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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
CAW
401
Cornerstone Advisors (Washington)
Washington
$26K
WA
402
WealthTrust-Arizona
Arizona
$24K -$174 -10 -0.8%
EFSCE
403
Enterprise Financial Services Corp (EFSC)
Missouri
$24K
NES
404
New England Securities
New York
$23K +$10.3K +590 +88%
KFP
405
Keystone Financial Planning
Ohio
$23K +$21.3K +1,220 New
RFA
406
Reilly Financial Advisors
California
$21K
MBT
407
Monroe Bank & Trust
Michigan
$18K
BAM
408
Brave Asset Management
New Jersey
$18K +$17.4K +1,000 New
AP
409
Advisors Preferred
Maryland
$16K +$16K +920 New
PAS
410
Partnervest Advisory Services
California
$14K -$13.1K -750 -50%
ST
411
Spot Trading
Illinois
$13K -$688K -39,450 -98%
CHC
412
City Holding Co
West Virginia
$11K +$10.5K +600 New
DAM
413
Delta Asset Management
Tennessee
$10K
CCS
414
Crosspoint Capital Strategies
California
$10K +$36.6K +2,100 New
M
415
MOTCO
Texas
$9K
WRM
416
Westport Resources Management
Connecticut
$9K
DBT
417
Dubuque Bank & Trust
Iowa
$9K +$8.71K +500 New
HRIA
418
Haberer Registered Investment Advisor
Ohio
$8K
ASN
419
Advisory Services Network
Georgia
$8K +$7.32K +420 New
FNBT
420
FineMark National Bank & Trust
Florida
$7K -$1.39K -80 -18%
JFGIW
421
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K
PSUF
422
People's United Financial
Connecticut
$6K
WCM
423
Windsor Capital Management
Arizona
$6K +$5.92K +340 New
EWM
424
Elite Wealth Management
Washington
$5K -$33.1K -1,900 -88%
CFA
425
Carroll Financial Associates
North Carolina
$4K

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.