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Avantor

517 hedge funds and large institutions have $17.7B invested in Avantor in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 208 increasing their positions, 173 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $13.8B → $17.7B (+$3.91B)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

20% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 173

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

5.02% more ownership

Funds ownership: 95.74%100.76% (+5%)

1% more funds holding

Funds holding: 513517 (+4)

72% less call options, than puts

Call options by funds: $75.9M | Put options by funds: $271M

Holders
517
Holders Change
+4
Holders Change %
+0.78%
% of All Funds
7.42%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
78
Increased
208
Reduced
173
Closed
70
Calls
$75.9M
Puts
$271M
Net Calls
-$195M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
426
GAMMA Investing
California
$70.2K +$31.5K +1,285 +90%
CI Investments Inc
427
CI Investments Inc
Ontario, Canada
$64K +$13K +531 +27%
CFGS
428
Concourse Financial Group Securities
Alabama
$63.8K -$6.8K -277 -10%
CFG
429
CKW Financial Group
Hawaii
$61K
CA
430
Clearstead Advisors
Ohio
$58.7K -$8.96K -365 -14%
AF
431
Allworth Financial
California
$53.4K +$8.39K +342 +20%
Nisa Investment Advisors
432
Nisa Investment Advisors
Missouri
$52.6K +$20.5K +835 +70%
UB
433
UMB Bank
Missouri
$49.3K +$46.8K +1,907 New
MA
434
Montag & Associates
Georgia
$49.2K
OCM
435
Osterweis Capital Management
California
$48.8K
EWA
436
EverSource Wealth Advisors
Alabama
$48.6K -$1.33K -54 -3%
PAM
437
Paradigm Asset Management
New York
$44.3K
PFBT
438
Parkside Financial Bank & Trust
Missouri
$37.4K +$1.89K +77 +6%
GRP
439
Global Retirement Partners
California
$36K +$10.2K +415 +42%
VCM
440
Versant Capital Management
Arizona
$35.1K +$4.93K +201 +17%
FFA
441
Farther Finance Advisors
California
$33.8K +$933 +38 +3%
LC
442
Lindbrook Capital
California
$33.2K +$11.9K +483 +60%
VWM
443
Venturi Wealth Management
Texas
$32.4K -$8.35K -340 -21%
ACM
444
Aster Capital Management
United Arab Emirates
$30.5K +$28.9K +1,179 New
AAP
445
Arax Advisory Partners
Colorado
$24.8K +$18.9K +768 +404%
PB
446
Pinnacle Bancorp
Nebraska
$23.1K +$7.81K +318 +55%
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$22.5K -$2.77K -113 -12%
LSA
448
Leonteq Securities AG
Switzerland
$20.6K -$141K -5,741 -88%
SAM
449
Smartleaf Asset Management
Massachusetts
$20.2K +$10.8K +442 +130%
HNB
450
Huntington National Bank
Ohio
$20K +$4.86K +198 +34%