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Nordson

550 hedge funds and large institutions have $9.75B invested in Nordson in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 208 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 40

11% more capital invested

Capital invested by funds: $8.8B → $9.75B (+$949M)

11% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 188

4% more funds holding

Funds holding: 529550 (+21)

0.16% less ownership

Funds ownership: 72.53%72.37% (-0.16%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

74% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $8.56M

Holders
550
Holders Change
+21
Holders Change %
+3.97%
% of All Funds
8.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
71
Increased
208
Reduced
188
Closed
40
Calls
$2.23M
Puts
$8.56M
Net Calls
-$6.32M
Net Calls Change
-$6.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.45B +$8.14M +35,650 +0.6%
BlackRock
2
BlackRock
New York
$903M +$14.4M +62,879 +2%
State Street
3
State Street
Massachusetts
$602M +$12.8M +56,020 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$498M -$670K -2,933 -0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$333M +$3.33M +14,600 +1%
Morgan Stanley
6
Morgan Stanley
New York
$303M +$237M +1,037,295 +435%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$256M +$98.8M +432,535 +67%
CIP
8
Champlain Investment Partners
Vermont
$237M -$938K -4,110 -0.4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$209M -$5.16M -22,599 -3%
Goldman Sachs
10
Goldman Sachs
New York
$209M +$979K +4,287 +0.5%
KeyBank National Association
11
KeyBank National Association
Ohio
$199M -$3.88K -17 -0%
Royal London Asset Management
12
Royal London Asset Management
United Kingdom
$189M -$9.07M -39,722 -5%
Invesco
13
Invesco
Georgia
$185M +$10.1M +44,045 +6%
Norges Bank
14
Norges Bank
Norway
$176M +$5.76M +25,244 +4%
American Century Companies
15
American Century Companies
Missouri
$153M +$2.08M +9,098 +1%
Northern Trust
16
Northern Trust
Illinois
$139M +$20.2M +88,269 +18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$137M -$4.35M -19,071 -3%
Millennium Management
18
Millennium Management
New York
$112M +$102M +448,382 +2,095%
Wells Fargo
19
Wells Fargo
California
$105M -$2.96M -12,983 -3%
Charles Schwab
20
Charles Schwab
California
$105M +$2.83M +12,373 +3%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$97.6M -$118M -514,826 -56%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$86.8M
Fidelity Investments
23
Fidelity Investments
Massachusetts
$77.6M -$9.65M -42,274 -11%
JIC
24
Johnson Investment Counsel
Ohio
$72.7M -$51.8K -227 -0.1%
Principal Financial Group
25
Principal Financial Group
Iowa
$71M -$6.23M -27,272 -8%

NDSN Hedge Fund Activity: Q4 2022 in Review

550 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nordson (NDSN) for Q4 2022, worth a combined $9.75B — up 11% from $8.8B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new NDSN positions and 40 closed out — a net gain of 31 holders — while 208 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $237M. The largest seller was Massachusetts Financial Services, cutting an estimated $229M.

  • 550 institutional investors held Nordson (NDSN) as of Q4 2022, up from 529 in Q3 2022.
  • Funds reported $9.75B of Nordson stock for Q4 2022, up 11% quarter-over-quarter.
  • 71 funds opened new Nordson positions in Q4 2022 and 40 closed out, a net change of +31 holders.
  • The largest Nordson buyer in Q4 2022 was Morgan Stanley, an estimated $237M added.
  • The largest Nordson seller in Q4 2022 was Massachusetts Financial Services, an estimated $229M sold.

Based on aggregated 13F filings for Q4 2022.