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NVO

Novo Nordisk

491 hedge funds and large institutions have $7.6B invested in Novo Nordisk in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 187 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $18.3M

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

15% more capital invested

Capital invested by funds: $6.59B → $7.6B (+$1.01B)

1% more funds holding

Funds holding: 484491 (+7)

0.42% more ownership

Funds ownership: 15.67%16.09% (+0.42%)

25% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 187

Holders
491
Holders Change
+7
Holders Change %
+1.45%
% of All Funds
12.24%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.42%
New
49
Increased
141
Reduced
187
Closed
35
Calls
$30.4M
Puts
$18.3M
Net Calls
+$12.1M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Polen Capital Management
251
Polen Capital Management
Florida
$844K +$39.4K +1,744 +5%
MCIM
252
Meadow Creek Investment Management
Georgia
$841K
FAAS
253
First Allied Advisory Services
California
$832K +$84.7K +3,748 +12%
MCM
254
McRae Capital Management
New Jersey
$824K
GT
255
Greenleaf Trust
Michigan
$818K +$268K +11,860 +54%
MWP
256
MYCIO Wealth Partners
Pennsylvania
$813K -$154K -6,800 -17%
BST
257
Bath Savings Trust
Maine
$790K -$21.5K -950 -3%
CG
258
Cutler Group
California
$786K +$739K +32,686 New
SPIA
259
Steward Partners Investment Advisory
New York
$771K -$22.3K -988 -3%
WB
260
Webster Bank
Connecticut
$757K -$61K -2,700 -8%
SS
261
Sunbelt Securities
Texas
$749K -$21.4K -946 -3%
FIB
262
First Interstate Bank
Montana
$743K -$26.1K -1,154 -4%
FTUS
263
Flow Traders U.S.
New York
$742K +$451K +19,958 +184%
MML Investors Services
264
MML Investors Services
Massachusetts
$729K +$40.2K +1,780 +6%
AIM
265
Anchor Investment Management
South Carolina
$727K +$48.2K +2,134 +8%
RC
266
Roundview Capital
New Jersey
$721K -$678K -29,986 -50%
EP
267
Elkfork Partners
Oregon
$693K
PAG
268
Private Advisor Group
New Jersey
$683K +$105K +4,660 +20%
FC
269
Fayerweather Charles
$657K -$1.81K -80 -0.3%
TF
270
TIAA FSB
Florida
$654K -$6.37K -282 -1%
MIC
271
Meridian Investment Counsel
California
$642K
NIT
272
NumerixS Investment Technologies
British Columbia, Canada
$640K -$479K -21,200 -44%
EDRH
273
Edmond de Rothschild Holding
Switzerland
$640K -$110K -4,880 -16%
TU
274
TDAM USA
Ontario, Canada
$633K -$59.4K -2,628 -9%
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$630K +$379K +16,766 +178%

NVO Hedge Fund Activity: Q3 2017 in Review

491 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q3 2017, worth a combined $7.6B — up 15% from $6.59B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new NVO positions and 35 closed out — a net gain of 14 holders — while 141 added to existing stakes and 187 trimmed.

The largest buyer was Bank of America, adding an estimated $130M. The largest seller was Credit Suisse, exiting entirely with an estimated $45.5M sold.

  • 491 institutional investors held Novo Nordisk (NVO) as of Q3 2017, up from 484 in Q2 2017.
  • Funds reported $7.6B of Novo Nordisk stock for Q3 2017, up 15% quarter-over-quarter.
  • 49 funds opened new Novo Nordisk positions in Q3 2017 and 35 closed out, a net change of +14 holders.
  • The largest Novo Nordisk buyer in Q3 2017 was Bank of America, an estimated $130M added.
  • The largest Novo Nordisk seller in Q3 2017 was Credit Suisse, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2017.