We are live on ! Find out more
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
JMH
301
J.M. Hartwell
New York
$388K +$17.4K +1,000 +5%
LCP
302
Legacy Capital Partners
Wisconsin
$380K -$209K -12,000 -37%
DC
303
Davenport & Co
Virginia
$379K -$2.44K -140 -0.7%
MJP
304
Michael J. Puzo
$376K
BFS
305
Bradley Foster & Sargent
Connecticut
$370K +$3.48K +200 +1%
CCM
306
Chilton Capital Management
Texas
$370K
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
$369K -$62.7K -3,600 -15%
CWM
308
Concert Wealth Management
California
$369K -$16.9K -970 -5%
VCAM
309
Van Cleef Asset Management
Ohio
$369K
WJA
310
Williams Jones & Associates
New York
$360K +$340K +19,500 New
CB
311
Commerce Bank
Missouri
$359K -$3.14K -180 -0.9%
GAM
312
Garrison Asset Management
Arkansas
$356K +$8.71K +500 +3%
CCMG
313
Clark Capital Management Group
Pennsylvania
$350K -$14.1K -810 -4%
TI
314
Turner Investments
Pennsylvania
$345K +$33.1K +1,900 +10%
BTNA
315
Bremer Trust National Association
Minnesota
$341K +$7.49K +430 +2%
HIM
316
Hillsdale Investment Management
Ontario, Canada
$340K -$17.4K -1,000 -5%
FNBOH
317
First National Bank of Hutchinson
Kansas
$339K +$10.6K +610 +3%
AAM
318
Azzad Asset Management
Virginia
$329K -$9.41K -540 -3%
BIM
319
Baldwin Investment Management
Pennsylvania
$323K
ATC
320
Argent Trust Company
Louisiana
$321K
JIP
321
Jaffetilchin Investment Partners
Florida
$321K +$25.8K +1,480 +9%
RNS
322
Robert N. Shapiro
$318K
CIP
323
Convergence Investment Partners
Florida
$317K -$57.3K -3,290 -16%
CRC
324
Curi RMB Capital
Illinois
$315K -$49.8K -2,860 -14%
GI
325
GAMCO Investors
Connecticut
$315K

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.