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NVO

Novo Nordisk

484 hedge funds and large institutions have $6.59B invested in Novo Nordisk in 2017 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 149 increasing their positions, 176 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

51% more call options, than puts

Call options by funds: $45.5M | Put options by funds: $30.1M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

19% more capital invested

Capital invested by funds: $5.53B → $6.59B (+$1.06B)

5% more funds holding

Funds holding: 463484 (+21)

0.35% less ownership

Funds ownership: 16.02%15.67% (-0.35%)

15% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 176

Holders
484
Holders Change
+21
Holders Change %
+4.54%
% of All Funds
12.07%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
64
Increased
149
Reduced
176
Closed
38
Calls
$45.5M
Puts
$30.1M
Net Calls
+$15.4M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
376
Trust Company of Oklahoma
Oklahoma
$214K +$202K +10,000 New
SAM
377
Shikiar Asset Management
New York
$214K -$283K -14,000 -58%
KB
378
Kimelman & Baird
New York
$214K +$202K +10,000 New
TG
379
Threshold Group
Washington
$214K +$202K +10,000 New
GWM
380
Geneos Wealth Management
Colorado
$213K
LCP
381
Legacy Capital Partners
Wisconsin
$211K +$199K +9,850 New
PTC
382
Private Trust Company
Ohio
$210K +$198K +9,800 New
VWM
383
Venturi Wealth Management
Texas
$209K +$197K +9,740 New
WI
384
Wintrust Investments
Illinois
$204K -$54.6K -2,708 -22%
SWK
385
Stephen W. Kidder
$202K +$189K +9,390 New
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$202K +$190K +9,412 New
NFG
387
Next Financial Group
Texas
$188K -$16.1K -800 -8%
QCG
388
Quadrant Capital Group
Ohio
$175K +$84.2K +4,172 +84%
PA
389
Parallel Advisors
California
$174K +$51K +2,528 +44%
SNT
390
Security National Trust
West Virginia
$170K
AWM
391
Avior Wealth Management
Nebraska
$159K
CAW
392
Cornerstone Advisors (Washington)
Washington
$151K +$131K +6,516 +1,220%
CPA
393
Cowen Prime Advisors
New York
$139K -$4.04K -200 -3%
JFA
394
JNBA Financial Advisors
Minnesota
$133K
MA
395
MUFG Americas
New York
$129K +$60.5K +3,000 +100%
EA
396
Edge Advisors
Georgia
$126K +$16.5K +820 +16%
BBHC
397
Brown Brothers Harriman & Co
New York
$124K -$191K -9,442 -62%
FANJ
398
Financial Architects (New Jersey)
New Jersey
$123K -$38.4K -1,902 -25%
AA
399
AlphaMark Advisors
Kentucky
$113K +$1.21K +60 +1%
Simplex Trading
400
Simplex Trading
Illinois
$112K +$97.1K +4,814 +1,114%

NVO Hedge Fund Activity: Q2 2017 in Review

484 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q2 2017, worth a combined $6.59B — up 19% from $5.53B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NVO positions and 38 closed out — a net gain of 26 holders — while 149 added to existing stakes and 176 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $53.8M. The largest seller was Renaissance Technologies, cutting an estimated $116M.

  • 484 institutional investors held Novo Nordisk (NVO) as of Q2 2017, up from 463 in Q1 2017.
  • Funds reported $6.59B of Novo Nordisk stock for Q2 2017, up 19% quarter-over-quarter.
  • 64 funds opened new Novo Nordisk positions in Q2 2017 and 38 closed out, a net change of +26 holders.
  • The largest Novo Nordisk buyer in Q2 2017 was Fisher Asset Management, an estimated $53.8M added.
  • The largest Novo Nordisk seller in Q2 2017 was Renaissance Technologies, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2017.