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Avantor
AVTR

Overview Fund Activity

460 hedge funds and large institutions have $13B invested in Avantor in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+18
Holders Change %
+4.07%
% of All Funds
7.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
85
Increased
174
Reduced
148
Closed
59
Calls
$58.8M
Puts
$3.93M
Net Calls
+$54.9M
Net Calls Change
+$35.2M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$342M
2
MG
2
Meritage Group
California
$109M
3
SCM
3
Steadfast Capital Management
New York
$106M
4
Ameriprise
4
Ameriprise
Minnesota
$107M
5
NPCM
5
North Peak Capital Management
New York
$93.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$636M
2
SC
2
Samlyn Capital
New York
$72.7M
3
MC
3
Maverick Capital
Texas
$0
4
PCM
4
Palestra Capital Management
New York
$0
5
Holocene Advisors
5
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
426
Livforsakringsbolaget Skandia
Sweden
$4.22K – – –
SFG
427
Steward Financial Group
Texas
$4K +$3.17K +153 +383%
GBT
428
Grove Bank & Trust
Florida
$3.87K +$3.87K +183 New
CFO
429
CVA Family Office
Colorado
$3.81K +$3.81K +180 New
FCA
430
FinTrust Capital Advisors
South Carolina
$3.8K – – –
HI
431
Hoey Investments
Pennsylvania
$3.38K +$3.38K +160 New
JWA
432
JFS Wealth Advisors
Pennsylvania
$3.26K +$1.04K +49 +47%
MCM
433
Manchester Capital Management
Vermont
$3.13K +$3.13K +148 New
SPIA
434
Steward Partners Investment Advisory
New York
$3.07K – – –
PFBT
435
Parkside Financial Bank & Trust
Missouri
$2.96K +$296 +14 +11%
SC
436
Schubert & Co
Texas
$2.69K -$21 -1 -0.8%
EBA
437
Eagle Bay Advisors
New York
$2.54K -$571 -27 -18%
APC
438
Aspire Private Capital
North Carolina
$2.03K +$613 +29 +43%
NA
439
NewEdge Advisors
Louisiana
$1.86K -$43.7K -2,066 -96%
AA
440
Ancora Advisors
Ohio
$1.86K +$1.86K +88 New
NSIM
441
North Star Investment Management
Illinois
$1.82K – – –
QC
442
Quent Capital
New York
$1.61K – – –
AF
443
Advisornet Financial
Minnesota
$1.59K +$275 +13 +21%
FSWA
444
Financial Synergies Wealth Advisors
Texas
$1.35K – – –
SIC
445
SJS Investment Consulting
Ohio
$1.35K +$211 +10 +19%
BWA
446
BDO Wealth Advisors
Florida
$1.33K – – –
PA
447
PSI Advisors
Florida
$1.06K – – –
DI
448
Disciplined Investments
Oklahoma
$761 -$190 -9 -20%
ZB
449
Zions Bancorporation
Utah
$529 – – –
AWM
450
Abound Wealth Management
Tennessee
$529 – – –
16 17
18
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