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
CCM
176
Cinctive Capital Management
New York
$4.03M +$3.62M +176,712 New
Nomura Asset Management
177
Nomura Asset Management
Japan
$3.97M +$225K +11,000 +7%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$3.97M -$253K -12,369 -7%
ACM
179
Advisors Capital Management
New Jersey
$3.94M +$413K +20,159 +13%
FAF
180
Fjarde Ap-fonden
Sweden
$3.79M +$142K +6,930 +4%
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$3.72M +$123K +5,997 +4%
SAM
182
Storebrand Asset Management
Norway
$3.68M +$215K +10,492 +7%
FAM
183
Fred Alger Management
New York
$3.59M -$2.1M -102,504 -39%
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$3.5M -$81.9M -3,996,792 -96%
UCFA
185
United Capital Financial Advisors
Texas
$3.38M -$2.11M -102,787 -41%
BCI
186
Brinker Capital Investments
Pennsylvania
$3.26M -$43.8K -2,139 -1%
OPS
187
Orion Portfolio Solutions
Nebraska
$3.26M -$43.8K -2,139 -1%
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$3.21M +$2.33M +113,766 +424%
Osaic Holdings
189
Osaic Holdings
Arizona
$3.11M -$399K -19,463 -12%
AAMU
190
APG Asset Management US
New York
$2.97M +$2.67M +130,145 New
II
191
IFM Investors
Australia
$2.95M – – –
P
192
Paradiem
Louisiana
$2.91M -$344K -16,783 -12%
EP
193
Eversept Partners
New York
$2.88M +$850K +41,469 +49%
MIIM
194
Mesirow Institutional Investment Management
Illinois
$2.84M +$2.55M +124,505 New
MCM
195
McKinley Capital Management
Alaska
$2.68M – – –
URS
196
Utah Retirement Systems
Utah
$2.66M +$14.3K +700 +0.6%
SAM
197
Shell Asset Management
Netherlands
$2.65M -$642K -31,328 -21%
YIH
198
Y-Intercept (HK)
Hong Kong
$2.58M +$2.31M +112,835 New
Royal Bank of Canada
199
Royal Bank of Canada
Ontario, Canada
$2.54M -$4M -195,100 -64%
DnB Asset Management
200
DnB Asset Management
Norway
$2.44M -$26.5K -1,293 -1%
6 7
8
9 10

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.