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NovoCure

303 hedge funds and large institutions have $6.34B invested in NovoCure in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $5.64B → $6.34B (+$698M)

2.48% more ownership

Funds ownership: 77.16%79.64% (+2.5%)

9% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 104

4% less funds holding

Funds holding: 316303 (-13)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

27% less call options, than puts

Call options by funds: $76.8M | Put options by funds: $105M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
303
Holders Change
-13
Holders Change %
-4.11%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
95
Reduced
104
Closed
43
Calls
$76.8M
Puts
$105M
Net Calls
-$27.9M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.17B +$226M +2,898,102 +23%
Capital World Investors
2
Capital World Investors
California
$972M +$83.1M +1,065,755 +9%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$677M -$15.8M -202,039 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$626M +$10.1M +129,096 +2%
Capital International Investors
5
Capital International Investors
California
$602M +$115K +1,470 +0%
BlackRock
6
BlackRock
New York
$561M +$3.65M +46,794 +0.6%
State Street
7
State Street
Massachusetts
$199M +$26.2M +336,243 +15%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$180M +$3.17M +40,619 +2%
DTC
9
Deep Track Capital
Connecticut
$98.3M -$3.71M -47,539 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$97.3M +$1.8M +23,035 +2%
CS
11
Credit Suisse
Switzerland
$82M -$88.9K -1,140 -0.1%
Norges Bank
12
Norges Bank
Norway
$72.5M +$2.66M +34,133 +4%
Morgan Stanley
13
Morgan Stanley
New York
$71M -$7.34M -94,125 -9%
Northern Trust
14
Northern Trust
Illinois
$45.6M -$1.61M -20,603 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$40.8M -$2.92M -37,372 -6%
Charles Schwab
16
Charles Schwab
California
$38.9M +$547K +7,007 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$35.7M +$6.08M +77,899 +20%
Swiss National Bank
18
Swiss National Bank
Switzerland
$30.9M -$23.4K -300 -0.1%
UBS AM
19
UBS AM
Illinois
$30.8M -$1.99M -25,542 -6%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$30.6M -$289K -3,703 -0.9%
N
21
Nuveen
North Carolina
$27.7M +$798K +10,224 +3%
IFA
22
Invus Financial Advisors
New York
$26.7M
FCM
23
Frontier Capital Management
Massachusetts
$26.6M -$386K -4,943 -1%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$23.1M -$441K -5,659 -2%
CWG
25
C WorldWide Group
Denmark
$22.6M

NVCR Hedge Fund Activity: Q3 2022 in Review

303 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NovoCure (NVCR) for Q3 2022, worth a combined $6.34B — up 12% from $5.64B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of NVCR and 35 opened new positions — a net loss of 8 holders — while 104 trimmed existing stakes and 95 added.

The largest buyer was Fidelity Investments, adding an estimated $226M. The largest seller was Hartline Investment Corp, exiting entirely with an estimated $58M sold.

  • 303 institutional investors held NovoCure (NVCR) as of Q3 2022, down from 316 in Q2 2022.
  • Funds reported $6.34B of NovoCure stock for Q3 2022, up 12% quarter-over-quarter.
  • 35 funds opened new NovoCure positions in Q3 2022 and 43 closed out, a net change of -8 holders.
  • The largest NovoCure buyer in Q3 2022 was Fidelity Investments, an estimated $226M added.
  • The largest NovoCure seller in Q3 2022 was Hartline Investment Corp, an estimated $58M sold.

Based on aggregated 13F filings for Q3 2022.