We are live on ! Find out more
NVAX icon

Novavax

190 hedge funds and large institutions have $1.39B invested in Novavax in 2015 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

19% more funds holding

Funds holding: 159190 (+31)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $21.1M

32% less capital invested

Capital invested by funds: $2.05B → $1.39B (-$657M)

Holders
190
Holders Change
+31
Holders Change %
+19.5%
% of All Funds
5.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
78
Reduced
43
Closed
18
Calls
$16.1M
Puts
$21.1M
Net Calls
-$4.99M
Net Calls Change
+$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$228M +$51M +227,470 +16%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$151M +$16.2M +72,195 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$125M +$15.3M +68,263 +8%
First Trust Advisors
4
First Trust Advisors
Illinois
$75.4M -$41.8M -186,595 -26%
BFA
5
BlackRock Fund Advisors
California
$73.8M +$5.72M +25,501 +5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$62M +$20.2M +90,236 +26%
BB
7
BB Biotech
Switzerland
$58.9M +$1.68M +7,500 +2%
State Street
8
State Street
Massachusetts
$50.7M +$472K +2,103 +0.6%
BIT
9
BlackRock Institutional Trust
California
$47.9M +$4.2M +18,719 +6%
Invesco
10
Invesco
Georgia
$45M -$29.1M -129,623 -29%
Wells Fargo
11
Wells Fargo
California
$23.9M -$26.1M -116,601 -41%
Northern Trust
12
Northern Trust
Illinois
$22.3M +$900K +4,014 +3%
Ameriprise
13
Ameriprise
Minnesota
$21.7M -$4.29M -19,123 -11%
Franklin Resources
14
Franklin Resources
California
$21.5M -$4.05M -18,040 -11%
Norges Bank
15
Norges Bank
Norway
$15.9M
BBA
16
Baker Bros. Advisors
New York
$15.5M +$2.8M +12,500 +13%
EAM
17
Eventide Asset Management
Massachusetts
$14.8M +$2.12M +9,440 +10%
Millennium Management
18
Millennium Management
New York
$14.1M +$15.8M +70,556 +244%
Renaissance Technologies
19
Renaissance Technologies
New York
$12.9M +$8.36M +37,292 +69%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$12.5M +$414K +1,845 +2%
CAM
21
Cormorant Asset Management
Massachusetts
$11.3M
VOYA Investment Management
22
VOYA Investment Management
Georgia
$10.4M +$14.9M +66,436 +946%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.38M -$2.72M -12,122 -15%
Morgan Stanley
24
Morgan Stanley
New York
$9.21M -$1.55M -6,919 -10%
Deutsche Bank
25
Deutsche Bank
Germany
$8.62M +$5.19M +23,164 +61%

NVAX Hedge Fund Activity: Q3 2015 in Review

190 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Novavax (NVAX) for Q3 2015, worth a combined $1.39B — down 32% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NVAX positions and 18 closed out — a net gain of 32 holders — while 78 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $51M. The largest seller was First Trust Advisors, cutting an estimated $41.8M.

  • 190 institutional investors held Novavax (NVAX) as of Q3 2015, up from 159 in Q2 2015.
  • Funds reported $1.39B of Novavax stock for Q3 2015, down 32% quarter-over-quarter.
  • 50 funds opened new Novavax positions in Q3 2015 and 18 closed out, a net change of +32 holders.
  • The largest Novavax buyer in Q3 2015 was Fidelity Investments, an estimated $51M added.
  • The largest Novavax seller in Q3 2015 was First Trust Advisors, an estimated $41.8M sold.

Based on aggregated 13F filings for Q3 2015.