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Nuvalent
NUVL

49 hedge funds and large institutions have $813M invested in Nuvalent in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4749 (+2)

1.48% more ownership

Funds ownership: 98.87%100.35% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less capital invested

Capital invested by funds: $941M → $813M (-$128M)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
19
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DM
1
Deerfield Management
New York
$368M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$120M
BCLSI
3
Bain Capital Life Sciences Investors
Massachusetts
$65.3M
Viking Global Investors
4
Viking Global Investors
Connecticut
$31.4M
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$26.1M -$221K -9,929 -0.7%
BC
6
Boxer Capital
California
$23M
DCM
7
Driehaus Capital Management
Illinois
$22.5M +$2.86M +128,302 +12%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$19.2M -$804K -36,098 -3%
ACA
9
Avoro Capital Advisors
New York
$18.4M -$3.45M -155,000 -12%
BlackRock
10
BlackRock
New York
$18.4M +$6.96M +312,512 +48%
FFM
11
Fairmount Funds Management
Pennsylvania
$17.4M
VA
12
VR Adviser
New York
$15.3M
Vanguard Group
13
Vanguard Group
Pennsylvania
$14.5M +$238K +10,692 +1%
PA
14
Perceptive Advisors
New York
$14.3M
BI
15
BVF Inc
California
$8.54M
JP Morgan Chase
16
JP Morgan Chase
New York
$7.46M +$8.64M +387,542 +9,445%
SCM
17
Suvretta Capital Management
New York
$3.81M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.3M +$213K +9,569 +6%
State Street
19
State Street
Massachusetts
$3.21M +$658K +29,542 +21%
LGM
20
Logos Global Management
California
$2.56M
Northern Trust
21
Northern Trust
Illinois
$1.88M +$105K +4,709 +5%
WP
22
Woodline Partners
California
$1.45M -$975K -43,747 -36%
Victory Capital Management
23
Victory Capital Management
Texas
$1.29M +$626K +28,100 +71%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$1.14M
Bank of America
25
Bank of America
North Carolina
$662K +$764K +34,275 +7,277%

NUVL Hedge Fund Activity: Q4 2021 in Review

49 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuvalent (NUVL) for Q4 2021, worth a combined $813M — down 14% from $941M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NUVL positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.64M. The largest seller was Avoro Capital Advisors, cutting an estimated $3.45M.

  • 49 institutional investors held Nuvalent (NUVL) as of Q4 2021, up from 47 in Q3 2021.
  • Funds reported $813M of Nuvalent stock for Q4 2021, down 14% quarter-over-quarter.
  • 6 funds opened new Nuvalent positions in Q4 2021 and 4 closed out, a net change of +2 holders.
  • The largest Nuvalent buyer in Q4 2021 was JP Morgan Chase, an estimated $8.64M added.
  • The largest Nuvalent seller in Q4 2021 was Avoro Capital Advisors, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2021.