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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
SFI
476
Susquehanna Fundamental Investments
Pennsylvania
– -$8.36M -396,692 Closed
PI
477
PEAK6 Investments
Illinois
– -$3.7M -180,644 Closed
SGH
478
Sivik Global Healthcare
Connecticut
– -$3.79M -180,000 Closed
BA
479
Bridgewater Associates
Connecticut
– -$2.99M -142,071 Closed
GT
480
Glenmede Trust
Pennsylvania
– -$2.93M -139,143 Closed
LOAMU
481
Lombard Odier Asset Management (USA)
New York
– -$2.11M -100,000 Closed
BFS
482
Bradley Foster & Sargent
Connecticut
– -$1.63M -79,372 Closed
EP
483
Edgestream Partners
New Jersey
– -$1.03M -48,973 Closed
AFS
484
Aft Forsyth & Sober
Florida
– -$896K -42,500 Closed
PI
485
PineBridge Investments
New York
– -$890K -42,242 Closed
DC
486
Diametric Capital
Massachusetts
– -$756K -35,872 Closed
Two Sigma Investments
487
Two Sigma Investments
New York
– -$721K -34,200 Closed
BMCM
488
Burns Matteson Capital Management
New York
– -$617K -29,257 Closed
BS
489
Bessemer Securities
New York
– -$488K -23,169 Closed
QT
490
Quantbot Technologies
New York
– -$458K -21,741 Closed
SCA
491
Snowden Capital Advisors
New York
– -$456K -21,649 Closed
PFS
492
Prospera Financial Services
Texas
– -$373K -17,712 Closed
Creative Planning
493
Creative Planning
Kansas
– -$348K -16,486 Closed
PAG
494
Private Advisor Group
New Jersey
– -$326K -15,463 Closed
CM
495
Caption Management
Oklahoma
– -$323K -15,300 Closed
UOC
496
UBS O'Connor
Illinois
– -$305K -14,470 Closed
PCM
497
Prelude Capital Management
New York
– -$276K -13,116 Closed
I
498
InceptionR
California
– -$223K -10,598 Closed
FNBT
499
FineMark National Bank & Trust
Florida
– -$210K -9,951 Closed
FMAEN1
500
Fund Management at Engine No 1
California
– -$204K -9,681 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.