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Navient
NAVI

407 hedge funds and large institutions have $4.58B invested in Navient in 2016 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 37

91.87% more ownership

Funds ownership: 0% → 91.87% (+92%)

91% more call options, than puts

Call options by funds: $50.7M | Put options by funds: $26.6M

10% more capital invested

Capital invested by funds: $4.17B → $4.58B (+$401M)

7% more funds holding

Funds holding: 379 → 407 (+28)

23% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 164

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
407
Holders Change
+28
Holders Change %
+7.39%
% of All Funds
10.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
73
Increased
127
Reduced
164
Closed
37
Calls
$50.7M
Puts
$26.6M
Net Calls
+$24.1M
Net Calls Change
+$32.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$36.7M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$25.7M
3
JHIU
Janus Henderson Investors US
Colorado
+$21.9M
4
BIT
BlackRock Institutional Trust
California
+$19.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$16.3M

Top Sellers

1
OA
Omega Advisors
New York
-$118M
2
Ameriprise
Ameriprise
Minnesota
-$51.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$31.8M
4
KCM
Kingstown Capital Management
New York
-$28.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$25.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$4.49M -$487K -31,301 -10%
ACI
102
AMP Capital Investors
Australia
$4.43M +$1.52M +97,549 +56%
Barclays
103
Barclays
United Kingdom
$4.36M -$240K -15,413 -5%
Citigroup
104
Citigroup
New York
$4.29M -$1.4M -89,911 -26%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$4.18M -$175K -11,280 -4%
PAM
106
Panagora Asset Management
Massachusetts
$4.02M -$89K -5,725 -2%
LG
107
Leuthold Group
Minnesota
$4.01M +$3.8M +244,271 New
NFA
108
Nuveen Fund Advisors
Illinois
$3.91M +$593K +38,146 +19%
Two Sigma Advisers
109
Two Sigma Advisers
New York
$3.77M +$3.32M +213,247 +1,292%
VAM
110
Visionary Asset Management
Texas
$3.67M +$16.9K +1,089 +0.5%
VRS
111
Virginia Retirement Systems
Virginia
$3.67M – – –
PP
112
Paloma Partners
Connecticut
$3.54M +$1.37M +88,288 +69%
MME
113
Meag Munich Ergo
Germany
$3.54M -$880K -56,610 -21%
First Manhattan
114
First Manhattan
New York
$3.53M -$1.55M -100,000 -32%
SEI Investments
115
SEI Investments
Pennsylvania
$3.4M +$382K +24,587 +13%
Federated Hermes
116
Federated Hermes
Pennsylvania
$3.39M -$82.2K -5,284 -2%
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$3.38M +$2.88M +185,140 +885%
Aviva
118
Aviva
United Kingdom
$3.38M +$228K +14,638 +8%
NFA
119
Nationwide Fund Advisors
Ohio
$3.37M +$1.22M +78,418 +62%
CIP
120
Convergence Investment Partners
Florida
$3.24M +$512K +32,898 +20%
B
121
Barings
North Carolina
$3.2M -$356K -22,900 -11%
MC
122
Maverick Capital
Texas
$3.12M -$444K -28,540 -13%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$3.09M -$2.37M -152,666 -45%
KBG
124
Kahn Brothers Group
New York
$3M -$42K -2,700 -1%
Victory Capital Management
125
Victory Capital Management
Texas
$2.99M +$447K +28,734 +19%
3 4
5
6 7

NAVI Hedge Fund Activity: Q4 2016 in Review

407 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Navient (NAVI) for Q4 2016, worth a combined $4.58B — up 9.6% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new NAVI positions and 37 closed out — a net gain of 36 holders — while 127 added to existing stakes and 164 trimmed.

The largest buyer was Boston Partners, adding an estimated $36.7M. The largest seller was Omega Advisors, cutting an estimated $118M.

  • 407 institutional investors held Navient (NAVI) as of Q4 2016, up from 379 in Q3 2016.
  • Funds reported $4.58B of Navient stock for Q4 2016, up 9.6% quarter-over-quarter.
  • 73 funds opened new Navient positions in Q4 2016 and 37 closed out, a net change of +36 holders.
  • The largest Navient buyer in Q4 2016 was Boston Partners, an estimated $36.7M added.
  • The largest Navient seller in Q4 2016 was Omega Advisors, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2016.