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Movado Group

151 hedge funds and large institutions have $378M invested in Movado Group in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 146151 (+5)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

2.57% less ownership

Funds ownership: 92.77%90.2% (-2.6%)

9% less capital invested

Capital invested by funds: $417M → $378M (-$38.8M)

50% less call options, than puts

Call options by funds: $867K | Put options by funds: $1.73M

Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
51
Reduced
54
Closed
19
Calls
$867K
Puts
$1.73M
Net Calls
-$863K
Net Calls Change
-$125K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$67.7M -$707K -27,006 -1%
RA
2
Royce & Associates
New York
$44.9M -$503K -19,228 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32.7M -$1.81M -69,187 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.6M -$893K -34,142 -3%
State Street
5
State Street
Massachusetts
$15.5M +$63.2K +2,414 +0.4%
Ameriprise
6
Ameriprise
Minnesota
$14.7M +$982K +37,520 +7%
First Trust Advisors
7
First Trust Advisors
Illinois
$12.8M +$3.38M +129,182 +37%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.28M +$247K +9,431 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$8M +$145K +5,555 +2%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$7.98M +$1.58M +60,555 +26%
Northern Trust
11
Northern Trust
Illinois
$7.44M +$74.2K +2,837 +1%
GI
12
GAMCO Investors
Connecticut
$5.85M +$65.4K +2,500 +1%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$5.75M -$1.17M -44,543 -17%
Charles Schwab
14
Charles Schwab
California
$5.56M +$293K +11,191 +6%
American Century Companies
15
American Century Companies
Missouri
$5.36M -$112K -4,266 -2%
Morgan Stanley
16
Morgan Stanley
New York
$4.83M -$351K -13,429 -7%
LSV Asset Management
17
LSV Asset Management
Illinois
$4.71M -$7.85K -300 -0.2%
Goldman Sachs
18
Goldman Sachs
New York
$4.71M +$935K +35,721 +26%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.51M +$506K +19,333 +13%
Pacer Advisors
20
Pacer Advisors
Pennsylvania
$4.29M +$82.2K +3,141 +2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$4.05M +$1.49M +56,832 +60%
CIM
22
Confluence Investment Management
Missouri
$3.99M -$211K -8,071 -5%
Citadel Advisors
23
Citadel Advisors
Florida
$3.89M +$111K +4,234 +3%
BCM
24
Bridgeway Capital Management
Texas
$3.65M -$594K -22,706 -14%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.44M -$152K -5,827 -6%

MOV Hedge Fund Activity: Q2 2023 in Review

151 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Movado Group (MOV) for Q2 2023, worth a combined $378M — down 9.3% from $417M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MOV positions and 19 closed out — a net gain of 5 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $3.38M. The largest seller was Victory Capital Management, cutting an estimated $4.77M.

  • 151 institutional investors held Movado Group (MOV) as of Q2 2023, up from 146 in Q1 2023.
  • Funds reported $378M of Movado Group stock for Q2 2023, down 9.3% quarter-over-quarter.
  • 24 funds opened new Movado Group positions in Q2 2023 and 19 closed out, a net change of +5 holders.
  • The largest Movado Group buyer in Q2 2023 was First Trust Advisors, an estimated $3.38M added.
  • The largest Movado Group seller in Q2 2023 was Victory Capital Management, an estimated $4.77M sold.

Based on aggregated 13F filings for Q2 2023.