Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NOVONIX LIMITED SPONSORED ADS (NVX)

38 + 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
↑ +7
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — NVX

Based on 33 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NVX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
33 hedge funds hold NVX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +94% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+94% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

22 buying15 selling
Last quarter: 22 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new NVX position: 3 → 8 → 8 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 55% entered in last year

21% conviction (2yr+) 24% medium 55% new
Only 7 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +271%, value +199%

Value
+198%
Shares
+271%
Last quarter: funds added +271% more shares while total portfolio value only changed +199%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

7 → 3 → 8 → 8 → 15 new funds/Q
New funds entering each quarter: 3 → 8 → 8 → 15. A growing number of institutions are discovering NVX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 26% veterans, 47% new entrants

26% veterans 26% 1-2yr 47% new
Of 38 current holders: 10 (26%) held 2+ years, 10 held 1–2 years, 18 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
7 of 33 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: NVX
2026 Q1 Stats Unlock in 16 days 38 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 38 26 46.15%
13F Shares 6M 1M 271.26%
Total Value $6M $2M 198.51%
New Positions 16 8 +8
Increased Positions 8 6 +2
Closed Positions 8 2 +6
Reduced Positions 8 4 +4
Total Calls 3 0 100%
Total Puts 2 0 100%
PUT/CALL Ratio 0.67 0.0 Bullish

Statistics: NVX

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Institutional Holders (2026 Q1)

38 + investors

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

Top 4 institutional holders of NVX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SmartHarvest Portfolios, LLC 0.04% 144,801 $100K
2 Equita Financial Network, Inc. 0.00% 10,000 $7K
3 GAMMA Investing LLC 0.00% 14,841 $10K
4 QRG CAPITAL MANAGEMENT, INC. 0.00% 10,308 $7K
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 SPONSORED ADS (NVX)

What does the Smart Money Trend signal show for NVX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NVX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NVX?

Slight buying edge — 59% buying: Last quarter: 22 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NVX holders?

Strong quality — 31% AUM from major funds: 7 of 33 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NVX?

Mostly new holders — 55% entered in last year: Only 7 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.