Nordson
NDSN
235 hedge funds and large institutions have $3.42B invested in Nordson in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 102 reducing their positions, and 17 closing their positions.
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $1.41M
14% more capital invested
Capital invested by funds: $2.99B → $3.42B (+$430M)
5% more funds holding
Funds holding: 224 → 235 (+11)
39% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$66.4M |
| 2 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
+$38.1M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$33.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$30.6M |
| 5 |
O
OppenheimerFunds
New York
|
+$8.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$50.6M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$28M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$18.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.2M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$10.8M |
NDSN Hedge Fund Activity: Q2 2014 in Review
235 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Nordson (NDSN) for Q2 2014, worth a combined $3.42B — up 14% from $2.99B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new NDSN positions and 17 closed out — a net gain of 12 holders — while 62 added to existing stakes and 102 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $66.4M. The largest seller was TimesSquare Capital Management, cutting an estimated $50.6M.
- 235 institutional investors held Nordson (NDSN) as of Q2 2014, up from 224 in Q1 2014.
- Funds reported $3.42B of Nordson stock for Q2 2014, up 14% quarter-over-quarter.
- 29 funds opened new Nordson positions in Q2 2014 and 17 closed out, a net change of +12 holders.
- The largest Nordson buyer in Q2 2014 was Neuberger Berman Group, an estimated $66.4M added.
- The largest Nordson seller in Q2 2014 was TimesSquare Capital Management, an estimated $50.6M sold.
Based on aggregated 13F filings for Q2 2014.