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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
AssetMark Inc
501
AssetMark Inc
California
$1.01K -$565 -23 -37%
AW
502
Avion Wealth
Texas
$1K
PCM
503
Penserra Capital Management
California
$1K
AIM
504
Anchor Investment Management
South Carolina
$880 +$835 +34 New
APC
505
Aspire Private Capital
North Carolina
$750
S
506
Sachetta
Massachusetts
$699
PTC
507
Private Trust Company
Ohio
$698 +$565 +23 +575%
CA
508
Claris Advisors
Missouri
$621 +$589 +24 New
RAM
509
Riggs Asset Management
Pennsylvania
$570 +$540 +22 New
PMFA
510
Plante Moran Financial Advisors
Michigan
$517 +$491 +20 New
CFO
511
CVA Family Office
Colorado
$492 -$49 -2 -10%
VAMG
512
Voisard Asset Management Group
Michigan
$440 +$417 +17 New
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$310
MFG
514
Mendota Financial Group
Wisconsin
$207 +$196 +8 New
LFG
515
Larson Financial Group
Missouri
$181
TCM
516
TD Capital Management
Tennessee
$155
RIL
517
Rothschild Investment LLC
Illinois
$129 +$123 +5 New
DWM
518
Dogwood Wealth Management
Kansas
$2
Holocene Advisors
519
Holocene Advisors
New York
-$65.2M -3,075,946 Closed
Public Sector Pension Investment Board (PSP Investments)
520
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$60.2M -2,839,195 Closed
HRCM
521
Hawk Ridge Capital Management
California
-$34.8M -1,640,435 Closed
Qube Research & Technologies (QRT)
522
Qube Research & Technologies (QRT)
United Kingdom
-$30.9M -1,458,195 Closed
Alyeska Investment Group
523
Alyeska Investment Group
Illinois
-$28.5M -1,344,887 Closed
Balyasny Asset Management
524
Balyasny Asset Management
Illinois
-$27.5M -1,298,966 Closed
TC
525
TwinBeech Capital
New York
-$21.8M -1,028,596 Closed