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Avantor
AVTR

Overview Fund Activity

465 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, 159 increasing their positions, 163 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+33
Holders Change %
+7.64%
% of All Funds
6.82%
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
159
Reduced
163
Closed
49
Calls
$96.1M
Puts
$47.1M
Net Calls
+$49M
Net Calls Change
+$44.9M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.4B
2
Morgan Stanley
2
Morgan Stanley
New York
$194M
3
Invesco
3
Invesco
Georgia
$249M
4
CCP
4
Clarkston Capital Partners
Michigan
$133M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$93.4M

Top Sellers

1
CIM
1
CCLA Investment Management
United Kingdom
$73.9M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.2B
3
MG
3
Meritage Group
California
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$30.1M
5
American Century Companies
5
American Century Companies
Missouri
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
451
Aspire Private Capital
North Carolina
$662 – – –
AWM
452
Abound Wealth Management
Tennessee
$571 – – –
IA
453
IFP Advisors
Florida
$320 -$526 -23 -62%
Kayne Anderson Rudnick Investment Management
454
Kayne Anderson Rudnick Investment Management
California
$320 +$274 +12 +600%
JWM
455
Janiczek Wealth Management
Colorado
$160 -$1.97K -86 -92%
TWD
456
True Wealth Design
Ohio
$160 – – –
LFG
457
Larson Financial Group
Missouri
$160 +$160 +7 New
MCM
458
MV Capital Management
Maryland
$92 +$92 +4 New
PTC
459
Private Trust Company
Ohio
$91 – – –
M
460
MOTCO
Texas
$46 – – –
AWM
461
Atticus Wealth Management
Florida
$23 – – –
TWP
462
TFO Wealth Partners
Ohio
$23 – – –
DWM
463
Dogwood Wealth Management
Kansas
$2 – – –
MG
464
Meritage Group
California
– -$188M -8,897,724 Closed
Holocene Advisors
465
Holocene Advisors
New York
– -$85M -4,031,717 Closed
SSM
466
Sound Shore Management
Connecticut
– -$84.1M -3,989,327 Closed
NPCM
467
North Peak Capital Management
New York
– -$73.4M -3,479,804 Closed
OCM
468
Osterweis Capital Management
California
– -$22.1M -1,046,708 Closed
GCM
469
Glenview Capital Management
New York
– -$21.5M -1,019,890 Closed
SSA
470
Schonfeld Strategic Advisors
New York
– -$19.4M -919,890 Closed
SFI
471
Susquehanna Fundamental Investments
Pennsylvania
– -$8.36M -396,692 Closed
PI
472
PEAK6 Investments
Illinois
– -$3.81M -180,644 Closed
SGH
473
Sivik Global Healthcare
Connecticut
– -$3.79M -180,000 Closed
BA
474
Bridgewater Associates
Connecticut
– -$2.99M -142,071 Closed
GT
475
Glenmede Trust
Pennsylvania
– -$2.93M -139,143 Closed
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19
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