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NVO

Novo Nordisk

525 hedge funds and large institutions have $11B invested in Novo Nordisk in 2015 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 183 increasing their positions, 187 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

2% more funds holding

Funds holding: 516525 (+9)

0.17% less ownership

Funds ownership: 19.92%19.75% (-0.17%)

2% less capital invested

Capital invested by funds: $11.2B → $11B (-$204M)

2% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 187

59% less call options, than puts

Call options by funds: $9.93M | Put options by funds: $24.5M

Holders
525
Holders Change
+9
Holders Change %
+1.74%
% of All Funds
14.66%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.89%
New
48
Increased
183
Reduced
187
Closed
36
Calls
$9.93M
Puts
$24.5M
Net Calls
-$14.5M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GCC
101
Guardian Capital (Canada)
Ontario, Canada
$7.57M +$2.98M +105,096 +60%
CGI
102
CI Global Investments
California
$7.32M -$3.68M -130,000 -33%
JFL
103
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.29M +$196K +6,930 +3%
PM
104
Penbrook Management
New York
$7.11M
NPA
105
Nichols & Pratt Advisers
Massachusetts
$7.08M +$839K +29,650 +13%
DWM
106
Destination Wealth Management
California
$6.85M -$1.09M -38,606 -13%
CCM
107
Carderock Capital Management
Maryland
$6.74M +$47.6K +1,682 +0.7%
PA
108
Pinnacle Associates
New York
$6.63M -$66.4K -2,344 -1%
HL
109
HeadInvest LLC
Maine
$6.63M -$82.7K -2,920 -1%
Truist Financial
110
Truist Financial
North Carolina
$6.61M +$1.07M +37,710 +18%
ZAM
111
Zevin Asset Management
Massachusetts
$6.58M +$266K +9,380 +4%
GC
112
Gratry & Company
Ohio
$6.57M -$70.7K -2,498 -1%
DADC
113
D.A. Davidson & Co
Montana
$6.55M +$35.3K +1,248 +0.5%
M&T Bank
114
M&T Bank
New York
$6.44M +$539K +19,036 +9%
CWM
115
Cabot Wealth Management
Massachusetts
$6.41M +$63.8K +2,252 +1%
SB
116
Suntrust Banks
Georgia
$6.35M +$677K +23,904 +11%
TNB
117
Thomasville National Bank
Georgia
$6.33M -$89.9K -3,174 -1%
PCM
118
Palisade Capital Management
New Jersey
$6.12M -$86.9K -3,070 -1%
GF
119
Goodman Financial
Texas
$5.95M +$7.93K +280 +0.1%
WAM
120
World Asset Management
Michigan
$5.8M +$492K +17,364 +9%
PP
121
Patten & Patten
Tennessee
$5.8M +$3.17M +111,830 +110%
CW
122
Cobiz Wealth
Colorado
$5.7M -$88.5K -3,126 -1%
DA
123
Dillon & Associates
Michigan
$5.68M +$32.6K +1,150 +0.5%
BUB
124
BBVA USA Bancshares
Texas
$5.56M +$756K +26,696 +15%
GC
125
Guggenheim Capital
Illinois
$5.53M -$2.07M -73,210 -26%

NVO Hedge Fund Activity: Q3 2015 in Review

525 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q3 2015, worth a combined $11B — down 1.8% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NVO positions and 36 closed out — a net gain of 12 holders — while 183 added to existing stakes and 187 trimmed.

The largest buyer was Bank of America, adding an estimated $300M. The largest seller was Jennison Associates, cutting an estimated $92.7M.

  • 525 institutional investors held Novo Nordisk (NVO) as of Q3 2015, up from 516 in Q2 2015.
  • Funds reported $11B of Novo Nordisk stock for Q3 2015, down 1.8% quarter-over-quarter.
  • 48 funds opened new Novo Nordisk positions in Q3 2015 and 36 closed out, a net change of +12 holders.
  • The largest Novo Nordisk buyer in Q3 2015 was Bank of America, an estimated $300M added.
  • The largest Novo Nordisk seller in Q3 2015 was Jennison Associates, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2015.