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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
PAG
351
Private Advisor Group
New Jersey
$239K +$226K +12,940 New
JFA
352
JNBA Financial Advisors
Minnesota
$238K
AP
353
Appleton Partners
Massachusetts
$237K +$223K +12,810 New
SGAM
354
Smith Group Asset Management
Texas
$234K
QIM
355
Quest Investment Management
Oregon
$233K +$10.5K +600 +5%
CBU
356
CIBC Bank USA
Illinois
$233K +$220K +12,640 New
SNT
357
Security National Trust
West Virginia
$231K
BO
358
Bank OZK
Arkansas
$226K +$213K +12,230 New
SFSIG
359
San Francisco Sentry Investment Group
California
$222K
SWK
360
Stephen W. Kidder
$207K -$17.4K -1,000 -8%
BA
361
Bridgewater Advisors
New York
$207K +$195K +11,200 New
MCWS
362
McKinley Carter Wealth Services
West Virginia
$205K +$193K +11,100 New
RPGK
363
Retirement Planning Group (Kansas)
Kansas
$204K +$193K +11,060 New
RIG
364
Renaissance Investment Group
Massachusetts
$201K +$190K +10,900 New
KT
365
Kanaly Trust
Texas
$189K +$178K +10,240 New
ST
366
Smithfield Trust
Pennsylvania
$184K +$87K +4,990 +101%
MMG
367
Monetary Management Group
Missouri
$170K
TRCT
368
Tower Research Capital (TRC)
New York
$163K +$90.4K +5,190 +143%
Twin Tree Management
369
Twin Tree Management
Texas
$148K -$167K -9,580 -54%
SIA
370
SeaBridge Investment Advisors
New Jersey
$145K
CPA
371
Cowen Prime Advisors
New York
$139K
VIA
372
Vantage Investment Advisors
Pennsylvania
$124K +$117K +6,700 New
WA
373
Waverly Advisors
Alabama
$116K +$14.8K +850 +16%
CFN
374
Cordasco Financial Network
Florida
$111K +$105K +6,000 New
SF
375
Synovus Financial
Georgia
$101K

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.