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Nordson

343 hedge funds and large institutions have $5.48B invested in Nordson in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 110

17% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $5.21M

3.18% less ownership

Funds ownership: 73.2%70.03% (-3.2%)

7% less funds holding

Funds holding: 369343 (-26)

16% less capital invested

Capital invested by funds: $6.5B → $5.48B (-$1.03B)

37% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 60

Holders
343
Holders Change
-26
Holders Change %
-7.05%
% of All Funds
7.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
38
Increased
136
Reduced
110
Closed
60
Calls
$6.07M
Puts
$5.21M
Net Calls
+$862K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
301
Group One Trading
Illinois
$28K +$30.8K +200 +2,000%
FHA
302
First Horizon Advisors
Tennessee
$27K
TCOV
303
Trust Company of Vermont
Vermont
$27K +$30.8K +200 New
GAM
304
Gemmer Asset Management
California
$26K
HFM
305
Harvest Fund Management
China
$26K +$16K +104 +111%
NFG
306
Next Financial Group
Texas
$24K +$26.8K +174 New
SL
307
Savior LLC
Massachusetts
$23K
CIA
308
CSat Investment Advisory
Michigan
$23K +$4.31K +28 +19%
VAIA
309
Virtus Alternative Investment Advisers
Connecticut
$22K +$16.3K +106 +196%
ZB
310
Zions Bancorporation
Utah
$20K -$27.2K -177 -54%
SIM
311
Sonora Investment Management
Arizona
$20K
PCG
312
Private Capital Group
Connecticut
$18K
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$17K +$14K +91 +253%
GT
314
Glenmede Trust
Pennsylvania
$16K
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$14K -$2.66M -17,293 -99%
RFM
316
Royal Fund Management
Florida
$13K
LF
317
Lee Financial
Texas
$12K
SPIA
318
Steward Partners Investment Advisory
New York
$9K
EWM
319
EPG Wealth Management
Georgia
$8K
SIAS
320
Shine Investment Advisory Services
Colorado
$7K -$2.92K -19 -27%
OAJ
321
Ogorek Anthony Joseph
New York
$7K
PA
322
Parallel Advisors
California
$7K
WTC
323
WhitTier Trust Company
Nevada
$6K -$8.31K -54 -55%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$6K -$462 -3 -6%
CFGS
325
Concourse Financial Group Securities
Alabama
$6K

NDSN Hedge Fund Activity: Q1 2020 in Review

343 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nordson (NDSN) for Q1 2020, worth a combined $5.48B — down 16% from $6.5B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of NDSN and 38 opened new positions — a net loss of 22 holders — while 110 trimmed existing stakes and 136 added.

The largest buyer was JP Morgan Chase, adding an estimated $78.9M. The largest seller was Johanson Financial Advisors, cutting an estimated $324M.

  • 343 institutional investors held Nordson (NDSN) as of Q1 2020, down from 369 in Q4 2019.
  • Funds reported $5.48B of Nordson stock for Q1 2020, down 16% quarter-over-quarter.
  • 38 funds opened new Nordson positions in Q1 2020 and 60 closed out, a net change of -22 holders.
  • The largest Nordson buyer in Q1 2020 was JP Morgan Chase, an estimated $78.9M added.
  • The largest Nordson seller in Q1 2020 was Johanson Financial Advisors, an estimated $324M sold.

Based on aggregated 13F filings for Q1 2020.