NOVONIX
NVX
8 hedge funds and large institutions have $89.9K invested in NOVONIX in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.
0.02% less ownership
Funds ownership: 0.03% → 0.01% (-0.02%)
11% less funds holding
Funds holding: 9 → 8 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
81% less capital invested
Capital invested by funds: $479K → $89.9K (-$389K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$47.2K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.3K |
| 3 |
Morgan Stanley
New York
|
+$2.35K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$409K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$24.8K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$349 |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$180 |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$165 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $44.4K | +$47.2K | +16,927 | New |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $28.4K | -$142 | -51 | -0.5% |
|
|
TWC
3
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
4
Bank of America
Charlotte,
North Carolina
| $5.04K | +$5.3K | +1,900 | New |
|
|
5
Morgan Stanley
New York
| $2.63K | +$2.35K | +841 | +561% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$1.69K | +606 | New |
|
|
HWA
7
HHM Wealth Advisors
Chattanooga,
Tennessee
| $451 | – | – | – |
|
|
TI
8
Tidal Investments
Milwaukee,
Wisconsin
| – | -$409K | -114,231 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$24.8K | -6,898 | Closed |
|
|
10
US Bancorp
Minneapolis,
Minnesota
| – | -$349 | -97 | Closed |
|
|
11
Simplex Trading
Chicago,
Illinois
| – | -$165 | -59 | -17% |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$180 | -50 | Closed |
|
NVX Hedge Fund Activity: Q2 2023 in Review
8 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in NOVONIX (NVX) for Q2 2023, worth a combined $89.9K — down 81% from $479K a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of NVX and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Jane Street, opening a new position worth an estimated $47.2K. The largest seller was Tidal Investments, exiting entirely with an estimated $409K sold.
- 8 institutional investors held NOVONIX (NVX) as of Q2 2023, down from 9 in Q1 2023.
- Funds reported $89.9K of NOVONIX stock for Q2 2023, down 81% quarter-over-quarter.
- 3 funds opened new NOVONIX positions in Q2 2023 and 4 closed out, a net change of -1 holder.
- The largest NOVONIX buyer in Q2 2023 was Jane Street, an estimated $47.2K added.
- The largest NOVONIX seller in Q2 2023 was Tidal Investments, an estimated $409K sold.
Based on aggregated 13F filings for Q2 2023.