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NVMI

Nova

85 hedge funds and large institutions have $537M invested in Nova in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

35% more capital invested

Capital invested by funds: $399M → $537M (+$138M)

2.45% more ownership

Funds ownership: 58.03%60.48% (+2.5%)

2% more funds holding

Funds holding: 8385 (+2)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

32% less call options, than puts

Call options by funds: $3.1M | Put options by funds: $4.58M

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
23
Reduced
25
Closed
8
Calls
$3.1M
Puts
$4.58M
Net Calls
-$1.49M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$76.7M -$6.36M -223,658 -8%
Renaissance Technologies
2
Renaissance Technologies
New York
$65.5M -$725K -25,500 -1%
MMH
3
Menora Mivtachim Holdings
Israel
$50.5M
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$43.3M +$687K +24,174 +2%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$35.5M +$1.07M +37,552 +3%
VNIM
6
Vaughan Nelson Investment Management
Texas
$30M +$20.7M +729,325 +341%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$28.1M +$1.99M +70,000 +9%
PF
8
Phoenix Financial
Israel
$25.9M +$24.3M +853,271 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$22.7M +$310K +10,918 +2%
II
10
Ibex Investors
Colorado
$19.1M
RA
11
Royce & Associates
New York
$17.6M -$1.05M -36,900 -6%
Norges Bank
12
Norges Bank
Norway
$13.4M
CI
13
Clal Insurance
Israel
$12.4M -$2.54M -89,500 -19%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$11.1M -$917K -32,254 -8%
NIM
15
Needham Investment Management
New York
$8.94M -$426K -15,000 -5%
MIH
16
Meitav Investment House
Israel
$8.89M +$946K +33,274 +14%
BAMCO Inc
17
BAMCO Inc
New York
$8.26M
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$5.65M +$5.06M +177,902 New
Morgan Stanley
19
Morgan Stanley
New York
$5.04M +$2.75M +96,693 +156%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$4.31M +$941K +33,126 +32%
PI
21
Putnam Investments
Massachusetts
$3.3M +$782K +27,518 +36%
OC
22
Oppenheimer & Co
New York
$3.24M -$265K -9,311 -8%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$3.19M +$2.86M +100,466 New
State of Tennessee, Department of Treasury
24
State of Tennessee, Department of Treasury
Tennessee
$2.81M +$604K +21,264 +32%
American Century Companies
25
American Century Companies
Missouri
$2.63M +$2.36M +82,944 New

NVMI Hedge Fund Activity: Q3 2019 in Review

85 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nova (NVMI) for Q3 2019, worth a combined $537M — up 35% from $399M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NVMI positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $20.7M. The largest seller was Adage Capital Partners, cutting an estimated $6.36M.

  • 85 institutional investors held Nova (NVMI) as of Q3 2019, up from 83 in Q2 2019.
  • Funds reported $537M of Nova stock for Q3 2019, up 35% quarter-over-quarter.
  • 11 funds opened new Nova positions in Q3 2019 and 8 closed out, a net change of +3 holders.
  • The largest Nova buyer in Q3 2019 was Vaughan Nelson Investment Management, an estimated $20.7M added.
  • The largest Nova seller in Q3 2019 was Adage Capital Partners, an estimated $6.36M sold.

Based on aggregated 13F filings for Q3 2019.