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Nuvalent
NUVL

96 hedge funds and large institutions have $1.58B invested in Nuvalent in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 41 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50,133% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $30K

720% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 5

242% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 12

78% more capital invested

Capital invested by funds: $887M → $1.58B (+$688M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

60% more funds holding

Funds holding: 6096 (+36)

2.49% less ownership

Funds ownership: 106.19%103.7% (-2.5%)

Holders
96
Holders Change
+36
Holders Change %
+60%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
41
Increased
41
Reduced
12
Closed
5
Calls
$15.1M
Puts
$30K
Net Calls
+$15M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.3M +$543K +19,481 +34%
Invesco
27
Invesco
Georgia
$2.22M -$270K -9,684 -12%
Victory Capital Management
28
Victory Capital Management
Texas
$2.21M +$337K +12,070 +19%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.13M +$541K +19,408 +37%
PVI
30
Pura Vida Investments
New York
$2.1M +$1.97M +70,523 New
Bank of America
31
Bank of America
North Carolina
$1.87M +$850K +30,480 +94%
Marshall Wace
32
Marshall Wace
United Kingdom
$1.8M -$598K -21,430 -26%
N
33
Nuveen
North Carolina
$1.8M +$641K +22,995 +61%
Charles Schwab
34
Charles Schwab
California
$1.68M +$309K +11,073 +24%
Rafferty Asset Management
35
Rafferty Asset Management
New York
$1.43M +$1.34M +48,129 New
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.24M +$1.16M +41,500 New
EGI
37
EAM Global Investors
California
$1.22M +$1.14M +41,001 New
DekaBank Deutsche Girozentrale
38
DekaBank Deutsche Girozentrale
Germany
$1.2M -$558K -20,000 -33%
UBS Group
39
UBS Group
Switzerland
$1.11M +$1.04M +37,188 New
Squarepoint
40
Squarepoint
New York
$1.08M +$1.01M +36,209 New
Barclays
41
Barclays
United Kingdom
$877K +$801K +28,721 +4,006%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$852K +$101K +3,611 +14%
EI
43
EAM Investors
California
$827K +$774K +27,754 New
Two Sigma Investments
44
Two Sigma Investments
New York
$796K +$746K +26,732 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$748K +$698K +25,039 New
OCA
46
Octagon Capital Advisors
New York
$745K -$4.88M -175,000 -88%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$684K +$454K +16,286 +244%
AR
48
Advisory Research
Illinois
$673K +$136K +4,863 +27%
Citigroup
49
Citigroup
New York
$657K +$593K +21,272 +2,724%
AllianceBernstein
50
AllianceBernstein
Tennessee
$605K +$117K +4,200 +26%

NUVL Hedge Fund Activity: Q4 2022 in Review

96 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuvalent (NUVL) for Q4 2022, worth a combined $1.58B — up 78% from $887M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NUVL positions and 5 closed out — a net gain of 36 holders — while 41 added to existing stakes and 12 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $32.7M. The largest seller was BVF Inc, exiting entirely with an estimated $32.4M sold.

  • 96 institutional investors held Nuvalent (NUVL) as of Q4 2022, up from 60 in Q3 2022.
  • Funds reported $1.58B of Nuvalent stock for Q4 2022, up 78% quarter-over-quarter.
  • 41 funds opened new Nuvalent positions in Q4 2022 and 5 closed out, a net change of +36 holders.
  • The largest Nuvalent buyer in Q4 2022 was Fidelity Investments, an estimated $32.7M added.
  • The largest Nuvalent seller in Q4 2022 was BVF Inc, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2022.