215K +5,443 New
Cerity Partners
402
Cerity Partners
New York
$226K +$211K +5,344 New
BAM
403
Belpointe Asset Management
Nevada
$224K +$209K +5,294 New
Wealthfront Advisers
404
Wealthfront Advisers
California
$217K -$9.7K -246 -5%
EL
405
Essex LLC
Illinois
$217K
MPM
406
MBB Public Markets
Illinois
$216K +$202K +5,123 New
KPWS
407
Kestra Private Wealth Services
Texas
$210K +$196K +4,973 New
GT
408
Greenleaf Trust
Michigan
$207K -$36.9K -935 -16%
JGGDR
409
JGP Global Gestao de Recursos
Brazil
$206K -$315 -8 -0.2%
MA
410
Mutual Advisors
Nebraska
$205K +$192K +4,872 New
HIA
411
Harbor Investment Advisory
Maryland
$200K +$187K +4,738 New
Schroder Investment Management Group
412
Schroder Investment Management Group
United Kingdom
$189K -$574K -14,559 -76%
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$169K +$1.7K +43 +1%
ACA
414
Atlas Capital Advisors
Wyoming
$152K
LSA
415
Leonteq Securities AG
Switzerland
$139K +$27.6K +700 +27%
AG
416
AIA Group
Hong Kong
$137K +$128K +3,251 New
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$127K +$76.2K +1,934 +180%
IA
418
IFP Advisors
Florida
$89K +$78.5K +1,991 +1,794%
BHWM
419
Bay Harbor Wealth Management
Maryland
$87K +$3.98K +101 +4%
S
420
SignatureFD
Georgia
$85K -$28.8K -730 -27%
Twin Tree Management
421
Twin Tree Management
Texas
$82K -$134K -3,404 -64%
Lazard Asset Management
422
Lazard Asset Management
New York
$82K +$77.8K +1,974 New
PCH
423
Polar Capital Holdings
United Kingdom
$75.7K +$3.73M +94,703 +6%
TIM
424
Tortoise Investment Management
New York
$74K
C
425
Covestor
United Kingdom
$73K +$68.5K +1,739 New