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NVO

Novo Nordisk

484 hedge funds and large institutions have $6.59B invested in Novo Nordisk in 2017 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 149 increasing their positions, 176 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

51% more call options, than puts

Call options by funds: $45.5M | Put options by funds: $30.1M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

19% more capital invested

Capital invested by funds: $5.53B → $6.59B (+$1.06B)

5% more funds holding

Funds holding: 463484 (+21)

0.35% less ownership

Funds ownership: 16.02%15.67% (-0.35%)

15% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 176

Holders
484
Holders Change
+21
Holders Change %
+4.54%
% of All Funds
12.07%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
64
Increased
149
Reduced
176
Closed
38
Calls
$45.5M
Puts
$30.1M
Net Calls
+$15.4M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oppenheimer & Co
New York
$3.85M -$508K -25,174 -12%
RWM
127
RKL Wealth Management
Pennsylvania
$3.83M -$624K -30,906 -15%
FPF
128
FNY Partners Fund
New York
$3.82M +$657K +32,550 +22%
PA
129
Pinnacle Associates
New York
$3.68M +$160K +7,942 +5%
DCM
130
Donaldson Capital Management
Indiana
$3.6M +$464K +22,978 +16%
HIC
131
Hartline Investment Corp
Illinois
$3.52M -$57.5K -2,850 -2%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$3.47M +$636K +31,512 +24%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$3.44M -$8.07K -400 -0.2%
TAM
134
Todd Asset Management
Kentucky
$3.44M -$8.07K -400 -0.2%
CYG
135
Clean Yield Group
Vermont
$3.4M -$31.7K -1,570 -1%
KCMRT
136
Kemper Corp Master Retirement Trust
Illinois
$3.31M
SAM
137
Smithbridge Asset Management
Pennsylvania
$3.13M +$622K +30,800 +27%
William Blair Investment Management
138
William Blair Investment Management
Illinois
$3.12M +$2.93M +145,240 New
LWM
139
Lenox Wealth Management
Ohio
$3.02M +$2.84M +140,896 New
MGIA
140
Moneta Group Investment Advisors
Missouri
$3.02M
HIM
141
Harbour Investment Management
Washington
$2.99M +$46.4K +2,300 +2%
DADC
142
D.A. Davidson & Co
Montana
$2.99M -$21.7K -1,076 -0.8%
GCAC
143
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.99M +$164K +8,150 +6%
NEI
144
Northwest & Ethical Investments
Ontario, Canada
$2.99M +$1.43M +70,966 +104%
CAM
145
Capstone Asset Management
Texas
$2.97M -$276K -13,700 -9%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$2.91M +$2.74M +135,632 New
WEC
147
Winslow Evans & Crocker
Massachusetts
$2.89M +$424K +20,996 +18%
KM
148
Kalos Management
Georgia
$2.88M +$101K +4,990 +4%
BC
149
Bartlett & Co
Ohio
$2.85M
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
$2.83M +$2.18M +108,164 +446%

NVO Hedge Fund Activity: Q2 2017 in Review

484 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q2 2017, worth a combined $6.59B — up 19% from $5.53B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NVO positions and 38 closed out — a net gain of 26 holders — while 149 added to existing stakes and 176 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $53.8M. The largest seller was Renaissance Technologies, cutting an estimated $116M.

  • 484 institutional investors held Novo Nordisk (NVO) as of Q2 2017, up from 463 in Q1 2017.
  • Funds reported $6.59B of Novo Nordisk stock for Q2 2017, up 19% quarter-over-quarter.
  • 64 funds opened new Novo Nordisk positions in Q2 2017 and 38 closed out, a net change of +26 holders.
  • The largest Novo Nordisk buyer in Q2 2017 was Fisher Asset Management, an estimated $53.8M added.
  • The largest Novo Nordisk seller in Q2 2017 was Renaissance Technologies, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2017.