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Movado Group

144 hedge funds and large institutions have $422M invested in Movado Group in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 44 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 44

5.17% more ownership

Funds ownership: 98.15%103.32% (+5.2%)

3% less capital invested

Capital invested by funds: $436M → $422M (-$14.5M)

14% less funds holding

Funds holding: 168144 (-24)

43% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.83M

66% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 35

Holders
144
Holders Change
-24
Holders Change %
-14.29%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
55
Reduced
44
Closed
35
Calls
$1.04M
Puts
$1.83M
Net Calls
-$792K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$61.9M +$1.37M +55,179 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$42.5M -$143K -5,752 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.4M -$101K -4,080 -0.3%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$29.5M +$3.23M +130,095 +12%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$13.4M +$1.3M +52,276 +11%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$12.7M +$12.3M +497,239 +3,841%
TCM
7
Tributary Capital Management
Nebraska
$12.6M +$452K +18,234 +4%
FWIA
8
Fort Washington Investment Advisors
Ohio
$12.6M -$372K -15,000 -3%
Northern Trust
9
Northern Trust
Illinois
$11.6M +$147K +5,944 +1%
State Street
10
State Street
Massachusetts
$11.5M -$58.4K -2,356 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$10.4M +$6.63M +267,076 +178%
Ameriprise
12
Ameriprise
Minnesota
$8.7M +$3.7M +149,274 +74%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.41M +$1.04M +41,938 +14%
CIM
14
Contrarius Investment Management
Jersey
$7.24M +$7.22M +291,021 New
CVA
15
Ceredex Value Advisors
Florida
$7.12M -$213K -8,600 -3%
Renaissance Technologies
16
Renaissance Technologies
New York
$7.03M -$1.8M -72,500 -20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.92M +$59.5K +2,398 +0.9%
RA
18
Royce & Associates
New York
$6.24M -$382K -15,399 -6%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.14M +$5.79M +233,509 +2,255%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.45M -$1.32M -53,071 -19%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.21M +$213K +8,597 +4%
Wells Fargo
22
Wells Fargo
California
$5.1M +$91.3K +3,681 +2%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$4.84M +$1.19M +48,070 +33%
Charles Schwab
24
Charles Schwab
California
$4.5M +$382K +15,412 +9%
CIM
25
Confluence Investment Management
Missouri
$4.38M +$61.3K +2,472 +1%

MOV Hedge Fund Activity: Q3 2019 in Review

144 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Movado Group (MOV) for Q3 2019, worth a combined $422M — down 3.3% from $436M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of MOV and 12 opened new positions — a net loss of 23 holders — while 44 trimmed existing stakes and 55 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $12.3M. The largest seller was Acadian Asset Management, cutting an estimated $4.99M.

  • 144 institutional investors held Movado Group (MOV) as of Q3 2019, down from 168 in Q2 2019.
  • Funds reported $422M of Movado Group stock for Q3 2019, down 3.3% quarter-over-quarter.
  • 12 funds opened new Movado Group positions in Q3 2019 and 35 closed out, a net change of -23 holders.
  • The largest Movado Group buyer in Q3 2019 was Thrivent Financial for Lutherans, an estimated $12.3M added.
  • The largest Movado Group seller in Q3 2019 was Acadian Asset Management, an estimated $4.99M sold.

Based on aggregated 13F filings for Q3 2019.