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NVMI

Nova

147 hedge funds and large institutions have $1.73B invested in Nova in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

3% more call options, than puts

Call options by funds: $56.7M | Put options by funds: $55.3M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0.52% less ownership

Funds ownership: 68.68%68.16% (-0.52%)

1% less funds holding

Funds holding: 149147 (-2)

18% less capital invested

Capital invested by funds: $2.11B → $1.73B (-$380M)

Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
57
Reduced
46
Closed
26
Calls
$56.7M
Puts
$55.3M
Net Calls
+$1.42M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$191M -$9.63M -96,723 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$143M -$1.7M -17,092 -1%
HIIFS
3
Harel Insurance Investments & Financial Services
Israel
$111M +$4.35M +43,700 +4%
MMH
4
Menora Mivtachim Holdings
Israel
$108M +$19.2M +193,058 +19%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$93.1M +$1.4M +14,100 +1%
Renaissance Technologies
6
Renaissance Technologies
New York
$90.6M +$2.38M +23,902 +2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$79.1M -$1.4M -14,015 -2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$76.5M +$2.42M +24,291 +3%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$66.9M +$11.7M +117,798 +18%
CI
10
Clal Insurance
Israel
$62.4M -$3.53M -35,490 -5%
MIH
11
Meitav Investment House
Israel
$61.1M +$1.91M +19,155 +3%
OAM
12
Oberweis Asset Management
Illinois
$47.8M -$2.65M -26,608 -5%
Invesco
13
Invesco
Georgia
$41.6M -$13.8M -138,950 -23%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$39.9M -$4.27M -42,890 -9%
American Century Companies
15
American Century Companies
Missouri
$39.3M +$601K +6,029 +1%
Bank of America
16
Bank of America
North Carolina
$27.1M +$952K +9,555 +3%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$25.2M -$3.51M -35,210 -11%
MAM
18
Montanaro Asset Management
United Kingdom
$24.3M -$8.58M -86,175 -24%
Principal Financial Group
19
Principal Financial Group
Iowa
$23.4M -$1.9M -19,059 -7%
RA
20
Royce & Associates
New York
$20.1M -$5.43M -54,500 -19%
NIM
21
Needham Investment Management
New York
$17.2M -$319K -3,204 -2%
BAMCO Inc
22
BAMCO Inc
New York
$17M
PI
23
Putnam Investments
Massachusetts
$16M -$76.2K -765 -0.4%
MTWSIF
24
Mivtachim The Workers Social Insurance Fund
Israel
$16M -$2.99M -30,000 -14%
PF
25
Phoenix Financial
Israel
$15.7M -$413K -4,148 -2%

NVMI Hedge Fund Activity: Q2 2022 in Review

147 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nova (NVMI) for Q2 2022, worth a combined $1.73B — down 18% from $2.11B a quarter earlier.

Fund positioning in NVMI was balanced in Q2 2022: 26 funds opened new positions, 26 closed out, 57 added to existing stakes and 46 trimmed.

The largest buyer was Menora Mivtachim Holdings, adding an estimated $19.2M. The largest seller was Millennium Management, cutting an estimated $16.1M.

  • 147 institutional investors held Nova (NVMI) as of Q2 2022, down from 149 in Q1 2022.
  • Funds reported $1.73B of Nova stock for Q2 2022, down 18% quarter-over-quarter.
  • 26 funds opened new Nova positions in Q2 2022 and 26 closed out, a net change of 0 holders.
  • The largest Nova buyer in Q2 2022 was Menora Mivtachim Holdings, an estimated $19.2M added.
  • The largest Nova seller in Q2 2022 was Millennium Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2022.