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NVO

Novo Nordisk

500 hedge funds and large institutions have $8.56B invested in Novo Nordisk in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 166 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 166

7% more funds holding

Funds holding: 469500 (+31)

0.83% more ownership

Funds ownership: 18.24%19.06% (+0.83%)

3% less call options, than puts

Call options by funds: $4.16M | Put options by funds: $4.29M

7% less capital invested

Capital invested by funds: $9.21B → $8.56B (-$646M)

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

Holders
500
Holders Change
+31
Holders Change %
+6.61%
% of All Funds
13.33%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.48%
New
65
Increased
185
Reduced
166
Closed
27
Calls
$4.16M
Puts
$4.29M
Net Calls
-$132K
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
451
Oakworth Capital
Alabama
$35K
P
452
Palladiem
Pennsylvania
$34K +$35.7K +1,600 New
IPC
453
Independent Portfolio Consultants
Florida
$33K -$395K -17,670 -92%
HIM
454
Hutchens Investment Management
New Hampshire
$32K +$33.5K +1,500 New
MFS
455
McNamara Financial Services
Massachusetts
$32K +$33.5K +1,500 New
RMAM
456
Raab & Moskowitz Asset Management
New Jersey
$31K +$32.4K +1,450 New
KPCM
457
Kings Point Capital Management
New York
$29K +$30.9K +1,384 New
MA
458
MUFG Americas
New York
$28K -$3.8K -170 -12%
EFSCE
459
Enterprise Financial Services Corp (EFSC)
Missouri
$27K
CP
460
Corbenic Partners
Pennsylvania
$27K +$28.1K +1,260 New
WOC
461
West Oak Capital
California
$26.4K +$27.8K +1,246 New
BPBT
462
Boston Private Bank & Trust
Massachusetts
$26K -$1.12K -50 -4%
LWA
463
Lenox Wealth Advisors
New York
$24K +$25.7K +1,150 New
H
464
Hexavest
Quebec, Canada
$23K
VNA
465
Valley National Advisers
Pennsylvania
$22K +$5.41K +242 New
IC
466
Intersect Capital
California
$22K +$23.4K +1,046 New
BAM
467
Brave Asset Management
New Jersey
$21K
MBT
468
Monroe Bank & Trust
Michigan
$21K +$22.3K +1,000 New
GWS
469
Glassman Wealth Services
Virginia
$18K +$19.4K +870 New
CHP
470
Cable Hill Partners
Oregon
$15K +$16K +718 New
TWA
471
TCI Wealth Advisors
Arizona
$13K -$5.94K -266 -30%
TDC
472
Thompson Davis & Co
Virginia
$11K -$6.34K -284 -35%
CFA
473
Carroll Financial Associates
North Carolina
$11K -$4.24K -190 -28%
M
474
MOTCO
Texas
$11K
WRM
475
Westport Resources Management
Connecticut
$11K

NVO Hedge Fund Activity: Q4 2014 in Review

500 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q4 2014, worth a combined $8.56B — down 7% from $9.21B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new NVO positions and 27 closed out — a net gain of 38 holders — while 185 added to existing stakes and 166 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $86M. The largest seller was Jennison Associates, cutting an estimated $182M.

  • 500 institutional investors held Novo Nordisk (NVO) as of Q4 2014, up from 469 in Q3 2014.
  • Funds reported $8.56B of Novo Nordisk stock for Q4 2014, down 7% quarter-over-quarter.
  • 65 funds opened new Novo Nordisk positions in Q4 2014 and 27 closed out, a net change of +38 holders.
  • The largest Novo Nordisk buyer in Q4 2014 was Arrowstreet Capital, an estimated $86M added.
  • The largest Novo Nordisk seller in Q4 2014 was Jennison Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2014.