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Navient

346 hedge funds and large institutions have $6.99B invested in Navient in 2014 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 110 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $12.9M

2% more funds holding

Funds holding: 338346 (+8)

3% more capital invested

Capital invested by funds: $6.81B → $6.99B (+$183M)

19% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 135

Holders
346
Holders Change
+8
Holders Change %
+2.37%
% of All Funds
10.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
47
Increased
110
Reduced
135
Closed
37
Calls
$14.2M
Puts
$12.9M
Net Calls
+$1.37M
Net Calls Change
-$548K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$718M +$65.4M +3,716,775 +10%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$676M -$32.2M -1,826,773 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$592M +$28.9M +1,642,127 +5%
Allianz Asset Management
4
Allianz Asset Management
Germany
$443M +$440M +24,987,198 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$342M +$33.9M +1,925,997 +11%
State Street
6
State Street
Massachusetts
$338M +$275K +15,608 +0.1%
BIT
7
BlackRock Institutional Trust
California
$200M -$3.38M -191,987 -2%
OA
8
Omega Advisors
New York
$174M +$173M +9,834,251 New
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$133M -$71.7M -4,074,814 -35%
Boston Partners
10
Boston Partners
Massachusetts
$120M +$7.53M +427,781 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$118M -$4.35M -247,406 -4%
BFA
12
BlackRock Fund Advisors
California
$99.8M +$2.24M +127,331 +2%
TG
13
TCW Group
California
$99.4M +$9.64M +547,548 +11%
Northern Trust
14
Northern Trust
Illinois
$93M -$682K -38,770 -0.7%
Ameriprise
15
Ameriprise
Minnesota
$90.3M +$7.67M +435,925 +9%
Norges Bank
16
Norges Bank
Norway
$87M -$74.1M -4,209,880 -46%
AQR Capital Management
17
AQR Capital Management
Connecticut
$81.8M -$1.74M -98,786 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$80.8M +$37.1M +2,106,097 +86%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$77M -$4.66M -264,561 -6%
MAA
20
Managed Account Advisors
New Jersey
$76.4M +$8.34M +473,778 +12%
ZAM
21
Zenit Asset Management
Sweden
$71.1M
VCM
22
Venor Capital Management
New York
$64.6M +$132K +7,500 +0.2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$58.2M -$503K -28,586 -0.9%
NI
24
Numeric Investors
Massachusetts
$56.1M +$19.2M +1,092,706 +53%
BG
25
BlackRock Group
United Kingdom
$55.2M +$37.7K +2,142 +0.1%

NAVI Hedge Fund Activity: Q3 2014 in Review

346 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Navient (NAVI) for Q3 2014, worth a combined $6.99B — up 2.7% from $6.81B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NAVI positions and 37 closed out — a net gain of 10 holders — while 110 added to existing stakes and 135 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $440M. The largest seller was Abrams Capital Management, exiting entirely with an estimated $91.6M sold.

  • 346 institutional investors held Navient (NAVI) as of Q3 2014, up from 338 in Q2 2014.
  • Funds reported $6.99B of Navient stock for Q3 2014, up 2.7% quarter-over-quarter.
  • 47 funds opened new Navient positions in Q3 2014 and 37 closed out, a net change of +10 holders.
  • The largest Navient buyer in Q3 2014 was Allianz Asset Management, an estimated $440M added.
  • The largest Navient seller in Q3 2014 was Abrams Capital Management, an estimated $91.6M sold.

Based on aggregated 13F filings for Q3 2014.