Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Novonix Limited (NVX)

24 + Investors. Track Smart Money conviction in NVX. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
2Q ▼
Buyers last Q
21%

Smart Money Signals — NVX

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their NVX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
24 funds currently hold this stock — 73% of the 3.0-year high of 33 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 21% buying

6 buying23 selling
Last quarter: 23 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 15 → 11 → 3. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 33% long-term, 33% new

33% conviction (2yr+) 33% medium 33% new
Of the 24 current holders: 8 (33%) held >2 years, 8 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -36%, value -58%

Value
-58%
Shares
-36%
Last quarter: funds added -36% more shares while total portfolio value only changed -58%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

8 → 8 → 15 → 11 → 3 new funds/Q
New funds entering each quarter: 8 → 15 → 11 → 3. NVX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 54% veterans vs 42% newcomers

54% veterans 4% 1-2yr 42% new
Entry-cohort mix of 26 holders: 14 (54%) are 2+ year veterans, 1 entered 1–2 years ago, and 11 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
10 of 24 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in NVX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NVX

In 2026 Q2, 6 hedge funds were net buyers of NVX (3 opened a new position, 3 added to an existing one), while 23 reduced or exited (12 trimmed, 11 sold completely) — a 21% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 47% of total institutional value in NVX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 24.

Hedge Fund Ownership: NVX

How many hedge funds hold NVX — quarterly history vs. share price
Quarterly hedge fund ownership of NVX vs. share price

Market Analysis: NVX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NVX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: NVX
24 + Investors

Track Smart Money conviction in NVX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 24 32 -25.0%
13F Shares 4M 6M -36.41%
Total Value $2M $4M -58.48%
New Positions 3 11 -8
Increased Positions 2 7 -5
Closed Positions 11 12 -1
Reduced Positions 12 8 +4
Total Calls 2 2 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: NVX

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Institutional Holders (2026 Q2)

24 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NVX. Verified SEC 13F-HR filings.

QUARTER:
Top 23 NVX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forest Avenue Capital Management LP 0.02% 1,189,771 $547K
2 GK Wealth Management LLC 0.01% 25,375 $12K
3 Southeast Asset Advisors, LLC 0.00% 27,500 $13K
4 Equita Financial Network, Inc. 0.00% 10,000 $5K
5 XTX Topco Ltd 0.00% 107,736 $50K
6 GAMMA Investing LLC 0.00% 5,451 $3K
7 UBS Group AG 0.00% 1,241,580 $571K
8 Marshall Wace, LLP 0.00% 197,498 $91K
9 Citadel Advisors LLC 0.00% 120,507 $55K
10 Mariner, LLC 0.00% 11,938 $5K
11 Citadel Advisors LLC 0.00% 90,900 $42K
12 Jane Street Group, LLC 0.00% 125,682 $52K
13 Bank of America Corp /de/ 0.00% 108,300 $50K
14 Morgan Stanley 0.00% 63,188 $29K
15 Raymond James Financial Inc 0.00% 11,100 $5K
16 LPL Financial LLC 0.00% 11,620 $5K
17 Osaic Holdings, INC. 0.00% 1,840
18 Susquehanna International Group, LLP 0.00% 27,200 $13K
19 Simplex Trading, LLC 0.00% 3,474 $2K
20 Susquehanna International Group, LLP 0.00% 20,384 $9K
21 Wells Fargo & Company/Mn 0.00% 3,500 $2K
22 Jones Financial Companies Lllp 0.00% 1,369
23 Rhumbline Advisers 0.00% 270
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Novonix Limited (NVX)

What does the Smart Money Trend signal show for NVX?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their NVX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NVX?

Heavy selling pressure — only 21% buying: Last quarter: 23 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for NVX holders?

Elite ownership — 47% AUM from top-100 funds: 10 of 24 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in NVX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NVX?

Mixed — 33% long-term, 33% new: Of the 24 current holders: 8 (33%) held >2 years, 8 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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