JP
NUVA

Jana Partners’s NuVasive, Inc. NUVA Stock Holding History

Jana Partners’s Portfolio NUVA Stock Details NUVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-771,135
Closed -$42.8M – 47
2017
Q3 		$42.8M Sell
771,135
-919,040
-54% -$60.8M 0.87% 22
2017
Q2 		$130M Buy
1,690,175
+488,338
+41% +$36.5M 1.85% 19
2017
Q1 		$89.8M Sell
1,201,837
-608,332
-34% -$44.1M 1.67% 21
2016
Q4 		$122M Buy
1,810,169
+1,729,425
+2,142% +$111M 2.14% 15
2016
Q3 		$5.38M Buy
+80,744
New +$5.14M 0.09% 37

Other funds holding NUVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jana Partners's NUVA Position: Q4 2017 in Review

Jana Partners sold out of NuVasive, Inc. (NUVA) in Q4 2017, closing a stake of 771,135 shares — an estimated $42.8M sold.

Jana Partners first reported a position in NUVA in Q3 2016 and held it in 5 quarters. The position peaked at $130M in Q2 2017. 269 funds tracked by Wall St. Rank hold NUVA as of Q4 2017.

  • Jana Partners reported no remaining NuVasive, Inc. position as of Q4 2017 after selling out during the quarter.
  • Jana Partners sold 771,135 NuVasive, Inc. shares in Q4 2017, an estimated $42.8M.
  • Jana Partners first reported a position in NuVasive, Inc. in Q3 2016 and held it in 5 quarters.
  • Jana Partners's NuVasive, Inc. position peaked at $130M in Q2 2017.
  • 269 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2017.

Based on Jana Partners's 13F filing for Q4 2017, filed 14 Feb 2018.