- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 15 May 2024
- latest of these filings; the earliest 9 May 2024
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 6 listed it in both
- Shares listed
- 68,815,951
- combined, among listed positions
- Reported value
- $1.3bn
- combined, at the quarter end
Among the 93 comparable managers: 11 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing NOV in Q1 2024
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Holocene Advisors LPexisting position · 4,898,998 shares now+1,783,265
- Tudor Investment Corpexisting position · 1,383,520 shares now+943,355
- Moore Capital Management LPnew position · 800,000 shares now+800,000
- First Eagle Investment Management LLCexisting position · 36,708,570 shares now+50,390
- Winton Group Ltdnew position · 42,775 shares now+42,775
Reductions
- Balyasny Asset Management LLCexisting position · 5,100,583 shares now-1,065,478
- Point72 Asset Management LPexisting position · 3,534,128 shares now-895,481
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2020 | 1 | $7.4m | n.a. | n.a. |
| Q1 2021 | 6 | $682m | n.a. | n.a. |
| Q2 2021 | 7 | $882m | n.a. | n.a. |
| Q3 2021 | 8 | $869m | n.a. | n.a. |
| Q4 2021 | 9 | $934m | n.a. | n.a. |
| Q1 2022 | 6 | $1.4bn | n.a. | n.a. |
| Q2 2022 | 7 | $1.0bn | n.a. | n.a. |
| Q3 2022 | 7 | $1.1bn | n.a. | n.a. |
| Q4 2022 | 10 | $1.8bn | n.a. | n.a. |
| Q1 2023 | 12 | $1.2bn | n.a. | n.a. |
| Q2 2023 | 7 | $849m | n.a. | n.a. |
| Q3 2023 | 10 | $1.5bn | n.a. | n.a. |
| Q4 2023 | 9 | $1.7bn | 6 | 4 |
| Q1 2024 | 13 | $1.3bn | 11 | 2 |
| Q2 2024 | 10 | $1.1bn | 5 | 6 |
| Q3 2024 | 7 | $725m | 2 | 6 |
| Q4 2024 | 5 | $671m | 5 | 1 |
| Q1 2025 | 5 | $779m | 5 | 0 |
| Q2 2025 | 6 | $523m | 4 | 2 |
| Q3 2025 | 4 | $559m | 3 | 1 |
| Q4 2025 | 5 | $648m | 11 | 24 |
| Q1 2026 | 5 | $861m | 19 | 12 |
| Q2 2026 | 9 | $1.2bn | 15 | 16 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
NOV and GE →NOV and LRCX →NOV and GEV →Choose a stock to compare with NOV →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own NOV, latest filings →Back to the 13F Explorer →