Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AVANTOR INC (AVTR)

409 + Investors. Track Smart Money conviction in AVTR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -36
Streak
2Q ▼
Buyers last Q
40%

Smart Money Signals — AVTR

Based on 390 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their AVTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
390 funds currently hold this stock — 81% of the 3.0-year high of 483 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
62 fewer hedge funds hold AVTR compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

184 buying278 selling
Last quarter: 278 funds reduced or exited vs 184 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 62 → 92 → 74 → 66. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 18% new
233 out of 390 hedge funds have held AVTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~66 new funds/quarter

55 → 62 → 92 → 74 → 66 new funds/Q
New funds entering each quarter: 62 → 92 → 74 → 66. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 22% new
Of 409 current holders: 264 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
42 of 390 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in AVTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AVTR

How many hedge funds hold AVTR — quarterly history vs. share price
Quarterly hedge fund ownership of AVTR vs. share price

Market Analysis: AVTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVTR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

56 top-rated funds 7 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AVTR
2026 Q1 Stats Unlock in 9 days 409 + Investors

Track Smart Money conviction in AVTR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 409 447 -8.5%
13F Shares 685M 672M 1.93%
Total Value $7.84B $8.37B -6.29%
New Positions 66 74 -8
Increased Positions 148 164 -16
Closed Positions 104 121 -17
Reduced Positions 197 213 -16
Total Calls 12 11 9.09%
Total Puts 10 14 -28.57%
PUT/CALL Ratio 0.83 1.27 Neutral

Statistics: AVTR

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

409 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVTR. Verified SEC 13F-HR filings.

Top 25 institutional holders of AVTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brickwood Asset Management LLP 25.52% 4,337,012 $34.0M
2 Belfer Management LLC 2.93% 22,317 $175K
3 GREENHAVEN ASSOCIATES INC 2.92% 22,593,838 $177.1M
4 AGMAN CAPITAL LLC 2.59% 414,898 $3.3M
5 Olstein Capital Management, L.P. 2.07% 1,210,000 $9K
6 Lightrock Netherlands B.V. 1.96% 328,626 $9.2M
7 SECTOR GAMMA AS 1.29% 695,403 $5.5M
8 Gerald Baker Financial Group LLC 0.78% 94,206 $2.0M
9 Robeco Schweiz AG 0.69% 4,189,536 $32.8M
10 PRIVATE MANAGEMENT GROUP INC 0.62% 2,732,995 $21.4M
11 YACKTMAN ASSET MANAGEMENT LP 0.50% 4,745,000 $37.2M
12 Carnegie Lake Advisors LLC 0.32% 103,600 $812K
13 Oak Thistle LLC 0.11% 144,337 $1.1M
14 TRAN CAPITAL MANAGEMENT, L.P. 0.09% 86,908 $681K
15 DIAMOND HILL CAPITAL MANAGEMENT INC 0.09% 1,767,029 $13.9M
16 DeDora Capital, Inc. 0.06% 33,237 $261K
17 NORTH STAR ASSET MANAGEMENT INC 0.06% 180,358 $1.4M
18 First Bank & Trust 0.04% 32,719 $257K
19 Quantum Portfolio Management LLC 0.03% 10,219 $80K
20 Advisors Capital Management, LLC 0.03% 376,247 $2.9M
21 NEW MEXICO EDUCATIONAL RETIREMENT BOARD 0.03% 141,800 $1K
22 Central Pacific Bank - Trust Division 0.03% 31,300 $245K
23 Balefire, LLC 0.03% 19,987 $157K
24 HARBOR CAPITAL ADVISORS, INC. 0.03% 45,709 —
25 Covestor Ltd 0.03% 5,203 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AVANTOR INC (AVTR)

What does the Smart Money Trend signal show for AVTR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their AVTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AVTR?

More sellers than buyers — 40% buying: Last quarter: 278 funds reduced or exited vs 184 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AVTR holders?

Elite ownership — 56% AUM from top-100 funds: 42 of 390 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in AVTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AVTR?

60% of holders stayed for 2+ years: 233 out of 390 hedge funds have held AVTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.