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362 hedge funds and large institutions have $7.27B invested in NVR in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 135 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 37

34% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 101

16% more capital invested

Capital invested by funds: $6.26B → $7.27B (+$1.01B)

13% more funds holding

Funds holding: 321362 (+41)

0.14% more ownership

Funds ownership: 80.32%80.46% (+0.14%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
362
Holders Change
+41
Holders Change %
+12.77%
% of All Funds
9.03%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
80
Increased
135
Reduced
101
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$916M +$68.8M +30,517 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$746M +$60.5M +26,827 +9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$368M +$43.8M +19,447 +15%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$364M +$64.3M +28,513 +23%
State Street
5
State Street
Massachusetts
$336M +$47.2M +20,928 +18%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$289M -$118M -52,492 -30%
IAM
7
Impala Asset Management
Florida
$191M -$21.8M -9,672 -11%
TCIM
8
TIAA CREF Investment Management
New York
$173M -$13.5M -5,983 -8%
AQR Capital Management
9
AQR Capital Management
Connecticut
$161M +$43M +19,060 +40%
Victory Capital Management
10
Victory Capital Management
Texas
$134M -$89.2M -39,586 -42%
SCM
11
Smead Capital Management
Arizona
$125M -$31.1M -13,806 -21%
Goldman Sachs
12
Goldman Sachs
New York
$124M +$14.3M +6,330 +14%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$116M +$7.42M +3,292 +7%
Principal Financial Group
14
Principal Financial Group
Iowa
$112M +$2.41M +1,067 +2%
MA
15
Marshfield Associates
District of Columbia
$107M -$2.46M -1,093 -2%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$102M +$1.54M +683 +2%
Prudential Financial
17
Prudential Financial
New Jersey
$97.5M +$12.6M +5,580 +16%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$96.1M -$1.01M -449 -1%
BRIM
19
Broad Run Investment Management
Virginia
$91.5M +$85.5M +37,940 New
JIM
20
Jupiter Investment Management
United Kingdom
$87.2M +$11.4M +5,057 +16%
Norges Bank
21
Norges Bank
Norway
$84.3M -$13.7M -6,076 -15%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$82.4M -$67.6M -29,980 -47%
Northern Trust
23
Northern Trust
Illinois
$81.8M +$8.22M +3,647 +12%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$81.1M +$15.4M +6,853 +26%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$68.3M +$2.51M +1,112 +4%

NVR Hedge Fund Activity: Q2 2017 in Review

362 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NVR (NVR) for Q2 2017, worth a combined $7.27B — up 16% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new NVR positions and 37 closed out — a net gain of 43 holders — while 135 added to existing stakes and 101 trimmed.

The largest buyer was Broad Run Investment Management, opening a new position worth an estimated $85.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $118M.

  • 362 institutional investors held NVR (NVR) as of Q2 2017, up from 321 in Q1 2017.
  • Funds reported $7.27B of NVR stock for Q2 2017, up 16% quarter-over-quarter.
  • 80 funds opened new NVR positions in Q2 2017 and 37 closed out, a net change of +43 holders.
  • The largest NVR buyer in Q2 2017 was Broad Run Investment Management, an estimated $85.5M added.
  • The largest NVR seller in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $118M sold.

Based on aggregated 13F filings for Q2 2017.