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NVO

Novo Nordisk
NVO

431 hedge funds and large institutions have $6.47B invested in Novo Nordisk in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 181 increasing their positions, 122 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 122

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

18% more call options, than puts

Call options by funds: $39M | Put options by funds: $33M

1% more funds holding

Funds holding: 425 → 431 (+6)

3% more capital invested

Capital invested by funds: $6.26B → $6.47B (+$210M)

1.17% less ownership

Funds ownership: 83.35% → 82.19% (-1.2%)

Holders
431
Holders Change
+6
Holders Change %
+1.41%
% of All Funds
12.51%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.46%
New
52
Increased
181
Reduced
122
Closed
41
Calls
$39M
Puts
$33M
Net Calls
+$6.01M
Net Calls Change
+$700K

Top Buyers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
+$143M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.4M
3
Lazard Asset Management
Lazard Asset Management
New York
+$42.1M
4
Northern Trust
Northern Trust
Illinois
+$27.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$22.2M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$205M
2
Jennison Associates
Jennison Associates
New York
-$76.1M
3
OH
Orbis Holdings
Bermuda
-$68.2M
4
O
OppenheimerFunds
New York
-$61.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$29.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
226
Cetera Advisor Networks
California
$873K +$66.6K +3,820 +9%
DAS
227
Dynamic Advisor Solutions
Arizona
$853K +$804K +46,150 New
HFS
228
HL Financial Services
Kentucky
$844K +$796K +45,700 New
WTNA
229
Wilmington Trust National Association
Delaware
$836K -$1.05K -60 -0.1%
HCC
230
Hirtle Callaghan & Co
Pennsylvania
$836K – – –
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$818K +$177K +10,140 +30%
MCC
232
Mid Continent Capital
Illinois
$812K – – –
Jane Street
233
Jane Street
New York
$795K -$15M -860,080 -95%
Creative Planning
234
Creative Planning
Kansas
$793K +$198K +11,360 +36%
CNB
235
City National Bank
California
$782K +$9.59K +550 +1%
Two Sigma Investments
236
Two Sigma Investments
New York
$753K -$10.4M -595,460 -94%
ONB
237
Old National Bancorp
Indiana
$752K -$40.1K -2,300 -5%
HAIM
238
Hunter Associates Investment Management
Pennsylvania
$746K +$21.8K +1,250 +3%
V
239
Veritable
Delaware
$744K -$158K -9,060 -18%
SAS
240
Spectrum Advisory Services
Georgia
$739K – – –
EHWM
241
Eads & Heald Wealth Management
Georgia
$734K +$18.3K +1,050 +3%
AIG
242
American International Group
New York
$733K +$88.9K +5,100 +15%
PWW
243
Pettyjohn Wood & White
Virginia
$732K -$26.1K -1,500 -4%
Chevy Chase Trust
244
Chevy Chase Trust
Maryland
$727K -$39.7K -2,280 -5%
RFC
245
Regions Financial Corp
Alabama
$701K +$92.2K +5,290 +16%
CIM
246
Calvert Investment Management
Maryland
$699K – – –
MIC
247
Meridian Investment Counsel
California
$699K +$659K +37,830 New
NRS
248
Neville Rodie & Shaw
New York
$696K +$2.62M +150,600 +400%
MAM
249
Martingale Asset Management
Massachusetts
$687K +$349 +20 +0.1%
SCM
250
Stevens Capital Management
Pennsylvania
$670K -$1.66M -95,250 -72%
8 9
10
11 12

NVO Hedge Fund Activity: Q4 2013 in Review

431 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q4 2013, worth a combined $6.47B — up 3.4% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NVO positions and 41 closed out — a net gain of 11 holders — while 181 added to existing stakes and 122 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $143M. The largest seller was Ameriprise, cutting an estimated $205M.

  • 431 institutional investors held Novo Nordisk (NVO) as of Q4 2013, up from 425 in Q3 2013.
  • Funds reported $6.47B of Novo Nordisk stock for Q4 2013, up 3.4% quarter-over-quarter.
  • 52 funds opened new Novo Nordisk positions in Q4 2013 and 41 closed out, a net change of +11 holders.
  • The largest Novo Nordisk buyer in Q4 2013 was WCM Investment Management, an estimated $143M added.
  • The largest Novo Nordisk seller in Q4 2013 was Ameriprise, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2013.