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Avantor

492 hedge funds and large institutions have $14.4B invested in Avantor in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 170 increasing their positions, 210 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 100.76%100.73% (-0.03%)

5% less funds holding

Funds holding: 517492 (-25)

18% less capital invested

Capital invested by funds: $17.7B → $14.4B (-$3.24B)

19% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 210

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

23% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 80

64% less call options, than puts

Call options by funds: $52.6M | Put options by funds: $145M

Holders
492
Holders Change
-25
Holders Change %
-4.84%
% of All Funds
6.48%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.14%
New
62
Increased
170
Reduced
210
Closed
80
Calls
$52.6M
Puts
$145M
Net Calls
-$92.3M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
451
Hemington Wealth Management
Virginia
$4K +$67 +3 +2%
BWL
452
Bogart Wealth LLC
Virginia
$3.41K +$3.64K +162 New
HI
453
Hoey Investments
Pennsylvania
$3.37K
MCM
454
MV Capital Management
Maryland
$3.29K +$1.21K +54 +53%
CFO
455
CVA Family Office
Colorado
$3.14K +$2.92K +130 +684%
CFB
456
Cullen/Frost Bankers
Texas
$3.08K +$3.28K +146 New
TCOV
457
Trust Company of Vermont
Vermont
$2.93K
SAM
458
Sherman Asset Management
California
$2.78K +$2.97K +132 New
PWMG
459
Private Wealth Management Group
New Jersey
$2.65K +$1.8K +80 +174%
AF
460
Advisornet Financial
Minnesota
$2K -$630 -28 -23%
CIAS
461
CBIZ Investment Advisory Services
Ohio
$2K +$2.14K +95 New
PWA
462
Provenance Wealth Advisors
Florida
$1.77K
SIC
463
SJS Investment Consulting
Ohio
$1.62K -$337 -15 -16%
EBA
464
Eagle Bay Advisors
New York
$1.62K -$562 -25 -25%
QC
465
Quent Capital
New York
$1.6K
DPW
466
DiNuzzo Private Wealth
Pennsylvania
$1.54K +$67 +3 +4%
BIA
467
Bell Investment Advisors
California
$1.41K
AEPWM
468
Atlantic Edge Private Wealth Management
Florida
$1.33K
S
469
Sachetta
Massachusetts
$1.26K +$742 +33 +122%
SS
470
SBI Securities
Japan
$1.22K +$1.3K +58 New
VWA
471
Valued Wealth Advisors
Utah
$1.18K
PA
472
PSI Advisors
Florida
$1.05K
HI
473
Harbour Investments
Wisconsin
$1.03K -$427 -19 -28%
CPG
474
Cornerstone Planning Group
New Jersey
$1.01K
AW
475
Avion Wealth
Texas
$1K +$360 +16 +22%