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NVO

Novo Nordisk

525 hedge funds and large institutions have $11B invested in Novo Nordisk in 2015 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 183 increasing their positions, 187 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

2% more funds holding

Funds holding: 516525 (+9)

0.17% less ownership

Funds ownership: 19.92%19.75% (-0.17%)

2% less capital invested

Capital invested by funds: $11.2B → $11B (-$204M)

2% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 187

59% less call options, than puts

Call options by funds: $9.93M | Put options by funds: $24.5M

Holders
525
Holders Change
+9
Holders Change %
+1.74%
% of All Funds
14.66%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.89%
New
48
Increased
183
Reduced
187
Closed
36
Calls
$9.93M
Puts
$24.5M
Net Calls
-$14.5M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
451
Whittier Trust
California
$122K
FNBT
452
FineMark National Bank & Trust
Florida
$117K -$10.2K -360 -8%
CTC
453
Central Trust Company
Missouri
$114K -$1.47K -52 -1%
WA
454
WealthTrust-Arizona
Arizona
$111K +$57 +2 +0%
CFSG
455
Community Financial Services Group
Vermont
$98K
ZB
456
Zions Bancorporation
Utah
$98K +$95.7K +3,380 +1,690%
HA
457
Harfst & Associates
Wyoming
$97K +$24.9K +880 +33%
HR
458
Howe & Rusling
New York
$88K
GI
459
Gradient Investments
Minnesota
$87K
RA
460
Rational Advisors
New York
$87K
DCP
461
DSM Capital Partners
Florida
$81K
ASN
462
Advisory Services Network
Georgia
$76K +$21.5K +758 +37%
WA
463
WFG Advisors
Texas
$71K
OA
464
OFI Advisors
Pennsylvania
$65K -$3.57K -126 -5%
AA
465
Apriem Advisors
California
$62K -$22.9K -810 -26%
LIA
466
LS Investment Advisors
Michigan
$59K
BNP Paribas Financial Markets
467
BNP Paribas Financial Markets
France
$58.7K -$5.32K -188 -8%
SIG
468
Stanford Investment Group
California
$56K
S
469
SignatureFD
Georgia
$53K +$34K +1,200 +159%
TRCT
470
Tower Research Capital (TRC)
New York
$53K +$55.2K +1,950 New
LWA
471
Lenox Wealth Advisors
New York
$51K +$21.2K +748 +65%
VNA
472
Valley National Advisers
Pennsylvania
$49K
GWM
473
Gupta Wealth Management
California
$45K +$12.1K +426 +35%
CFA
474
Carroll Financial Associates
North Carolina
$44K -$7.36K -260 -14%
OC
475
Oakworth Capital
Alabama
$44K

NVO Hedge Fund Activity: Q3 2015 in Review

525 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q3 2015, worth a combined $11B — down 1.8% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NVO positions and 36 closed out — a net gain of 12 holders — while 183 added to existing stakes and 187 trimmed.

The largest buyer was Bank of America, adding an estimated $300M. The largest seller was Jennison Associates, cutting an estimated $92.7M.

  • 525 institutional investors held Novo Nordisk (NVO) as of Q3 2015, up from 516 in Q2 2015.
  • Funds reported $11B of Novo Nordisk stock for Q3 2015, down 1.8% quarter-over-quarter.
  • 48 funds opened new Novo Nordisk positions in Q3 2015 and 36 closed out, a net change of +12 holders.
  • The largest Novo Nordisk buyer in Q3 2015 was Bank of America, an estimated $300M added.
  • The largest Novo Nordisk seller in Q3 2015 was Jennison Associates, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2015.