We are live on ! Find out more
NVO

Novo Nordisk

482 hedge funds and large institutions have $5.6B invested in Novo Nordisk in 2016 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.07% less ownership

Funds ownership: 18.56%15.48% (-3.1%)

6% less funds holding

Funds holding: 511482 (-29)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 93

28% less capital invested

Capital invested by funds: $7.76B → $5.6B (-$2.16B)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

43% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 212

59% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $31.9M

Holders
482
Holders Change
-29
Holders Change %
-5.68%
% of All Funds
12.05%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.2%
New
73
Increased
121
Reduced
212
Closed
93
Calls
$13.1M
Puts
$31.9M
Net Calls
-$18.8M
Net Calls Change
-$3.89M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
276
Calvert Investment Management
Maryland
$501K -$3.15K -174 -0.6%
SI
277
Stephens Inc
Arkansas
$494K +$499K +27,524 New
KeyBank National Association
278
KeyBank National Association
Ohio
$493K -$30.9K -1,706 -6%
Toronto Dominion Bank
279
Toronto Dominion Bank
Ontario, Canada
$488K
RFC
280
Regions Financial Corp
Alabama
$485K -$23K -1,266 -4%
MIC
281
Meridian Investment Counsel
California
$484K
WP
282
WMS Partners
Maryland
$483K -$1.45K -80 -0.3%
RMDI
283
R.M. Davis Inc
Maine
$481K -$1.2M -66,280 -71%
EAM
284
Edge Asset Management
Washington
$466K
JIC
285
Johnson Investment Counsel
Ohio
$466K +$56.3K +3,108 +14%
FAAS
286
First Allied Advisory Services
California
$462K -$35.3K -1,946 -7%
RCM
287
Riverhead Capital Management
Delaware
$459K
SS
288
Simplicity Solutions
Minnesota
$454K -$94.8K -5,228 -17%
KFC
289
Klingenstein Fields & Co
New York
$453K
PAG
290
Private Advisor Group
New Jersey
$451K -$60.6K -3,342 -12%
PWW
291
Pettyjohn Wood & White
Virginia
$442K -$43.5K -2,400 -9%
CII
292
Capital International Inc
California
$441K +$446K +24,600 New
VFA
293
Voya Financial Advisors
Connecticut
$439K +$133K +7,342 +43%
FHA
294
First Horizon Advisors
Tennessee
$438K
DRD
295
Dennis R. Delaney
$435K -$2.17K -120 -0.5%
SAM
296
Shikiar Asset Management
New York
$430K +$163K +9,000 +60%
DAS
297
Dynamic Advisor Solutions
Arizona
$420K +$31.5K +1,740 +8%
BP
298
Ballentine Partners
Massachusetts
$420K +$319K +17,598 New
FTIOP
299
Fiduciary Trust International of Pennsylvania
Pennsylvania
$415K -$96.8K -5,340 -19%
GAM
300
Garrison Asset Management
Arkansas
$413K -$4.35K -240 -1%

NVO Hedge Fund Activity: Q4 2016 in Review

482 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q4 2016, worth a combined $5.6B — down 28% from $7.76B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of NVO and 73 opened new positions — a net loss of 20 holders — while 212 trimmed existing stakes and 121 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $140M. The largest seller was WCM Investment Management, cutting an estimated $335M.

  • 482 institutional investors held Novo Nordisk (NVO) as of Q4 2016, down from 511 in Q3 2016.
  • Funds reported $5.6B of Novo Nordisk stock for Q4 2016, down 28% quarter-over-quarter.
  • 73 funds opened new Novo Nordisk positions in Q4 2016 and 93 closed out, a net change of -20 holders.
  • The largest Novo Nordisk buyer in Q4 2016 was Loomis, Sayles & Company, an estimated $140M added.
  • The largest Novo Nordisk seller in Q4 2016 was WCM Investment Management, an estimated $335M sold.

Based on aggregated 13F filings for Q4 2016.