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NVO

Novo Nordisk

500 hedge funds and large institutions have $8.56B invested in Novo Nordisk in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 166 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 166

7% more funds holding

Funds holding: 469500 (+31)

0.83% more ownership

Funds ownership: 18.24%19.06% (+0.83%)

3% less call options, than puts

Call options by funds: $4.16M | Put options by funds: $4.29M

7% less capital invested

Capital invested by funds: $9.21B → $8.56B (-$646M)

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

Holders
500
Holders Change
+31
Holders Change %
+6.61%
% of All Funds
13.33%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.48%
New
65
Increased
185
Reduced
166
Closed
27
Calls
$4.16M
Puts
$4.29M
Net Calls
-$132K
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
26
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74.6M -$1.52M -68,148 -2%
Invesco
27
Invesco
Georgia
$69.1M -$2.71M -121,248 -4%
Wells Fargo
28
Wells Fargo
California
$68.9M -$14.1M -630,334 -16%
Franklin Resources
29
Franklin Resources
California
$66.7M +$2.8M +125,432 +4%
SI
30
Scout Investments
Missouri
$64.8M -$12.4M -555,002 -15%
Morgan Stanley
31
Morgan Stanley
New York
$55M +$11.3M +504,540 +24%
SC
32
Saturna Capital
Washington
$52.1M +$82.6K +3,700 +0.2%
Ameriprise
33
Ameriprise
Minnesota
$46.5M +$12.3M +552,718 +34%
MG
34
Markel Group
Virginia
$45.5M
PPA
35
Parametric Portfolio Associates
Washington
$43.3M +$385K +17,218 +0.8%
ACM
36
Alta Capital Management
Utah
$42.9M +$1.14M +50,940 +3%
CGT
37
Capital Guardian Trust
California
$41.6M +$4.21M +188,590 +11%
BIM
38
BlackRock Investment Management
Delaware
$41.3M -$1.46M -65,450 -3%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$35.9M -$1.44M -64,642 -4%
Stifel Financial
40
Stifel Financial
Missouri
$35.4M +$34.6M +1,547,536 +1,231%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$35.1M +$2.39M +107,040 +7%
BTS
42
BB&T Securities
Virginia
$34.5M +$108K +4,856 +3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$30.7M +$1.76M +78,926 +6%
CCM
44
Chautauqua Capital Management
Colorado
$30.4M +$6.47M +289,488 +25%
SRIM
45
Saratoga Research & Investment Management
California
$30.4M -$698K -31,250 -2%
USAA
46
United Services Automobile Association
Texas
$29M +$7.86M +351,926 +35%
Goldman Sachs
47
Goldman Sachs
New York
$27.3M +$2.27M +101,598 +9%
AG
48
Aperio Group
California
$27M +$436K +19,502 +2%
LIM
49
Lagoda Investment Management
New York
$25.3M +$26.7M +1,193,618 New
Millennium Management
50
Millennium Management
New York
$24.6M +$25.9M +1,161,092 New

NVO Hedge Fund Activity: Q4 2014 in Review

500 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q4 2014, worth a combined $8.56B — down 7% from $9.21B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new NVO positions and 27 closed out — a net gain of 38 holders — while 185 added to existing stakes and 166 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $86M. The largest seller was Jennison Associates, cutting an estimated $182M.

  • 500 institutional investors held Novo Nordisk (NVO) as of Q4 2014, up from 469 in Q3 2014.
  • Funds reported $8.56B of Novo Nordisk stock for Q4 2014, down 7% quarter-over-quarter.
  • 65 funds opened new Novo Nordisk positions in Q4 2014 and 27 closed out, a net change of +38 holders.
  • The largest Novo Nordisk buyer in Q4 2014 was Arrowstreet Capital, an estimated $86M added.
  • The largest Novo Nordisk seller in Q4 2014 was Jennison Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2014.