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Novavax

234 hedge funds and large institutions have $826M invested in Novavax in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 54 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 54

5.53% more ownership

Funds ownership: 58.6%64.13% (+5.5%)

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

1% less funds holding

Funds holding: 237234 (-3)

29% less call options, than puts

Call options by funds: $65.9M | Put options by funds: $92.9M

30% less capital invested

Capital invested by funds: $1.19B → $826M (-$361M)

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
80
Reduced
54
Closed
41
Calls
$65.9M
Puts
$92.9M
Net Calls
-$27M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
201
LRI Investments
Florida
$804
SAM
202
Smartleaf Asset Management
Massachusetts
$753 +$617 +64 +206%
BLC
203
Brown, Lisle/Cummings
Rhode Island
$724
TWC
204
TD Waterhouse Canada
Ontario, Canada
$602 +$145 +15 +25%
EWA
205
EverSource Wealth Advisors
Alabama
$587 +$415 +43 +143%
ADL
206
Asset Dedication LLC
California
$523
MAS
207
MPWM Advisory Solutions
Georgia
$482 +$578 +60 New
Russell Investments Group
208
Russell Investments Group
United Kingdom
$418
AEPWM
209
Atlantic Edge Private Wealth Management
Florida
$402
BTI
210
Blue Trust Inc
Georgia
$402
MMCM
211
Murphy & Mullick Capital Management
New York
$402 +$482 +50 New
FLP
212
Financial Life Planners
Arizona
$394 +$472 +49 New
SSB
213
Sandy Spring Bank
Maryland
$362
PS
214
PayPay Securities
Japan
$330 +$145 +15 +58%
FWM
215
FLP Wealth Management
Arkansas
$289 +$347 +36 New
HNB
216
Hilltop National Bank
Wyoming
$281
PWMG
217
Prestige Wealth Management Group
New Jersey
$234
CAS
218
Coppell Advisory Solutions
Texas
$214
CJ
219
Caitlin John
Michigan
$201
CSC
220
Caldwell Sutter Capital
California
$201
TSMHT
221
Thurston Springer Miller Herd & Titak
Indiana
$160
DF
222
DecisionPoint Financial
Arizona
$121 +$145 +15 New
PS
223
Principal Securities
Iowa
$121 +$145 +15 New
CFD
224
Creative Financial Designs
Indiana
$96
SWA
225
SOA Wealth Advisors
New York
$64

NVAX Hedge Fund Activity: Q4 2024 in Review

234 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Novavax (NVAX) for Q4 2024, worth a combined $826M — down 30% from $1.19B a quarter earlier.

Fund positioning in NVAX was balanced in Q4 2024: 41 funds opened new positions, 41 closed out, 80 added to existing stakes and 54 trimmed.

The largest buyer was UBS Group, adding an estimated $41.7M. The largest seller was Coatue Management, exiting entirely with an estimated $28.1M sold.

  • 234 institutional investors held Novavax (NVAX) as of Q4 2024, down from 237 in Q3 2024.
  • Funds reported $826M of Novavax stock for Q4 2024, down 30% quarter-over-quarter.
  • 41 funds opened new Novavax positions in Q4 2024 and 41 closed out, a net change of 0 holders.
  • The largest Novavax buyer in Q4 2024 was UBS Group, an estimated $41.7M added.
  • The largest Novavax seller in Q4 2024 was Coatue Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2024.