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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
TRCT
426
Tower Research Capital (TRC)
New York
$72K +$552 +14 +0.8%
KFP
427
KB Financial Partners
New Jersey
$68K +$63.9K +1,621 New
CAL
428
Capital Analysts LLC
Pennsylvania
$65K -$174K -4,411 -74%
TAIM
429
TD Ameritrade Investment Management
Nebraska
$57K +$53.6K +1,359 New
EWA
430
EverSource Wealth Advisors
Alabama
$55K +$51.5K +1,307 New
CFGS
431
Concourse Financial Group Securities
Alabama
$54K -$2.84K -72 -5%
AWM
432
AllSquare Wealth Management
New York
$53K -$9.06K -230 -15%
PP
433
PrairieView Partners
Minnesota
$53K +$49.5K +1,255 +12,550%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.3K +$31.3K +794 +178%
LAS
435
Lloyd Advisory Services
Georgia
$52K
AS
436
Altshuler Shaham
Israel
$51K -$907 -23 -2%
SFO
437
Standard Family Office
South Dakota
$50K +$46.5K +1,179 New
SPIA
438
Steward Partners Investment Advisory
New York
$49K
LF
439
Lee Financial
Texas
$48K
SC
440
Stephens Consulting
Michigan
$47.8K +$44.7K +1,134 New
MSFP
441
Mark Sheptoff Financial Planning
Connecticut
$42K +$39.4K +1,000 New
QCG
442
Quadrant Capital Group
Ohio
$41K +$28.8K +731 +297%
HR
443
Howe & Rusling
New York
$34K +$2.48K +63 +8%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$33K +$355 +9 +1%
BAM
445
Byrne Asset Management
New Jersey
$32K +$29.6K +750 New
EI
446
Ellevest Inc
New York
$31K -$71.1K -1,805 -71%
GM
447
GeoWealth Management
Illinois
$29K -$1.46K -37 -5%
CAL
448
Capital Advisors Ltd
Ohio
$29K +$26.9K +682 New
AWM
449
Atticus Wealth Management
Florida
$27K -$130K -3,291 -84%
SOW
450
State of Wyoming
Wyoming
$27K -$66.7K -1,692 -73%