We are live on ! Find out more
AVTR icon

Avantor

513 hedge funds and large institutions have $13.8B invested in Avantor in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 192 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 52

12% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 172

3% more funds holding

Funds holding: 497513 (+16)

0.68% more ownership

Funds ownership: 95.06%95.74% (+0.68%)

16% less capital invested

Capital invested by funds: $16.5B → $13.8B (-$2.69B)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

35% less call options, than puts

Call options by funds: $95.7M | Put options by funds: $148M

Holders
513
Holders Change
+16
Holders Change %
+3.22%
% of All Funds
7.41%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
75
Increased
192
Reduced
172
Closed
52
Calls
$95.7M
Puts
$148M
Net Calls
-$52.2M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
476
Triad Wealth Partners
Kansas
$2.12K +$2.41K +100 New
BFEC
477
Benjamin F. Edwards & Company
Missouri
$2K -$626 -26 -18%
VNA
478
Valley National Advisers
Pennsylvania
$2K -$482 -20 -15%
NS
479
NBC Securities
Alabama
$2K
PWA
480
Provenance Wealth Advisors
Florida
$1.78K
SIC
481
SJS Investment Consulting
Ohio
$1.76K
CFB
482
Cullen/Frost Bankers
Texas
$1.76K +$2K +83 New
QC
483
Quent Capital
New York
$1.61K
DPW
484
DiNuzzo Private Wealth
Pennsylvania
$1.42K +$385 +16 +31%
AEPWM
485
Atlantic Edge Private Wealth Management
Florida
$1.34K
AssetMark Inc
486
AssetMark Inc
California
$1.31K +$1.49K +62 New
Jones Financial Companies
487
Jones Financial Companies
Missouri
$1.31K +$1.49K +62 New
TFA
488
Toth Financial Advisory
Virginia
$1.27K
VWA
489
Valued Wealth Advisors
Utah
$1.19K
CPG
490
Cornerstone Planning Group
New Jersey
$1.12K +$1.08K +45 New
AF
491
Advisornet Financial
Minnesota
$1.06K
PA
492
PSI Advisors
Florida
$1.06K
IA
493
IFP Advisors
Florida
$1.02K +$482 +20 +71%
PCM
494
Penserra Capital Management
California
$1K +$144 +6 +12%
AW
495
Avion Wealth
Texas
$1K +$482 +20 +37%
BIA
496
Bell Investment Advisors
California
$997
PWMG
497
Private Wealth Management Group
New Jersey
$976
GIA
498
GHP Investment Advisors
Colorado
$827 +$939 +39 New
TWD
499
True Wealth Design
Ohio
$806 +$337 +14 +58%
S
500
Sachetta
Massachusetts
$747 +$650 +27 New