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Novavax

167 hedge funds and large institutions have $1.46B invested in Novavax in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more capital invested

Capital invested by funds: $889M → $1.46B (+$567M)

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

9% more funds holding

Funds holding: 153167 (+14)

47% less call options, than puts

Call options by funds: $10M | Put options by funds: $19M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
55
Reduced
50
Closed
25
Calls
$10M
Puts
$19M
Net Calls
-$8.97M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
101
BlackRock Group
United Kingdom
$464K -$15.6K -96 -3%
DCM
102
Driehaus Capital Management
Illinois
$451K +$443K +2,727 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$446K +$438K +2,698 New
WS
104
Wedbush Securities
California
$412K +$40.9K +252 +11%
CSS
105
Cubist Systematic Strategies
Connecticut
$405K +$398K +2,449 New
Canada Life
106
Canada Life
Manitoba, Canada
$370K +$19K +117 +5%
HI
107
HBK Investments
Texas
$349K +$342K +2,109 New
Legal & General Group
108
Legal & General Group
United Kingdom
$338K +$66.9K +412 +26%
Principal Financial Group
109
Principal Financial Group
Iowa
$314K -$4.06K -25 -1%
EEG
110
E.E. Geduld
$295K -$118K -724 -29%
PAM
111
Princeton Alpha Management
New Jersey
$281K +$131K +806 +90%
UBS Group
112
UBS Group
Switzerland
$238K -$297K -1,828 -56%
PCM
113
Price Capital Management
Louisiana
$223K -$1.52M -9,348 -87%
JP Morgan Chase
114
JP Morgan Chase
New York
$216K +$103K +633 +95%
AB
115
Amalgamated Bank
New York
$197K +$7.63K +47 +4%
CL
116
Croft-Leominster
Maryland
$190K -$81.2K -500 -30%
DC
117
Deere & Company
Illinois
$184K -$77.3K -476 -30%
CCMH
118
Cornerstone Capital Management Holdings
New York
$184K +$73.1K +450 +68%
HLA
119
Hamilton Lane Advisors
Pennsylvania
$174K +$171K +1,054 New
VKH
120
Virtu KCG Holdings
New York
$174K +$171K +1,054 New
AIP
121
Ameritas Investment Partners
Nebraska
$173K
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$170K +$29.6K +182 +21%
N
123
Nuveen
North Carolina
$153K
AC
124
Avenir Corporation
Virginia
$149K
TRCT
125
Tower Research Capital (TRC)
New York
$144K +$132K +814 +1,480%

NVAX Hedge Fund Activity: Q1 2015 in Review

167 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Novavax (NVAX) for Q1 2015, worth a combined $1.46B — up 64% from $889M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NVAX positions and 25 closed out — a net gain of 15 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $115M. The largest seller was Invesco, cutting an estimated $16.4M.

  • 167 institutional investors held Novavax (NVAX) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $1.46B of Novavax stock for Q1 2015, up 64% quarter-over-quarter.
  • 40 funds opened new Novavax positions in Q1 2015 and 25 closed out, a net change of +15 holders.
  • The largest Novavax buyer in Q1 2015 was First Trust Advisors, an estimated $115M added.
  • The largest Novavax seller in Q1 2015 was Invesco, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2015.