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NVO

Novo Nordisk
NVO

469 hedge funds and large institutions have $9.21B invested in Novo Nordisk in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 175 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

4% more capital invested

Capital invested by funds: $8.87B → $9.21B (+$337M)

0.22% more ownership

Funds ownership: 18.01% → 18.24% (+0.22%)

1% less funds holding

Funds holding: 473 → 469 (-4)

7% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 175

4% less funds holding in top 10

Funds holding in top 10: 26 → 25 (-1)

41% less call options, than puts

Call options by funds: $5.37M | Put options by funds: $9.13M

Holders
469
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
13.61%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.73%
New
29
Increased
163
Reduced
175
Closed
27
Calls
$5.37M
Puts
$9.13M
Net Calls
-$3.75M
Net Calls Change
+$3.43M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$112M
2
O
OppenheimerFunds
New York
+$87.2M
3
Jennison Associates
Jennison Associates
New York
+$58M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$23M
5
HL
Harding Loevner
New Jersey
+$17.4M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$40.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$39M
3
JSP
Jackson Square Partners
California
-$33.9M
4
TIM
Thornburg Investment Management
New Mexico
-$24M
5
WCM Investment Management
WCM Investment Management
California
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
151
Harbour Investment Management
Washington
$3.68M -$26.5K -1,150 -0.7%
STC
152
SEI Trust Company
Pennsylvania
$3.66M +$1.32M +57,280 +59%
SOMRS
153
State of Michigan Retirement System
Michigan
$3.64M – – –
RCG
154
Ruane, Cunniff & Goldfarb
New York
$3.6M -$3.91M -169,700 -53%
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$3.4M +$369K +16,056 +13%
BC
156
Bartlett & Co
Ohio
$3.37M – – –
RFC
157
Russell Frank Company
Washington
$3.37M +$1.76M +76,696 +118%
BST
158
Bath Savings Trust
Maine
$3.29M +$46.9K +2,040 +1%
New York State Common Retirement Fund
159
New York State Common Retirement Fund
New York
$3.26M – – –
AAM
160
Advisors Asset Management
Colorado
$3.22M +$252K +10,966 +9%
DCM
161
Donaldson Capital Management
Indiana
$3.08M +$64.4K +2,800 +2%
RCM
162
Riverhead Capital Management
Delaware
$3.06M – – –
CCB
163
Cutter & Co Brokerage
Missouri
$3M -$59.8K -2,600 -2%
Stifel Financial
164
Stifel Financial
Missouri
$2.99M +$1.41M +61,452 +96%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$2.97M +$1.91M +82,926 +198%
ANI
166
American National Insurance
Texas
$2.95M – – –
WWM
167
Willingdon Wealth Management
North Carolina
$2.94M +$66.4K +2,884 +2%
MM
168
Meridian Management
Arkansas
$2.84M +$20.7K +900 +0.8%
GCC
169
Guardian Capital (Canada)
Ontario, Canada
$2.82M -$60K -2,608 -2%
FCT
170
Family Capital Trust
Massachusetts
$2.8M -$4.6K -200 -0.2%
PWLP
171
Prio Wealth Limited Partnership
Massachusetts
$2.75M -$92K -4,000 -3%
HKIM
172
Hayek Kallen Investment Management
Alabama
$2.71M -$20.7K -900 -0.8%
ACM
173
Azimuth Capital Management
Michigan
$2.69M +$130K +5,630 +5%
ZAM
174
Zevin Asset Management
Massachusetts
$2.66M +$46K +2,000 +2%
BFO
175
Boston Family Office
Massachusetts
$2.62M – – –
5 6
7
8 9

NVO Hedge Fund Activity: Q3 2014 in Review

469 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q3 2014, worth a combined $9.21B — up 3.8% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVO positions and 27 closed out — a net gain of 2 holders — while 163 added to existing stakes and 175 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $112M. The largest seller was Lazard Asset Management, cutting an estimated $40.5M.

  • 469 institutional investors held Novo Nordisk (NVO) as of Q3 2014, down from 473 in Q2 2014.
  • Funds reported $9.21B of Novo Nordisk stock for Q3 2014, up 3.8% quarter-over-quarter.
  • 29 funds opened new Novo Nordisk positions in Q3 2014 and 27 closed out, a net change of +2 holders.
  • The largest Novo Nordisk buyer in Q3 2014 was Arrowstreet Capital, an estimated $112M added.
  • The largest Novo Nordisk seller in Q3 2014 was Lazard Asset Management, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2014.