We are live on ! Find out more
NVAX icon

Novavax

347 hedge funds and large institutions have $4.33B invested in Novavax in 2020 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 118 increasing their positions, 84 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 55

40% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 84

25% more capital invested

Capital invested by funds: $3.47B → $4.33B (+$858M)

12% more funds holding

Funds holding: 311347 (+36)

8.3% more ownership

Funds ownership: 52.7%60.99% (+8.3%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

27% less call options, than puts

Call options by funds: $463M | Put options by funds: $638M

Holders
347
Holders Change
+36
Holders Change %
+11.58%
% of All Funds
6.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
95
Increased
118
Reduced
84
Closed
55
Calls
$463M
Puts
$638M
Net Calls
-$175M
Net Calls Change
-$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
201
Brown Advisory
Maryland
$387K
DF
202
Donoghue Forlines
Massachusetts
$382K +$364K +3,425 New
Cerity Partners
203
Cerity Partners
New York
$374K +$356K +3,350 New
XS
204
XR Securities
Illinois
$371K -$39.3K -370 -10%
APA
205
American Portfolios Advisors
New York
$370K +$286K +2,693 +431%
NA
206
Navellier & Associates
Nevada
$366K +$44.3K +417 +15%
KAS
207
Kestra Advisory Services
Texas
$358K +$320K +3,009 New
UMC
208
United Maritime Capital
New York
$355K +$339K +3,185 New
PMFA
209
Plante Moran Financial Advisors
Michigan
$335K +$319K +3,000 New
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K +$209K +1,965 +193%
Marshall Wace
211
Marshall Wace
United Kingdom
$321K +$306K +2,877 New
B
212
Bailard
California
$312K
AAS
213
Avantax Advisory Services
Texas
$302K -$896K -8,430 -76%
TCA
214
Transcend Capital Advisors
New Jersey
$301K +$286K +2,695 New
Arrowstreet Capital
215
Arrowstreet Capital
Massachusetts
$301K +$287K +2,700 New
IC
216
Ikarian Capital
Texas
$294K
QC
217
QCM Cayman
Texas
$290K
SPC
218
Sigma Planning Corp
Michigan
$285K +$65.9K +620 +32%
BCI
219
Brinker Capital Investments
Pennsylvania
$284K +$271K +2,549 New
ACP
220
Acuta Capital Partners
California
$279K +$266K +2,500 New
BF
221
BOK Financial
Oklahoma
$278K -$8.61K -81 -3%
CAM
222
Concorde Asset Management
Michigan
$273K +$260K +2,449 New
GIA
223
Gladstone Institutional Advisory
Florida
$268K -$88.3K -831 -26%
IWM
224
IHT Wealth Management
Illinois
$265K -$327K -3,078 -98%
QPWM
225
Quadrant Private Wealth Management
Pennsylvania
$262K -$6.59K -62 -3%

NVAX Hedge Fund Activity: Q4 2020 in Review

347 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Novavax (NVAX) for Q4 2020, worth a combined $4.33B — up 25% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new NVAX positions and 55 closed out — a net gain of 40 holders — while 118 added to existing stakes and 84 trimmed.

The largest buyer was RA Capital Management, adding an estimated $275M. The largest seller was Franklin Resources, cutting an estimated $103M.

  • 347 institutional investors held Novavax (NVAX) as of Q4 2020, up from 311 in Q3 2020.
  • Funds reported $4.33B of Novavax stock for Q4 2020, up 25% quarter-over-quarter.
  • 95 funds opened new Novavax positions in Q4 2020 and 55 closed out, a net change of +40 holders.
  • The largest Novavax buyer in Q4 2020 was RA Capital Management, an estimated $275M added.
  • The largest Novavax seller in Q4 2020 was Franklin Resources, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2020.