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Movado Group

141 hedge funds and large institutions have $384M invested in Movado Group in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

2% more capital invested

Capital invested by funds: $376M → $384M (+$7.49M)

0.6% more ownership

Funds ownership: 92.54%93.13% (+0.6%)

7% less funds holding

Funds holding: 152141 (-11)

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

50% less call options, than puts

Call options by funds: $695K | Put options by funds: $1.38M

Holders
141
Holders Change
-11
Holders Change %
-7.24%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
53
Reduced
50
Closed
24
Calls
$695K
Puts
$1.38M
Net Calls
-$686K
Net Calls Change
+$479K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.1M -$418K -18,119 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$39M -$270K -11,705 -0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.6M -$191K -8,288 -0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$26.1M -$1.51M -65,532 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$14.9M +$5.23M +226,510 +63%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$13.8M +$12.6M +546,932 New
RA
7
Royce & Associates
New York
$13M -$14.1M -611,770 -54%
State Street
8
State Street
Massachusetts
$11M -$4.94K -214 -0%
Norges Bank
9
Norges Bank
Norway
$10.9M
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$10.7M +$9.75M +422,414 New
Northern Trust
11
Northern Trust
Illinois
$10.1M +$2.22M +95,967 +32%
Deutsche Bank
12
Deutsche Bank
Germany
$8.8M +$896K +38,831 +13%
Ameriprise
13
Ameriprise
Minnesota
$8.24M -$462K -19,999 -6%
AQR Capital Management
14
AQR Capital Management
Connecticut
$7.33M +$1.68M +72,783 +33%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.85M -$59.9K -2,594 -0.9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$6.18M -$611K -26,466 -10%
LSV Asset Management
17
LSV Asset Management
Illinois
$5.66M -$182K -7,900 -3%
AI
18
Ariel Investments
Illinois
$5.46M +$374K +16,200 +8%
Prudential Financial
19
Prudential Financial
New Jersey
$5.14M -$1.43M -61,960 -23%
AIS
20
AlphaOne Investment Services
Pennsylvania
$4.62M +$547K +23,707 +15%
CIM
21
Confluence Investment Management
Missouri
$4.42M +$4.04M +174,914 New
MCM
22
Matarin Capital Management
New York
$3.87M +$64.5K +2,795 +2%
BIP
23
Brandes Investment Partners
California
$3.6M +$3.09M +133,723 +1,536%
HK
24
Horizon Kinetics
New York
$3.46M +$741K +32,093 +31%
FP
25
Foundry Partners
Minnesota
$3.42M +$187K +8,086 +6%

MOV Hedge Fund Activity: Q2 2017 in Review

141 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Movado Group (MOV) for Q2 2017, worth a combined $384M — up 2% from $376M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MOV and 14 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 53 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $12.6M. The largest seller was Royce & Associates, cutting an estimated $14.1M.

  • 141 institutional investors held Movado Group (MOV) as of Q2 2017, down from 152 in Q1 2017.
  • Funds reported $384M of Movado Group stock for Q2 2017, up 2% quarter-over-quarter.
  • 14 funds opened new Movado Group positions in Q2 2017 and 24 closed out, a net change of -10 holders.
  • The largest Movado Group buyer in Q2 2017 was Janus Henderson Group, an estimated $12.6M added.
  • The largest Movado Group seller in Q2 2017 was Royce & Associates, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2017.