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Avantor

497 hedge funds and large institutions have $16.5B invested in Avantor in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 208 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 36

29% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 161

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

11% more capital invested

Capital invested by funds: $14.9B → $16.5B (+$1.58B)

6% more funds holding

Funds holding: 470497 (+27)

0.93% less ownership

Funds ownership: 95.99%95.06% (-0.93%)

86% less call options, than puts

Call options by funds: $43.3M | Put options by funds: $316M

Holders
497
Holders Change
+27
Holders Change %
+5.74%
% of All Funds
7.16%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
65
Increased
208
Reduced
161
Closed
36
Calls
$43.3M
Puts
$316M
Net Calls
-$272M
Net Calls Change
-$321M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$33M -$997K -41,918 -3%
PL
77
Perpetual Ltd
Australia
$32.3M +$856K +35,974 +3%
Macquarie Group
78
Macquarie Group
Australia
$32.2M +$17.4M +731,859 +138%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$31.8M -$11.9M -499,215 -29%
UBS Group
80
UBS Group
Switzerland
$31.4M +$15.9M +666,819 +119%
California Public Employees Retirement System
81
California Public Employees Retirement System
California
$31.1M +$4.58M +192,663 +19%
VNIM
82
Vaughan Nelson Investment Management
Texas
$30.6M -$31.2M -1,310,198 -52%
Principal Financial Group
83
Principal Financial Group
Iowa
$29.6M +$26.5M +1,113,844 +2,619%
ITP
84
Iron Triangle Partners
Connecticut
$29.4M +$27.4M +1,150,000 New
Alyeska Investment Group
85
Alyeska Investment Group
Illinois
$29.2M +$423K +17,761 +2%
National Pension Service
86
National Pension Service
South Korea
$28.9M -$143K -6,008 -0.5%
RJA
87
Raymond James & Associates
Florida
$28.8M -$918K -38,577 -3%
RAM
88
Readystate Asset Management
Illinois
$28.6M +$12.6M +528,641 +90%
DS
89
Dudley & Shanley
Florida
$28.4M +$295K +12,400 +1%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$27.6M +$1.03M +43,270 +4%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$27.3M +$124K +5,230 +0.5%
William Blair Investment Management
92
William Blair Investment Management
Illinois
$26.8M +$7.68M +322,985 +45%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$26.4M +$21.2M +890,939 +634%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$26.2M -$27.5K -1,156 -0.1%
KBC Group
95
KBC Group
Belgium
$26.1M +$23.2M +973,176 +2,081%
Ameriprise
96
Ameriprise
Minnesota
$24.7M -$778K -32,694 -3%
MCM
97
Moore Capital Management
New York
$24.3M +$595K +25,000 +3%
Federated Hermes
98
Federated Hermes
Pennsylvania
$23.9M +$7.31M +307,329 +49%
Comerica Bank
99
Comerica Bank
Texas
$23.4M +$1.53M +64,450 +8%
Barclays
100
Barclays
United Kingdom
$23.2M +$3.56M +149,795 +20%

AVTR Hedge Fund Activity: Q1 2024 in Review

497 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantor (AVTR) for Q1 2024, worth a combined $16.5B — up 11% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AVTR positions and 36 closed out — a net gain of 29 holders — while 208 added to existing stakes and 161 trimmed.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $202M. The largest seller was T. Rowe Price Associates, cutting an estimated $422M.

  • 497 institutional investors held Avantor (AVTR) as of Q1 2024, up from 470 in Q4 2023.
  • Funds reported $16.5B of Avantor stock for Q1 2024, up 11% quarter-over-quarter.
  • 65 funds opened new Avantor positions in Q1 2024 and 36 closed out, a net change of +29 holders.
  • The largest Avantor buyer in Q1 2024 was Durable Capital Partners, an estimated $202M added.
  • The largest Avantor seller in Q1 2024 was T. Rowe Price Associates, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2024.