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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
TA
451
Teachers Advisors
New York
$17K +$16.1K +800 New
DBT
452
Dubuque Bank & Trust
Iowa
$16K -$6.05K -300 -29%
ZB
453
Zions Bancorporation
Utah
$15K -$6.58K -326 -31%
NSIM
454
North Star Investment Management
Illinois
$15K -$2.74K -136 -16%
PFO
455
Pathstone Family Office
New Jersey
$15K
YWP
456
YorkBridge Wealth Partners
New York
$15K
PFBT
457
Parkside Financial Bank & Trust
Missouri
$14K
HFM
458
Hartford Financial Management
Connecticut
$12K +$6.05K +300 +99%
JFGIW
459
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$7.71K -382 -42%
CIA
460
Cascade Investment Advisors
Oregon
$10.7K
VIA
461
Vantage Investment Advisors
Pennsylvania
$10K
TIM
462
Tortoise Investment Management
New York
$10K +$4.16K +206 +86%
JCM
463
Jacobi Capital Management
Pennsylvania
$10K +$9.32K +462 New
RBC
464
Roble Belko & Company
Pennsylvania
$9K
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$8.79K -$43K -2,130 -84%
BWM
466
Baystate Wealth Management
Massachusetts
$8K
EWM
467
Edge Wealth Management
New York
$8K
PFGIA
468
Patriot Financial Group Insurance Agency
Massachusetts
$8K
SSB
469
Sandy Spring Bank
Maryland
$6K
QAM
470
QCI Asset Management
New York
$5K
AIS
471
Accurate Investment Solutions
Pennsylvania
$4K
AIM
472
Arcadia Investment Management
Michigan
$4K
MWM
473
Mascoma Wealth Management
New Hampshire
$4K
NA
474
NewEdge Advisors
Louisiana
$3.41K +$3.27K +162 New
PG
475
Patten Group
Tennessee
$3K

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.