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Avantor

517 hedge funds and large institutions have $17.7B invested in Avantor in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 208 increasing their positions, 173 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $13.8B → $17.7B (+$3.91B)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

20% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 173

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

5.02% more ownership

Funds ownership: 95.74%100.76% (+5%)

1% more funds holding

Funds holding: 513517 (+4)

72% less call options, than puts

Call options by funds: $75.9M | Put options by funds: $271M

Holders
517
Holders Change
+4
Holders Change %
+0.78%
% of All Funds
7.42%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
78
Increased
208
Reduced
173
Closed
70
Calls
$75.9M
Puts
$271M
Net Calls
-$195M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
476
Ransom Advisory
Rhode Island
$5.17K
CCM
477
Chilton Capital Management
Texas
$4.48K +$4.25K +173 New
HWM
478
Hemington Wealth Management
Virginia
$4K +$4.91K +200 New
NA
479
NewEdge Advisors
Louisiana
$3.96K
TCOV
480
Trust Company of Vermont
Vermont
$3.6K +$3.41K +139 New
HI
481
Hoey Investments
Pennsylvania
$3.39K
AF
482
Advisornet Financial
Minnesota
$3.18K +$1.79K +73 +146%
IA
483
IFP Advisors
Florida
$2.79K +$1.47K +60 +125%
EBA
484
Eagle Bay Advisors
New York
$2.64K -$638 -26 -20%
MCM
485
MV Capital Management
Maryland
$2.64K +$2.26K +92 +920%
SIC
486
SJS Investment Consulting
Ohio
$2.38K +$221 +9 +11%
AWM
487
Abound Wealth Management
Tennessee
$2.17K +$1.45K +59 +236%
PWA
488
Provenance Wealth Advisors
Florida
$2.17K
Jones Financial Companies
489
Jones Financial Companies
Missouri
$2.09K +$466 +19 +31%
NS
490
NBC Securities
Alabama
$2K
QC
491
Quent Capital
New York
$1.97K
DPW
492
DiNuzzo Private Wealth
Pennsylvania
$1.81K +$74 +3 +4%
HI
493
Harbour Investments
Wisconsin
$1.76K +$933 +38 +127%
BIA
494
Bell Investment Advisors
California
$1.73K +$491 +20 +43%
AEPWM
495
Atlantic Edge Private Wealth Management
Florida
$1.63K
VWA
496
Valued Wealth Advisors
Utah
$1.45K
PA
497
PSI Advisors
Florida
$1.29K
PWMG
498
Private Wealth Management Group
New Jersey
$1.19K
TWD
499
True Wealth Design
Ohio
$1.09K +$98 +4 +11%
CPG
500
Cornerstone Planning Group
New Jersey
$1.01K

AVTR Hedge Fund Activity: Q3 2024 in Review

517 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantor (AVTR) for Q3 2024, worth a combined $17.7B — up 28% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AVTR positions and 70 closed out — a net gain of 8 holders — while 208 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $709M. The largest seller was Artemis Investment Management, cutting an estimated $98.9M.

  • 517 institutional investors held Avantor (AVTR) as of Q3 2024, up from 513 in Q2 2024.
  • Funds reported $17.7B of Avantor stock for Q3 2024, up 28% quarter-over-quarter.
  • 78 funds opened new Avantor positions in Q3 2024 and 70 closed out, a net change of +8 holders.
  • The largest Avantor buyer in Q3 2024 was BlackRock, an estimated $709M added.
  • The largest Avantor seller in Q3 2024 was Artemis Investment Management, an estimated $98.9M sold.

Based on aggregated 13F filings for Q3 2024.