Novavax
NVAX
429 hedge funds and large institutions have $4.81B invested in Novavax in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 154 reducing their positions, and 88 closing their positions.
7% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 88
3% less funds holding
Funds holding: 442 → 429 (-13)
5.86% less ownership
Funds ownership: 50.34% → 44.48% (-5.9%)
11% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 154
38% less capital invested
Capital invested by funds: $7.76B → $4.81B (-$2.95B)
44% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $2.18B
83% less funds holding in top 10
Funds holding in top 10: 6 → 1 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$169M |
| 2 |
Jane Street
New York
|
+$65.6M |
| 3 |
Morgan Stanley
New York
|
+$46.5M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
+$39.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$217M |
| 2 |
FAM
Fred Alger Management
New York
|
-$129M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$104M |
| 4 |
BlackRock
New York
|
-$91.3M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$79.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APWA
501
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$6K | -28 | Closed |
|
|
RF
502
Robbins Farley
Bedford,
New Hampshire
| – | -$5K | -25 | Closed |
|
|
CFO
503
CVA Family Office
Denver,
Colorado
| – | -$2K | -14 | Closed |
|
|
CPC
504
Consolidated Planning Corp
Atlanta,
Georgia
| – | -$2K | -12 | Closed |
|
|
EW
505
Evoke Wealth
Los Angeles,
California
| – | -$2K | -11 | Closed |
|
506
Koshinski Asset Management
Decatur,
Illinois
| – | -$2.07K | -10 | Closed |
|
|
GKWIM
507
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$8K | -8 | Closed |
|
|
CP
508
Corbenic Partners
Bethlehem,
Pennsylvania
| – | -$1K | -7 | Closed |
|
|
PMFA
509
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1K | -7 | Closed |
|
|
VCM
510
Versant Capital Management
Phoenix,
Arizona
| – | -$859 | -5 | -71% |
|
|
CAL
511
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$172 | +1 | New |
|
|
JWA
512
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$344 | +2 | New |
|
|
SC
513
Schubert & Co
Mckinney,
Texas
| – | +$344 | +2 | New |
|
NVAX Hedge Fund Activity: Q4 2021 in Review
429 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Novavax (NVAX) for Q4 2021, worth a combined $4.81B — down 38% from $7.76B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of NVAX and 82 opened new positions — a net loss of 6 holders — while 154 trimmed existing stakes and 137 added.
The largest buyer was HSBC Holdings, adding an estimated $169M. The largest seller was Fidelity Investments, cutting an estimated $217M.
- 429 institutional investors held Novavax (NVAX) as of Q4 2021, down from 442 in Q3 2021.
- Funds reported $4.81B of Novavax stock for Q4 2021, down 38% quarter-over-quarter.
- 82 funds opened new Novavax positions in Q4 2021 and 88 closed out, a net change of -6 holders.
- The largest Novavax buyer in Q4 2021 was HSBC Holdings, an estimated $169M added.
- The largest Novavax seller in Q4 2021 was Fidelity Investments, an estimated $217M sold.
Based on aggregated 13F filings for Q4 2021.