We are live on ! Find out more

509 hedge funds and large institutions have $9.22B invested in NOV in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 212 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

17% more capital invested

Capital invested by funds: $7.86B → $9.22B (+$1.36B)

6% more funds holding

Funds holding: 482509 (+27)

3% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $37.7M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.68% less ownership

Funds ownership: 96.11%95.43% (-0.68%)

33% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 212

Holders
509
Holders Change
+27
Holders Change %
+5.6%
% of All Funds
10.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
87
Increased
142
Reduced
212
Closed
49
Calls
$38.8M
Puts
$37.7M
Net Calls
+$1.12M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B +$10.2M +451,396 +1%
Pzena Investment Management
2
Pzena Investment Management
New York
$744M +$49.7M +2,210,777 +8%
BlackRock
3
BlackRock
New York
$670M +$3.33M +148,118 +0.6%
VVP
4
Vulcan Value Partners
Alabama
$666M -$20.7M -919,379 -3%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$593M -$30.3M -1,347,763 -5%
Dodge & Cox
6
Dodge & Cox
California
$571M -$1.85M -82,185 -0.4%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$526M +$66.7M +2,965,103 +16%
State Street
8
State Street
Massachusetts
$458M +$9.21M +409,477 +2%
Harris Associates
9
Harris Associates
Illinois
$276M -$28.1M -1,247,171 -10%
ClearBridge Investments
10
ClearBridge Investments
New York
$203M -$35.9M -1,597,369 -17%
RL
11
Ruffer LLP
United Kingdom
$178M -$2.35M -104,331 -1%
Wells Fargo
12
Wells Fargo
California
$174M +$6.05M +268,664 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$151M +$10.7M +475,430 +9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$149M +$5.4M +240,076 +4%
Northern Trust
15
Northern Trust
Illinois
$133M -$1.64M -72,729 -1%
Charles Schwab
16
Charles Schwab
California
$86.4M +$2.05M +91,175 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$82.7M +$824K +36,610 +1%
Invesco
18
Invesco
Georgia
$81.4M -$12.7M -562,289 -15%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$80.7M -$2.65M -117,819 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$73.1M +$2.83M +125,948 +5%
Norges Bank
21
Norges Bank
Norway
$70.4M
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$70.2M +$7.86M +349,353 +14%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$63.8M +$44.9M +1,996,959 +363%
MAMU
24
Marathon Asset Management (UK)
United Kingdom
$54.3M -$3.69M -164,122 -7%
Morgan Stanley
25
Morgan Stanley
New York
$52.5M +$10.6M +473,103 +29%

NOV Hedge Fund Activity: Q4 2019 in Review

509 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NOV (NOV) for Q4 2019, worth a combined $9.22B — up 17% from $7.86B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new NOV positions and 49 closed out — a net gain of 38 holders — while 142 added to existing stakes and 212 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $66.7M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $107M sold.

  • 509 institutional investors held NOV (NOV) as of Q4 2019, up from 482 in Q3 2019.
  • Funds reported $9.22B of NOV stock for Q4 2019, up 17% quarter-over-quarter.
  • 87 funds opened new NOV positions in Q4 2019 and 49 closed out, a net change of +38 holders.
  • The largest NOV buyer in Q4 2019 was Hotchkis & Wiley Capital Management, an estimated $66.7M added.
  • The largest NOV seller in Q4 2019 was Lyrical Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2019.