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Avantor
AVTR

470 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, 161 increasing their positions, 165 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $96.1M | Put options by funds: $47.1M

76% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 49

12% more capital invested

Capital invested by funds: $13.3B → $14.9B (+$1.62B)

8% more funds holding

Funds holding: 437 → 470 (+33)

2.99% more ownership

Funds ownership: 93% → 95.99% (+3%)

2% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 165

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

Holders
470
Holders Change
+33
Holders Change %
+7.55%
% of All Funds
6.85%
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
161
Reduced
165
Closed
49
Calls
$96.1M
Puts
$47.1M
Net Calls
+$49M
Net Calls Change
+$44.9M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$981M
2
Morgan Stanley
Morgan Stanley
New York
+$112M
3
Invesco
Invesco
Georgia
+$88.7M
4
CCP
Clarkston Capital Partners
Michigan
+$84.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$83.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$399M
2
MG
Meritage Group
California
-$188M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$158M
4
American Century Companies
American Century Companies
Missouri
-$124M
5
Holocene Advisors
Holocene Advisors
New York
-$85M
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
451
Avion Wealth
Texas
$1K +$615 +30 +125%
SWM
452
Spire Wealth Management
Virginia
$993 +$942 +46 New
GI
453
Gradient Investments
Minnesota
$731 – – –
TCWA
454
Turtle Creek Wealth Advisors
Texas
$708 +$635 +31 New
HI
455
Harbour Investments
Wisconsin
$685 -$82 -4 -12%
APC
456
Aspire Private Capital
North Carolina
$662 – – –
AWM
457
Abound Wealth Management
Tennessee
$571 – – –
IA
458
IFP Advisors
Florida
$320 -$471 -23 -62%
Kayne Anderson Rudnick Investment Management
459
Kayne Anderson Rudnick Investment Management
California
$320 +$246 +12 +600%
JWM
460
Janiczek Wealth Management
Colorado
$160 -$1.76K -86 -92%
TWD
461
True Wealth Design
Ohio
$160 – – –
LFG
462
Larson Financial Group
Missouri
$160 +$143 +7 New
MCM
463
MV Capital Management
Maryland
$92 +$82 +4 New
PTC
464
Private Trust Company
Ohio
$91 – – –
M
465
MOTCO
Texas
$46 – – –
AWM
466
Atticus Wealth Management
Florida
$23 – – –
TWP
467
TFO Wealth Partners
Ohio
$23 – – –
DWM
468
Dogwood Wealth Management
Kansas
$2 – – –
MG
469
Meritage Group
California
– -$188M -8,897,724 Closed
Holocene Advisors
470
Holocene Advisors
New York
– -$85M -4,031,717 Closed
SSM
471
Sound Shore Management
Connecticut
– -$84.1M -3,989,327 Closed
NPCM
472
North Peak Capital Management
New York
– -$73.4M -3,479,804 Closed
OCM
473
Osterweis Capital Management
California
– -$22.1M -1,046,708 Closed
GCM
474
Glenview Capital Management
New York
– -$21.5M -1,019,890 Closed
SSA
475
Schonfeld Strategic Advisors
New York
– -$19.4M -919,890 Closed
17 18
19
20 21

AVTR Hedge Fund Activity: Q4 2023 in Review

470 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantor (AVTR) for Q4 2023, worth a combined $14.9B — up 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AVTR positions and 49 closed out — a net gain of 37 holders — while 161 added to existing stakes and 165 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $981M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $399M.

  • 470 institutional investors held Avantor (AVTR) as of Q4 2023, up from 437 in Q3 2023.
  • Funds reported $14.9B of Avantor stock for Q4 2023, up 12% quarter-over-quarter.
  • 86 funds opened new Avantor positions in Q4 2023 and 49 closed out, a net change of +37 holders.
  • The largest Avantor buyer in Q4 2023 was Dodge & Cox, an estimated $981M added.
  • The largest Avantor seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $399M sold.

Based on aggregated 13F filings for Q4 2023.