We are live on ! Find out more
NVAX icon

Novavax

137 hedge funds and large institutions have $632M invested in Novavax in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 35

15% more capital invested

Capital invested by funds: $550M → $632M (+$82.3M)

3% less funds holding

Funds holding: 141137 (-4)

15% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $6.77M

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
137
Holders Change
-4
Holders Change %
-2.84%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
65
Reduced
35
Closed
21
Calls
$5.75M
Puts
$6.77M
Net Calls
-$1.02M
Net Calls Change
+$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$115M -$12.7M -144,893 -10%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$47.2M +$30.9M +351,045 +220%
BFA
3
BlackRock Fund Advisors
California
$32.8M -$2.96M -33,716 -9%
Invesco
4
Invesco
Georgia
$32.7M +$7.42M +84,384 +31%
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.6M +$3.91M +44,466 +15%
RCM
6
RA Capital Management
Massachusetts
$30.8M -$14.4M -163,826 -33%
BIT
7
BlackRock Institutional Trust
California
$29.2M +$2.94M +33,459 +12%
State Street
8
State Street
Massachusetts
$28.5M -$988K -11,247 -4%
CCM
9
Camber Capital Management
Massachusetts
$21.9M +$11M +125,000 +111%
Wells Fargo
10
Wells Fargo
California
$21.9M +$6.75M +76,769 +48%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$19.5M -$934K -10,630 -5%
Franklin Resources
12
Franklin Resources
California
$19.4M +$1.54M +17,500 +9%
BNP Paribas Asset Management
13
BNP Paribas Asset Management
France
$16.5M +$6.26M +71,226 +66%
Northern Trust
14
Northern Trust
Illinois
$10.2M -$812K -9,244 -8%
NC
15
Northpointe Capital
Michigan
$9.58M +$1.49M +16,900 +19%
EAM
16
Eventide Asset Management
Massachusetts
$8.82M +$737K +8,390 +10%
Ameriprise
17
Ameriprise
Minnesota
$8.27M -$198K -2,252 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$8.07M +$6.15M +69,983 +404%
CAM
19
Cormorant Asset Management
Massachusetts
$6.93M +$2.2M +25,000 +50%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$6.66M +$1.78M +20,290 +39%
Morgan Stanley
21
Morgan Stanley
New York
$6.28M +$3.84M +43,734 +180%
AGCJ
22
Alden Global Capital (Jersey)
Jersey
$6.03M +$5.73M +65,219 New
CS
23
Credit Suisse
Switzerland
$5.83M +$3.31M +37,656 +148%
BBA
24
Baker Bros. Advisors
New York
$5.65M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.57M +$381K +4,337 +8%

NVAX Hedge Fund Activity: Q2 2014 in Review

137 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Novavax (NVAX) for Q2 2014, worth a combined $632M — up 15% from $550M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NVAX and 17 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 65 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $30.9M. The largest seller was RA Capital Management, cutting an estimated $14.4M.

  • 137 institutional investors held Novavax (NVAX) as of Q2 2014, down from 141 in Q1 2014.
  • Funds reported $632M of Novavax stock for Q2 2014, up 15% quarter-over-quarter.
  • 17 funds opened new Novavax positions in Q2 2014 and 21 closed out, a net change of -4 holders.
  • The largest Novavax buyer in Q2 2014 was T. Rowe Price Associates, an estimated $30.9M added.
  • The largest Novavax seller in Q2 2014 was RA Capital Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2014.