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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
GIA
351
Guyasuta Investment Advisors
Pennsylvania
$260K
CAM
352
Congress Asset Management
Massachusetts
$258K -$3.12M -172,338 -92%
BCB
353
Brian C. Broderick
$247K -$48.2K -2,660 -16%
GT
354
Glenview Trust
Kentucky
$243K +$245K +13,526 New
DC
355
Davenport & Co
Virginia
$241K +$7.25K +400 +3%
AL
356
Agran Libbie
California
$231K -$77K -4,250 -25%
WIM
357
Westside Investment Management
California
$225K +$229K +12,658 New
NBG
358
Nancy B. Gardiner
$222K
GD
359
Grandfield & Dodd
New York
$221K -$43.5K -2,400 -16%
PTC
360
Private Trust Company
Ohio
$220K -$220K -12,160 -50%
EFS
361
Essex Financial Services
Connecticut
$220K -$56.8K -3,134 -20%
AP
362
Advisor Partners
California
$220K +$37.6K +2,074 +20%
PAM
363
Panagora Asset Management
Massachusetts
$217K
ST
364
Spot Trading
Illinois
$216K +$218K +12,042 New
FANJ
365
Financial Architects (New Jersey)
New Jersey
$215K -$37.2K -2,050 -15%
SFWA
366
Summit Financial Wealth Advisors
Louisiana
$215K
RIL
367
Rothschild Investment LLC
Illinois
$210K +$212K +11,700 New
NERM
368
New England Research & Management
Illinois
$207K -$222K -12,250 -51%
Twin Tree Management
369
Twin Tree Management
Texas
$174K -$136K -7,494 -44%
SBL
370
Sargent Bickham Lagudis
Colorado
$171K +$159K +8,782 +1,149%
AA
371
Ancora Advisors
Ohio
$170K +$172K +9,500 New
GWM
372
Geneos Wealth Management
Colorado
$165K +$23.2K +1,282 +16%
NFG
373
Next Financial Group
Texas
$149K -$77.2K -4,260 -34%
SIC
374
Salem Investment Counselors
North Carolina
$146K -$228K -12,564 -61%
SNT
375
Security National Trust
West Virginia
$142K -$53.5K -2,950 -27%

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.