Stevanato
STVN
119 hedge funds and large institutions have $1.06B invested in Stevanato in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 52 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
27% more capital invested
Capital invested by funds: $833M → $1.06B (+$229M)
9% more funds holding
Funds holding: 109 → 119 (+10)
1.85% more ownership
Funds ownership: 94.28% → 96.13% (+1.9%)
37% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 52
98% less call options, than puts
Call options by funds: $16K | Put options by funds: $939K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
+$35.5M |
| 2 |
Neuberger Berman Group
New York
|
+$35.1M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
+$34.8M |
| 4 |
BAMCO Inc
New York
|
+$11.1M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$19.7M |
| 2 |
RG
Redmile Group
San Francisco,
California
|
-$19.2M |
| 3 |
Lazard Asset Management
New York
|
-$10.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.8M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$9.63M |
STVN Hedge Fund Activity: Q2 2023 in Review
119 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Stevanato (STVN) for Q2 2023, worth a combined $1.06B — up 27% from $833M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new STVN positions and 11 closed out — a net gain of 12 holders — while 33 added to existing stakes and 52 trimmed.
The largest buyer was Sands Capital Management, opening a new position worth an estimated $35.5M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $19.7M.
- 119 institutional investors held Stevanato (STVN) as of Q2 2023, up from 109 in Q1 2023.
- Funds reported $1.06B of Stevanato stock for Q2 2023, up 27% quarter-over-quarter.
- 23 funds opened new Stevanato positions in Q2 2023 and 11 closed out, a net change of +12 holders.
- The largest Stevanato buyer in Q2 2023 was Sands Capital Management, an estimated $35.5M added.
- The largest Stevanato seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $19.7M sold.
Based on aggregated 13F filings for Q2 2023.