Nordson
NDSN
369 hedge funds and large institutions have $6.5B invested in Nordson in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 118 increasing their positions, 102 reducing their positions, and 16 closing their positions.
381% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 16
16% more funds holding
Funds holding: 318 → 369 (+51)
16% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 102
11% more capital invested
Capital invested by funds: $5.85B → $6.5B (+$652M)
3.59% more ownership
Funds ownership: 69.61% → 73.2% (+3.6%)
8% more call options, than puts
Call options by funds: $6.01M | Put options by funds: $5.57M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$332M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$30.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$28.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$24.2M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$107M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$64.8M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$43.4M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$32.8M |
| 5 |
BlackRock
New York
|
-$22.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMG
376
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$212K | -1,451 | Closed |
|
|
GSWM
377
Golden State Wealth Management
Santa Ana,
California
| – | -$125K | -857 | Closed |
|
|
HAG
378
HighPoint Advisor Group
Downers Grove,
Illinois
| – | -$114K | -702 | Closed |
|
379
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$25K | -172 | Closed |
|
|
CIAS
380
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$17K | -119 | Closed |
|
|
PRC
381
Pearl River Capital
Niles,
Michigan
| – | -$15K | -100 | Closed |
|
|
TWA
382
TCI Wealth Advisors
Tucson,
Arizona
| – | -$5K | -33 | Closed |
|
|
FEM
383
Fulcrum Equity Management
Plano,
Texas
| – | -$5K | -31 | Closed |
|
|
RFA
384
Reilly Financial Advisors
La Mesa,
California
| – | -$2K | -17 | Closed |
|
NDSN Hedge Fund Activity: Q4 2019 in Review
369 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nordson (NDSN) for Q4 2019, worth a combined $6.5B — up 11% from $5.85B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new NDSN positions and 16 closed out — a net gain of 61 holders — while 118 added to existing stakes and 102 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $332M. The largest seller was Massachusetts Financial Services, cutting an estimated $107M.
- 369 institutional investors held Nordson (NDSN) as of Q4 2019, up from 318 in Q3 2019.
- Funds reported $6.5B of Nordson stock for Q4 2019, up 11% quarter-over-quarter.
- 77 funds opened new Nordson positions in Q4 2019 and 16 closed out, a net change of +61 holders.
- The largest Nordson buyer in Q4 2019 was Johanson Financial Advisors, an estimated $332M added.
- The largest Nordson seller in Q4 2019 was Massachusetts Financial Services, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2019.