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NVO

Novo Nordisk
NVO

469 hedge funds and large institutions have $9.21B invested in Novo Nordisk in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 175 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $8.87B → $9.21B (+$337M)

0.22% more ownership

Funds ownership: 18.01% → 18.24% (+0.22%)

1% less funds holding

Funds holding: 473 → 469 (-4)

7% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 175

4% less funds holding in top 10

Funds holding in top 10: 26 → 25 (-1)

41% less call options, than puts

Call options by funds: $5.37M | Put options by funds: $9.13M

Holders
469
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
13.61%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.73%
New
29
Increased
163
Reduced
175
Closed
27
Calls
$5.37M
Puts
$9.13M
Net Calls
-$3.75M
Net Calls Change
+$3.43M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$112M
2
O
OppenheimerFunds
New York
+$87.2M
3
Jennison Associates
Jennison Associates
New York
+$58M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$23M
5
HL
Harding Loevner
New Jersey
+$17.4M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$40.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$39M
3
JSP
Jackson Square Partners
California
-$33.9M
4
TIM
Thornburg Investment Management
New Mexico
-$24M
5
WCM Investment Management
WCM Investment Management
California
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
26
Eaton Vance Management
Massachusetts
$85.2M -$260K -11,294 -0.3%
Invesco
27
Invesco
Georgia
$80.7M +$5.42M +235,704 +7%
Franklin Resources
28
Franklin Resources
California
$72M +$839K +36,474 +1%
SC
29
Saturna Capital
Washington
$58.6M – – –
Capital International Investors
30
Capital International Investors
California
$56.4M +$7.9M +343,200 +17%
MG
31
Markel Group
Virginia
$51.2M – – –
Morgan Stanley
32
Morgan Stanley
New York
$49.8M +$5.24M +227,828 +12%
PPA
33
Parametric Portfolio Associates
Washington
$48.3M +$1.43M +62,342 +3%
BIM
34
BlackRock Investment Management
Delaware
$48M +$2.5M +108,454 +6%
ACM
35
Alta Capital Management
Utah
$47.1M -$473K -20,534 -1%
CGT
36
Capital Guardian Trust
California
$42.3M +$3.1M +134,784 +8%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$41.9M +$1.72M +74,744 +4%
Ameriprise
38
Ameriprise
Minnesota
$39.2M +$337K +14,654 +0.9%
BTS
39
BB&T Securities
Virginia
$37.7M +$36.8K +1,600 +1%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$36.9M +$840K +36,516 +2%
SRIM
41
Saratoga Research & Investment Management
California
$34.9M -$1.94M -84,370 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$32.6M +$3.57M +155,120 +13%
AG
43
Aperio Group
California
$29.9M +$2.01M +87,516 +7%
Goldman Sachs
44
Goldman Sachs
New York
$28.3M +$3.88M +168,416 +16%
CCM
45
Chautauqua Capital Management
Colorado
$27.3M +$2.78M +120,964 +12%
HP
46
Hikari Power
Japan
$26.5M – – –
USAA
47
United Services Automobile Association
Texas
$24.2M +$385K +16,718 +2%
U
48
UBS
Switzerland
$23.9M +$1.78M +77,380 +8%
ClearBridge Investments
49
ClearBridge Investments
New York
$21.8M -$17.6K -766 -0.1%
VanEck Associates
50
VanEck Associates
New York
$20.8M +$2.65M +115,198 +15%
1
2
3 4 5

NVO Hedge Fund Activity: Q3 2014 in Review

469 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q3 2014, worth a combined $9.21B — up 3.8% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVO positions and 27 closed out — a net gain of 2 holders — while 163 added to existing stakes and 175 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $112M. The largest seller was Lazard Asset Management, cutting an estimated $40.5M.

  • 469 institutional investors held Novo Nordisk (NVO) as of Q3 2014, down from 473 in Q2 2014.
  • Funds reported $9.21B of Novo Nordisk stock for Q3 2014, up 3.8% quarter-over-quarter.
  • 29 funds opened new Novo Nordisk positions in Q3 2014 and 27 closed out, a net change of +2 holders.
  • The largest Novo Nordisk buyer in Q3 2014 was Arrowstreet Capital, an estimated $112M added.
  • The largest Novo Nordisk seller in Q3 2014 was Lazard Asset Management, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2014.