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NVO

Novo Nordisk

511 hedge funds and large institutions have $7.76B invested in Novo Nordisk in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 190 increasing their positions, 187 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 187

0.86% less ownership

Funds ownership: 19.42%18.56% (-0.86%)

3% less funds holding

Funds holding: 529511 (-18)

22% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 54

26% less capital invested

Capital invested by funds: $10.5B → $7.76B (-$2.76B)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

51% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $29M

Holders
511
Holders Change
-18
Holders Change %
-3.4%
% of All Funds
13.63%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.37%
New
42
Increased
190
Reduced
187
Closed
54
Calls
$14.1M
Puts
$29M
Net Calls
-$14.9M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
526
Polaris Wealth Advisory Group
California
-$728K -27,086 Closed
NPC
527
National Planning Corporation
California
-$745K -26,622 Closed
BAM
528
Bruderman Asset Management
New York
-$708K -26,334 Closed
IT
529
Independence Trust
Tennessee
-$568K -21,132 Closed
FCH
530
Freestone Capital Holdings
Washington
-$556K -20,678 Closed
FRM
531
Fox Run Management
Connecticut
-$522K -19,400 Closed
I2I
532
Insight 2811 Inc
Illinois
-$459K -17,066 Closed
BP
533
Ballentine Partners
Massachusetts
-$425K -15,818 Closed
COI
534
Connable Office Inc
Michigan
-$370K -13,770 Closed
ICOA
535
Investment Centers of America
North Dakota
-$363K -13,426 Closed
GI
536
GAMCO Investors
Connecticut
-$332K -12,352 Closed
BC
537
Brinker Capital
Pennsylvania
-$309K -11,490 Closed
FNYS
538
First New York Securities
New York
-$269K -10,000 Closed
MIM
539
Martin Investment Management
Florida
-$263K -9,790 Closed
CASB
540
Cape Ann Savings Bank
Massachusetts
-$255K -9,496 Closed
GI
541
Glovista Investments
New Jersey
-$255K -9,476 Closed
DWT
542
Dorsey & Whitney Trust
South Dakota
-$248K -9,244 Closed
JFA
543
Johanson Financial Advisors
California
-$245K -9,100 Closed
CA
544
Cullinan Associates
Kentucky
-$242K -9,000 Closed
SCA
545
Salient Capital Advisors
Texas
-$238K -8,850 Closed
MLL
546
Moody Lynn & Lieberson
Massachusetts
-$237K -8,800 Closed
PWMAG
547
Pinnacle Wealth Management Advisory Group
New Jersey
-$237K -8,800 Closed
TC
548
Telemus Capital
Michigan
-$234K -8,710 Closed
HPC
549
HM Payson & Co
Maine
-$221K -8,190 Closed
Luther King Capital Management (LKCM)
550
Luther King Capital Management (LKCM)
Texas
-$217K -8,080 Closed

NVO Hedge Fund Activity: Q3 2016 in Review

511 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q3 2016, worth a combined $7.76B — down 26% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of NVO and 42 opened new positions — a net loss of 12 holders — while 187 trimmed existing stakes and 190 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $165M. The largest seller was Jennison Associates, cutting an estimated $545M.

  • 511 institutional investors held Novo Nordisk (NVO) as of Q3 2016, down from 529 in Q2 2016.
  • Funds reported $7.76B of Novo Nordisk stock for Q3 2016, down 26% quarter-over-quarter.
  • 42 funds opened new Novo Nordisk positions in Q3 2016 and 54 closed out, a net change of -12 holders.
  • The largest Novo Nordisk buyer in Q3 2016 was Loomis, Sayles & Company, an estimated $165M added.
  • The largest Novo Nordisk seller in Q3 2016 was Jennison Associates, an estimated $545M sold.

Based on aggregated 13F filings for Q3 2016.