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Navigator Holdings

83 hedge funds and large institutions have $201M invested in Navigator Holdings in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $1.33M

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $181M → $201M (+$20.8M)

2% more funds holding

Funds holding: 8183 (+2)

0.32% less ownership

Funds ownership: 18.41%18.09% (-0.32%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
13
Increased
23
Reduced
28
Closed
11
Calls
$3.64M
Puts
$1.33M
Net Calls
+$2.31M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
51
Levin Capital Strategies
New York
$352K -$5.52K -400 -2%
MC
52
Moors & Cabot
Massachusetts
$329K +$307K +22,250 New
1CM
53
1492 Capital Management
Wisconsin
$307K
JF
54
Jump Financial
Illinois
$297K +$78.7K +5,700 +40%
OQS
55
Occudo Quantitative Strategies
Florida
$289K +$270K +19,588 New
CC
56
Corton Capital
Ontario, Canada
$254K +$237K +17,182 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$239K
CSS
58
Cubist Systematic Strategies
Connecticut
$238K -$126K -9,163 -36%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$237K
TI
60
Tidal Investments
Wisconsin
$221K +$13.5K +976 +7%
WSC
61
Wellington Shields & Co
New York
$204K -$635 -46 -0.3%
AT
62
American Trust
Kentucky
$174K -$12.4K -897 -7%
ECM
63
Evergreen Capital Management
Washington
$173K
HBWM
64
Hollow Brook Wealth Management
New York
$155K
Bank of America
65
Bank of America
North Carolina
$145K
QT
66
Quantbot Technologies
New York
$122K +$114K +8,253 New
CMF
67
Counterpoint Mutual Funds
California
$116K +$108K +7,847 New
PA
68
Parallel Advisors
California
$94.5K
BCV
69
Banque Cantonale Vaudoise
Switzerland
$78K -$57.9K -4,192 -44%
SOW
70
State of Wyoming
Wyoming
$39.1K +$8.78K +636 +32%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.8K
SWM
72
Spire Wealth Management
Virginia
$29.5K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$29K -$53.6K -3,881 -66%
QL
74
Quarry LP
New York
$28.6K +$26.7K +1,933 New
LOIP
75
Live Oak Investment Partners
Texas
$22.2K

NVGS Hedge Fund Activity: Q3 2023 in Review

83 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Navigator Holdings (NVGS) for Q3 2023, worth a combined $201M — up 11% from $181M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NVGS positions and 11 closed out — a net gain of 2 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $5.81M. The largest seller was Gagnon Securities, cutting an estimated $5.55M.

  • 83 institutional investors held Navigator Holdings (NVGS) as of Q3 2023, up from 81 in Q2 2023.
  • Funds reported $201M of Navigator Holdings stock for Q3 2023, up 11% quarter-over-quarter.
  • 13 funds opened new Navigator Holdings positions in Q3 2023 and 11 closed out, a net change of +2 holders.
  • The largest Navigator Holdings buyer in Q3 2023 was Portolan Capital Management, an estimated $5.81M added.
  • The largest Navigator Holdings seller in Q3 2023 was Gagnon Securities, an estimated $5.55M sold.

Based on aggregated 13F filings for Q3 2023.