Filing Research | NUVL - NUVALENT INC Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Chicago Capital Management, LLC	Shares	115.5KSH	$11.1M
2	Transmarket Holdings LP	Shares	69.8KSH	$8.6M
3	ABC ARBITRAGE SA	Shares	57.1KSH	$7.1M
4	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	43.7KSH	$5.4M
5	Tema ETFs LLC	Shares	41.2KSH	$5.1M
6	Y-Intercept (Hong Kong) Ltd	Shares	23.9KSH	$2.9M
7	Police & Firemen's Retirement System of New Jersey	Shares	15.8KSH	$2.0M
8	China Universal Asset Management Co., Ltd.	Shares	11.7KSH	$1.4M
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.0KSH	$1.1M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.5KSH	$926.3K
11	AlphaCentric Advisors LLC	Shares	5.6KSH	$686.4K
12	EQUITEC PROPRIETARY MARKETS, LLC	PUT	3.5KSH	$432.3K
13	EQUITEC PROPRIETARY MARKETS, LLC	Shares	3.5KSH	$432.3K
14	Mirae Asset Global Investments Co., Ltd.	Shares	3.3KSH	$406.3K
15	Sequoia Financial Advisors, LLC	Shares	2.7KSH	$331.6K
16	Abel Hall, LLC	Shares	2.3KSH	$282.9K
17	SIGNATUREFD, LLC	Shares	1.3KSH	$157.2K
18	EASTERN BANK	Shares	604SH	$74.6K
19	GAMMA Investing LLC	Shares	523SH	$64.6K
20	E Fund Management (Hong Kong) Co., Ltd.	Shares	195SH	$24.1K
21	FNY Investment Advisers, LLC	Shares	109.0KSH	$13.5K
22	EverSource Wealth Advisors, LLC	Shares	107SH	$13.2K
23	FIRST HORIZON CORP	Shares	89SH	$11.0K
24	Versant Capital Management, Inc	Shares	84SH	$10.4K
25	Farther Finance Advisors, LLC	Shares	43SH	$5.3K
26	Marquette Asset Management, LLC	Shares	32SH	$4.0K
27	Physician Wealth Advisors, Inc.	Shares	32SH	$4.0K
28	Handelsbanken Fonder AB	Shares	19.3KSH	$2.4K
29	MassMutual Private Wealth & Trust, FSB	Shares	11SH	$1.4K
30	IFP Advisors, Inc	Shares	10SH	$1.2K
31	Bogart Wealth, LLC	Shares	9SH	$1.1K
32	Fortitude Family Office, LLC	Shares	7SH	$865
33	Ares Financial Consulting, LLC	Shares	4SH	$494
34	Hughes Financial Services, LLC	Shares	4SH	$494
35	CoreCap Advisors, LLC	Shares	2SH	$247
36	SBI Securities Co., Ltd.	Shares	2SH	$247

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	Chicago Capital Management, LLC new	Shares	+115.5K	+$11.1M	$11.1M
2	Transmarket Holdings LP new	Shares	+69.8K	+$8.6M	$8.6M
3	ABC ARBITRAGE SA new	Shares	+57.1K	+$7.1M	$7.1M
4	CREDIT INDUSTRIEL ET COMMERCIAL new	Shares	+43.7K	+$5.4M	$5.4M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+23.9K	+$2.9M	$2.9M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+7.5K	+$926.3K	$926.3K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.3K	+$570.1K	$2.0M
8	EQUITEC PROPRIETARY MARKETS, LLC new	PUT	+3.5K	+$432.3K	$432.3K
9	EQUITEC PROPRIETARY MARKETS, LLC new	Shares	+3.5K	+$432.3K	$432.3K
10	Sequoia Financial Advisors, LLC new	Shares	+2.7K	+$331.6K	$331.6K
11	Abel Hall, LLC new	Shares	+2.3K	+$282.9K	$282.9K
12	AlphaCentric Advisors LLC added	Shares	+901	+$209.3K	$686.4K
13	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$188.4K	$1.1M
14	China Universal Asset Management Co., Ltd. trimmed	Shares	-1.3K	+$115.4K	$1.4M
15	SIGNATUREFD, LLC added	Shares	+765	+$105.2K	$157.2K
16	GAMMA Investing LLC added	Shares	+141	+$25.5K	$64.6K
17	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-527	+$15.3K	$406.3K
18	FNY Investment Advisers, LLC new	Shares	+109.0K	+$13.5K	$13.5K
19	EASTERN BANK unchanged	Shares	0	+$12.7K	$74.6K
20	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+50	+$9.2K	$24.1K
21	Physician Wealth Advisors, Inc. added	Shares	+27	+$3.4K	$4.0K
22	Versant Capital Management, Inc unchanged	Shares	0	+$1.8K	$10.4K
23	Bogart Wealth, LLC new	Shares	+9	+$1.1K	$1.1K
24	Handelsbanken Fonder AB added	Shares	+5.4K	+$960	$2.4K
25	Marquette Asset Management, LLC unchanged	Shares	0	+$673	$4.0K
26	Ares Financial Consulting, LLC new	Shares	+4	+$494	$494
27	SBI Securities Co., Ltd. new	Shares	+2	+$247	$247
28	Hughes Financial Services, LLC added	Shares	+1	+$187	$494
29	Fortitude Family Office, LLC unchanged	Shares	0	+$148	$865
30	CoreCap Advisors, LLC unchanged	Shares	0	+$42	$247
31	True Wealth Design, LLC exited	Shares	-9	-$923	$0
32	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-19	-$1.7K	$1.4K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-17	-$1.8K	$0
34	IFP Advisors, Inc trimmed	Shares	-24	-$2.2K	$1.2K
35	FIRST HORIZON CORP trimmed	Shares	-51	-$3.4K	$11.0K
36	Sound Income Strategies, LLC exited	Shares	-70	-$7.4K	$0
37	EverSource Wealth Advisors, LLC trimmed	Shares	-226	-$20.9K	$13.2K
38	Farther Finance Advisors, LLC trimmed	Shares	-966	-$101.3K	$5.3K
39	LANARK FINANCIAL, INC. exited	Shares	-1.3K	-$129.2K	$0
40	Tema ETFs LLC trimmed	Shares	-12.2K	-$385.8K	$5.1M