AVTR icon

Avantor
AVTR

Overview Fund Activity

485 hedge funds and large institutions have $14.4B invested in Avantor in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 167 increasing their positions, 208 reducing their positions, and 79 closing their positions.

Holders
485
Holders Change
-23
Holders Change %
-4.53%
% of All Funds
6.46%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
63
Increased
167
Reduced
208
Closed
79
Calls
$52.6M
Puts
$145M
Net Calls
-$92.3M
Net Calls Change
+$103M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.09B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$643M
3
UBS Group
3
UBS Group
Switzerland
$108M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$193M
5
CCP
5
Clarkston Capital Partners
Michigan
$172M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$871M
2
Boston Partners
2
Boston Partners
Massachusetts
$135M
3
Bank of America
3
Bank of America
North Carolina
$50.5M
4
DCP
4
Durable Capital Partners
Maryland
$101M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
426
AssetMark Inc
California
$10.3K +$9.48K +450 +1,154%
BF
427
BOK Financial
Oklahoma
$9.88K +$1.67K +77 +20%
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$9.23K -$9.08K -431 -50%
WCM
429
WealthTrak Capital Management
Virginia
$9.17K +$9.17K +435 New
NA
430
NewEdge Advisors
Louisiana
$9.04K +$5.82K +276 +180%
WTA
431
Washington Trust Advisors
Massachusetts
$8.6K +$1.01K +48 +13%
BGAI
432
Bruce G. Allen Investments
Colorado
$8.39K -$1.81K -86 -18%
MEG
433
Millstone Evans Group
Colorado
$7.21K +$7.21K +342 New
SWM
434
Spire Wealth Management
Virginia
$7.14K +$7.14K +339 New
RS
435
R Squared
Hong Kong
$6.95K +$6.95K +330 New
PTC
436
Private Trust Company
Ohio
$6.7K +$6.13K +291 +1,078%
JWA
437
JFS Wealth Advisors
Pennsylvania
$6.28K -$464 -22 -7%
WSFS
438
Wilmington Savings Fund Society
Delaware
$5.63K -$105 -5 -2%
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$5.06K – – –
CAL
440
Capital Advisors Ltd
Ohio
$5K -$310 -14 -6%
IA
441
IFP Advisors
Florida
$4.78K -$9.18K -71 -66%
PWMG
442
Prestige Wealth Management Group
New Jersey
$4.66K – – –
MG
443
Mather Group
Illinois
$4.19K -$337 -16 -7%
HWM
444
Hemington Wealth Management
Virginia
$4K +$59 +3 +2%
BWL
445
Bogart Wealth LLC
Virginia
$3.41K +$3.41K +162 New
HI
446
Hoey Investments
Pennsylvania
$3.37K – – –
MCM
447
MV Capital Management
Maryland
$3.29K +$1.14K +54 +53%
CFO
448
CVA Family Office
Colorado
$3.14K +$2.74K +130 +684%
CFB
449
Cullen/Frost Bankers
Texas
$3.08K +$3.08K +146 New
TCOV
450
Trust Company of Vermont
Vermont
$2.93K – – –
16 17
18
19 20