UBS O'Connor’s NuVasive, Inc. NUVA Stock Holding History

UBS O'Connor’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
2023 Q3	–	Sell	-941,845	Closed	-$39.2M	–	679
2023 Q2	$39.2M	Buy	941,845 +841,845	+842%	+$34.6M	0.83%	18
2023 Q1	$4.13M	Buy	+100,000	New	+$4.28M	0.1%	160
2022 Q3	–	Sell	-45,407	Closed	-$2.23M	–	1026
2022 Q2	$2.23M	Buy	+45,407	New	+$2.44M	0.02%	625
2016 Q2	–	Sell	-108,000	Closed	-$5.25M	–	538
2016 Q1	$5.25M	Buy	+108,000	New	+$4.9M	0.1%	201

Other funds holding NUVA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS O'Connor's NUVA Position: Q3 2023 in Review

UBS O'Connor sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 941,845 shares — an estimated $39.2M sold.

UBS O'Connor first reported a position in NUVA in Q1 2016 and held it in 4 quarters. The position peaked at $39.2M in Q2 2023. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

UBS O'Connor reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
UBS O'Connor sold 941,845 NuVasive, Inc. shares in Q3 2023, an estimated $39.2M.
UBS O'Connor first reported a position in NuVasive, Inc. in Q1 2016 and held it in 4 quarters.
UBS O'Connor's NuVasive, Inc. position peaked at $39.2M in Q2 2023.
2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on UBS O'Connor's 13F filing for Q3 2023, filed 14 Nov 2023.