Alvotech Ownership 2024 | Who Owns Alvotech Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

5.59%

Insider Ownership

64.01%

Retail Ownership

30.40%

Institutional Holders

30.00

Alvotech Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC1.18%0.00%3,159,74933,9651.09%38,422,549Jun 30, 2024
BRACEBRIDGE CAPITAL, LLC1.01%5.96%2,705,304--32,896,497Jun 30, 2024
OAKTREE CAPITAL MANAGEMENT LP0.95%0.49%2,532,027-367,174-12.66%30,789,448Jun 30, 2024
LITTLEJOHN & CO LLC0.49%8.17%1,318,534100,0008.21%16,033,373Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.38%0.00%1,001,3281,001,328100.00%11,790,834Jun 30, 2024
SCULPTOR CAPITAL LP0.35%0.21%945,098-1,001,064-51.44%11,187,042Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.32%0.02%848,444848,444100.00%10,317,079Jun 30, 2024
POINTSTATE CAPITAL LP0.27%0.19%730,072730,072100.00%8,877,676Jun 30, 2024
LODBROK CAPITAL LLP0.27%1.47%715,814-35,594-4.74%6,799,351Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.07%0.00%188,23555,23941.53%2,288,937Jun 30, 2024
OAKTREE FUND ADVISORS, LLC0.04%1.36%118,744-17,307-12.72%1,443,927Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.04%0.00%116,018116,018100.00%1,410,779Jun 30, 2024
NORTHERN TRUST CORP0.04%0.00%110,114-11,143-9.19%1,338,986,000Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.04%0.01%100,000--1,216,000Jun 30, 2024
EXOME ASSET MANAGEMENT LLC0.04%1.05%99,00099,000100.00%1,203,840Jun 30, 2024
ROYCE & ASSOCIATES LP0.04%0.01%94,00094,000100.00%1,143,040Jun 30, 2024
MORGAN STANLEY0.02%0.00%58,291-767,310-92.94%708,818Jun 30, 2024
MARSHALL WACE, LLP0.01%0.00%38,992-211,131-84.41%474,142Jun 30, 2024
TBH GLOBAL ASSET MANAGEMENT, LLC0.01%0.09%33,50033,500100.00%407,360Jun 30, 2024
MARINER, LLC0.01%0.00%26,220-884-3.26%318,835Jun 30, 2024

Alvotech's largest institutional shareholder is VANGUARD GROUP INC, holding 1.18% of the company's total share outstanding, currently valued at $38.42M. The top 10 institutional shareholders own together 5.30% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LITTLEJOHN & CO LLC0.49%8.17%1,318,534100,0008.21%16,033,373Jun 30, 2024
BRACEBRIDGE CAPITAL, LLC1.01%5.96%2,705,304--32,896,497Jun 30, 2024
LODBROK CAPITAL LLP0.27%1.47%715,814-35,594-4.74%6,799,351Jun 30, 2024
OAKTREE FUND ADVISORS, LLC0.04%1.36%118,744-17,307-12.72%1,443,927Jun 30, 2024
EXOME ASSET MANAGEMENT LLC0.04%1.05%99,00099,000100.00%1,203,840Jun 30, 2024
OAKTREE CAPITAL MANAGEMENT LP0.95%0.49%2,532,027-367,174-12.66%30,789,448Jun 30, 2024
RICHMOND BROTHERS, INC.0.01%0.34%13,96613,966100.00%169,827Jun 30, 2024
SCULPTOR CAPITAL LP0.35%0.21%945,098-1,001,064-51.44%11,187,042Jun 30, 2024
POINTSTATE CAPITAL LP0.27%0.19%730,072730,072100.00%8,877,676Jun 30, 2024
TBH GLOBAL ASSET MANAGEMENT, LLC0.01%0.09%33,50033,500100.00%407,360Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.32%0.02%848,444848,444100.00%10,317,079Jun 30, 2024
ROYCE & ASSOCIATES LP0.04%0.01%94,00094,000100.00%1,143,040Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.04%0.01%100,000--1,216,000Jun 30, 2024
QUARRY LP0.00%0.00%1,1841,184100.00%14,397Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.38%0.00%1,001,3281,001,328100.00%11,790,834Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.00%13,277-3,122-19.04%161,448Jun 30, 2024
VANGUARD GROUP INC1.18%0.00%3,159,74933,9651.09%38,422,549Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.04%0.00%116,018116,018100.00%1,410,779Jun 30, 2024
MARSHALL WACE, LLP0.01%0.00%38,992-211,131-84.41%474,142Jun 30, 2024
MARINER, LLC0.01%0.00%26,220-884-3.26%318,835Jun 30, 2024

The largest Alvotech shareholder by % of total assets is LITTLEJOHN & CO LLC. The company owns 1.32M shares of Alvotech (ALVO), representing 8.17% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LEGAL & GENERAL GROUP PLC0.38%0.00%1,001,3281,001,328100.00%11,790,834Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.32%0.02%848,444848,444100.00%10,317,079Jun 30, 2024
POINTSTATE CAPITAL LP0.27%0.19%730,072730,072100.00%8,877,676Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.04%0.00%116,018116,018100.00%1,410,779Jun 30, 2024
LITTLEJOHN & CO LLC0.49%8.17%1,318,534100,0008.21%16,033,373Jun 30, 2024
EXOME ASSET MANAGEMENT LLC0.04%1.05%99,00099,000100.00%1,203,840Jun 30, 2024
ROYCE & ASSOCIATES LP0.04%0.01%94,00094,000100.00%1,143,040Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.07%0.00%188,23555,23941.53%2,288,937Jun 30, 2024
VANGUARD GROUP INC1.18%0.00%3,159,74933,9651.09%38,422,549Jun 30, 2024
TBH GLOBAL ASSET MANAGEMENT, LLC0.01%0.09%33,50033,500100.00%407,360Jun 30, 2024
RICHMOND BROTHERS, INC.0.01%0.34%13,96613,966100.00%169,827Jun 30, 2024
GOLDMAN SACHS GROUP INC0.00%-11,65611,656100.00%141,737Jun 30, 2024
BANK OF AMERICA CORP /DE/0.01%-20,21910,219102.19%245,863Jun 30, 2024
JPMORGAN CHASE & CO0.00%-4,3684,0671351.16%53,115Jun 30, 2024
QUARRY LP0.00%0.00%1,1841,184100.00%14,397Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-150150100.00%1,824Jun 30, 2024
UBS GROUP AG--2--24Jun 30, 2024
LARSON FINANCIAL GROUP LLC--30--365Jun 30, 2024
AMUNDI0.00%-6,700--81,405Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.04%0.01%100,000--1,216,000Jun 30, 2024

As of Jun 30 2024, Alvotech's largest institutional buyer is LEGAL & GENERAL GROUP PLC. The company purchased 1.00M stocks of ALVO, valued at $11.79M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SCULPTOR CAPITAL LP0.35%0.21%945,098-1,001,064-51.44%11,187,042Jun 30, 2024
MORGAN STANLEY0.02%0.00%58,291-767,310-92.94%708,818Jun 30, 2024
OAKTREE CAPITAL MANAGEMENT LP0.95%0.49%2,532,027-367,174-12.66%30,789,448Jun 30, 2024
MARSHALL WACE, LLP0.01%0.00%38,992-211,131-84.41%474,142Jun 30, 2024
LODBROK CAPITAL LLP0.27%1.47%715,814-35,594-4.74%6,799,351Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----24,120-100.00%-Jun 30, 2024
OAKTREE FUND ADVISORS, LLC0.04%1.36%118,744-17,307-12.72%1,443,927Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.----11,700-100.00%-Jun 30, 2024
NORTHERN TRUST CORP0.04%0.00%110,114-11,143-9.19%1,338,986,000Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.00%13,277-3,122-19.04%161,448Jun 30, 2024
ROYAL BANK OF CANADA----1,337-100.00%-Jun 30, 2024
MARINER, LLC0.01%0.00%26,220-884-3.26%318,835Jun 30, 2024
BRACEBRIDGE CAPITAL, LLC1.01%5.96%2,705,304--32,896,497Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.04%0.01%100,000--1,216,000Jun 30, 2024
AMUNDI0.00%-6,700--81,405Jun 30, 2024
LARSON FINANCIAL GROUP LLC--30--365Jun 30, 2024
UBS GROUP AG--2--24Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-150150100.00%1,824Jun 30, 2024
QUARRY LP0.00%0.00%1,1841,184100.00%14,397Jun 30, 2024
JPMORGAN CHASE & CO0.00%-4,3684,0671351.16%53,115Jun 30, 2024

As of Jun 30 2024, Alvotech's biggest institutional seller is SCULPTOR CAPITAL LP. The company sold -1.00M shares of ALVO, valued at $11.19M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LEGAL & GENERAL GROUP PLC0.38%0.00%1,001,3281,001,328100.00%11,790,834Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.32%0.02%848,444848,444100.00%10,317,079Jun 30, 2024
POINTSTATE CAPITAL LP0.27%0.19%730,072730,072100.00%8,877,676Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.04%0.00%116,018116,018100.00%1,410,779Jun 30, 2024
EXOME ASSET MANAGEMENT LLC0.04%1.05%99,00099,000100.00%1,203,840Jun 30, 2024
ROYCE & ASSOCIATES LP0.04%0.01%94,00094,000100.00%1,143,040Jun 30, 2024
TBH GLOBAL ASSET MANAGEMENT, LLC0.01%0.09%33,50033,500100.00%407,360Jun 30, 2024
RICHMOND BROTHERS, INC.0.01%0.34%13,96613,966100.00%169,827Jun 30, 2024
GOLDMAN SACHS GROUP INC0.00%-11,65611,656100.00%141,737Jun 30, 2024
QUARRY LP0.00%0.00%1,1841,184100.00%14,397Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-150150100.00%1,824Jun 30, 2024

Alvotech's largest new institutional shareholder by number of shares is LEGAL & GENERAL GROUP PLC, purchased 1.00M shares, valued at $11.79M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
OCCUDO QUANTITATIVE STRATEGIES LP----24,120-100.00%-Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.----11,700-100.00%-Jun 30, 2024
ROYAL BANK OF CANADA----1,337-100.00%-Jun 30, 2024

Alvotech's largest sold out institutional shareholder by shares sold is OCCUDO QUANTITATIVE STRATEGIES LP, sold -24.12K shares, valued at -, as of undefined.

Alvotech Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS0.00%1,295,76848,1103.86%Jan 31, 2024
VANGUARD STAR FUNDS0.00%1,117,69617,3911.58%Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%161,950--Jan 31, 2024
NORTHERN FUNDS0.00%43,40043,400-Mar 28, 2024
ETF Series Solutions0.00%2,639--Jan 31, 2024

Alvotech's largest mutual fund holder by % of total assets is "VANGUARD INTERNATIONAL EQUITY INDEX FUNDS", owning 1.30M shares, compromising 0.00% of its total assets.

Alvotech Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 243030.43%
31 Mar, 242321.05%
31 Dec, 2319-
30 Sep, 23195.56%
30 Jun, 2318-
31 Mar, 231863.64%
31 Dec, 2211-26.67%
30 Sep, 2215-16.67%
30 Jun, 2218-

As of 30 Jun 24, 30 institutions are holding Alvotech's shares, representing an increase of 30.43% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2414,911,0364.56%
31 Mar, 2414,260,114-18.21%
31 Dec, 2317,435,947-1.88%
30 Sep, 2317,769,7911.23%
30 Jun, 2317,553,503-7.40%
31 Mar, 2318,955,9011.11%
31 Dec, 2218,747,770-9.71%
30 Sep, 2220,765,0796.96%
30 Jun, 2219,414,528-

Alvotech (ALVO) has 14.91M shares outstanding as of 30 Jun 24, up 4.56% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 245.59%14.19%
31 Mar, 246.27%10.50%
31 Dec, 237.73%12.15%
30 Sep, 237.98%12.84%
30 Jun, 237.88%10.88%
31 Mar, 238.51%9.47%
31 Dec, 229.48%8.60%
30 Sep, 2210.50%10.89%
30 Jun, 229.82%-

As of 30 Jun 24, Alvotech is held by 5.59% institutional shareholders, representing a 14.19% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24166.67%
31 Mar, 241566.67%
31 Dec, 23912.50%
30 Sep, 23814.29%
30 Jun, 237-36.36%
31 Mar, 2311-
31 Dec, 22--100.00%
30 Sep, 223-83.33%
30 Jun, 2218-

16 institutional shareholders have increased their position in ALVO stock as of 30 Jun 24 compared to 15 in the previous quarter (a 6.67% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 249125.00%
31 Mar, 24433.33%
31 Dec, 233-57.14%
30 Sep, 23740.00%
30 Jun, 23566.67%
31 Mar, 233-
31 Dec, 223-25.00%
30 Sep, 224-
30 Jun, 22--

9 institutional shareholders have reduced their position in ALVO stock as of 30 Jun 24 compared to 4 in the previous quarter (a 125.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 243030.43%14,911,0364.56%5.59%14.19%166.67%9125.00%
31 Mar, 242321.05%14,260,114-18.21%6.27%10.50%1566.67%433.33%
31 Dec, 2319-17,435,947-1.88%7.73%12.15%912.50%3-57.14%
30 Sep, 23195.56%17,769,7911.23%7.98%12.84%814.29%740.00%
30 Jun, 2318-17,553,503-7.40%7.88%10.88%7-36.36%566.67%
31 Mar, 231863.64%18,955,9011.11%8.51%9.47%11-3-
31 Dec, 2211-26.67%18,747,770-9.71%9.48%8.60%--100.00%3-25.00%
30 Sep, 2215-16.67%20,765,0796.96%10.50%10.89%3-83.33%4-
30 Jun, 2218-19,414,528-9.82%-18---

Alvotech Peer Ownership


TickerCompany
ITCIIntra-Cellular Therapies, Inc.
RDYDr. Reddy's Laboratories Limited
ANIPANI Pharmaceuticals, Inc.
LFCRLifecore Biomedical, Inc.
ASRTAssertio Holdings, Inc.
LSDILucy Scientific Discovery Inc.
CYTHCyclo Therapeutics, Inc.
ALKSAlkermes plc
PCRXPacira BioSciences, Inc.
COLLCollegium Pharmaceutical, Inc.
CTLTCatalent, Inc.
AMPHAmphastar Pharmaceuticals, Inc.

ALVO Ownership FAQ


Alvotech is owned by institutional shareholders (5.59%), insiders (64.01%), and public (30.40%). The largest institutional shareholder of Alvotech is VANGUARD GROUP INC (1.18% of total shares) and the top mutual fund owner is VANGUARD INTERNATIONAL EQUITY INDEX FUNDS (0.00% of total shares).

Alvotech's major institutional shareholders are VANGUARD GROUP INC, BRACEBRIDGE CAPITAL, LLC, OAKTREE CAPITAL MANAGEMENT LP, LITTLEJOHN & CO LLC, and LEGAL & GENERAL GROUP PLC. The top five shareholders own together 4.02% of the company's share outstanding.

As of Jun 2024, there are 30 institutional shareholders of Alvotech.

VANGUARD GROUP INC owns 3.16M shares of Alvotech, representing 1.18% of the company's total shares outstanding, valued at $38.42M (as of Jun 2024).

As of Jun 2024, BRACEBRIDGE CAPITAL, LLC holds 2.71M shares of Alvotech (ALVO), compromising 1.01% of the company, valued at $32.9M.

OAKTREE CAPITAL MANAGEMENT LP is the third largest holder of Alvotech. The company owns 2.53M of the company's shares outstanding (worth $30.79M).