We are live on ! Find out more
AVTR icon

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
SG Americas Securities
501
SG Americas Securities
New York
– -$200K -9,508 Closed
N
502
Natixis
France
– -$143K -6,772 Closed
PPC
503
Park Place Capital
Alabama
– -$64.1K -3,039 Closed
CG
504
Cutler Group
California
– -$28.2K -1,377 -97%
SOW
505
State of Wyoming
Wyoming
– -$29K -1,375 Closed
CSPIA
506
Cary Street Partners Investment Advisory
Virginia
– -$23.7K -1,124 Closed
FRA
507
Front Row Advisors
California
– -$14.7K -696 Closed
CCP
508
Carmel Capital Partners
California
– -$14.3K -677 Closed
RTC
509
Riverview Trust Company
Washington
– -$14.2K -672 Closed
RTL
510
Red Tortoise LLC
Georgia
– -$8.88K -421 Closed
CT
511
Colonial Trust
South Carolina
– -$7.99K -386 Closed
BAAM
512
Baker Avenue Asset Management
California
– -$7.53K -357 Closed
EARNEST Partners
513
EARNEST Partners
Georgia
– -$5.73K -272 Closed
SSG
514
Summit Securities Group
New York
– -$2K -75 Closed
WT
515
Washington Trust
Rhode Island
– -$1.35K -64 Closed
GJIA
516
Glass Jacobson Investment Advisors
Maryland
– -$928 -44 Closed
ZB
517
Zions Bancorporation
Utah
– -$822 -39 Closed
CT
518
Cambridge Trust
Massachusetts
– -$717 -34 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.