432 hedge funds and large institutions have $5.54B invested in NOV in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 146 increasing their positions, 150 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+5
Holders Change %
+1.17%
% of All Funds
5.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
77
Increased
146
Reduced
150
Closed
67
Calls
$30.2M
Puts
$9.33M
Net Calls
+$20.9M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
401
Hemington Wealth Management
Virginia
$1K -$20 -2 -2%
CMP
402
Coston McIsaac & Partners
Maine
$1K
WTFG
403
Wood Tarver Financial Group
Idaho
$1K +$1K +105 New
CSWM
404
Cassady Schiller Wealth Management
Ohio
$978 +$978 +67 New
MCM
405
MAI Capital Management
Ohio
$851 +$851 +58 New
WA
406
Whipplewood Advisors
Colorado
$803 +$803 +55 New
SIC
407
SJS Investment Consulting
Ohio
$745 -$365 -25 -33%
PTC
408
Private Trust Company
Ohio
$701
DMBA
409
Deseret Mutual Benefit Administrators
Utah
$686 -$8.2K -562 -92%
VWA
410
Valued Wealth Advisors
Utah
$657
TFM
411
TFC Financial Management
Massachusetts
$555
CWC
412
Carolinas Wealth Consulting
North Carolina
$541
OIA
413
Optimum Investment Advisors
Illinois
$496
GRP
414
Global Retirement Partners
California
$482 -$219 -15 -31%
Allspring Global Investments
415
Allspring Global Investments
North Carolina
$461 -$44.9M -3,113,420 -100%
NWWA
416
New Wave Wealth Advisors
Arkansas
$457 +$457 +31 New
TPCW
417
TD Private Client Wealth
New York
$438 -$657 -45 -60%
MCM
418
MV Capital Management
Maryland
$322 -$688 -47 -68%
VHAM
419
Van Hulzen Asset Management
California
$322 +$322 +22 New
CPG
420
Cornerstone Planning Group
New Jersey
$309 +$309 +21 New
GBT
421
Grove Bank & Trust
Florida
$292
HIA
422
Harbor Investment Advisory
Maryland
$292
WCM
423
WealthTrak Capital Management
Virginia
$292 +$292 +20 New
FFO
424
Fortitude Family Office
Arizona
$277 +$277 +19 New
GFPC
425
Global Financial Private Client
Florida
$263 +$263 +18 New