Nordson
NDSN
582 hedge funds and large institutions have $11.3B invested in Nordson in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 190 increasing their positions, 225 reducing their positions, and 54 closing their positions.
685% more call options, than puts
Call options by funds: $17M | Put options by funds: $2.17M
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
44% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 54
21% more capital invested
Capital invested by funds: $9.32B → $11.3B (+$1.98B)
3% more funds holding
Funds holding: 566 → 582 (+16)
1.84% more ownership
Funds ownership: 73.22% → 75.06% (+1.8%)
16% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 225
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$350M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$34.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$30.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.9M |
| 5 |
JP Morgan Chase
New York
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
-$188M |
| 2 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$45.1M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$26.4M |
| 4 |
Royal London Asset Management
United Kingdom
|
-$16.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$14.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCP
626
Carmel Capital Partners
San Diego,
California
| – | -$12.9K | -58 | Closed |
|
|
GA
627
GoalVest Advisory
New York
| – | -$12.7K | -57 | Closed |
|
|
PCTC
628
Perkins Coie Trust Company
Seattle,
Washington
| – | -$9.6K | -43 | Closed |
|
|
HFS
629
Hantz Financial Services
Southfield,
Michigan
| – | -$9K | -39 | Closed |
|
|
FRA
630
Front Row Advisors
Tiburon,
California
| – | -$8.26K | -37 | Closed |
|
|
CT
631
Cambridge Trust
Cambridge,
Massachusetts
| – | -$5.58K | -25 | Closed |
|
|
TJHA
632
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$5.36K | -24 | Closed |
|
633
EARNEST Partners
Atlanta,
Georgia
| – | -$4.91K | -22 | Closed |
|
|
MIA
634
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$2.9K | -13 | Closed |
|
|
SS
635
Sunbelt Securities
Houston,
Texas
| – | -$2.9K | -13 | Closed |
|
|
CWP
636
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2.01K | -9 | Closed |
|
NDSN Hedge Fund Activity: Q4 2023 in Review
582 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nordson (NDSN) for Q4 2023, worth a combined $11.3B — up 21% from $9.32B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new NDSN positions and 54 closed out — a net gain of 24 holders — while 190 added to existing stakes and 225 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $350M. The largest seller was KeyBank National Association, cutting an estimated $188M.
- 582 institutional investors held Nordson (NDSN) as of Q4 2023, up from 566 in Q3 2023.
- Funds reported $11.3B of Nordson stock for Q4 2023, up 21% quarter-over-quarter.
- 78 funds opened new Nordson positions in Q4 2023 and 54 closed out, a net change of +24 holders.
- The largest Nordson buyer in Q4 2023 was Morgan Stanley, an estimated $350M added.
- The largest Nordson seller in Q4 2023 was KeyBank National Association, an estimated $188M sold.
Based on aggregated 13F filings for Q4 2023.