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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
WIA
501
Wetzel Investment Advisors
Indiana
$742 -$13.7K -568 -95%
HI
502
Harbour Investments
Wisconsin
$636
APC
503
Aspire Private Capital
North Carolina
$615
AWM
504
Abound Wealth Management
Tennessee
$530
CFO
505
CVA Family Office
Colorado
$445 +$506 +21 New
Kayne Anderson Rudnick Investment Management
506
Kayne Anderson Rudnick Investment Management
California
$254
MCM
507
MV Capital Management
Maryland
$212 +$48 +2 +25%
JWM
508
Janiczek Wealth Management
Colorado
$149
LFG
509
Larson Financial Group
Missouri
$148
TCM
510
TD Capital Management
Tennessee
$127
PTC
511
Private Trust Company
Ohio
$85
AWM
512
Atticus Wealth Management
Florida
$22
DWM
513
Dogwood Wealth Management
Kansas
$1
WP
514
Woodline Partners
California
-$71.6M -2,798,708 Closed
Point72 Asset Management
515
Point72 Asset Management
Connecticut
-$59.6M -2,329,712 Closed
CHP
516
Castle Hook Partners
New York
-$50.5M -1,976,348 Closed
Artisan Partners
517
Artisan Partners
Wisconsin
-$48.4M -1,891,839 Closed
WHCM
518
Wolf Hill Capital Management
Connecticut
-$41.3M -1,614,084 Closed
PHS
519
PFM Health Sciences
California
-$34.3M -1,343,309 Closed
ITP
520
Iron Triangle Partners
Connecticut
-$29.4M -1,150,000 Closed
RAM
521
Readystate Asset Management
Illinois
-$28.6M -1,117,519 Closed
IHAM
522
Integral Health Asset Management
New York
-$12.8M -500,000 Closed
RCM
523
Rivermont Capital Management
New York
-$12M -467,528 Closed
LIP
524
Lighthouse Investment Partners
Florida
-$8.97M -350,823 Closed
KCM
525
Kornitzer Capital Management
Kansas
-$8.59M -336,000 Closed