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Avantor
AVTR

Overview Fund Activity

491 hedge funds and large institutions have $16.5B invested in Avantor in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 207 increasing their positions, 161 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+25
Holders Change %
+5.36%
% of All Funds
7.12%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
62
Increased
207
Reduced
161
Closed
35
Calls
$43.3M
Puts
$316M
Net Calls
-$272M
Net Calls Change
-$321M

Top Buyers

1
DCP
Durable Capital Partners
Maryland
$217M
2
CIM
CCLA Investment Management
United Kingdom
$121M
3
Holocene Advisors
Holocene Advisors
New York
$94.6M
4
SI
Standard Investments
New York
$73.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$68.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$46M
2
Morgan Stanley
Morgan Stanley
New York
$79M
3
Millennium Management
Millennium Management
New York
$128M
4
Parnassus Investments
Parnassus Investments
California
$82.2M
5
Brown Advisory
Brown Advisory
Maryland
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
451
NewEdge Advisors
Louisiana
$4.5K -$9.9K -387 -69%
HI
452
Hoey Investments
Pennsylvania
$4.09K – – –
BFEC
453
Benjamin F. Edwards & Company
Missouri
$4K +$1.62K +57 +68%
SAM
454
Smartleaf Asset Management
Massachusetts
$3.61K -$1.36K -53 -27%
QL
455
Quarry LP
New York
$3.53K -$29.7K -1,162 -89%
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$3.45K +$409 +16 +13%
EBA
457
Eagle Bay Advisors
New York
$3.27K – – –
VNA
458
Valley National Advisers
Pennsylvania
$3K +$577 +25 +24%
OP
459
ORG Partners
Indiana
$2.52K -$95.5K -3,782 -97%
MG
460
Mather Group
Illinois
$2.35K +$2.35K +103 New
PWA
461
Provenance Wealth Advisors
Florida
$2.15K – – –
SIC
462
SJS Investment Consulting
Ohio
$2.12K +$77 +3 +4%
NS
463
NBC Securities
Alabama
$2K – – –
AW
464
Avion Wealth
Texas
$2K – – –
BTI
465
Blue Trust Inc
Georgia
$1.94K -$4.88K -191 -72%
QC
466
Quent Capital
New York
$1.94K – – –
AEPWM
467
Atlantic Edge Private Wealth Management
Florida
$1.61K – – –
TFA
468
Toth Financial Advisory
Virginia
$1.54K +$1.54K +60 New
VWA
469
Valued Wealth Advisors
Utah
$1.43K – – –
VCM
470
Versant Capital Management
Arizona
$1.41K – – –
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$1.31K +$128 +5 +11%
AF
472
Advisornet Financial
Minnesota
$1.28K -$1.92K -75 -60%
PA
473
PSI Advisors
Florida
$1.28K – – –
BIA
474
Bell Investment Advisors
California
$1.2K – – –
PWMG
475
Private Wealth Management Group
New Jersey
$1.18K – – –
17 18
19
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