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509 hedge funds and large institutions have $9.22B invested in NOV in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 212 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

17% more capital invested

Capital invested by funds: $7.86B → $9.22B (+$1.36B)

6% more funds holding

Funds holding: 482509 (+27)

3% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $37.7M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.68% less ownership

Funds ownership: 96.11%95.43% (-0.68%)

33% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 212

Holders
509
Holders Change
+27
Holders Change %
+5.6%
% of All Funds
10.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
87
Increased
142
Reduced
212
Closed
49
Calls
$38.8M
Puts
$37.7M
Net Calls
+$1.12M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
326
Neo Ivy Capital Management
New York
$268K +$240K +10,687 New
William Blair & Company
327
William Blair & Company
Illinois
$268K +$241K +10,718 New
Axa
328
Axa
France
$265K -$248 -11 -0.1%
Koshinski Asset Management
329
Koshinski Asset Management
Illinois
$265K +$236K +10,505 New
TSWM
330
Triangle Securities Wealth Management
North Carolina
$260K +$15.2K +675 +7%
RHJA
331
Rice Hall James & Associates
California
$256K
BCM
332
Bluefin Capital Management
New York
$256K +$230K +10,208 New
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
$248K +$35.7K +1,585 +19%
VWA
334
Visionary Wealth Advisors
Illinois
$246K +$220K +9,796 New
H
335
Hexavest
Quebec, Canada
$245K +$28.5K +1,268 +15%
JCM
336
Jacobi Capital Management
Pennsylvania
$241K -$11.3K -500 -5%
IWP
337
Icon Wealth Partners
Texas
$234K -$43.5K -1,934 -17%
HI
338
Horizon Investments
North Carolina
$233K +$209K +9,306 New
KRSITF
339
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$229K +$206K +9,139 New
AIM
340
Achmea Investment Management
Netherlands
$226K
UB
341
UMB Bank
Missouri
$226K +$203K +9,017 New
LC
342
Loews Corp
New York
$225K -$65.1K -2,895 -24%
PI
343
PFS Investments
Georgia
$221K +$199K +8,845 New
NIT
344
NumerixS Investment Technologies
British Columbia, Canada
$220K +$198K +8,800 New
KFGK
345
Keystone Financial Group (Kentucky)
Kentucky
$219K +$197K +8,736 New
IC
346
IEQ Capital
California
$218K +$195K +8,669 New
CS
347
Comerica Securities
Michigan
$217K +$195K +8,680 New
RFC
348
Regions Financial Corp
Alabama
$215K -$156K -6,914 -45%
SWP
349
Stratos Wealth Partners
Ohio
$214K -$39.3K -1,745 -17%
Mackenzie Financial
350
Mackenzie Financial
Ontario, Canada
$214K +$192K +8,531 New

NOV Hedge Fund Activity: Q4 2019 in Review

509 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NOV (NOV) for Q4 2019, worth a combined $9.22B — up 17% from $7.86B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new NOV positions and 49 closed out — a net gain of 38 holders — while 142 added to existing stakes and 212 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $66.7M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $107M sold.

  • 509 institutional investors held NOV (NOV) as of Q4 2019, up from 482 in Q3 2019.
  • Funds reported $9.22B of NOV stock for Q4 2019, up 17% quarter-over-quarter.
  • 87 funds opened new NOV positions in Q4 2019 and 49 closed out, a net change of +38 holders.
  • The largest NOV buyer in Q4 2019 was Hotchkis & Wiley Capital Management, an estimated $66.7M added.
  • The largest NOV seller in Q4 2019 was Lyrical Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2019.