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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
WCM Investment Management
26
WCM Investment Management
California
$41.5M +$143M +8,182,610 +268%
MG
27
Markel Group
Virginia
$40.9M -$87.1K -5,000 -0.2%
ACM
28
Alta Capital Management
Utah
$35.3M +$1.78M +102,400 +6%
CCM
29
Chautauqua Capital Management
Colorado
$35.2M -$704K -40,420 -2%
PPA
30
Parametric Portfolio Associates
Washington
$32.8M +$1.33M +76,280 +4%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$30.8M -$807K -46,280 -3%
SRIM
32
Saratoga Research & Investment Management
California
$30.3M +$3.16M +181,350 +12%
PI
33
Placemark Investments
Illinois
$29.7M +$11.6M +666,750 +71%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$27.3M +$461K +26,440 +2%
CGT
35
Capital Guardian Trust
California
$27.3M +$2.63M +150,940 +11%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$24.2M -$7.39M -423,940 -24%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$23.7M +$6.4M +367,020 +40%
NTCOC
38
Northern Trust Company of Connecticut
Connecticut
$22.1M -$1.62M -92,900 -7%
SCM
39
Symons Capital Management
Pennsylvania
$21.7M +$10.2M +586,720 +100%
BTS
40
BB&T Securities
Virginia
$20.9M +$250K +14,330 +15%
SBAM
41
Santa Barbara Asset Management
California
$19.3M -$1.18M -67,970 -1%
AG
42
Aperio Group
California
$17.9M -$14.8M -851,530 Closed
RFS
43
Rockefeller Financial Services
New York
$17.8M +$87.1K +5,000 +0.5%
U
44
UBS
Switzerland
$17.5M -$2.92M -167,590 -15%
ClearBridge Investments
45
ClearBridge Investments
New York
$17M +$3.31M +189,890 +26%
BIM
46
BlackRock Investment Management
Delaware
$16.5M +$15.5M +887,760 +22,194%
William Blair & Company
47
William Blair & Company
Illinois
$15.3M -$1.5M -86,270 -9%
TL
48
Tirschwell & Loewy
New York
$15M +$387K +22,200 +3%
Goldman Sachs
49
Goldman Sachs
New York
$14.8M +$1.57M +90,330 +13%
CCM
50
Copeland Capital Management
Pennsylvania
$13.7M +$366K +21,020 +3%

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.