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NVX

NOVONIX

8 hedge funds and large institutions have $502K invested in NOVONIX in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

60% more funds holding

Funds holding: 58 (+3)

27% more capital invested

Capital invested by funds: $396K → $502K (+$106K)

0.01% more ownership

Funds ownership: 0.01%0.02% (+0.01%)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
1
AM Investment Strategies
Tennessee
$402K +$755K +60,900 New
Renaissance Technologies
2
Renaissance Technologies
New York
$69K +$130K +10,499 New
TWC
3
TD Waterhouse Canada
Ontario, Canada
$16.6K +$24.8K +2,000 New
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$6K -$347 -28 -3%
Morgan Stanley
5
Morgan Stanley
New York
$5K +$8.68K +700 +1,400%
Citigroup
6
Citigroup
New York
$1K +$905 +73 +270%
TRCT
7
Tower Research Capital (TRC)
New York
$1K +$1.24K +100 New
UBS Group
8
UBS Group
Switzerland
$1K +$1.24K +100 New
SC
9
Scholtz & Company
Connecticut
-$328K -17,185 Closed
FNT
10
First Nebraska Trust
Nebraska
-$46.6K -10,000 Closed

NVX Hedge Fund Activity: Q2 2022 in Review

8 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in NOVONIX (NVX) for Q2 2022, worth a combined $502K — up 27% from $396K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NVX positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was AM Investment Strategies, opening a new position worth an estimated $755K. The largest seller was Scholtz & Company, exiting entirely with an estimated $328K sold.

  • 8 institutional investors held NOVONIX (NVX) as of Q2 2022, up from 5 in Q1 2022.
  • Funds reported $502K of NOVONIX stock for Q2 2022, up 27% quarter-over-quarter.
  • 5 funds opened new NOVONIX positions in Q2 2022 and 2 closed out, a net change of +3 holders.
  • The largest NOVONIX buyer in Q2 2022 was AM Investment Strategies, an estimated $755K added.
  • The largest NOVONIX seller in Q2 2022 was Scholtz & Company, an estimated $328K sold.

Based on aggregated 13F filings for Q2 2022.