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550 hedge funds and large institutions have $9.63B invested in NOV in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 213 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more call options, than puts

Call options by funds: $29M | Put options by funds: $23.9M

17% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 182

12% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 57

5% more capital invested

Capital invested by funds: $9.17B → $9.63B (+$460M)

0.74% more ownership

Funds ownership: 93.54%94.28% (+0.74%)

0% more funds holding

Funds holding: 549550 (+1)

Holders
550
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
11.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
64
Increased
213
Reduced
182
Closed
57
Calls
$29M
Puts
$23.9M
Net Calls
+$5.13M
Net Calls Change
+$4.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B +$14.2M +499,563 +1%
BlackRock
2
BlackRock
New York
$689M -$4.18M -147,198 -0.6%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$619M -$7.21M -254,006 -1%
Harris Associates
4
Harris Associates
Illinois
$613M +$5.81M +204,806 +0.9%
VVP
5
Vulcan Value Partners
Alabama
$565M -$14.6M -515,203 -2%
State Street
6
State Street
Massachusetts
$510M +$6.74M +237,720 +1%
Dodge & Cox
7
Dodge & Cox
California
$445M +$16.6M +586,780 +4%
Pzena Investment Management
8
Pzena Investment Management
New York
$442M +$112M +3,957,104 +31%
ClearBridge Investments
9
ClearBridge Investments
New York
$299M +$27.2M +958,131 +9%
Parnassus Investments
10
Parnassus Investments
California
$296M +$2.08M +73,441 +0.7%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$265M +$32.5M +1,146,800 +13%
RL
12
Ruffer LLP
United Kingdom
$187M +$27.5M +970,362 +16%
LAM
13
Lyrical Asset Management
New York
$145M +$14.3M +503,276 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$139M +$8.94M +315,224 +6%
Northern Trust
15
Northern Trust
Illinois
$137M -$1.55M -54,485 -1%
Wells Fargo
16
Wells Fargo
California
$104M +$2.48M +87,350 +2%
Invesco
17
Invesco
Georgia
$99.8M +$1.57M +55,243 +1%
AllianceBernstein
18
AllianceBernstein
Tennessee
$98.9M +$37.2M +1,312,620 +55%
PP
19
Prudential plc
United Kingdom
$95.6M +$8.08M +284,652 +9%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$93.5M -$6.73M -237,038 -6%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$88.5M -$1.3M -45,990 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$80M +$224K +7,889 +0.3%
Deutsche Bank
23
Deutsche Bank
Germany
$78.5M -$133K -4,687 -0.2%
Renaissance Technologies
24
Renaissance Technologies
New York
$78.1M +$16.4M +579,507 +25%
Norges Bank
25
Norges Bank
Norway
$76.9M

NOV Hedge Fund Activity: Q1 2019 in Review

550 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in NOV (NOV) for Q1 2019, worth a combined $9.63B — up 5% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NOV positions and 57 closed out — a net gain of 7 holders — while 213 added to existing stakes and 182 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $112M. The largest seller was DZ Bank, cutting an estimated $60.9M.

  • 550 institutional investors held NOV (NOV) as of Q1 2019, up from 549 in Q4 2018.
  • Funds reported $9.63B of NOV stock for Q1 2019, up 5% quarter-over-quarter.
  • 64 funds opened new NOV positions in Q1 2019 and 57 closed out, a net change of +7 holders.
  • The largest NOV buyer in Q1 2019 was Pzena Investment Management, an estimated $112M added.
  • The largest NOV seller in Q1 2019 was DZ Bank, an estimated $60.9M sold.

Based on aggregated 13F filings for Q1 2019.