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NOV
NOV

Overview Fund Activity

390 hedge funds and large institutions have $7.49B invested in NOV in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+28
Holders Change %
+7.73%
% of All Funds
5.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
134
Reduced
121
Closed
34
Calls
$45.7M
Puts
$16.2M
Net Calls
+$29.5M
Net Calls Change
+$13.6M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$125M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$449M
3
Holocene Advisors
Holocene Advisors
New York
$63.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$89.8M
5
Morgan Stanley
Morgan Stanley
New York
$83.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$157M
2
Pzena Investment Management
Pzena Investment Management
New York
$631M
3
SPC
Slate Path Capital
New York
$57.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$163M
5
Bank of America
Bank of America
North Carolina
$59.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
351
Turtle Creek Wealth Advisors
Texas
$2.39K +$2.39K +118 New
FFO
352
Fortitude Family Office
Arizona
$2.15K +$2.15K +106 New
TFA
353
Toth Financial Advisory
Virginia
$2.03K – – –
TC
354
Truvestments Capital
Florida
$2.03K – – –
WIA
355
Wetzel Investment Advisors
Indiana
$2K +$2K +100 New
ZB
356
Zions Bancorporation
Utah
$1.95K – – –
GI
357
Gradient Investments
Minnesota
$1.54K +$466 +23 +43%
TPCW
358
TD Private Client Wealth
New York
$1.52K – – –
NMM
359
Naples Money Management
Florida
$1.48K +$1.48K +73 New
PTC
360
Private Trust Company
Ohio
$1.4K – – –
DPW
361
DiNuzzo Private Wealth
Pennsylvania
$1.18K +$1.18K +58 New
PCM
362
Perritt Capital Management
Illinois
$1.16K +$1.16K +57 New
AWM
363
Avior Wealth Management
Nebraska
$1.07K +$1.07K +53 New
TWD
364
True Wealth Design
Ohio
$1.01K – – –
VCM
365
Versant Capital Management
Arizona
$1.01K +$608 +30 +150%
CSB
366
City State Bank
Iowa
$1K -$2.27K -125 -69%
CMP
367
Coston McIsaac & Partners
Maine
$1K – – –
AW
368
Avion Wealth
Texas
$1K +$77 +2 +8%
FWM
369
Focused Wealth Management
New York
$971 – – –
VWA
370
Valued Wealth Advisors
Utah
$941 +$941 +45 New
SWM
371
Spire Wealth Management
Virginia
$800 +$800 +41 New
PWMG
372
Prestige Wealth Management Group
New Jersey
$791 – – –
TFM
373
TFC Financial Management
Massachusetts
$771 – – –
CWC
374
Carolinas Wealth Consulting
North Carolina
$750 – – –
AAP
375
Arax Advisory Partners
Colorado
$731 -$1.16K -57 -61%
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