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NVO

Novo Nordisk

525 hedge funds and large institutions have $11B invested in Novo Nordisk in 2015 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 183 increasing their positions, 187 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

2% more funds holding

Funds holding: 516525 (+9)

0.17% less ownership

Funds ownership: 19.92%19.75% (-0.17%)

2% less capital invested

Capital invested by funds: $11.2B → $11B (-$204M)

2% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 187

59% less call options, than puts

Call options by funds: $9.93M | Put options by funds: $24.5M

Holders
525
Holders Change
+9
Holders Change %
+1.74%
% of All Funds
14.66%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.89%
New
48
Increased
183
Reduced
187
Closed
36
Calls
$9.93M
Puts
$24.5M
Net Calls
-$14.5M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
401
Monetary Management Group
Missouri
$277K
MIM
402
Marco Investment Management
Georgia
$273K
TCOO
403
Trust Company of Oklahoma
Oklahoma
$271K
ANRIA
404
American National Registered Investment Advisor
Texas
$271K
CFN
405
Cordasco Financial Network
Florida
$271K
HCM
406
Howland Capital Management
Massachusetts
$271K
MNBTD
407
Moody National Bank Trust Division
Texas
$271K
T
408
Thomaspartners
Massachusetts
$271K
YMRC
409
Yorktown Management & Research Company
Virginia
$271K
SFA
410
Sequoia Financial Advisors
Ohio
$270K -$19.4K -684 -6%
RIG
411
Renaissance Investment Group
Massachusetts
$268K -$2.83K -100 -1%
BT
412
Beacon Trust
New Jersey
$268K
SGAM
413
Smith Group Asset Management
Texas
$263K
SWK
414
Stephen W. Kidder
$261K
FTUS
415
Flow Traders U.S.
New York
$258K +$269K +9,500 New
KIA
416
KCM Investment Advisors
California
$257K -$7.47K -264 -3%
GCP
417
GSA Capital Partners
United Kingdom
$257K +$268K +9,472 New
BWP
418
Baldwin Wealth Partners
Massachusetts
$256K -$42.5K -1,500 -14%
EWMCB
419
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$254K -$224K -7,910 -46%
WI
420
WHV Investments
California
$254K
EAM
421
Eagle Asset Management
Florida
$251K -$283 -10 -0.1%
Luther King Capital Management (LKCM)
422
Luther King Capital Management (LKCM)
Texas
$246K
SGA
423
Strategic Global Advisors
California
$244K -$96.7K -3,416 -27%
GC
424
Grimes & Company
Massachusetts
$241K -$157K -5,558 -38%
SCA
425
Salient Capital Advisors
Texas
$240K

NVO Hedge Fund Activity: Q3 2015 in Review

525 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q3 2015, worth a combined $11B — down 1.8% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NVO positions and 36 closed out — a net gain of 12 holders — while 183 added to existing stakes and 187 trimmed.

The largest buyer was Bank of America, adding an estimated $300M. The largest seller was Jennison Associates, cutting an estimated $92.7M.

  • 525 institutional investors held Novo Nordisk (NVO) as of Q3 2015, up from 516 in Q2 2015.
  • Funds reported $11B of Novo Nordisk stock for Q3 2015, down 1.8% quarter-over-quarter.
  • 48 funds opened new Novo Nordisk positions in Q3 2015 and 36 closed out, a net change of +12 holders.
  • The largest Novo Nordisk buyer in Q3 2015 was Bank of America, an estimated $300M added.
  • The largest Novo Nordisk seller in Q3 2015 was Jennison Associates, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2015.