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Movado Group

153 hedge funds and large institutions have $468M invested in Movado Group in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $412K | Put options by funds: $227K

3.47% more ownership

Funds ownership: 86.27%89.74% (+3.5%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

3% more capital invested

Capital invested by funds: $456M → $468M (+$12.8M)

1% more funds holding

Funds holding: 152153 (+1)

22% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 54

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
42
Reduced
54
Closed
23
Calls
$412K
Puts
$227K
Net Calls
+$185K
Net Calls Change
+$156K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.1M -$1.37M -42,974 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.5M -$254K -7,947 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.3M +$20.5K +640 +0.1%
RA
4
Royce & Associates
New York
$30.1M +$17M +530,561 +124%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$21.7M -$898K -28,086 -4%
TCM
6
Tributary Capital Management
Nebraska
$20.3M -$943K -29,515 -4%
State Street
7
State Street
Massachusetts
$16.5M +$312K +9,758 +2%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$14.5M -$834K -26,090 -5%
Ameriprise
9
Ameriprise
Minnesota
$13.4M -$904K -28,279 -6%
Victory Capital Management
10
Victory Capital Management
Texas
$11M +$2.06M +64,358 +22%
Northern Trust
11
Northern Trust
Illinois
$9.45M -$301K -9,414 -3%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$9.1M +$252K +7,896 +3%
CIM
13
Confluence Investment Management
Missouri
$9.07M -$249K -7,797 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.72M +$186K +5,813 +2%
GI
15
GAMCO Investors
Connecticut
$8.16M -$284K -8,900 -3%
Charles Schwab
16
Charles Schwab
California
$7.25M -$732K -22,915 -9%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.08M +$2.96M +92,678 +70%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$6.49M +$71.2K +2,227 +1%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$6.16M +$2.23M +69,862 +56%
Morgan Stanley
20
Morgan Stanley
New York
$5.86M +$619K +19,358 +12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.36M +$27.6K +865 +0.5%
Goldman Sachs
22
Goldman Sachs
New York
$5.05M -$633K -19,805 -11%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$4.89M
Invesco
24
Invesco
Georgia
$4.83M +$2.06M +64,390 +72%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.62M -$48.8K -1,528 -1%

MOV Hedge Fund Activity: Q3 2021 in Review

153 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Movado Group (MOV) for Q3 2021, worth a combined $468M — up 2.8% from $456M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MOV positions and 23 closed out — a net gain of 1 holder — while 42 added to existing stakes and 54 trimmed.

The largest buyer was Royce & Associates, adding an estimated $17M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $4.32M sold.

  • 153 institutional investors held Movado Group (MOV) as of Q3 2021, up from 152 in Q2 2021.
  • Funds reported $468M of Movado Group stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 24 funds opened new Movado Group positions in Q3 2021 and 23 closed out, a net change of +1 holder.
  • The largest Movado Group buyer in Q3 2021 was Royce & Associates, an estimated $17M added.
  • The largest Movado Group seller in Q3 2021 was Guggenheim Capital, an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2021.