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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
MLL
451
Moody Lynn & Lieberson
Massachusetts
-$822K -48,600 Closed
CIBC World Market
452
CIBC World Market
Ontario, Canada
-$807K -47,690 Closed
B
453
Barings
North Carolina
-$575K -34,000 Closed
MMLI
454
Massachusetts Mutual Life Insurance
Massachusetts
-$533K -31,470 Closed
Mirae Asset Global Investments
455
Mirae Asset Global Investments
South Korea
-$508K -30,000 Closed
BIT
456
BlackRock Institutional Trust
California
-$478K -28,240 Closed
SFP
457
Santa Fe Partners
New Mexico
-$439K -25,940 Closed
AIA
458
Avalon Investment & Advisory
Texas
-$378K -22,360 Closed
BT
459
Beacon Trust
New Jersey
-$340K -20,100 Closed
Principal Financial Group
460
Principal Financial Group
Iowa
-$324K -19,130 Closed
1SB
461
1ST Source Bank
Indiana
-$288K -17,000 Closed
Mariner
462
Mariner
Kansas
-$246K -14,510 Closed
BP
463
Banyan Partners
Florida
-$210K -12,390 Closed
DD
464
Dominick & Dominick
New York
-$203K -12,000 Closed
FNYS
465
First New York Securities
New York
-$186K -11,000 Closed
CFSG
466
Community Financial Services Group
Vermont
-$61K -3,600 Closed
Jones Financial Companies
467
Jones Financial Companies
Missouri
-$52K -3,070 Closed
MCM
468
Manchester Capital Management
Vermont
-$46K -2,710 Closed
MUMSS
469
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$22K -1,300 Closed
QT
470
Quantbot Technologies
New York
-$16K -1,000 Closed
FANJ
471
Financial Architects (New Jersey)
New Jersey
-$4K -240 Closed
NC
472
NewSquare Capital
Pennsylvania
-$4K -210 Closed
Canada Life
473
Canada Life
Manitoba, Canada
-$3K -180 Closed

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.