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Movado Group

139 hedge funds and large institutions have $380M invested in Movado Group in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $959K | Put options by funds: $615K

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

2.97% more ownership

Funds ownership: 103.32%106.29% (+3%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

3% less funds holding

Funds holding: 144139 (-5)

10% less capital invested

Capital invested by funds: $422M → $380M (-$41.6M)

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
53
Reduced
42
Closed
19
Calls
$959K
Puts
$615K
Net Calls
+$344K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$57M +$3.14M +134,357 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.5M +$1.43M +61,062 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30M -$12.4K -531 -0%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$22.8M -$3.29M -140,464 -12%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.3M +$12M +514,203 +101%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$10.9M -$924K -39,492 -7%
TCM
7
Tributary Capital Management
Nebraska
$10.6M -$434K -18,567 -4%
State Street
8
State Street
Massachusetts
$10.6M +$599K +25,590 +6%
Northern Trust
9
Northern Trust
Illinois
$10.1M +$24.2K +1,034 +0.2%
CIM
10
Contrarius Investment Management
Jersey
$9.35M +$3.25M +139,076 +48%
Ameriprise
11
Ameriprise
Minnesota
$9.16M +$1.67M +71,421 +20%
Morgan Stanley
12
Morgan Stanley
New York
$8.96M -$115K -4,921 -1%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.93M +$2.83M +121,010 +50%
Goldman Sachs
14
Goldman Sachs
New York
$7.7M +$6.35M +271,388 +327%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$7.45M +$3.46M +147,900 +76%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.23M +$186K +7,934 +3%
CVA
17
Ceredex Value Advisors
Florida
$5.48M -$804K -34,355 -12%
JP Morgan Chase
18
JP Morgan Chase
New York
$5.11M -$2.42M -103,254 -31%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$4.7M +$153K +6,559 +3%
CIM
20
Confluence Investment Management
Missouri
$4.69M -$57.8K -2,472 -1%
Charles Schwab
21
Charles Schwab
California
$4.18M +$260K +11,121 +6%
Wells Fargo
22
Wells Fargo
California
$3.87M -$629K -26,866 -13%
RA
23
Royce & Associates
New York
$3.78M -$1.8M -77,052 -31%
FP
24
Foundry Partners
Minnesota
$3.58M +$320K +13,681 +9%
DIA
25
Dean Investment Associates
Ohio
$3.48M +$2.14M +91,570 +134%

MOV Hedge Fund Activity: Q4 2019 in Review

139 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Movado Group (MOV) for Q4 2019, worth a combined $380M — down 9.9% from $422M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MOV positions and 19 closed out — a net gain of 1 holder — while 53 added to existing stakes and 42 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $12M. The largest seller was Fort Washington Investment Advisors, exiting entirely with an estimated $12.6M sold.

  • 139 institutional investors held Movado Group (MOV) as of Q4 2019, down from 144 in Q3 2019.
  • Funds reported $380M of Movado Group stock for Q4 2019, down 9.9% quarter-over-quarter.
  • 20 funds opened new Movado Group positions in Q4 2019 and 19 closed out, a net change of +1 holder.
  • The largest Movado Group buyer in Q4 2019 was Thrivent Financial for Lutherans, an estimated $12M added.
  • The largest Movado Group seller in Q4 2019 was Fort Washington Investment Advisors, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2019.