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NovoCure

236 hedge funds and large institutions have $1.59B invested in NovoCure in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $5.55M

14% more capital invested

Capital invested by funds: $1.4B → $1.59B (+$191M)

2.99% more ownership

Funds ownership: 83.35%86.34% (+3%)

6% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 71

4% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 45

0% less funds holding

Funds holding: 237236 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
236
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
75
Reduced
71
Closed
45
Calls
$22.4M
Puts
$5.55M
Net Calls
+$16.8M
Net Calls Change
+$223K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$277M +$1.37M +77,618 +0.5%
BlackRock
2
BlackRock
New York
$208M +$53.6M +3,047,985 +34%
Capital International Investors
3
Capital International Investors
California
$200M +$49.8M +2,832,256 +32%
Vanguard Group
4
Vanguard Group
Pennsylvania
$191M +$19.4M +1,103,384 +11%
State Street
5
State Street
Massachusetts
$51.5M -$6.28M -357,176 -11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$40.7M +$12.9M +732,254 +45%
Capital World Investors
7
Capital World Investors
California
$39.5M
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$36.9M -$3.92M -222,919 -9%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$29.3M +$30.1M +1,712,393 New
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$28.9M -$5.33M -302,854 -15%
NA
11
Nordwand Advisors
Pennsylvania
$26M
Two Sigma Advisers
12
Two Sigma Advisers
New York
$22.6M -$2.1M -119,500 -8%
Two Sigma Investments
13
Two Sigma Investments
New York
$21.3M -$2.55M -144,894 -10%
Millennium Management
14
Millennium Management
New York
$20.7M -$307K -17,470 -1%
Voloridge Investment Management
15
Voloridge Investment Management
Florida
$18.9M +$817K +46,437 +4%
FCM
16
Frontier Capital Management
Massachusetts
$17.6M +$1.89M +107,215 +12%
UBS AM
17
UBS AM
Illinois
$14.1M +$12.1M +688,510 +510%
Charles Schwab
18
Charles Schwab
California
$13.8M +$4.87M +277,049 +52%
Morgan Stanley
19
Morgan Stanley
New York
$13.8M -$16.7M -950,115 -54%
Renaissance Technologies
20
Renaissance Technologies
New York
$13M +$8.45M +480,600 +172%
Federated Hermes
21
Federated Hermes
Pennsylvania
$12.7M +$719K +40,870 +6%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$12M -$4.48M -254,618 -27%
Coatue Management
23
Coatue Management
New York
$10.4M
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$10.2M +$2.95M +167,719 +39%
PAI
25
Palo Alto Investors
California
$9.63M

NVCR Hedge Fund Activity: Q2 2024 in Review

236 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NovoCure (NVCR) for Q2 2024, worth a combined $1.59B — up 14% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NVCR positions and 45 closed out — a net gain of 2 holders — while 75 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $53.6M. The largest seller was Morgan Stanley, cutting an estimated $16.7M.

  • 236 institutional investors held NovoCure (NVCR) as of Q2 2024, down from 237 in Q1 2024.
  • Funds reported $1.59B of NovoCure stock for Q2 2024, up 14% quarter-over-quarter.
  • 47 funds opened new NovoCure positions in Q2 2024 and 45 closed out, a net change of +2 holders.
  • The largest NovoCure buyer in Q2 2024 was BlackRock, an estimated $53.6M added.
  • The largest NovoCure seller in Q2 2024 was Morgan Stanley, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2024.