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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
CFA
426
Carroll Financial Associates
North Carolina
$37K +$81 +4 +0.2%
WTB
427
Washington Trust Bank
Washington
$36K -$98.1K -4,860 -74%
GRP
428
Global Retirement Partners
California
$35K +$3.71K +184 +13%
AIM
429
Acrospire Investment Management
Illinois
$35K +$20.2K +1,000 +162%
NIMI
430
Natixis Investment Managers International
France
$34K +$32.4K +1,604 New
BL
431
Balentine LLC
Georgia
$33K -$1.74K -86 -5%
AIM
432
Advantage Investment Management
Iowa
$32K -$13.3K -658 -31%
CPIG
433
Chicago Partners Investment Group
Illinois
$32K +$33.1K +1,640 New
PSC
434
Prentiss Smith & Co
Vermont
$31K +$25.4K +1,260 +630%
WA
435
Winfield Associates
Ohio
$30K +$13.6K +672 +96%
MFW
436
Mosaic Family Wealth
Missouri
$27K
NCM
437
New Capital Management
Texas
$25K
AIP
438
Ameritas Investment Partners
Nebraska
$24K
H
439
Hexavest
Quebec, Canada
$24K
PWM
440
Perigon Wealth Management
California
$23K -$70.3K -3,482 -77%
KF
441
Krilogy Financial
Missouri
$23K
EFSCE
442
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$5.69K -282 -22%
MBT
443
Monroe Bank & Trust
Michigan
$21K
SFG
444
SevenBridge Financial Group
Pennsylvania
$21K
WAS
445
WESPAC Advisors SoCal
California
$20K
CCMIC
446
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$19K +$18.2K +900 New
WAM
447
Watermark Asset Management
California
$18K
ED
448
Exane Derivatives
France
$17.9K
HIM
449
Hillsdale Investment Management
Ontario, Canada
$17K
MRCM
450
M&R Capital Management
New Jersey
$17K

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.