NOVONIX
NVX
9 hedge funds and large institutions have $479K invested in NOVONIX in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% less ownership
Funds ownership: 0.03% → 0.03% (-0%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
17% less capital invested
Capital invested by funds: $579K → $479K (-$101K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$29.8K |
| 2 |
Simplex Trading
Chicago,
Illinois
|
+$1.52K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$219 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$26.5K |
| 2 |
Rockefeller Capital Management
New York
|
-$16K |
| 3 |
Morgan Stanley
New York
|
-$6.5K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $409K | -$26.5K | -6,043 | -5% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $32.4K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $24.8K | +$29.8K | +6,798 | +6,798% |
|
|
TWC
4
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $9.69K | – | – | – |
|
|
5
Simplex Trading
Chicago,
Illinois
| $1K | +$1.52K | +347 | New |
|
|
HWA
6
HHM Wealth Advisors
Chattanooga,
Tennessee
| $612 | – | – | – |
|
|
7
Morgan Stanley
New York
| $540 | -$6.5K | -1,483 | -91% |
|
8
US Bancorp
Minneapolis,
Minnesota
| $349 | – | – | – |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $180 | +$219 | +50 | New |
|
|
10
Rockefeller Capital Management
New York
| – | -$16K | -4,100 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$2K | -142 | Closed |
|
NVX Hedge Fund Activity: Q1 2023 in Review
9 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in NOVONIX (NVX) for Q1 2023, worth a combined $479K — down 17% from $579K a quarter earlier.
Fund positioning in NVX was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $29.8K. The largest seller was Tidal Investments, cutting an estimated $26.5K.
- 9 institutional investors held NOVONIX (NVX) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $479K of NOVONIX stock for Q1 2023, down 17% quarter-over-quarter.
- 2 funds opened new NOVONIX positions in Q1 2023 and 2 closed out, a net change of 0 holders.
- The largest NOVONIX buyer in Q1 2023 was UBS Group, an estimated $29.8K added.
- The largest NOVONIX seller in Q1 2023 was Tidal Investments, an estimated $26.5K sold.
Based on aggregated 13F filings for Q1 2023.