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NVO

Novo Nordisk

559 hedge funds and large institutions have $8.89B invested in Novo Nordisk in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 190 increasing their positions, 195 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $24.4M

0.38% more ownership

Funds ownership: 18.35%18.73% (+0.38%)

3% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 195

3% less capital invested

Capital invested by funds: $9.18B → $8.89B (-$290M)

4% less funds holding

Funds holding: 580559 (-21)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

23% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 69

Holders
559
Holders Change
-21
Holders Change %
-3.62%
% of All Funds
12.14%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
53
Increased
190
Reduced
195
Closed
69
Calls
$56.2M
Puts
$24.4M
Net Calls
+$31.8M
Net Calls Change
-$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Aperio Group
California
$68.6M +$8.97M +363,006 +16%
Jennison Associates
27
Jennison Associates
New York
$62.8M +$28.7M +1,161,888 +90%
CGT
28
Capital Guardian Trust
California
$61M +$2.19M +88,700 +4%
RJA
29
Raymond James & Associates
Florida
$60.8M +$891K +36,070 +2%
MG
30
Markel Group
Virginia
$54.9M
SC
31
Saturna Capital
Washington
$54.5M
Bank of New York Mellon
32
Bank of New York Mellon
New York
$53.8M -$485K -19,618 -0.9%
Goldman Sachs
33
Goldman Sachs
New York
$50.9M -$2.8M -113,228 -5%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$50.3M +$1.13M +45,900 +2%
USAA
35
United Services Automobile Association
Texas
$49.6M -$785K -31,760 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$42.7M +$16.4M +664,716 +66%
Capital International Investors
37
Capital International Investors
California
$41.6M +$28.7K +1,160 +0.1%
Morgan Stanley
38
Morgan Stanley
New York
$41.5M -$1.98M -80,294 -5%
UCFA
39
United Capital Financial Advisors
Texas
$38.2M +$2.17M +87,648 +6%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$38.2M +$127K +5,136 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$37.4M -$21.9M -887,200 -38%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$36.4M -$8.05M -325,574 -19%
CBT
43
Capital Bank & Trust
California
$35.9M +$4.48M +181,156 +15%
UBS Group
44
UBS Group
Switzerland
$34.8M +$6.38M +258,086 +23%
Millennium Management
45
Millennium Management
New York
$29.3M -$9M -364,362 -24%
JP Morgan Chase
46
JP Morgan Chase
New York
$28.7M -$565K -22,852 -2%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$24.4M +$3.02K +122 +0%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$23.8M -$7.63M -308,910 -25%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$23.7M -$91.1M -3,685,216 -80%
Alyeska Investment Group
50
Alyeska Investment Group
Illinois
$22.1M +$6.57M +265,722 +44%

NVO Hedge Fund Activity: Q2 2019 in Review

559 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q2 2019, worth a combined $8.89B — down 3.2% from $9.18B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of NVO and 53 opened new positions — a net loss of 16 holders — while 195 trimmed existing stakes and 190 added.

The largest buyer was AllianceBernstein, adding an estimated $94.9M. The largest seller was Arrowstreet Capital, cutting an estimated $97.8M.

  • 559 institutional investors held Novo Nordisk (NVO) as of Q2 2019, down from 580 in Q1 2019.
  • Funds reported $8.89B of Novo Nordisk stock for Q2 2019, down 3.2% quarter-over-quarter.
  • 53 funds opened new Novo Nordisk positions in Q2 2019 and 69 closed out, a net change of -16 holders.
  • The largest Novo Nordisk buyer in Q2 2019 was AllianceBernstein, an estimated $94.9M added.
  • The largest Novo Nordisk seller in Q2 2019 was Arrowstreet Capital, an estimated $97.8M sold.

Based on aggregated 13F filings for Q2 2019.