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Avantor

492 hedge funds and large institutions have $14.4B invested in Avantor in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 170 increasing their positions, 210 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 100.76%100.73% (-0.03%)

5% less funds holding

Funds holding: 517492 (-25)

18% less capital invested

Capital invested by funds: $17.7B → $14.4B (-$3.24B)

19% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 210

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

23% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 80

64% less call options, than puts

Call options by funds: $52.6M | Put options by funds: $145M

Holders
492
Holders Change
-25
Holders Change %
-4.84%
% of All Funds
6.48%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.14%
New
62
Increased
170
Reduced
210
Closed
80
Calls
$52.6M
Puts
$145M
Net Calls
-$92.3M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
426
Brooklyn Investment Group
New York
$13.4K +$2.41K +107 +20%
HNB
427
Huntington National Bank
Ohio
$12.6K -$3.91K -174 -22%
GM
428
GeoWealth Management
Illinois
$12.6K +$6.63K +295 +97%
PB
429
Pinnacle Bancorp
Nebraska
$12.1K -$7.15K -318 -36%
SO
430
Sierra Ocean
California
$11.7K +$12.5K +555 New
OP
431
ORG Partners
Indiana
$11.2K
AssetMark Inc
432
AssetMark Inc
California
$10.3K +$10.1K +450 +1,154%
BF
433
BOK Financial
Oklahoma
$9.88K +$1.73K +77 +20%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$9.23K -$9.69K -431 -50%
WCM
435
WealthTrak Capital Management
Virginia
$9.17K +$9.78K +435 New
NA
436
NewEdge Advisors
Louisiana
$9.04K +$6.21K +276 +180%
WTA
437
Washington Trust Advisors
Massachusetts
$8.6K +$1.08K +48 +13%
BGAI
438
Bruce G. Allen Investments
Colorado
$8.39K -$1.93K -86 -18%
MEG
439
Millstone Evans Group
Colorado
$7.21K +$7.69K +342 New
SWM
440
Spire Wealth Management
Virginia
$7.14K +$7.62K +339 New
RS
441
R Squared
Hong Kong
$6.95K +$7.42K +330 New
PTC
442
Private Trust Company
Ohio
$6.7K +$6.54K +291 +1,078%
JWA
443
JFS Wealth Advisors
Pennsylvania
$6.28K -$495 -22 -7%
WSFS
444
Wilmington Savings Fund Society
Delaware
$5.63K -$112 -5 -2%
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$5.06K
CAL
446
Capital Advisors Ltd
Ohio
$5K -$315 -14 -6%
IA
447
IFP Advisors
Florida
$4.78K -$1.6K -71 -66%
PWMG
448
Prestige Wealth Management Group
New Jersey
$4.66K
RA
449
Ransom Advisory
Rhode Island
$4.21K
MG
450
Mather Group
Illinois
$4.19K -$360 -16 -7%