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NVO

Novo Nordisk

511 hedge funds and large institutions have $7.76B invested in Novo Nordisk in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 190 increasing their positions, 187 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 187

0.86% less ownership

Funds ownership: 19.42%18.56% (-0.86%)

3% less funds holding

Funds holding: 529511 (-18)

22% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 54

26% less capital invested

Capital invested by funds: $10.5B → $7.76B (-$2.76B)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

51% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $29M

Holders
511
Holders Change
-18
Holders Change %
-3.4%
% of All Funds
13.63%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.37%
New
42
Increased
190
Reduced
187
Closed
54
Calls
$14.1M
Puts
$29M
Net Calls
-$14.9M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
451
BlackRock
New York
$29K +$24.8K +1,000 +250%
LWA
452
Lenox Wealth Advisors
New York
$27K +$3.97K +160 +14%
QCG
453
Quadrant Capital Group
Ohio
$26K -$38.6K -1,556 -50%
MFW
454
Mosaic Family Wealth
Missouri
$26K
1832 Asset Management
455
1832 Asset Management
Ontario, Canada
$26K +$12.1K +488 +65%
ADL
456
Asset Dedication LLC
California
$24K -$35.1K -1,414 -55%
EFSCE
457
Enterprise Financial Services Corp (EFSC)
Missouri
$24K
HIM
458
Hillsdale Investment Management
Ontario, Canada
$24K
BL
459
Balentine LLC
Georgia
$23K -$15.7K -632 -36%
H
460
Hexavest
Quebec, Canada
$23K
WAS
461
WESPAC Advisors SoCal
California
$22.5K +$3.07K +124 +13%
DBT
462
Dubuque Bank & Trust
Iowa
$22K
BAM
463
Brave Asset Management
New Jersey
$21K
PFO
464
Pathstone Family Office
New Jersey
$21K
AIM
465
Advantage Investment Management
Iowa
$21K +$10.7K +430 +74%
SFG
466
SevenBridge Financial Group
Pennsylvania
$20K
WA
467
Winfield Associates
Ohio
$19K -$2.73K -110 -11%
TDC
468
Thompson Davis & Co
Virginia
$18K -$5.31K -214 -20%
FPTW
469
Franklin, Parlapiano, Turner & Welch
Texas
$18K
DIA
470
Davidson Investment Advisors
Montana
$16K
VCM
471
Vigilant Capital Management
Maine
$16K
BKA
472
Brick & Kyle Associates
Pennsylvania
$15K
MRCM
473
M&R Capital Management
New Jersey
$15K
NSIM
474
North Star Investment Management
Illinois
$15K
WT
475
Whittier Trust
California
$15K

NVO Hedge Fund Activity: Q3 2016 in Review

511 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q3 2016, worth a combined $7.76B — down 26% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of NVO and 42 opened new positions — a net loss of 12 holders — while 187 trimmed existing stakes and 190 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $165M. The largest seller was Jennison Associates, cutting an estimated $545M.

  • 511 institutional investors held Novo Nordisk (NVO) as of Q3 2016, down from 529 in Q2 2016.
  • Funds reported $7.76B of Novo Nordisk stock for Q3 2016, down 26% quarter-over-quarter.
  • 42 funds opened new Novo Nordisk positions in Q3 2016 and 54 closed out, a net change of -12 holders.
  • The largest Novo Nordisk buyer in Q3 2016 was Loomis, Sayles & Company, an estimated $165M added.
  • The largest Novo Nordisk seller in Q3 2016 was Jennison Associates, an estimated $545M sold.

Based on aggregated 13F filings for Q3 2016.