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Novavax

175 hedge funds and large institutions have $1.15B invested in Novavax in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 39 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 39

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1% more funds holding

Funds holding: 173175 (+2)

23% less call options, than puts

Call options by funds: $6.02M | Put options by funds: $7.86M

33% less capital invested

Capital invested by funds: $1.71B → $1.15B (-$567M)

Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
4.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
77
Reduced
39
Closed
27
Calls
$6.02M
Puts
$7.86M
Net Calls
-$1.83M
Net Calls Change
-$6.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$209M +$543K +5,060 +0.3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$121M +$3.75M +34,994 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$95.7M +$2.85M +26,578 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$65.6M +$20.6M +192,479 +43%
State Street
5
State Street
Massachusetts
$63.6M +$18.9M +176,386 +40%
Invesco
6
Invesco
Georgia
$56.9M +$15.5M +144,464 +35%
BFA
7
BlackRock Fund Advisors
California
$52.3M +$886K +8,258 +2%
BB
8
BB Biotech
Switzerland
$43M
BIT
9
BlackRock Institutional Trust
California
$34M -$13.9K -130 -0%
JHIU
10
Janus Henderson Investors US
Colorado
$27.4M +$12.5M +116,092 +78%
EAM
11
Eagle Asset Management
Florida
$27.1M +$19.4M +180,762 +222%
Franklin Resources
12
Franklin Resources
California
$27M +$11.7M +109,185 +72%
First Trust Advisors
13
First Trust Advisors
Illinois
$24.1M -$47.5M -443,038 -66%
Ameriprise
14
Ameriprise
Minnesota
$23M +$6.02M +56,103 +34%
Morgan Stanley
15
Morgan Stanley
New York
$17.5M +$12.1M +112,735 +198%
Northern Trust
16
Northern Trust
Illinois
$17.2M +$287K +2,677 +2%
DM
17
Deerfield Management
New York
$12.7M +$13.2M +122,813 New
BBA
18
Baker Bros. Advisors
New York
$12.3M +$985K +9,179 +8%
Norges Bank
19
Norges Bank
Norway
$11.6M
EAM
20
Eventide Asset Management
Massachusetts
$11.2M
VOYA Investment Management
21
VOYA Investment Management
Georgia
$10.3M +$2.67M +24,882 +33%
CAM
22
Cormorant Asset Management
Massachusetts
$8.26M
NC
23
Northpointe Capital
Michigan
$7.45M +$5.02M +46,778 +184%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.79M +$6.98M +65,101 +9,156%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.37M -$85K -792 -1%

NVAX Hedge Fund Activity: Q1 2016 in Review

175 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Novavax (NVAX) for Q1 2016, worth a combined $1.15B — down 33% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NVAX positions and 27 closed out — a net gain of 4 holders — while 77 added to existing stakes and 39 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $20.6M. The largest seller was First Trust Advisors, cutting an estimated $47.5M.

  • 175 institutional investors held Novavax (NVAX) as of Q1 2016, up from 173 in Q4 2015.
  • Funds reported $1.15B of Novavax stock for Q1 2016, down 33% quarter-over-quarter.
  • 31 funds opened new Novavax positions in Q1 2016 and 27 closed out, a net change of +4 holders.
  • The largest Novavax buyer in Q1 2016 was Wellington Management Group, an estimated $20.6M added.
  • The largest Novavax seller in Q1 2016 was First Trust Advisors, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2016.