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NVO

Novo Nordisk

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: 1116 (+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: 425431 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
276
Financial Counselors Inc
Kansas
$539K +$82.8K +4,750 +19%
MFS
277
MSI Financial Services
Massachusetts
$532K +$101K +5,770 +25%
FTIOP
278
Fiduciary Trust International of Pennsylvania
Pennsylvania
$529K
BG
279
Bahl & Gaynor
Ohio
$528K -$5.23K -300 -1%
CAM
280
Congress Asset Management
Massachusetts
$527K
First Trust Advisors
281
First Trust Advisors
Illinois
$525K -$30K -1,720 -6%
PWP
282
Private Wealth Partners
California
$517K
KFC
283
Klingenstein Fields & Co
New York
$508K
WI
284
WHV Investments
California
$496K -$771K -44,250 -62%
JIC
285
Johnson Investment Counsel
Ohio
$489K +$6.97K +400 +2%
WP
286
WMS Partners
Maryland
$482K +$126K +7,250 +39%
IB
287
Intrust Bank
Kansas
$475K -$25.4K -1,460 -5%
NB
288
NBT Bank
New York
$471K
RBC
289
Ronald Blue & Co
Georgia
$469K +$72.5K +4,160 +20%
CCM
290
Coldstream Capital Management
Washington
$462K +$97.6K +5,600 +29%
NA
291
Navellier & Associates
Nevada
$461K +$74.2K +4,260 +21%
SAM
292
Symphony Asset Management
California
$461K +$435K +24,980 New
LNB
293
Ledyard National Bank
$448K +$12K +690 +3%
LTFS
294
Ladenburg Thalmann Financial Services
Florida
$446K +$35K +2,010 +9%
BCM
295
BTR Capital Management
California
$417K -$63.6K -3,650 -14%
BFG
296
Beacon Financial Group
Texas
$411K +$27.5K +1,580 +8%
KFS
297
KMS Financial Services
Washington
$410K +$73.9K +4,240 +24%
GGPS
298
Gary Goldberg Planning Services
New York
$408K +$84.5K +4,850 +28%
WF
299
Welch & Forbes
Massachusetts
$393K -$34.9K -2,000 -9%
RA
300
Rational Advisors
New York
$388K

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.