Alvotech SA -27ALVOWPreferred / convertible

13F holders, Q2 2025 (June 30)
11holders
1new positions
1sold out
1famous investor
$1.76avg. 13F price*

At the end of Q2 2025, 11 institutions reported holding Alvotech SA -27 (ALVOW) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Oaktree Capital Management ($8.2M), Linden Advisors LP ($453K) and Arena Capital Advisors, LLC- CA ($107K). One famous investor held it Howard Marks ( of Oaktree Capital Management's portfolio).

Company
Alvotech SA -27
CUSIP
L01800116
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 12Q1 2024Q2 2024: 12Q2 2024Q3 2024: 10Q3 2024Q4 2024: 10Q4 2024Q1 2025: 11Q1 2025Q2 2025: 11Q2 2025Q3 2025: 9Q3 2025Q4 2025: 8Q4 2025Q1 2026: 6Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$17K
Exits1$18K

All 13F filers, Q1 2025 → Q2 2025: 14,731 shares bought and 12,260 shares sold, net +2,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Oaktree Capital Management — No change 4,666,667 $8.2M
Linden Advisors LP — No change 252,884 $453K
Arena Capital Advisors, LLC- CA — No change 60,714 $107K
Jane Street Group, LLC — Reduce 0.0% 56,260 $96K
Sculptor Capital LP — Reduce -0.4% 49,739 $88K
Moore Capital Management, LP — No change 50,000 $80K
Bluefin Capital Management, LLC — New 12,608 $17K
Clear Street LLC — No change 5,828 $10K
UBS Group AG — Add +72.5% 2,673 $4K
Royal Bank of Canada — Add +251.9% 1,397 $2K
Bank of America Corp. — Reduce -0.5% 199 $265

"% of holder's portfolio" is ALVOW's weight in each manager's 13F, not the share of Alvotech SA -27 the manager owns.