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NVO

Novo Nordisk
NVO

473 hedge funds and large institutions have $8.87B invested in Novo Nordisk in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 170 increasing their positions, 165 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $8.41B → $8.87B (+$458M)

3% more funds holding

Funds holding: 461 → 473 (+12)

1.5% more ownership

Funds ownership: 16.52% → 18.01% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 165

7% less funds holding in top 10

Funds holding in top 10: 28 → 26 (-2)

70% less call options, than puts

Call options by funds: $3.07M | Put options by funds: $10.2M

Holders
473
Holders Change
+12
Holders Change %
+2.6%
% of All Funds
13.6%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.75%
New
37
Increased
170
Reduced
165
Closed
24
Calls
$3.07M
Puts
$10.2M
Net Calls
-$7.18M
Net Calls Change
+$2.38M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$70.5M
2
WCM Investment Management
WCM Investment Management
California
+$49.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$38.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.3M
5
BIM
BlackRock Investment Management
Delaware
+$18.1M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$359M
2
TIM
Thornburg Investment Management
New Mexico
-$56.6M
3
CCM
Chautauqua Capital Management
Colorado
-$20M
4
RFS
Rockefeller Financial Services
New York
-$13M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$3.38M -$178K -8,076 -5%
California Public Employees Retirement System
152
California Public Employees Retirement System
California
$3.36M +$3.21M +145,508 New
BC
153
Bartlett & Co
Ohio
$3.27M +$2.21K +100 +0.1%
New York State Common Retirement Fund
154
New York State Common Retirement Fund
New York
$3.16M +$247K +11,194 +9%
BST
155
Bath Savings Trust
Maine
$3.14M +$442 +20 +0%
CCB
156
Cutter & Co Brokerage
Missouri
$2.97M +$25.1K +1,138 +0.9%
RCM
157
Riverhead Capital Management
Delaware
$2.97M – – –
DCM
158
Donaldson Capital Management
Indiana
$2.93M +$39.2K +1,776 +1%
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$2.92M +$738K +33,430 +36%
AAM
160
Advisors Asset Management
Colorado
$2.87M +$345K +15,646 +14%
ANI
161
American National Insurance
Texas
$2.86M – – –
GCC
162
Guardian Capital (Canada)
Ontario, Canada
$2.79M -$48.6K -2,200 -2%
WWM
163
Willingdon Wealth Management
North Carolina
$2.79M -$1.01M -45,716 -27%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$2.76M +$1.92M +86,858 +265%
PWLP
165
Prio Wealth Limited Partnership
Massachusetts
$2.76M – – –
MM
166
Meridian Management
Arkansas
$2.73M – – –
FCT
167
Family Capital Trust
Massachusetts
$2.72M -$12.7K -576 -0.5%
BBHC
168
Brown Brothers Harriman & Co
New York
$2.69M +$841K +38,078 +49%
GA
169
Geneva Advisors
Illinois
$2.69M +$2.57M +116,348 New
WT
170
Wilmington Trust
Delaware
$2.66M -$5.79K -262 -0.2%
HKIM
171
Hayek Kallen Investment Management
Alabama
$2.65M -$14.7K -666 -0.6%
LPL Financial
172
LPL Financial
California
$2.59M -$414K -18,732 -14%
WB
173
Webster Bank
Connecticut
$2.56M -$816K -36,960 -25%
BFO
174
Boston Family Office
Massachusetts
$2.54M – – –
ZAM
175
Zevin Asset Management
Massachusetts
$2.53M -$17.7K -800 -0.7%
5 6
7
8 9

NVO Hedge Fund Activity: Q2 2014 in Review

473 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q2 2014, worth a combined $8.87B — up 5.5% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NVO positions and 24 closed out — a net gain of 13 holders — while 170 added to existing stakes and 165 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $70.5M. The largest seller was Macquarie Group, cutting an estimated $359M.

  • 473 institutional investors held Novo Nordisk (NVO) as of Q2 2014, up from 461 in Q1 2014.
  • Funds reported $8.87B of Novo Nordisk stock for Q2 2014, up 5.5% quarter-over-quarter.
  • 37 funds opened new Novo Nordisk positions in Q2 2014 and 24 closed out, a net change of +13 holders.
  • The largest Novo Nordisk buyer in Q2 2014 was Arrowstreet Capital, an estimated $70.5M added.
  • The largest Novo Nordisk seller in Q2 2014 was Macquarie Group, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2014.