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Novavax

229 hedge funds and large institutions have $1.06B invested in Novavax in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 68 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more capital invested

Capital invested by funds: $371M → $1.06B (+$690M)

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

19% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 57

14% more funds holding

Funds holding: 201229 (+28)

4.55% more ownership

Funds ownership: 54.96%59.5% (+4.5%)

46% less call options, than puts

Call options by funds: $119M | Put options by funds: $221M

Holders
229
Holders Change
+28
Holders Change %
+13.93%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
68
Reduced
57
Closed
29
Calls
$119M
Puts
$221M
Net Calls
-$102M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$794 +$20 +2 +3%
IWP
202
IAG Wealth Partners
Wisconsin
$772
SA
203
SRH Advisors
Kansas
$760 -$10.8K -1,072 -95%
HNB
204
Huntington National Bank
Ohio
$760
SAM
205
Smartleaf Asset Management
Massachusetts
$654 +$513 +51 New
AEPWM
206
Atlantic Edge Private Wealth Management
Florida
$633 +$503 +50 New
RIL
207
Rothschild Investment LLC
Illinois
$633 +$503 +50 New
GI
208
GAMMA Investing
California
$582 -$543 -54 -54%
GRP
209
Global Retirement Partners
California
$570 -$30 -3 -6%
SSB
210
Sandy Spring Bank
Maryland
$570
BTI
211
Blue Trust Inc
Georgia
$521 +$594 +59 +118%
HNB
212
Hilltop National Bank
Wyoming
$443
PWMG
213
Prestige Wealth Management Group
New Jersey
$368
CAS
214
Coppell Advisory Solutions
Texas
$342 +$272 +27 New
CJ
215
Caitlin John
Michigan
$317
CSC
216
Caldwell Sutter Capital
California
$317
TIM
217
Tortoise Investment Management
New York
$317
UB
218
UMB Bank
Missouri
$317 +$252 +25 New
TSMHT
219
Thurston Springer Miller Herd & Titak
Indiana
$253 +$201 +20 New
CFD
220
Creative Financial Designs
Indiana
$152
BWL
221
Bogart Wealth LLC
Virginia
$127
MG
222
Mather Group
Illinois
$120 +$252 +25 New
QC
223
Quent Capital
New York
$114
SWA
224
SOA Wealth Advisors
New York
$101
Macquarie Group
225
Macquarie Group
Australia
$25 -$70 -7 -78%

NVAX Hedge Fund Activity: Q2 2024 in Review

229 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Novavax (NVAX) for Q2 2024, worth a combined $1.06B — up 186% from $371M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NVAX positions and 29 closed out — a net gain of 30 holders — while 68 added to existing stakes and 57 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $62.5M. The largest seller was State Street, cutting an estimated $109M.

  • 229 institutional investors held Novavax (NVAX) as of Q2 2024, up from 201 in Q1 2024.
  • Funds reported $1.06B of Novavax stock for Q2 2024, up 186% quarter-over-quarter.
  • 59 funds opened new Novavax positions in Q2 2024 and 29 closed out, a net change of +30 holders.
  • The largest Novavax buyer in Q2 2024 was D.E. Shaw & Co, an estimated $62.5M added.
  • The largest Novavax seller in Q2 2024 was State Street, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2024.