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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
WT
376
Whittier Trust
California
$96K +$25.3K +1,450 +39%
HCM
377
Highlander Capital Management
New Jersey
$93.7K
FBC
378
Fairfield, Bush & Co
Connecticut
$93K -$1.17M -67,400 -73%
HR
379
Howe & Rusling
New York
$93K -$9.59K -550 -10%
CTC
380
Central Trust Company
Missouri
$80K
HF
381
Hoxton Financial
West Virginia
$77K +$24.4K +1,400 +51%
NME
382
Notis-McConarty Edward
$74K +$69.7K +4,000 New
FHA
383
First Horizon Advisors
Tennessee
$74K +$259K +14,880 +1,583%
TWA
384
TCI Wealth Advisors
Arizona
$71K +$53.3K +3,060 +403%
AA
385
Apriem Advisors
California
$68K
RIM
386
Ranger International Management
Illinois
$68K
CFG
387
CKW Financial Group
Hawaii
$60K +$56.6K +3,250 New
PTC
388
Private Trust Company
Ohio
$57K +$13.1K +750 +32%
OA
389
OFI Advisors
Pennsylvania
$55K -$174 -10 -0.3%
Walleye Trading
390
Walleye Trading
New York
$52K +$13.8K +790 +40%
PFA
391
Paradigm Financial Advisors
Missouri
$52K +$48.8K +2,800 New
CG
392
Colony Group
Massachusetts
$48K -$237K -13,580 -84%
FBT
393
Founders Bank & Trust
Michigan
$48K +$204K +11,730 New
BWFA
394
Baltimore-Washington Financial Advisors
Maryland
$44K
BPBT
395
Boston Private Bank & Trust
Massachusetts
$44K +$19.5K +1,120 +90%
GI
396
Gradient Investments
Minnesota
$42K
LIA
397
LS Investment Advisors
Michigan
$39K
RIA
398
Regal Investment Advisors
Michigan
$35K +$135K +7,730 +463%
M&T Bank
399
M&T Bank
New York
$30K
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$26K

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.