Novo Nordisk
NVO
461 hedge funds and large institutions have $8.41B invested in Novo Nordisk in 2014 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 147 increasing their positions, 184 reducing their positions, and 30 closing their positions.
110% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 30
75% more funds holding in top 10
Funds holding in top 10: 16 → 28 (+12)
30% more capital invested
Capital invested by funds: $6.47B → $8.41B (+$1.95B)
7% more funds holding
Funds holding: 431 → 461 (+30)
20% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 184
53% less call options, than puts
Call options by funds: $8.45M | Put options by funds: $18M
65.67% less ownership
Funds ownership: 82.19% → 16.52% (-66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$166M |
| 2 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
+$101M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$43.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$27.5M |
| 5 |
AG
Aperio Group
Sausalito,
California
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$108M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$70.8M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$37.1M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$34.8M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
-$25.3M |
NVO Hedge Fund Activity: Q1 2014 in Review
461 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q1 2014, worth a combined $8.41B — up 30% from $6.47B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new NVO positions and 30 closed out — a net gain of 33 holders — while 147 added to existing stakes and 184 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $166M. The largest seller was WCM Investment Management, cutting an estimated $108M.
- 461 institutional investors held Novo Nordisk (NVO) as of Q1 2014, up from 431 in Q4 2013.
- Funds reported $8.41B of Novo Nordisk stock for Q1 2014, up 30% quarter-over-quarter.
- 63 funds opened new Novo Nordisk positions in Q1 2014 and 30 closed out, a net change of +33 holders.
- The largest Novo Nordisk buyer in Q1 2014 was Loomis, Sayles & Company, an estimated $166M added.
- The largest Novo Nordisk seller in Q1 2014 was WCM Investment Management, an estimated $108M sold.
Based on aggregated 13F filings for Q1 2014.