AVTR icon

Avantor
AVTR

Overview Fund Activity

432 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, 181 increasing their positions, 133 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-5
Holders Change %
-1.14%
% of All Funds
6.89%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
52
Increased
181
Reduced
133
Closed
51
Calls
$79M
Puts
$74.9M
Net Calls
+$4.1M
Net Calls Change
+$8.06M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$280M
2
Boston Partners
2
Boston Partners
Massachusetts
$588M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$87.5M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$437M
5
Holocene Advisors
5
Holocene Advisors
New York
$85M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$161M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$32.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$190M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$27.3M
5
NPCM
5
North Peak Capital Management
New York
$73.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
401
Eagle Bay Advisors
New York
$2.85K – – –
AF
402
Advisornet Financial
Minnesota
$2.45K +$1.27K +60 +107%
Jones Financial Companies
403
Jones Financial Companies
Missouri
$2K +$2K +95 New
BTI
404
Blue Trust Inc
Georgia
$2K -$124 -6 -6%
SSG
405
Summit Securities Group
New York
$2K +$2K +75 New
NS
406
NBC Securities
Alabama
$2K +$2K +100 New
JWM
407
Janiczek Wealth Management
Colorado
$1.96K +$1.96K +93 New
NSIM
408
North Star Investment Management
Illinois
$1.81K – – –
SIC
409
SJS Investment Consulting
Ohio
$1.79K +$654 +31 +57%
PWA
410
Provenance Wealth Advisors
Florida
$1.75K +$1.75K +83 New
QC
411
Quent Capital
New York
$1.6K – – –
FSWA
412
Financial Synergies Wealth Advisors
Texas
$1.35K – – –
WT
413
Washington Trust
Rhode Island
$1.35K -$42 -2 -3%
PA
414
PSI Advisors
Florida
$1.05K – – –
TFGT
415
TS Financial Group (TSFG)
Illinois
$1K – – –
GJIA
416
Glass Jacobson Investment Advisors
Maryland
$928 – – –
ZB
417
Zions Bancorporation
Utah
$822 +$822 +39 New
IA
418
IFP Advisors
Florida
$780 +$21 +1 +3%
HI
419
Harbour Investments
Wisconsin
$717 -$4.75K -225 -87%
CT
420
Cambridge Trust
Massachusetts
$717 +$717 +34 New
GI
421
Gradient Investments
Minnesota
$675 – – –
APC
422
Aspire Private Capital
North Carolina
$611 -$1.41K -67 -70%
AWM
423
Abound Wealth Management
Tennessee
$527 – – –
VCM
424
Versant Capital Management
Arizona
$211 +$211 +10 New
TWD
425
True Wealth Design
Ohio
$148 – – –
15 16
17
18 19