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Avantor
AVTR

Overview Fund Activity

485 hedge funds and large institutions have $14.4B invested in Avantor in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 167 increasing their positions, 208 reducing their positions, and 79 closing their positions.

Holders
485
Holders Change
-23
Holders Change %
-4.53%
% of All Funds
6.46%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.15%
New
63
Increased
167
Reduced
208
Closed
79
Calls
$52.6M
Puts
$145M
Net Calls
-$92.3M
Net Calls Change
+$103M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.09B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$643M
3
UBS Group
3
UBS Group
Switzerland
$108M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$193M
5
CCP
5
Clarkston Capital Partners
Michigan
$172M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$871M
2
Boston Partners
2
Boston Partners
Massachusetts
$135M
3
Bank of America
3
Bank of America
North Carolina
$50.5M
4
DCP
4
Durable Capital Partners
Maryland
$101M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
451
Sherman Asset Management
California
$2.78K +$2.78K +132 New
PWMG
452
Private Wealth Management Group
New Jersey
$2.66K +$1.69K +80 +174%
AF
453
Advisornet Financial
Minnesota
$2K -$590 -28 -23%
CIAS
454
CBIZ Investment Advisory Services
Ohio
$2K +$2K +95 New
PWA
455
Provenance Wealth Advisors
Florida
$1.77K – – –
SIC
456
SJS Investment Consulting
Ohio
$1.62K -$316 -15 -16%
EBA
457
Eagle Bay Advisors
New York
$1.62K -$527 -25 -25%
QC
458
Quent Capital
New York
$1.6K – – –
DPW
459
DiNuzzo Private Wealth
Pennsylvania
$1.54K +$63 +3 +4%
BIA
460
Bell Investment Advisors
California
$1.41K – – –
AEPWM
461
Atlantic Edge Private Wealth Management
Florida
$1.33K – – –
S
462
Sachetta
Massachusetts
$1.27K +$696 +33 +122%
SS
463
SBI Securities
Japan
$1.22K +$1.22K +58 New
VWA
464
Valued Wealth Advisors
Utah
$1.18K – – –
PA
465
PSI Advisors
Florida
$1.05K – – –
HI
466
Harbour Investments
Wisconsin
$1.03K -$400 -19 -28%
CPG
467
Cornerstone Planning Group
New Jersey
$1.01K – – –
AW
468
Avion Wealth
Texas
$1K +$178 +16 +22%
HDIM
469
Hanson & Doremus Investment Management
Vermont
$1K +$1K +27 New
TWD
470
True Wealth Design
Ohio
$780 -$105 -5 -12%
MAS
471
MPWM Advisory Solutions
Georgia
$674 +$674 +32 New
AWM
472
Abound Wealth Management
Tennessee
$527 -$1.24K -59 -70%
RAM
473
Riggs Asset Management
Pennsylvania
$464 – – –
GFPC
474
Global Financial Private Client
Florida
$442 +$442 +21 New
Kayne Anderson Rudnick Investment Management
475
Kayne Anderson Rudnick Investment Management
California
$253 – – –
17 18
19
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