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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
MMH
376
Menora Mivtachim Holdings
Israel
$137K +$139K +7,660 New
MMG
377
Monetary Management Group
Missouri
$129K
BFEC
378
Benjamin F. Edwards & Company
Missouri
$128K +$50.8K +2,800 +65%
CTC
379
Central Trust Company
Missouri
$126K -$18.7K -1,030 -13%
AAP
380
Arax Advisory Partners
Colorado
$125K +$126K +6,948 New
JFA
381
JNBA Financial Advisors
Minnesota
$123K +$47K +2,590 +60%
CPA
382
Cowen Prime Advisors
New York
$120K -$3.63K -200 -3%
WTB
383
Washington Trust Bank
Washington
$118K
PWM
384
Perigon Wealth Management
California
$105K +$110K +6,062 New
AA
385
AlphaMark Advisors
Kentucky
$94K
EA
386
Edge Advisors
Georgia
$91K +$92.5K +5,100 New
GBBWRPM
387
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$90K
BlackRock
388
BlackRock
New York
$90K +$65.3K +3,600 +257%
CCM
389
Cribstone Capital Management
Maine
$84K -$22.3K -1,228 -21%
VIA
390
Vantage Investment Advisors
Pennsylvania
$76K
IPC
391
Independent Portfolio Consultants
Florida
$76K +$77.2K +4,258 New
QCG
392
Quadrant Capital Group
Ohio
$74K +$57.4K +3,168 +204%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$67.2K +$68K +3,750 New
GI
394
Gradient Investments
Minnesota
$65K +$1.59K +88 +2%
CG
395
Cutler Group
California
$63K -$65.3K -3,600 -51%
BNP Paribas Financial Markets
396
BNP Paribas Financial Markets
France
$55.1K -$14.1K -778 -20%
MA
397
MUFG Americas
New York
$54K +$54.4K +3,000 New
ZB
398
Zions Bancorporation
Utah
$51K -$7.32K -404 -13%
PA
399
Parallel Advisors
California
$46K +$46.8K +2,582 New
GWS
400
Glassman Wealth Services
Virginia
$44K +$1.99K +110 +5%

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.