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Avantor
AVTR

Overview Fund Activity

465 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, 159 increasing their positions, 163 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+33
Holders Change %
+7.64%
% of All Funds
6.82%
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
159
Reduced
163
Closed
49
Calls
$96.1M
Puts
$47.1M
Net Calls
+$49M
Net Calls Change
+$44.9M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.4B
2
Morgan Stanley
2
Morgan Stanley
New York
$194M
3
Invesco
3
Invesco
Georgia
$249M
4
CCP
4
Clarkston Capital Partners
Michigan
$133M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$93.4M

Top Sellers

1
CIM
1
CCLA Investment Management
United Kingdom
$73.9M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.2B
3
MG
3
Meritage Group
California
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$30.1M
5
American Century Companies
5
American Century Companies
Missouri
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
401
First Manhattan
New York
$13.7K – – –
PB
402
Pinnacle Bancorp
Nebraska
$13.1K +$13.1K +574 New
NA
403
NewEdge Advisors
Louisiana
$12.9K +$12.9K +563 New
WIA
404
Wetzel Investment Advisors
Indiana
$12K +$12K +533 New
BF
405
BOK Financial
Oklahoma
$11.9K +$3.4K +149 +40%
SC
406
Stephens Consulting
Michigan
$11.4K – – –
RIM
407
Rakuten Investment Management
Japan
$11.2K +$11.2K +485 New
BGAI
408
Bruce G. Allen Investments
Colorado
$9.09K +$9.09K +398 New
WTA
409
Washington Trust Advisors
Massachusetts
$8.22K +$2.26K +99 +38%
AssetMark Inc
410
AssetMark Inc
California
$7.83K +$7.83K +343 New
HNB
411
Huntington National Bank
Ohio
$7.49K -$3.61K -158 -33%
RFG
412
RFP Financial Group
Georgia
$6.55K – – –
Jones Financial Companies
413
Jones Financial Companies
Missouri
$6.55K +$4.38K +192 +202%
JWA
414
JFS Wealth Advisors
Pennsylvania
$5.8K +$365 +16 +7%
SC
415
SouthState Corp
Florida
$5.78K -$3.84K -168 -40%
GWS
416
Glassman Wealth Services
Virginia
$5.78K -$1.12K -49 -16%
FCA
417
FinTrust Capital Advisors
South Carolina
$5.53K +$1.42K +62 +34%
PWMG
418
Prestige Wealth Management Group
New Jersey
$5.05K – – –
CAL
419
Capital Advisors Ltd
Ohio
$5K -$92 -4 -2%
BTI
420
Blue Trust Inc
Georgia
$5K +$3.18K +170 +175%
PFBT
421
Parkside Financial Bank & Trust
Missouri
$4.89K -$548 -24 -10%
HPC
422
HM Payson & Co
Maine
$4.61K +$228 +10 +5%
SAM
423
Smartleaf Asset Management
Massachusetts
$4.48K +$4.48K +194 New
HI
424
Hoey Investments
Pennsylvania
$3.65K – – –
SPIA
425
Steward Partners Investment Advisory
New York
$3.31K – – –
15 16
17
18 19