We are live on ! Find out more

365 hedge funds and large institutions have $7.62B invested in NOV in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 139 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $31.2M | Put options by funds: $15.2M

29% more capital invested

Capital invested by funds: $5.89B → $7.62B (+$1.73B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 44

0% less funds holding

Funds holding: 366365 (-1)

0.78% less ownership

Funds ownership: 93.25%92.48% (-0.78%)

20% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 139

Holders
365
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
47
Increased
111
Reduced
139
Closed
44
Calls
$31.2M
Puts
$15.2M
Net Calls
+$16M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
326
McIlrath & Eck
Washington
$4.93K
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.7K -$8.75K -440 -66%
CSB
328
City State Bank
Iowa
$4K -$1.07K -54 -23%
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$3.62K
AF
330
Advisornet Financial
Minnesota
$3.57K +$497 +25 +17%
GCM
331
Gables Capital Management
Florida
$3.34K
CFB
332
Cullen/Frost Bankers
Texas
$3.26K
NFSG
333
Newbridge Financial Services Group
Florida
$3.13K
TFGT
334
TS Financial Group (TSFG)
Illinois
$3K
SIC
335
SJS Investment Consulting
Ohio
$2.72K +$596 +30 +30%
SPIA
336
Steward Partners Investment Advisory
New York
$2.72K -$1.13K -57 -30%
BIA
337
Bell Investment Advisors
California
$2.63K -$835 -42 -25%
LWANC
338
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.61K
FFA
339
Farther Finance Advisors
California
$2.11K +$60 +3 +3%
TFA
340
Toth Financial Advisory
Virginia
$2.09K
TC
341
Truvestments Capital
Florida
$2.09K
ZB
342
Zions Bancorporation
Utah
$2.01K -$1.91K -96 -50%
POIA
343
Pin Oak Investment Advisors
Texas
$2K
AAP
344
Arax Advisory Partners
Colorado
$1.94K
TPCW
345
TD Private Client Wealth
New York
$1.57K -$755 -38 -34%
PTC
346
Private Trust Company
Ohio
$1.44K
JWM
347
Janiczek Wealth Management
Colorado
$1.4K +$1.33K +67 New
GI
348
Gradient Investments
Minnesota
$1.11K
TWD
349
True Wealth Design
Ohio
$1.04K -$40 -2 -4%
BG
350
Bollard Group
Massachusetts
$1K