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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
HDIM
476
Hanson & Doremus Investment Management
Vermont
$1K +$607 +27 New
TWD
477
True Wealth Design
Ohio
$780 -$112 -5 -12%
MAS
478
MPWM Advisory Solutions
Georgia
$674 +$720 +32 New
AWM
479
Abound Wealth Management
Tennessee
$527 -$1.33K -59 -70%
RAM
480
Riggs Asset Management
Pennsylvania
$464
GFPC
481
Global Financial Private Client
Florida
$442 +$472 +21 New
Kayne Anderson Rudnick Investment Management
482
Kayne Anderson Rudnick Investment Management
California
$253
NC
483
NewSquare Capital
Pennsylvania
$253 +$270 +12 New
PWM
484
Parkworth Wealth Management
California
$232 +$247 +11 New
WW
485
Winnow Wealth
Texas
$229 +$247 +11 New
PWA
486
Principia Wealth Advisory
Texas
$211 +$225 +10 New
HWA
487
HHM Wealth Advisors
Tennessee
$148 +$157 +7 New
LFG
488
Larson Financial Group
Missouri
$147
RIL
489
Rothschild Investment LLC
Illinois
$147 +$45 +2 +40%
TCM
490
TD Capital Management
Tennessee
$126
CIA
491
Cape Investment Advisory
Georgia
$105 +$112 +5 New
CSWM
492
Cassady Schiller Wealth Management
Ohio
$63 +$67 +3 New
Westfield Capital Management
493
Westfield Capital Management
Massachusetts
-$63.1M -2,439,577 Closed
Parnassus Investments
494
Parnassus Investments
California
-$55.3M -2,138,772 Closed
Millennium Management
495
Millennium Management
New York
-$45.4M -2,020,361 Closed
SCM
496
SG Capital Management
Illinois
-$37.9M -1,463,379 Closed
SCM
497
Shapiro Capital Management
Georgia
-$20M -772,913 Closed
HF
498
HRT Financial
New York
-$18.8M -726,139 Closed
MIF
499
Mediolanum International Funds
Ireland
-$18.6M -721,736 Closed
PCH
500
Polar Capital Holdings
United Kingdom
-$17.6M -678,663 Closed