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376 hedge funds and large institutions have $8.45B invested in NVR in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 128 increasing their positions, 135 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 28

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

16% more capital invested

Capital invested by funds: $7.27B → $8.45B (+$1.18B)

4% more funds holding

Funds holding: 362376 (+14)

5% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 135

1.32% less ownership

Funds ownership: 80.46%79.14% (-1.3%)

Holders
376
Holders Change
+14
Holders Change %
+3.87%
% of All Funds
9.37%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.32%
New
50
Increased
128
Reduced
135
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.09B +$3.74M +1,397 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$928M +$41.7M +15,572 +5%
State Street
3
State Street
Massachusetts
$402M +$4.09M +1,528 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$395M -$38.7M -14,435 -9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$384M -$44.3M -16,547 -11%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$194M -$139M -52,001 -43%
AQR Capital Management
7
AQR Capital Management
Connecticut
$189M -$3.6M -1,345 -2%
TCIM
8
TIAA CREF Investment Management
New York
$188M -$16M -5,966 -8%
IAM
9
Impala Asset Management
Florida
$184M -$39.5M -14,741 -19%
Goldman Sachs
10
Goldman Sachs
New York
$142M -$5.09M -1,898 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$136M -$1.05M -391 -0.8%
SCM
12
Smead Capital Management
Arizona
$135M -$12.2M -4,570 -9%
Principal Financial Group
13
Principal Financial Group
Iowa
$132M -$190K -71 -0.2%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$124M +$2.75M +1,028 +2%
Victory Capital Management
15
Victory Capital Management
Texas
$123M -$33.7M -12,576 -23%
MA
16
Marshfield Associates
District of Columbia
$123M -$3.98M -1,485 -3%
Northern Trust
17
Northern Trust
Illinois
$113M +$15.4M +5,757 +17%
Prudential Financial
18
Prudential Financial
New Jersey
$112M -$3.42M -1,278 -3%
BRIM
19
Broad Run Investment Management
Virginia
$108M -$32.2K -12 -0%
Norges Bank
20
Norges Bank
Norway
$107M +$6.46M +2,410 +7%
JIM
21
Jupiter Investment Management
United Kingdom
$103M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$99.4M +$3.23M +1,205 +4%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$93.4M +$24.7M +9,210 +39%
CGM
24
Capital Growth Management
Massachusetts
$92.2M +$35.6M +13,300 +70%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$91.1M +$9.6M +3,583 +13%

NVR Hedge Fund Activity: Q3 2017 in Review

376 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NVR (NVR) for Q3 2017, worth a combined $8.45B — up 16% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NVR positions and 28 closed out — a net gain of 22 holders — while 128 added to existing stakes and 135 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $63.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $139M.

  • 376 institutional investors held NVR (NVR) as of Q3 2017, up from 362 in Q2 2017.
  • Funds reported $8.45B of NVR stock for Q3 2017, up 16% quarter-over-quarter.
  • 50 funds opened new NVR positions in Q3 2017 and 28 closed out, a net change of +22 holders.
  • The largest NVR buyer in Q3 2017 was Janus Henderson Group, an estimated $63.4M added.
  • The largest NVR seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $139M sold.

Based on aggregated 13F filings for Q3 2017.