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Novavax
NVAX

Overview Fund Activity

220 hedge funds and large institutions have $416M invested in Novavax in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-29
Holders Change %
-11.65%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
77
Reduced
54
Closed
52
Calls
$87.5M
Puts
$101M
Net Calls
-$13.1M
Net Calls Change
-$16.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$76.9M
2
SCM
2
Shah Capital Management
North Carolina
$29.5M
3
Bank of America
3
Bank of America
North Carolina
$17.3M
4
Coatue Management
4
Coatue Management
New York
$12.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$70.6M

Top Sellers

1
VA
1
VR Adviser
New York
$0
2
HIG
2
Herr Investment Group
Texas
$0
3
Millennium Management
3
Millennium Management
New York
$348K
4
CCM
4
CAAS Capital Management
New York
$0
5
GCM
5
Ghisallo Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
176
Brown Brothers Harriman & Co
New York
$873 – – –
FHA
177
First Horizon Advisors
Tennessee
$796 – – –
RAM
178
Riggs Asset Management
Pennsylvania
$749 +$749 +108 New
CCA
179
Column Capital Advisors
Indiana
$700 +$215 +31 +44%
CTC
180
Central Trust Company
Missouri
$693 – – –
AF
181
Arrow Financial
New York
$693 – – –
CIA
182
Cape Investment Advisory
Georgia
$693 +$693 +100 New
BLC
183
Brown, Lisle/Cummings
Rhode Island
$624 – – –
LFA
184
Level Financial Advisors
New York
$541 – – –
IWP
185
IAG Wealth Partners
Wisconsin
$423 – – –
HCP
186
Hexagon Capital Partners
Arkansas
$360 -$1.31K -189 -78%
SIS
187
Sound Income Strategies
Florida
$347 – – –
GRP
188
Global Retirement Partners
California
$343 +$314 +44 +1,100%
Capstone Investment Advisors
189
Capstone Investment Advisors
New York
$319 +$319 +46 New
SSB
190
Sandy Spring Bank
Maryland
$312 – – –
CSPIA
191
Cary Street Partners Investment Advisory
Virginia
$243 -$35 -5 -13%
PS
192
PayPay Securities
Japan
$222 +$49 +7 +28%
PWMG
193
Prestige Wealth Management Group
New Jersey
$201 – – –
TWA
194
TCI Wealth Advisors
Arizona
$188 – – –
TIM
195
Tortoise Investment Management
New York
$173 – – –
AWM
196
Avior Wealth Management
Nebraska
$173 – – –
WP
197
WealthPLAN Partners
Nebraska
$173 +$173 +25 New
NSIM
198
North Star Investment Management
Illinois
$152 – – –
WWP
199
WR Wealth Planners
Missouri
$146 – – –
DI
200
Disciplined Investments
Oklahoma
$104 +$104 +15 New
6 7
8
9 10