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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
BIA
401
Bell Investment Advisors
California
$4.13K -$1.23K -58 -23%
HPC
402
HM Payson & Co
Maine
$4.05K
FCA
403
FinTrust Capital Advisors
South Carolina
$3.79K
HI
404
Hoey Investments
Pennsylvania
$3.37K
SPIA
405
Steward Partners Investment Advisory
New York
$3.06K
EBA
406
Eagle Bay Advisors
New York
$2.85K
AF
407
Advisornet Financial
Minnesota
$2.44K +$1.28K +60 +107%
Jones Financial Companies
408
Jones Financial Companies
Missouri
$2K +$2.02K +95 New
BTI
409
Blue Trust Inc
Georgia
$2K -$128 -6 -6%
SSG
410
Summit Securities Group
New York
$2K +$1.59K +75 New
NS
411
NBC Securities
Alabama
$2K +$2.13K +100 New
JWM
412
Janiczek Wealth Management
Colorado
$1.96K +$1.98K +93 New
NSIM
413
North Star Investment Management
Illinois
$1.81K
SIC
414
SJS Investment Consulting
Ohio
$1.79K +$659 +31 +57%
PWA
415
Provenance Wealth Advisors
Florida
$1.75K +$1.76K +83 New
QC
416
Quent Capital
New York
$1.6K
FSWA
417
Financial Synergies Wealth Advisors
Texas
$1.35K
WT
418
Washington Trust
Rhode Island
$1.35K -$43 -2 -3%
PA
419
PSI Advisors
Florida
$1.05K
TFGT
420
TS Financial Group (TSFG)
Illinois
$1K
GJIA
421
Glass Jacobson Investment Advisors
Maryland
$928
ZB
422
Zions Bancorporation
Utah
$822 +$830 +39 New
IA
423
IFP Advisors
Florida
$780 +$21 +1 +3%
HI
424
Harbour Investments
Wisconsin
$717 -$4.79K -225 -87%
CT
425
Cambridge Trust
Massachusetts
$717 +$723 +34 New