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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
NERM
326
New England Research & Management
Illinois
$314K +$296K +17,000 New
LW
327
Linscomb Wealth
Texas
$313K -$47.8K -2,740 -14%
ACM
328
Apex Capital Management
Ohio
$312K +$295K +16,900 New
Pacer Advisors
329
Pacer Advisors
Pennsylvania
$311K +$1.28M +73,500 New
EFS
330
Essex Financial Services
Connecticut
$310K -$26.1K -1,500 -8%
GD
331
Grandfield & Dodd
New York
$304K -$10.3K -590 -3%
FCIM
332
Fairview Capital Investment Management
California
$304K
AP
333
Advisor Partners
California
$302K +$39K +2,240 +16%
JRP
334
Jasper Ridge Partners
California
$296K
AMM
335
American Money Management
California
$296K +$279K +16,000 New
ACA
336
Anchor Capital Advisors
Massachusetts
$292K
H
337
Hexavest
Quebec, Canada
$290K
VFS
338
VSR Financial Services
Kansas
$286K +$2.96K +170 +1%
HK
339
Horizon Kinetics
New York
$286K +$1.08M +61,920 +400%
NG
340
NatWest Group
United Kingdom
$285K +$268K +15,400 New
1832 Asset Management
341
1832 Asset Management
Ontario, Canada
$278K
LD
342
Lipe & Dalton
New York
$277K
PSI
343
Pinnacle Summer Investments
Virginia
$277K
ZCI
344
Zevenbergen Capital Investments
Washington
$277K +$4.36K +250 +2%
BWP
345
Baldwin Wealth Partners
Massachusetts
$270K +$39.2K +2,250 +18%
CCA
346
Checchi Capital Advisers
California
$270K +$255K +14,640 New
IT
347
Independence Trust
Tennessee
$259K
BFA
348
BlackRock Fund Advisors
California
$249K
EAM
349
Edge Asset Management
Washington
$240K +$227K +13,000 New
KCM
350
Kornitzer Capital Management
Kansas
$240K +$227K +13,000 New

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.