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Nuvalent
NUVL

55 hedge funds and large institutions have $629M invested in Nuvalent in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

12% more funds holding

Funds holding: 4955 (+6)

5.33% more ownership

Funds ownership: 100.35%105.68% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23% less capital invested

Capital invested by funds: $813M → $629M (-$184M)

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
26
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DM
1
Deerfield Management
New York
$269M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$89.3M +$73.8K +5,080 +0.1%
BCLSI
3
Bain Capital Life Sciences Investors
Massachusetts
$47.6M
PA
4
Perceptive Advisors
New York
$24.3M +$14.6M +1,001,601 +134%
Vanguard Group
5
Vanguard Group
Pennsylvania
$22.7M +$12.8M +877,835 +116%
FFM
6
Fairmount Funds Management
Pennsylvania
$18.6M +$6.16M +423,779 +46%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$18.6M -$1.17M -80,622 -6%
BlackRock
8
BlackRock
New York
$17.5M +$4.24M +291,821 +30%
BC
9
Boxer Capital
California
$16.8M
DCM
10
Driehaus Capital Management
Illinois
$16.1M -$300K -20,628 -2%
Viking Global Investors
11
Viking Global Investors
Connecticut
$15.4M -$7.81M -537,501 -33%
ACA
12
Avoro Capital Advisors
New York
$14.6M -$773K -53,200 -5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$14M -$113K -7,767 -0.8%
VA
14
VR Adviser
New York
$11.2M
BI
15
BVF Inc
California
$9.58M +$3.5M +240,906 +54%
JP Morgan Chase
16
JP Morgan Chase
New York
$6.15M +$740K +50,930 +13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.69M +$1.34M +92,504 +53%
State Street
18
State Street
Massachusetts
$3.15M +$842K +57,986 +34%
Northern Trust
19
Northern Trust
Illinois
$1.94M +$597K +41,074 +42%
LGM
20
Logos Global Management
California
$1.87M
Victory Capital Management
21
Victory Capital Management
Texas
$883K -$61.4K -4,230 -6%
Ensign Peak Advisors
22
Ensign Peak Advisors
Utah
$834K
Citadel Advisors
23
Citadel Advisors
Florida
$660K +$689K +47,463 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$634K +$243K +16,726 +58%
Bank of America
25
Bank of America
North Carolina
$627K +$152K +10,445 +30%

NUVL Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuvalent (NUVL) for Q1 2022, worth a combined $629M — down 23% from $813M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NUVL positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 11 trimmed.

The largest buyer was Perceptive Advisors, adding an estimated $14.6M. The largest seller was Viking Global Investors, cutting an estimated $7.81M.

  • 55 institutional investors held Nuvalent (NUVL) as of Q1 2022, up from 49 in Q4 2021.
  • Funds reported $629M of Nuvalent stock for Q1 2022, down 23% quarter-over-quarter.
  • 9 funds opened new Nuvalent positions in Q1 2022 and 3 closed out, a net change of +6 holders.
  • The largest Nuvalent buyer in Q1 2022 was Perceptive Advisors, an estimated $14.6M added.
  • The largest Nuvalent seller in Q1 2022 was Viking Global Investors, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2022.