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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
CFG
401
Citizens Financial Group
Rhode Island
$43K
VNA
402
Valley National Advisers
Pennsylvania
$43K +$11.5K +632 +35%
SPIA
403
Steward Partners Investment Advisory
New York
$43K +$43.9K +2,420 New
RWA
404
Ropes Wealth Advisors
Massachusetts
$41K
TRCT
405
Tower Research Capital (TRC)
New York
$41K +$32.3K +1,782 +354%
LIA
406
LS Investment Advisors
Michigan
$39K
AIP
407
Ameritas Investment Partners
Nebraska
$38K
OC
408
Oakworth Capital
Alabama
$36K
PMFA
409
Plante Moran Financial Advisors
Michigan
$36K +$31.3K +1,724 +653%
PCP
410
Proficio Capital Partners
Massachusetts
$35K +$26.2K +1,444 +295%
ED
411
Exane Derivatives
France
$34.1K
SIG
412
Stanford Investment Group
California
$33K
GEA
413
Glen Eagle Advisors
New Jersey
$31.4K +$31.7K +1,750 New
CFA
414
Carroll Financial Associates
North Carolina
$31K
IWM
415
IHT Wealth Management
Illinois
$28K +$28.1K +1,550 New
HCM
416
Highlander Capital Management
New Jersey
$27K -$37.5K -2,070 -58%
AA
417
Apriem Advisors
California
$27K
HR
418
Howe & Rusling
New York
$26K
AIM
419
Advantage Investment Management
Iowa
$26K +$7.79K +430 +42%
GRP
420
Global Retirement Partners
California
$26K +$26.3K +1,452 New
NCM
421
New Capital Management
Texas
$26K +$26.5K +1,460 New
BL
422
Balentine LLC
Georgia
$25K +$5.33K +294 +27%
WA
423
WFG Advisors
Texas
$24K -$580 -32 -2%
EFSCE
424
Enterprise Financial Services Corp (EFSC)
Missouri
$24K +$3.3K +182 +16%
BTIS
425
BB&T Investment Services
North Carolina
$24K +$23.6K +1,300 New

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.