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Avantor

473 hedge funds and large institutions have $22.4B invested in Avantor in 2021 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 159 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 39

74% more call options, than puts

Call options by funds: $84.3M | Put options by funds: $48.5M

21% more capital invested

Capital invested by funds: $18.5B → $22.4B (+$3.91B)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

8% more funds holding

Funds holding: 438473 (+35)

4.48% more ownership

Funds ownership: 91.61%96.09% (+4.5%)

13% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 182

Holders
473
Holders Change
+35
Holders Change %
+7.99%
% of All Funds
8.28%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
79
Increased
159
Reduced
182
Closed
39
Calls
$84.3M
Puts
$48.5M
Net Calls
+$35.8M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
451
HM Payson & Co
Maine
$8K
GWS
452
Glassman Wealth Services
Virginia
$8K +$313 +8 +5%
AWA
453
Arkadios Wealth Advisors
Georgia
$7K -$1.17K -30 -14%
TWA
454
TCI Wealth Advisors
Arizona
$6K -$2.42K -62 -30%
IA
455
IFP Advisors
Florida
$5K -$5.63K -144 -56%
HI
456
Harbour Investments
Wisconsin
$5K -$860 -22 -15%
LC
457
Lindbrook Capital
California
$5K +$1.6K +41 +45%
JPLA
458
Joseph P. Lucia & Associates
New York
$4K
RF
459
Robbins Farley
New Hampshire
$4K +$3.91K +100 New
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
$3K -$15.8M -403,995 -100%
BWA
461
BDO Wealth Advisors
Florida
$3K
CFA
462
Carroll Financial Associates
North Carolina
$2K -$142K -3,627 -98%
NFG
463
Next Financial Group
Texas
$2K -$26.9K -689 -94%
TFS
464
TrustCore Financial Services
Tennessee
$2K
CFA
465
Cahill Financial Advisors
Minnesota
$2K +$1.72K +44 New
PA
466
PSI Advisors
Florida
$2K +$1.95K +50 New
CG
467
Cutler Group
California
$2K +$2.7K +69 New
MGIM
468
M&G Investment Management
United Kingdom
$1.57K +$1.5M +38,337 New
ED
469
Exane Derivatives
France
$1.47K
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$1K
VCM
471
Versant Capital Management
Arizona
$1K
Nisa Investment Advisors
472
Nisa Investment Advisors
Missouri
$409 +$190K +4,868 +95%
LP
473
Lexington Partners
New York
-$60.6M -1,707,297 Closed
TC
474
TwinBeech Capital
New York
-$4.51M -127,115 Closed
EGM
475
Engineers Gate Manager
New York
-$4.34M -122,261 Closed

AVTR Hedge Fund Activity: Q3 2021 in Review

473 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avantor (AVTR) for Q3 2021, worth a combined $22.4B — up 21% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AVTR positions and 39 closed out — a net gain of 40 holders — while 159 added to existing stakes and 182 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $390M. The largest seller was Viking Global Investors, cutting an estimated $180M.

  • 473 institutional investors held Avantor (AVTR) as of Q3 2021, up from 438 in Q2 2021.
  • Funds reported $22.4B of Avantor stock for Q3 2021, up 21% quarter-over-quarter.
  • 79 funds opened new Avantor positions in Q3 2021 and 39 closed out, a net change of +40 holders.
  • The largest Avantor buyer in Q3 2021 was Canada Pension Plan Investment Board, an estimated $390M added.
  • The largest Avantor seller in Q3 2021 was Viking Global Investors, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2021.