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NVO

Novo Nordisk

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: 1116 (+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: 425431 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$8.16M -$2.14M -122,820 -22%
CL
77
CIM LLC
New York
$8.12M +$87.5K +5,020 +1%
WI
78
WBI Investments
New Jersey
$8.01M +$1.31M +75,330 +21%
MIP
79
Marietta Investment Partners
Wisconsin
$7.77M -$1.02M -58,700 -12%
ARC
80
Absolute Return Capital
Massachusetts
$7.42M
CSIC
81
Clifford Swan Investment Counsel
California
$7.29M +$4.3M +246,700 +167%
JP Morgan Chase
82
JP Morgan Chase
New York
$7.06M -$29.9M -1,716,530 -82%
RJA
83
Raymond James & Associates
Florida
$7M +$1.26M +72,100 +23%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$6.99M +$264K +15,170 +4%
CWM
85
Cabot Wealth Management
Massachusetts
$6.75M +$2.99M +171,540 +89%
RFC
86
Russell Frank Company
Washington
$6.56M -$3.78M -217,010 -11%
GXMC
87
Global X Management Company
New York
$6.5M -$95.9K -5,500 -2%
DADC
88
D.A. Davidson & Co
Montana
$6.2M +$234K +13,430 +4%
MCM
89
Mitchell Capital Management
Kansas
$6.17M -$475K -27,260 -8%
MPM
90
Meritage Portfolio Management
Kansas
$6.14M -$289K -16,600 -5%
NAM
91
North American Management
Massachusetts
$5.98M -$27.4K -1,570 -0.5%
Capital Fund Management (CFM)
92
Capital Fund Management (CFM)
France
$5.88M +$5.55M +318,400 New
GC
93
Grimes & Company
Massachusetts
$5.81M +$559K +32,050 +11%
SAM
94
Senzar Asset Management
New York
$5.76M +$5.44M +312,000 New
OCAM
95
Onex Canada Asset Management
Ontario, Canada
$5.73M
State Farm Mutual Automobile Insurance
96
State Farm Mutual Automobile Insurance
Illinois
$5.71M
CCA
97
Cobblestone Capital Advisors
New York
$5.67M +$146K +8,390 +3%
CCM
98
Carderock Capital Management
Maryland
$5.49M +$529K +30,330 +11%
CIC
99
Carnegie Investment Counsel
Ohio
$5.3M +$782K +44,900 +19%
JFL
100
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.28M -$939K -53,900 -16%

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.