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NVO

Novo Nordisk

482 hedge funds and large institutions have $5.6B invested in Novo Nordisk in 2016 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.07% less ownership

Funds ownership: 18.56%15.48% (-3.1%)

6% less funds holding

Funds holding: 511482 (-29)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 93

28% less capital invested

Capital invested by funds: $7.76B → $5.6B (-$2.16B)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

43% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 212

59% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $31.9M

Holders
482
Holders Change
-29
Holders Change %
-5.68%
% of All Funds
12.05%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.2%
New
73
Increased
121
Reduced
212
Closed
93
Calls
$13.1M
Puts
$31.9M
Net Calls
-$18.8M
Net Calls Change
-$3.89M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$16.8M -$3.75M -207,022 -18%
PFM
52
PacWest Financial Management
Arizona
$16.5M +$44.1K +2,430 +3%
LIM
53
Lagoda Investment Management
New York
$16.1M -$416K -22,948 -2%
BIM
54
BlackRock Investment Management
Delaware
$15.6M -$2.94M -162,182 -16%
First Trust Advisors
55
First Trust Advisors
Illinois
$15.3M +$4.56M +251,522 +42%
HP
56
Hikari Power
Japan
$14.7M -$2.65M -146,200 -15%
TL
57
Tirschwell & Loewy
New York
$14.4M +$342K +18,850 +2%
UBS Group
58
UBS Group
Switzerland
$14.3M -$36.1K -1,990 -0.2%
Marshall Wace
59
Marshall Wace
United Kingdom
$14.2M +$7.92M +436,840 +122%
UCFA
60
United Capital Financial Advisors
Texas
$13.9M +$2.14M +117,842 +18%
ClearBridge Investments
61
ClearBridge Investments
New York
$13.4M -$288K -15,900 -2%
VanEck Associates
62
VanEck Associates
New York
$11.8M +$2.52M +138,760 +27%
RJA
63
Raymond James & Associates
Florida
$10.9M +$291K +16,054 +3%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$10.5M +$10.6M +586,914 New
CSIC
65
Clifford Swan Investment Counsel
California
$10.2M +$1.06M +58,264 +11%
GT
66
Glenmede Trust
Pennsylvania
$10.1M -$885K -48,810 -8%
RBCM
67
Raub Brock Capital Management
California
$9.78M +$691K +38,118 +8%
Deutsche Bank
68
Deutsche Bank
Germany
$9.42M -$14.5M -802,332 -60%
Artisan Partners
69
Artisan Partners
Wisconsin
$9.23M -$6.37M -351,322 -41%
FT
70
Fiduciary Trust
Massachusetts
$9.09M -$1.88M -103,548 -17%
LHC
71
Levy Harkins & Co
New York
$9.08M +$277K +15,300 +3%
HCM
72
Hutchinson Capital Management
California
$9.07M +$9.18M +506,130 New
PFM
73
Parsec Financial Management
North Carolina
$9.02M +$850K +46,910 +10%
SYBT
74
Stock Yards Bank & Trust
Kentucky
$8.53M -$261K -14,420 -3%
SAM
75
Sectoral Asset Management
Quebec, Canada
$8.48M -$7.58M -417,990 -47%