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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 %
EBA
426
Eagle Bay Advisors
New York
$2.92K -$160 -7 -5%
AF
427
Advisornet Financial
Minnesota
$2.85K +$205 +9 +8%
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$2.72K -$2.49K -109 -48%
NS
429
NBC Securities
Alabama
$2K – – –
BFEC
430
Benjamin F. Edwards & Company
Missouri
$2K +$2K +84 New
VNA
431
Valley National Advisers
Pennsylvania
$2K +$2K +105 New
NSIM
432
North Star Investment Management
Illinois
$1.96K – – –
PWA
433
Provenance Wealth Advisors
Florida
$1.92K +$23 +1 +1%
SIC
434
SJS Investment Consulting
Ohio
$1.83K -$114 -5 -6%
QC
435
Quent Capital
New York
$1.74K – – –
AEPWM
436
Atlantic Edge Private Wealth Management
Florida
$1.44K +$1.44K +63 New
FSWA
437
Financial Synergies Wealth Advisors
Texas
$1.35K – – –
PA
438
Pineridge Advisors
Missouri
$1.3K +$1.3K +57 New
VCM
439
Versant Capital Management
Arizona
$1.26K +$1.03K +45 +450%
VWA
440
Valued Wealth Advisors
Utah
$1.18K +$1.18K +56 New
PA
441
PSI Advisors
Florida
$1.14K – – –
BIA
442
Bell Investment Advisors
California
$1.07K -$3.41K -149 -76%
DPW
443
DiNuzzo Private Wealth
Pennsylvania
$1.05K +$1.05K +46 New
PWMG
444
Private Wealth Management Group
New Jersey
$1.05K +$1.05K +46 New
TFGT
445
TS Financial Group (TSFG)
Illinois
$1K – – –
AW
446
Avion Wealth
Texas
$1K +$556 +30 +125%
SWM
447
Spire Wealth Management
Virginia
$993 +$993 +46 New
GI
448
Gradient Investments
Minnesota
$731 – – –
TCWA
449
Turtle Creek Wealth Advisors
Texas
$708 +$708 +31 New
HI
450
Harbour Investments
Wisconsin
$685 -$91 -4 -12%
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18
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