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NVO

Novo Nordisk

516 hedge funds and large institutions have $11.2B invested in Novo Nordisk in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 204 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $9.12M

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

2% more funds holding

Funds holding: 505516 (+11)

5% more capital invested

Capital invested by funds: $10.7B → $11.2B (+$518M)

0.97% more ownership

Funds ownership: 18.96%19.92% (+0.97%)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

13% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 204

Holders
516
Holders Change
+11
Holders Change %
+2.18%
% of All Funds
13.9%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.84%
New
45
Increased
178
Reduced
204
Closed
29
Calls
$14.6M
Puts
$9.12M
Net Calls
+$5.53M
Net Calls Change
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
26
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93.3M -$2.85M -101,226 -3%
Invesco
27
Invesco
Georgia
$88.8M +$120K +4,276 +0.1%
Franklin Resources
28
Franklin Resources
California
$82.6M -$5.61M -199,704 -6%
SI
29
Scout Investments
Missouri
$75.9M -$3.15M -111,894 -4%
Morgan Stanley
30
Morgan Stanley
New York
$65.5M +$5.8M +206,156 +9%
SC
31
Saturna Capital
Washington
$65.3M -$2.22M -78,816 -3%
PPA
32
Parametric Portfolio Associates
Washington
$63.6M +$8.4M +298,672 +15%
MG
33
Markel Group
Virginia
$58.9M
CGT
34
Capital Guardian Trust
California
$55.2M +$2.36M +84,044 +4%
Stifel Financial
35
Stifel Financial
Missouri
$51M +$4.04M +143,616 +8%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$48.2M -$723K -25,724 -1%
BIM
37
BlackRock Investment Management
Delaware
$47.8M -$7.63M -271,348 -13%
USAA
38
United Services Automobile Association
Texas
$47.1M +$2.79M +99,246 +6%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$43.8M -$145K -5,156 -0.3%
TIM
40
Thornburg Investment Management
New Mexico
$42.3M -$5.71M -203,172 -12%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$39.4M +$1.81M +64,480 +5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$39.1M -$1.97M -70,152 -5%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$38.6M +$4.77M +169,712 +14%
AG
44
Aperio Group
California
$38.4M +$3.54M +126,066 +10%
ACM
45
Alta Capital Management
Utah
$36M +$316K +11,250 +0.9%
LIM
46
Lagoda Investment Management
New York
$35.9M +$2.7M +95,944 +8%
OCAM
47
Onex Canada Asset Management
Ontario, Canada
$34.8M +$11.8M +420,000 +70%
CCM
48
Chautauqua Capital Management
Colorado
$34.6M +$7.4M +263,064 +26%
Goldman Sachs
49
Goldman Sachs
New York
$33.8M +$1.62M +57,720 +5%
SRIM
50
Saratoga Research & Investment Management
California
$32.9M -$1.92M -68,474 -5%

NVO Hedge Fund Activity: Q2 2015 in Review

516 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q2 2015, worth a combined $11.2B — up 4.8% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NVO positions and 29 closed out — a net gain of 16 holders — while 178 added to existing stakes and 204 trimmed.

The largest buyer was Ameriprise, adding an estimated $180M. The largest seller was Jennison Associates, cutting an estimated $203M.

  • 516 institutional investors held Novo Nordisk (NVO) as of Q2 2015, up from 505 in Q1 2015.
  • Funds reported $11.2B of Novo Nordisk stock for Q2 2015, up 4.8% quarter-over-quarter.
  • 45 funds opened new Novo Nordisk positions in Q2 2015 and 29 closed out, a net change of +16 holders.
  • The largest Novo Nordisk buyer in Q2 2015 was Ameriprise, an estimated $180M added.
  • The largest Novo Nordisk seller in Q2 2015 was Jennison Associates, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2015.