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Navigator Holdings

88 hedge funds and large institutions have $536M invested in Navigator Holdings in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

1% more capital invested

Capital invested by funds: $528M → $536M (+$7.47M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.33% less ownership

Funds ownership: 71.49%71.16% (-0.33%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 9088 (-2)

26% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $2.13M

Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
2.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
13
Increased
33
Reduced
29
Closed
14
Calls
$1.57M
Puts
$2.13M
Net Calls
-$558K
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
1
Invesco Private Capital
New York
$298M
QF
2
QVT Financial
New York
$24.1M +$9.26M +678,887 +56%
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$21.8M +$1.89M +138,550 +9%
SAM
4
Steinberg Asset Management
New York
$18.5M +$822K +60,300 +5%
CC
5
Carlson Capital
Texas
$15M -$325K -23,811 -2%
AAM
6
Alpine Associates Management
Florida
$12.9M -$34.1K -2,500 -0.3%
PAPAIJV
7
Paragon Associates & Paragon Associates II Joint Venture
Texas
$11.4M +$849K +62,299 +8%
OC
8
Oppenheimer & Co
New York
$11.2M +$2.67M +195,807 +31%
TAM
9
Todd Asset Management
Kentucky
$9.27M -$1.21M -88,661 -12%
HBWM
10
Hollow Brook Wealth Management
New York
$8.32M -$1.16M -84,928 -12%
TRSOTSOK
11
Teachers Retirement System of the State of Kentucky
Kentucky
$7.72M -$1.05M -77,300 -12%
First Manhattan
12
First Manhattan
New York
$7.47M +$380K +27,867 +5%
EM
13
Emancipation Management
New York
$7.11M +$917K +67,273 +15%
Boston Partners
14
Boston Partners
Massachusetts
$6.74M -$1.14M -83,890 -15%
FWIA
15
Fort Washington Investment Advisors
Ohio
$6.16M +$1.17M +85,837 +23%
Morgan Stanley
16
Morgan Stanley
New York
$5.69M +$19.5K +1,427 +0.3%
MA
17
Minerva Advisors
Pennsylvania
$5.21M +$809K +59,375 +18%
ECM
18
Estabrook Capital Management
New York
$5.16M -$3.86M -283,294 -43%
GS
19
Gagnon Securities
New York
$5.15M +$1.29M +94,844 +34%
JAM
20
Jupiter Asset Management
United Kingdom
$4.63M +$306K +22,412 +7%
Principal Financial Group
21
Principal Financial Group
Iowa
$4.62M +$150K +11,006 +3%
RA
22
Royce & Associates
New York
$4.39M
GA
23
Gagnon Advisors
New York
$3.31M +$710K +52,096 +27%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.25M -$144K -10,534 -6%
Wells Fargo
25
Wells Fargo
California
$1.86M -$2.4M -175,828 -56%

NVGS Hedge Fund Activity: Q4 2015 in Review

88 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Navigator Holdings (NVGS) for Q4 2015, worth a combined $536M — up 1.4% from $528M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NVGS and 13 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 33 added.

The largest buyer was QVT Financial, adding an estimated $9.26M. The largest seller was Estabrook Capital Management, cutting an estimated $3.86M.

  • 88 institutional investors held Navigator Holdings (NVGS) as of Q4 2015, down from 90 in Q3 2015.
  • Funds reported $536M of Navigator Holdings stock for Q4 2015, up 1.4% quarter-over-quarter.
  • 13 funds opened new Navigator Holdings positions in Q4 2015 and 14 closed out, a net change of -1 holder.
  • The largest Navigator Holdings buyer in Q4 2015 was QVT Financial, an estimated $9.26M added.
  • The largest Navigator Holdings seller in Q4 2015 was Estabrook Capital Management, an estimated $3.86M sold.

Based on aggregated 13F filings for Q4 2015.