Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Avantor Inc (AVTR)

424 + 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
↑ +12
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — AVTR

Based on 426 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AVTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
426 funds currently hold this stock — 85% of the 3.0-year high of 502 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
56 fewer hedge funds hold AVTR compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

257 buying208 selling
Last quarter: 257 funds bought or added vs 208 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new AVTR position: 93 → 76 → 68 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 21% new
242 out of 426 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.
💎

Buying through price weakness — shares -1%, value -34%

Value
-34%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -34%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~90 new funds/quarter

69 → 93 → 76 → 68 → 90 new funds/Q
New funds entering each quarter: 93 → 76 → 68 → 90. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 25% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 25% new
Entry-cohort mix of 440 holders: 276 (63%) are 2+ year veterans, 54 entered 1–2 years ago, and 110 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
56 of 426 holders are among the 100 largest funds by AUM, controlling 45% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

Institutional Sentiment Summary — AVTR

In 2026 Q1, 257 hedge funds were net buyers of AVTR (90 opened a new position, 167 added to an existing one), while 208 reduced or exited (130 trimmed, 78 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 45% of total institutional value in AVTR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 426.

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.

Is It Too Late to Buy Avantor Inc (AVTR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVTR has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
AVTR
+19.8%
XLV
+4.9%

AVTR outperformed XLV by +14.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
AVTR
+23.2%
XLV
+6.0%

Since the filing became public, AVTR outperformed XLV by +17.2% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 2 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: AVTR
424 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 424 414 2.42%
13F Shares 683M 688M -0.78%
Total Value $5.18B $7.88B -34.27%
New Positions 88 68 +20
Increased Positions 165 118 +47
Closed Positions 78 107 -29
Reduced Positions 126 182 -56
Total Calls 7 12 -41.67%
Total Puts 7 10 -30.0%
PUT/CALL Ratio 1.0 0.83 Neutral

Statistics: AVTR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

424 + investors

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

QUARTER:
Top 25 AVTR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 New Mountain Capital, L.L.C. 100.00% 14,000,000 $109.8M
2 Brickwood Asset Management LLP 25.52% 4,337,012 $34.0M
3 Engine Capital Management, LP 18.72% 19,780,830 $155.1M
4 Clarkston Capital Partners, LLC 5.16% 8,629,389 $67.7M
5 Belfer Management LLC 2.93% 22,317 $175K
6 Greenhaven Associates Inc 2.92% 22,593,838 $177.1M
7 Agman Capital LLC 2.59% 414,898 $3.3M
8 Kettle Hill Capital Management, LLC 2.22% 1,128,537 $8.8M
9 Voss Capital, LP 1.85% 4,447,083 $34.9M
10 Sapience Investments, LLC 1.74% 1,717 $13K
11 Prescott General Partners LLC 1.49% 2,600,000 $20.4M
12 Southeastern Asset Management Inc/Tn/ 1.36% 3,520,212 $27.6M
13 Sector Gamma As 1.29% 695,403 $5.5M
14 Eversept Partners, LP 1.23% 2,974,287 $23.3M
15 Stanley Capital Management, LLC 1.20% 918,500 $7.2M
16 Cna Financial Corp 1.00% 300,000 $2.4M
17 First Pacific Advisors, LP 0.89% 8,089,023 $63.4M
18 Taikang Asset Management (Hong Kong) Co Ltd 0.79% 1,018,891 $8.0M
19 Gerald Baker Financial Group LLC 0.78% 94,206 $2.0M
20 Robeco Schweiz AG 0.69% 4,189,536 $32.8M
21 Private Management Group Inc 0.62% 2,732,995 $21.4M
22 New South Capital Management Inc 0.59% 1,563,307 $12.3M
23 Barrow Hanley Mewhinney & Strauss LLC 0.57% 22,358,399 $175.3M
24 Gendell Jeffrey L 0.53% 4,917,270 $38.6M
25 London Co of Virginia 0.52% 10,852,257 $85.1M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AVTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AVTR?

Slight buying edge — 55% buying: Last quarter: 257 funds bought or added vs 208 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AVTR holders?

Elite ownership — 45% AUM from top-100 funds: 56 of 426 holders are among the 100 largest funds by AUM, controlling 45% 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?

57% of holders stayed for 2+ years: 242 out of 426 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.

Is it too late to buy Avantor Inc (AVTR) following the 2026 Q1 hedge fund 13F filings?

As of today, AVTR has moved +23.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of +17.2%. Since the quarter end (March 31, 2026), AVTR has gained +19.8% vs +4.9% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

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