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428 hedge funds and large institutions have $10.3B invested in NVR in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 153 increasing their positions, 127 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 27

22% more capital invested

Capital invested by funds: $8.45B → $10.3B (+$1.83B)

20% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 127

14% more funds holding

Funds holding: 376428 (+52)

0.72% less ownership

Funds ownership: 79.14%78.42% (-0.72%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
428
Holders Change
+52
Holders Change %
+13.83%
% of All Funds
9.71%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
81
Increased
153
Reduced
127
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.4B +$55.8M +17,136 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B +$23.9M +7,342 +2%
State Street
3
State Street
Massachusetts
$514M +$18.2M +5,581 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$474M -$10.5M -3,219 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$311M -$149M -45,696 -34%
AQR Capital Management
6
AQR Capital Management
Connecticut
$259M +$27.2M +8,352 +13%
TCIM
7
TIAA CREF Investment Management
New York
$238M +$6.39M +1,963 +3%
Goldman Sachs
8
Goldman Sachs
New York
$184M +$9.35M +2,873 +6%
Renaissance Technologies
9
Renaissance Technologies
New York
$180M +$103M +31,610 +162%
IAM
10
Impala Asset Management
Florida
$170M -$52M -15,988 -25%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$169M +$50.5M +15,512 +47%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$164M -$2.85M -876 -2%
Principal Financial Group
13
Principal Financial Group
Iowa
$160M -$2.31M -709 -2%
SCM
14
Smead Capital Management
Arizona
$158M -$7.16M -2,200 -5%
Prudential Financial
15
Prudential Financial
New Jersey
$147M +$8.93M +2,743 +7%
Northern Trust
16
Northern Trust
Illinois
$145M +$5.51M +1,692 +4%
Norges Bank
17
Norges Bank
Norway
$142M +$10.2M +3,119 +8%
BRIM
18
Broad Run Investment Management
Virginia
$133M -$172K -53 -0.1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$130M +$7.06M +2,169 +6%
JIM
20
Jupiter Investment Management
United Kingdom
$129M +$2.26M +695 +2%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$128M +$14.2M +4,375 +14%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$123M +$86M +26,437 +304%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$122M +$13.3M +4,100 +13%
Invesco
24
Invesco
Georgia
$115M +$30.7M +9,443 +40%
PAM
25
Panagora Asset Management
Massachusetts
$114M +$35.9M +11,018 +51%

NVR Hedge Fund Activity: Q4 2017 in Review

428 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NVR (NVR) for Q4 2017, worth a combined $10.3B — up 22% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NVR positions and 27 closed out — a net gain of 54 holders — while 153 added to existing stakes and 127 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $103M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $167M.

  • 428 institutional investors held NVR (NVR) as of Q4 2017, up from 376 in Q3 2017.
  • Funds reported $10.3B of NVR stock for Q4 2017, up 22% quarter-over-quarter.
  • 81 funds opened new NVR positions in Q4 2017 and 27 closed out, a net change of +54 holders.
  • The largest NVR buyer in Q4 2017 was Renaissance Technologies, an estimated $103M added.
  • The largest NVR seller in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $167M sold.

Based on aggregated 13F filings for Q4 2017.