NOVONIX
NVX
14 hedge funds and large institutions have $159K invested in NOVONIX in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
452% more capital invested
Capital invested by funds: $28.8K → $159K (+$130K)
75% more funds holding
Funds holding: 8 → 14 (+6)
0.01% more ownership
Funds ownership: 0% → 0.02% (+0.01%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$58.8K |
| 2 |
VF
Virtu Financial
New York
|
+$27.3K |
| 3 |
Morgan Stanley
New York
|
+$10.4K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.55K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$363 |
| 2 |
Simplex Trading
Chicago,
Illinois
|
-$84 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $60.9K | +$58.8K | +31,390 | New |
|
|
VF
2
Virtu Financial
New York
| $28K | +$27.3K | +14,571 | New |
|
|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $20.4K | – | – | – |
|
|
SAI
4
Savvy Advisors Inc
New York
| $20K | +$19.3K | +10,330 | New |
|
|
5
Morgan Stanley
New York
| $10.9K | +$10.4K | +5,550 | +11,100% |
|
|
6
Wells Fargo
San Francisco,
California
| $6.79K | +$6.55K | +3,500 | New |
|
|
TWC
7
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
8
Bank of America
Charlotte,
North Carolina
| $3.69K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $1.15K | +$1.11K | +592 | New |
|
|
RA
10
Rise Advisors
Rochester,
New York
| $885 | – | – | – |
|
|
DPW
11
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $485 | +$468 | +250 | New |
|
12
RhumbLine Advisers
Boston,
Massachusetts
| $203 | – | – | – |
|
|
PS
13
Principal Securities
Des Moines,
Iowa
| $194 | +$187 | +100 | New |
|
|
HWA
14
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$363 | -170 | Closed |
|
|
15
Simplex Trading
Chicago,
Illinois
| – | -$84 | -45 | -17% |
|
NVX Hedge Fund Activity: Q4 2023 in Review
14 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in NOVONIX (NVX) for Q4 2023, worth a combined $159K — up 452% from $28.8K a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NVX positions and 1 closed out — a net gain of 6 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $58.8K. The largest seller was HHM Wealth Advisors, exiting entirely with an estimated $363 sold.
- 14 institutional investors held NOVONIX (NVX) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $159K of NOVONIX stock for Q4 2023, up 452% quarter-over-quarter.
- 7 funds opened new NOVONIX positions in Q4 2023 and 1 closed out, a net change of +6 holders.
- The largest NOVONIX buyer in Q4 2023 was Jane Street, an estimated $58.8K added.
- The largest NOVONIX seller in Q4 2023 was HHM Wealth Advisors, an estimated $363 sold.
Based on aggregated 13F filings for Q4 2023.