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Novavax

160 hedge funds and large institutions have $295M invested in Novavax in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $218M → $295M (+$76.9M)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

14% more call options, than puts

Call options by funds: $3.11M | Put options by funds: $2.72M

3% more funds holding

Funds holding: 155160 (+5)

0.08% less ownership

Funds ownership: 2.13%2.05% (-0.08%)

17% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 46

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
3.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
38
Reduced
46
Closed
17
Calls
$3.11M
Puts
$2.72M
Net Calls
+$386K
Net Calls Change
+$575K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$60.6M +$1.93M +68,571 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$42M +$1.82M +64,582 +6%
State Street
3
State Street
Massachusetts
$32.7M -$8.35M -296,494 -25%
BB
4
BB Biotech
Switzerland
$15.7M
JP Morgan Chase
5
JP Morgan Chase
New York
$11.7M +$2.36M +83,748 +37%
Franklin Resources
6
Franklin Resources
California
$10.7M
BBA
7
Baker Bros. Advisors
New York
$8.87M +$6.64M +235,916 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.75M +$986K +35,005 +18%
Northern Trust
9
Northern Trust
Illinois
$8.61M +$210K +7,442 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$8.07M -$96.8K -3,438 -2%
Morgan Stanley
11
Morgan Stanley
New York
$6.54M -$3.93M -139,613 -45%
RSCM
12
Rock Springs Capital Management
Maryland
$6.11M
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$5.62M +$4.21M +149,434 New
RI
14
RTW Investments
New York
$5.21M +$178K +6,334 +5%
Charles Schwab
15
Charles Schwab
California
$4.08M +$37K +1,313 +1%
Ameriprise
16
Ameriprise
Minnesota
$3.89M -$109K -3,880 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.41M +$130K +4,599 +5%
Deutsche Bank
18
Deutsche Bank
Germany
$3.38M +$641K +22,759 +34%
Millennium Management
19
Millennium Management
New York
$2.42M -$569K -20,190 -24%
TWMP
20
Taylor Wealth Management Partners
Massachusetts
$2.35M -$6.34K -225 -0.4%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2.29M -$104K -3,685 -6%
PAM
22
Panagora Asset Management
Massachusetts
$2.04M +$311K +11,040 +26%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.91M -$1.14M -40,517 -44%
Citigroup
24
Citigroup
New York
$1.87M +$365K +12,961 +35%
TCIM
25
TIAA CREF Investment Management
New York
$1.6M -$81.8K -2,906 -6%

NVAX Hedge Fund Activity: Q3 2018 in Review

160 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Novavax (NVAX) for Q3 2018, worth a combined $295M — up 35% from $218M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NVAX positions and 17 closed out — a net gain of 5 holders — while 38 added to existing stakes and 46 trimmed.

The largest buyer was Baker Bros. Advisors, opening a new position worth an estimated $6.64M. The largest seller was State Street, cutting an estimated $8.35M.

  • 160 institutional investors held Novavax (NVAX) as of Q3 2018, up from 155 in Q2 2018.
  • Funds reported $295M of Novavax stock for Q3 2018, up 35% quarter-over-quarter.
  • 22 funds opened new Novavax positions in Q3 2018 and 17 closed out, a net change of +5 holders.
  • The largest Novavax buyer in Q3 2018 was Baker Bros. Advisors, an estimated $6.64M added.
  • The largest Novavax seller in Q3 2018 was State Street, an estimated $8.35M sold.

Based on aggregated 13F filings for Q3 2018.