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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
BL
476
Balentine LLC
Georgia
$30K +$1.57K +56 +5%
AIP
477
Ameritas Investment Partners
Nebraska
$28K +$29K +1,030 New
BAM
478
Brave Asset Management
New Jersey
$27K
MBT
479
Monroe Bank & Trust
Michigan
$27K
EDRH
480
Edmond de Rothschild Holding
Switzerland
$27K +$28.1K +1,000 New
KTC
481
Kistler-Tiffany Companies
Pennsylvania
$25K +$225 +8 +0.9%
JWA
482
JFS Wealth Advisors
Pennsylvania
$24K
AWS
483
Aris Wealth Services
Pennsylvania
$23K +$23.2K +824 New
KCM
484
Karp Capital Management
California
$23K +$23.9K +850 New
TJHA
485
Thomas J. Herzfeld Advisors
Florida
$22K +$22.8K +812 New
S
486
SignatureFD
Georgia
$21K +$10.5K +374 +98%
TDC
487
Thompson Davis & Co
Virginia
$18K +$3.77K +134 +25%
AIM
488
Advantage Investment Management
Iowa
$16K +$3.6K +128 +29%
FCCM
489
First City Capital Management
Georgia
$15.3K +$11.2K +400 +250%
M
490
MOTCO
Texas
$14K
WRM
491
Westport Resources Management
Connecticut
$14K
OSAM
492
O'Shaughnessy Asset Management
Connecticut
$14K +$14.6K +518 New
BRWM
493
B. Riley Wealth Management
Tennessee
$13K
FPFS
494
First Personal Financial Services
North Carolina
$13K
HIM
495
Hillsdale Investment Management
Ontario, Canada
$11K
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K
Fiera Capital (Canada)
497
Fiera Capital (Canada)
Quebec, Canada
$8.57K +$284K +10,118 +3%
CHP
498
Cable Hill Partners
Oregon
$8K -$4.22K -150 -35%
HFM
499
Hartford Financial Management
Connecticut
$8K +$8.55K +304 New
IRS
500
Invictus RG (Singapore)
Singapore
$8K +$8.71K +310 New

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.