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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
AF
401
Allworth Financial
California
$20.7K -$101K -4,933 -84%
VWM
402
Venturi Wealth Management
Texas
$19.1K -$860 -42 -5%
LC
403
Lindbrook Capital
California
$16.5K +$963 +47 +7%
GRP
404
Global Retirement Partners
California
$15.8K +$205 +10 +1%
First Manhattan
405
First Manhattan
New York
$13.7K – – –
PB
406
Pinnacle Bancorp
Nebraska
$13.1K +$11.8K +574 New
NA
407
NewEdge Advisors
Louisiana
$12.9K +$11.5K +563 New
WIA
408
Wetzel Investment Advisors
Indiana
$12K +$10.9K +533 New
BF
409
BOK Financial
Oklahoma
$11.9K +$3.05K +149 +40%
SC
410
Stephens Consulting
Michigan
$11.4K – – –
RIM
411
Rakuten Investment Management
Japan
$11.2K +$9.94K +485 New
BGAI
412
Bruce G. Allen Investments
Colorado
$9.09K +$8.15K +398 New
LSA
413
Leonteq Securities AG
Switzerland
$8.54K +$1.74K +85 +29%
WTA
414
Washington Trust Advisors
Massachusetts
$8.22K +$2.03K +99 +38%
AssetMark Inc
415
AssetMark Inc
California
$7.83K +$7.03K +343 New
HNB
416
Huntington National Bank
Ohio
$7.49K -$3.24K -158 -33%
RFG
417
RFP Financial Group
Georgia
$6.55K – – –
Jones Financial Companies
418
Jones Financial Companies
Missouri
$6.55K +$3.93K +192 +202%
JWA
419
JFS Wealth Advisors
Pennsylvania
$5.8K +$328 +16 +7%
SC
420
SouthState Corp
Florida
$5.78K -$3.44K -168 -40%
GWS
421
Glassman Wealth Services
Virginia
$5.78K -$1K -49 -16%
FCA
422
FinTrust Capital Advisors
South Carolina
$5.53K +$1.27K +62 +34%
PWMG
423
Prestige Wealth Management Group
New Jersey
$5.05K – – –
CAL
424
Capital Advisors Ltd
Ohio
$5K -$82 -4 -2%
BTI
425
Blue Trust Inc
Georgia
$5K +$3.48K +170 +175%
15 16
17
18 19

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.