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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
MFW
426
Mosaic Family Wealth
Missouri
$22K
LWA
427
Lenox Wealth Advisors
New York
$21K -$2.9K -160 -12%
WT
428
Whittier Trust
California
$21K +$8.05K +444 +60%
H
429
Hexavest
Quebec, Canada
$20K
HIM
430
Hillsdale Investment Management
Ontario, Canada
$20K
SFG
431
SevenBridge Financial Group
Pennsylvania
$20K
KF
432
Krilogy Financial
Missouri
$19K -$9.97K -550 -34%
DBT
433
Dubuque Bank & Trust
Iowa
$19K
WA
434
WealthTrust-Arizona
Arizona
$18K -$14.5K -800 -44%
MBT
435
Monroe Bank & Trust
Michigan
$18K +$18.1K +1,000 New
WAS
436
WESPAC Advisors SoCal
California
$17.2K -$2.25K -124 -11%
FPTW
437
Franklin, Parlapiano, Turner & Welch
Texas
$16K
DIA
438
Davidson Investment Advisors
Montana
$14K
IWA
439
IBEX Wealth Advisors
New Jersey
$14K +$14.2K +786 New
RFWA
440
RPg Family Wealth Advisory
Massachusetts
$13K +$13.2K +726 New
MRCM
441
M&R Capital Management
New Jersey
$13K
NSIM
442
North Star Investment Management
Illinois
$13K
BWM
443
Baystate Wealth Management
Massachusetts
$13K +$13.1K +722 New
CAM
444
Close Asset Management
United Kingdom
$13K +$13.6K +750 New
PFBT
445
Parkside Financial Bank & Trust
Missouri
$12K
ADL
446
Asset Dedication LLC
California
$11K -$10.4K -576 -49%
TWA
447
TCI Wealth Advisors
Arizona
$11K
FAN
448
Financial Advisors Network
California
$11K +$11.1K +614 New
CAW
449
Cornerstone Advisors (Washington)
Washington
$10K -$182K -10,032 -95%
WC
450
Whitnell & Co
Illinois
$10K +$9.75K +538 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.