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NovoCure

316 hedge funds and large institutions have $5.64B invested in NovoCure in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 107 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 43

3% more funds holding

Funds holding: 308316 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.98% less ownership

Funds ownership: 78.14%77.16% (-0.98%)

15% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 107

17% less capital invested

Capital invested by funds: $6.79B → $5.64B (-$1.16B)

18% less call options, than puts

Call options by funds: $69.3M | Put options by funds: $84.2M

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
56
Increased
91
Reduced
107
Closed
43
Calls
$69.3M
Puts
$84.2M
Net Calls
-$14.9M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$872M +$137M +1,812,136 +17%
Capital World Investors
2
Capital World Investors
California
$815M -$69.9M -928,159 -7%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$634M -$16.9M -224,615 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$564M +$8.44M +112,051 +1%
Capital International Investors
5
Capital International Investors
California
$550M -$258M -3,429,861 -30%
BlackRock
6
BlackRock
New York
$510M +$45.2M +600,638 +9%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$162M +$16.4M +218,216 +10%
State Street
8
State Street
Massachusetts
$159M -$15.8M -209,974 -8%
DTC
9
Deep Track Capital
Connecticut
$93.2M +$25.7M +341,300 +34%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$87.4M +$1.72M +22,770 +2%
CS
11
Credit Suisse
Switzerland
$75.1M -$21.3M -282,747 -21%
Morgan Stanley
12
Morgan Stanley
New York
$71.5M +$22.5M +298,689 +41%
Norges Bank
13
Norges Bank
Norway
$63.9M +$1.99M +26,469 +3%
HIC
14
Hartline Investment Corp
Illinois
$58M +$2.49M +32,997 +11%
Northern Trust
15
Northern Trust
Illinois
$43.1M -$1.25M -16,626 -3%
Legal & General Group
16
Legal & General Group
United Kingdom
$40M +$3.62M +48,051 +9%
Charles Schwab
17
Charles Schwab
California
$35.1M +$1.06M +14,053 +3%
UBS AM
18
UBS AM
Illinois
$29.9M +$8.93M +118,577 +38%
Citadel Advisors
19
Citadel Advisors
Florida
$28.9M +$5.1M +67,647 +19%
Swiss National Bank
20
Swiss National Bank
Switzerland
$28.3M +$196K +2,600 +0.6%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$28.2M +$143K +1,899 +0.5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$27.2M +$4.79M +63,603 +19%
FCM
23
Frontier Capital Management
Massachusetts
$24.7M -$11.2M -149,140 -30%
N
24
Nuveen
North Carolina
$24.6M -$500K -6,633 -2%
IFA
25
Invus Financial Advisors
New York
$24.4M

NVCR Hedge Fund Activity: Q2 2022 in Review

316 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NovoCure (NVCR) for Q2 2022, worth a combined $5.64B — down 17% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NVCR positions and 43 closed out — a net gain of 13 holders — while 91 added to existing stakes and 107 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $137M. The largest seller was Capital International Investors, cutting an estimated $258M.

  • 316 institutional investors held NovoCure (NVCR) as of Q2 2022, up from 308 in Q1 2022.
  • Funds reported $5.64B of NovoCure stock for Q2 2022, down 17% quarter-over-quarter.
  • 56 funds opened new NovoCure positions in Q2 2022 and 43 closed out, a net change of +13 holders.
  • The largest NovoCure buyer in Q2 2022 was Fidelity Investments, an estimated $137M added.
  • The largest NovoCure seller in Q2 2022 was Capital International Investors, an estimated $258M sold.

Based on aggregated 13F filings for Q2 2022.