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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
TAF
201
Tredje AP-fonden
Sweden
$2.44M -$6.24M -304,421 -74%
Swedbank
202
Swedbank
Sweden
$2.42M -$9.39M -458,300 -81%
OAM
203
Oppenheimer Asset Management
New York
$2.31M +$41.6K +2,029 +2%
DPAM
204
Degroof Petercam Asset Management
Belgium
$2.28M +$2.05M +100,024 New
Toronto Dominion Bank
205
Toronto Dominion Bank
Ontario, Canada
$2.25M -$849K -41,432 -30%
Aviva
206
Aviva
United Kingdom
$2.18M -$2.87M -140,090 -59%
Walleye Trading
207
Walleye Trading
New York
$2.14M +$1.2M +58,562 +166%
AAIS
208
ABN AMRO Investment Solutions
$2.13M -$74.8K -3,652 -4%
WTC
209
WhitTier Trust Company
Nevada
$2.1M +$95.9K +4,679 +5%
FHB
210
First Hawaiian Bank
Hawaii
$2.07M +$1.13M +55,377 +157%
CCM
211
Condor Capital Management
New Jersey
$2.06M +$59.8K +2,921 +3%
Truist Financial
212
Truist Financial
North Carolina
$2.04M -$20.5K -1,002 -1%
SGCM
213
Sand Grove Capital Management
United Kingdom
$2.01M +$1.8M +88,000 New
GS
214
GTS Securities
New York
$1.82M +$494K +24,123 +43%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$1.81M -$91.9K -4,485 -5%
BCIM
216
British Columbia Investment Management
British Columbia, Canada
$1.78M +$342K +16,689 +27%
MWM
217
Modera Wealth Management
New Jersey
$1.73M +$5.41K +264 +0.3%
NAM
218
Nissay Asset Management
Japan
$1.73M +$62.8K +3,066 +4%
GC
219
Guggenheim Capital
Illinois
$1.72M +$10.2K +499 +0.7%
GKIM
220
GW&K Investment Management
Massachusetts
$1.72M -$18.2M -888,419 -92%
VAG
221
VisionPoint Advisory Group
Texas
$1.71M +$1.53M +74,689 New
Prudential Financial
222
Prudential Financial
New Jersey
$1.7M +$706K +34,483 +86%
EPFB
223
Employees Provident Fund Board
Malaysia
$1.68M – – –
Mirae Asset Global Investments
224
Mirae Asset Global Investments
South Korea
$1.67M -$65.1K -3,178 -4%
GIA
225
Gateway Investment Advisers
Ohio
$1.65M -$1M -49,033 -40%
7 8
9
10 11

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.