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730 hedge funds and large institutions have $13.3B invested in NOV in 2015 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 256 increasing their positions, 319 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% more ownership

Funds ownership: 90.84%92.2% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

6% less call options, than puts

Call options by funds: $149M | Put options by funds: $159M

7% less funds holding

Funds holding: 782730 (-52)

20% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 319

22% less capital invested

Capital invested by funds: $16.9B → $13.3B (-$3.66B)

46% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 103

Holders
730
Holders Change
-52
Holders Change %
-6.65%
% of All Funds
20.38%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
56
Increased
256
Reduced
319
Closed
103
Calls
$149M
Puts
$159M
Net Calls
-$9.89M
Net Calls Change
+$78.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$875M -$23.4M -573,106 -2%
Dodge & Cox
2
Dodge & Cox
California
$816M +$103M +2,509,161 +13%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$796M +$171M +4,187,378 +25%
State Street
4
State Street
Massachusetts
$726M -$10.5M -257,312 -1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$506M +$289M +7,055,633 +111%
VVP
6
Vulcan Value Partners
Alabama
$429M +$149M +3,654,712 +47%
ClearBridge Investments
7
ClearBridge Investments
New York
$420M +$23.3M +570,437 +5%
BFA
8
BlackRock Fund Advisors
California
$390M -$2.54M -62,132 -0.6%
BIT
9
BlackRock Institutional Trust
California
$370M -$5.85M -143,088 -1%
Harris Associates
10
Harris Associates
Illinois
$344M -$545M -13,316,054 -59%
Parnassus Investments
11
Parnassus Investments
California
$309M +$57.1M +1,396,073 +19%
AIG
12
American International Group
New York
$267M +$12.4M +302,998 +4%
WP
13
Wedgewood Partners
Missouri
$267M -$13M -317,625 -4%
Capital Research Global Investors
14
Capital Research Global Investors
California
$246M -$61.4M -1,500,000 -19%
Northern Trust
15
Northern Trust
Illinois
$243M -$45.9M -1,122,467 -15%
Bank of America
16
Bank of America
North Carolina
$201M +$157M +3,830,654 +252%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$171M -$44.5M -1,089,006 -19%
JP Morgan Chase
18
JP Morgan Chase
New York
$165M +$22M +536,707 +14%
PP
19
Prudential plc
United Kingdom
$161M +$22.7M +555,800 +15%
Deutsche Bank
20
Deutsche Bank
Germany
$155M -$104M -2,535,076 -38%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$154M +$12.8M +313,364 +8%
LSV Asset Management
22
LSV Asset Management
Illinois
$143M +$403K +9,863 +0.3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$132M +$2.95M +72,185 +2%
SAM
24
Southeastern Asset Management
Tennessee
$132M +$143M +3,494,843 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$128M +$6.26M +153,030 +5%

NOV Hedge Fund Activity: Q3 2015 in Review

730 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in NOV (NOV) for Q3 2015, worth a combined $13.3B — down 22% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of NOV and 56 opened new positions — a net loss of 47 holders — while 319 trimmed existing stakes and 256 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $289M. The largest seller was Harris Associates, cutting an estimated $545M.

  • 730 institutional investors held NOV (NOV) as of Q3 2015, down from 782 in Q2 2015.
  • Funds reported $13.3B of NOV stock for Q3 2015, down 22% quarter-over-quarter.
  • 56 funds opened new NOV positions in Q3 2015 and 103 closed out, a net change of -47 holders.
  • The largest NOV buyer in Q3 2015 was Massachusetts Financial Services, an estimated $289M added.
  • The largest NOV seller in Q3 2015 was Harris Associates, an estimated $545M sold.

Based on aggregated 13F filings for Q3 2015.