We are live on ! Find out more
AVTR icon

Avantor
AVTR

164 hedge funds and large institutions have $8.36B invested in Avantor in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

65% more call options, than puts

Call options by funds: $13M | Put options by funds: $7.86M

27% more capital invested

Capital invested by funds: $6.56B → $8.36B (+$1.8B)

11% more funds holding

Funds holding: 148 → 164 (+16)

2.16% more ownership

Funds ownership: 78.39% → 80.55% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
53
Increased
68
Reduced
35
Closed
32
Calls
$13M
Puts
$7.86M
Net Calls
+$5.12M
Net Calls Change
+$2.22M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$152M
2
ECU
Egerton Capital (UK)
United Kingdom
+$117M
3
TP
Third Point
New York
+$111M
4
Invesco
Invesco
Georgia
+$111M
5
Marshall Wace
Marshall Wace
United Kingdom
+$65.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$325M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$142M
3
DCP
D1 Capital Partners
New York
-$97.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$73.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
151
First Horizon Advisors
Tennessee
$41K – – –
Barclays
152
Barclays
United Kingdom
$22K -$328K -20,636 -95%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$13K -$1.08M -67,954 -99%
AG
154
Advisor Group
Arizona
$12K +$1.78K +112 +20%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
VFA
156
Valeo Financial Advisors
Indiana
$3K +$2.56K +161 New
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.18K +$1.91K +120 New
ASN
158
Advisory Services Network
Georgia
$2K +$1.86K +117 New
LC
159
Lindbrook Capital
California
$2K +$2.1K +132 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$1K +$700 +44 +183%
TFGT
161
TS Financial Group (TSFG)
Illinois
$1K +$1.18K +74 New
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$1K +$1.23K +77 New
DCP
163
D1 Capital Partners
New York
– -$97.8M -6,655,000 Closed
Wellington Management Group
164
Wellington Management Group
Massachusetts
– -$55.5M -3,773,375 Closed
SIG
165
Senator Investment Group
New York
– -$50.7M -3,450,000 Closed
HP
166
Hound Partners
New York
– -$34.1M -2,322,767 Closed
EAM
167
Eagle Asset Management
Florida
– -$29.7M -2,022,977 Closed
CTA
168
Carillon Tower Advisers
Florida
– -$23.2M -1,579,659 Closed
GAM
169
Goldentree Asset Management
New York
– -$18.7M -1,273,000 Closed
ZDA
170
Zweig-DiMenna Associates
New York
– -$10.6M -723,505 Closed
Alyeska Investment Group
171
Alyeska Investment Group
Illinois
– -$9.71M -660,608 Closed
ECM
172
ExodusPoint Capital Management
New York
– -$7.51M -510,733 Closed
SCM
173
Sio Capital Management
New York
– -$6.99M -475,609 Closed
ECM
174
Element Capital Management
New York
– -$5.97M -406,195 Closed
ECM
175
Engle Capital Management
Connecticut
– -$4.19M -285,000 Closed
4 5 6
7
8

AVTR Hedge Fund Activity: Q4 2019 in Review

164 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avantor (AVTR) for Q4 2019, worth a combined $8.36B — up 27% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AVTR positions and 32 closed out — a net gain of 21 holders — while 68 added to existing stakes and 35 trimmed.

The largest buyer was Vanguard Group, adding an estimated $152M. The largest seller was Fidelity Investments, cutting an estimated $325M.

  • 164 institutional investors held Avantor (AVTR) as of Q4 2019, up from 148 in Q3 2019.
  • Funds reported $8.36B of Avantor stock for Q4 2019, up 27% quarter-over-quarter.
  • 53 funds opened new Avantor positions in Q4 2019 and 32 closed out, a net change of +21 holders.
  • The largest Avantor buyer in Q4 2019 was Vanguard Group, an estimated $152M added.
  • The largest Avantor seller in Q4 2019 was Fidelity Investments, an estimated $325M sold.

Based on aggregated 13F filings for Q4 2019.