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NVO

Novo Nordisk
NVO

431 hedge funds and large institutions have $6.47B invested in Novo Nordisk in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 181 increasing their positions, 122 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 122

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

18% more call options, than puts

Call options by funds: $39M | Put options by funds: $33M

1% more funds holding

Funds holding: 425 → 431 (+6)

3% more capital invested

Capital invested by funds: $6.26B → $6.47B (+$210M)

1.17% less ownership

Funds ownership: 83.35% → 82.19% (-1.2%)

Holders
431
Holders Change
+6
Holders Change %
+1.41%
% of All Funds
12.51%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.46%
New
52
Increased
181
Reduced
122
Closed
41
Calls
$39M
Puts
$33M
Net Calls
+$6.01M
Net Calls Change
+$700K

Top Buyers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
+$143M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.4M
3
Lazard Asset Management
Lazard Asset Management
New York
+$42.1M
4
Northern Trust
Northern Trust
Illinois
+$27.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$22.2M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$205M
2
Jennison Associates
Jennison Associates
New York
-$76.1M
3
OH
Orbis Holdings
Bermuda
-$68.2M
4
O
OppenheimerFunds
New York
-$61.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$29.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
51
Glenmede Trust
Pennsylvania
$13.5M -$315K -18,080 -2%
Federated Hermes
52
Federated Hermes
Pennsylvania
$13.4M -$3.4M -195,000 -21%
HTI
53
Hikari Tsushin Inc
Japan
$12.9M +$523K +30,000 +4%
US Bancorp
54
US Bancorp
Minnesota
$12.5M +$910K +52,240 +8%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$12.4M -$409K -23,490 -3%
EAM
56
EULAV Asset Management
Florida
$11.9M – – –
VanEck Associates
57
VanEck Associates
New York
$11.9M -$102K -5,870 -0.9%
CPIM
58
Columbia Partners Investment Management
Virginia
$11.8M -$251K -14,410 -2%
1IC
59
1919 Investment Counsel
Maryland
$11.8M +$2.72M +155,970 +32%
RIG
60
Roosevelt Investment Group
New York
$11.7M +$26K +1,490 +0.2%
RCG
61
Ruane, Cunniff & Goldfarb
New York
$11.5M +$4.01M +230,080 +59%
TAM
62
Todd Asset Management
Kentucky
$11.3M +$170K +9,740 +2%
TRSOTSOK
63
Teachers Retirement System of the State of Kentucky
Kentucky
$11.1M – – –
SC
64
Scotia Capital
Ontario, Canada
$10.9M +$238K +13,660 +2%
MWR
65
McAdams Wright Ragen
Washington
$10.3M +$676K +38,780 +7%
SM
66
Stratton Management
Pennsylvania
$10M – – –
RBCM
67
Raub Brock Capital Management
California
$9.96M +$319K +18,300 +4%
Citigroup
68
Citigroup
New York
$9.76M +$580K +33,260 +7%
ST
69
Stifel Trust
Missouri
$9.48M -$174K -10,000 -2%
OC
70
Oppenheimer & Co
New York
$8.93M +$2.4M +137,440 +40%
SYBT
71
Stock Yards Bank & Trust
Kentucky
$8.92M +$9.59K +550 +0.1%
CGI
72
CI Global Investments
California
$8.78M +$1.31M +75,000 +19%
EGA
73
Eagle Global Advisors
Texas
$8.64M -$302K -17,350 -4%
MSA
74
Mason Street Advisors
Wisconsin
$8.62M – – –
GC
75
Gratry & Company
Ohio
$8.25M -$36.9K -2,120 -0.5%
1 2
3
4 5

NVO Hedge Fund Activity: Q4 2013 in Review

431 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q4 2013, worth a combined $6.47B — up 3.4% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NVO positions and 41 closed out — a net gain of 11 holders — while 181 added to existing stakes and 122 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $143M. The largest seller was Ameriprise, cutting an estimated $205M.

  • 431 institutional investors held Novo Nordisk (NVO) as of Q4 2013, up from 425 in Q3 2013.
  • Funds reported $6.47B of Novo Nordisk stock for Q4 2013, up 3.4% quarter-over-quarter.
  • 52 funds opened new Novo Nordisk positions in Q4 2013 and 41 closed out, a net change of +11 holders.
  • The largest Novo Nordisk buyer in Q4 2013 was WCM Investment Management, an estimated $143M added.
  • The largest Novo Nordisk seller in Q4 2013 was Ameriprise, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2013.