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NVO

Novo Nordisk

511 hedge funds and large institutions have $7.76B invested in Novo Nordisk in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 190 increasing their positions, 187 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 187

0.86% less ownership

Funds ownership: 19.42%18.56% (-0.86%)

3% less funds holding

Funds holding: 529511 (-18)

22% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 54

26% less capital invested

Capital invested by funds: $10.5B → $7.76B (-$2.76B)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

51% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $29M

Holders
511
Holders Change
-18
Holders Change %
-3.4%
% of All Funds
13.63%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.37%
New
42
Increased
190
Reduced
187
Closed
54
Calls
$14.1M
Puts
$29M
Net Calls
-$14.9M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Congress Asset Management
Massachusetts
$3.88M +$55.7K +2,248 +1%
Truist Financial
152
Truist Financial
North Carolina
$3.8M +$5.41K +218 +0.1%
PP
153
Patten & Patten
Tennessee
$3.7M -$1.46M -59,050 -25%
WEC
154
Winslow Evans & Crocker
Massachusetts
$3.68M +$397K +16,032 +10%
KCMRT
155
Kemper Corp Master Retirement Trust
Illinois
$3.54M
CAM
156
CGOV Asset Management
Ontario, Canada
$3.4M +$3.09M +124,800 New
PAI
157
Pittenger & Anderson Inc
Nebraska
$3.38M +$577K +23,272 +17%
RIG
158
Roosevelt Investment Group
New York
$3.37M -$11.4M -461,446 -74%
CCM
159
Copeland Capital Management
Pennsylvania
$3.35M +$728K +29,374 +22%
WDA
160
Wendell David Associates
New Hampshire
$2.96M -$113K -4,550 -3%
CAM
161
Capstone Asset Management
Texas
$2.93M +$24.8K +1,000 +0.7%
MGIA
162
Moneta Group Investment Advisors
Missouri
$2.92M
HIM
163
Harbour Investment Management
Washington
$2.92M +$269K +10,850 +8%
SG Americas Securities
164
SG Americas Securities
New York
$2.91M +$2.24M +90,302 +182%
CCM
165
Carderock Capital Management
Maryland
$2.87M -$2.18M -87,962 -39%
DCM
166
Donaldson Capital Management
Indiana
$2.87M -$190K -7,658 -5%
NIT
167
NumerixS Investment Technologies
British Columbia, Canada
$2.85M +$3.39M +136,822 New
BC
168
Bartlett & Co
Ohio
$2.81M -$129K -5,200 -4%
CLM
169
ClearBridge LLC (Maryland)
Maryland
$2.79M
GCAC
170
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.63M -$17.1K -690 -0.5%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$2.6M +$156K +6,294 +5%
LNB
172
Ledyard National Bank
$2.6M +$2.53M +101,890 +439%
Walleye Trading
173
Walleye Trading
New York
$2.6M +$3.1M +124,950 New
ANI
174
American National Insurance
Texas
$2.58M
Grantham, Mayo, Van Otterloo & Co (GMO)
175
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.57M -$1.28M -51,800 -30%

NVO Hedge Fund Activity: Q3 2016 in Review

511 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q3 2016, worth a combined $7.76B — down 26% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of NVO and 42 opened new positions — a net loss of 12 holders — while 187 trimmed existing stakes and 190 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $165M. The largest seller was Jennison Associates, cutting an estimated $545M.

  • 511 institutional investors held Novo Nordisk (NVO) as of Q3 2016, down from 529 in Q2 2016.
  • Funds reported $7.76B of Novo Nordisk stock for Q3 2016, down 26% quarter-over-quarter.
  • 42 funds opened new Novo Nordisk positions in Q3 2016 and 54 closed out, a net change of -12 holders.
  • The largest Novo Nordisk buyer in Q3 2016 was Loomis, Sayles & Company, an estimated $165M added.
  • The largest Novo Nordisk seller in Q3 2016 was Jennison Associates, an estimated $545M sold.

Based on aggregated 13F filings for Q3 2016.