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NVO

Novo Nordisk

425 hedge funds and large institutions have $6.26B invested in Novo Nordisk in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 140 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

18% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 140

8% more capital invested

Capital invested by funds: $5.8B → $6.26B (+$452M)

3% more funds holding

Funds holding: 411425 (+14)

9% more call options, than puts

Call options by funds: $66.4M | Put options by funds: $61M

1.29% less ownership

Funds ownership: 84.64%83.35% (-1.3%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
425
Holders Change
+14
Holders Change %
+3.41%
% of All Funds
13.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.36%
New
53
Increased
165
Reduced
140
Closed
35
Calls
$66.4M
Puts
$61M
Net Calls
+$5.31M
Net Calls Change
-$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
1
Jennison Associates
New York
$957M -$178M -10,593,330 -16%
Renaissance Technologies
2
Renaissance Technologies
New York
$531M +$57.5M +3,416,000 +12%
Fisher Asset Management
3
Fisher Asset Management
Washington
$457M +$1.94M +115,500 +0.4%
Macquarie Group
4
Macquarie Group
Australia
$392M -$17.4M -1,031,850 -4%
Bank of America
5
Bank of America
North Carolina
$306M -$11.2M -664,310 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$281M -$4.18M -248,270 -1%
SF
7
Sarofim Fayez
Texas
$256M +$254M +15,125,920 New
Ameriprise
8
Ameriprise
Minnesota
$202M -$2.81M -167,140 -1%
TIM
9
Thornburg Investment Management
New Mexico
$159M +$1.91M +113,290 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$143M -$16.8M -1,000,300 -11%
MAA
11
Managed Account Advisors
New Jersey
$134M +$23.4M +1,391,500 +21%
EHC
12
Everett Harris & Co
California
$109M -$227K -13,510 -0.2%
SI
13
Scout Investments
Missouri
$90.6M -$8.41K -500 -0%
SBAM
14
Santa Barbara Asset Management
California
$89.6M +$4.05M +240,940 +5%
DAC
15
Dividend Assets Capital
South Carolina
$73.5M +$251K +14,900 +0.3%
EVM
16
Eaton Vance Management
Massachusetts
$70.4M -$265K -15,740 -0.4%
Lazard Asset Management
17
Lazard Asset Management
New York
$70.3M +$69.7M +4,144,570 +36,197%
SGA
18
Sustainable Growth Advisers
Connecticut
$70.2M +$6.2M +368,850 +10%
OH
19
Orbis Holdings
Bermuda
$67.9M +$36.2M +2,151,690 +116%
O
20
OppenheimerFunds
New York
$61.1M -$32.9M -1,955,100 -35%
Franklin Resources
21
Franklin Resources
California
$60.5M -$2.56M -152,060 -4%
Wells Fargo
22
Wells Fargo
California
$59.9M +$3.82M +227,040 +7%
LWCFA
23
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59.8M +$1.79M +106,200 +3%
WCM Investment Management
24
WCM Investment Management
California
$51.5M +$729K +43,350 +1%
Northern Trust
25
Northern Trust
Illinois
$49.5M -$16K -950 -0%

NVO Hedge Fund Activity: Q3 2013 in Review

425 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q3 2013, worth a combined $6.26B — up 7.8% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new NVO positions and 35 closed out — a net gain of 18 holders — while 165 added to existing stakes and 140 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $69.7M. The largest seller was Jennison Associates, cutting an estimated $178M.

  • 425 institutional investors held Novo Nordisk (NVO) as of Q3 2013, up from 411 in Q2 2013.
  • Funds reported $6.26B of Novo Nordisk stock for Q3 2013, up 7.8% quarter-over-quarter.
  • 53 funds opened new Novo Nordisk positions in Q3 2013 and 35 closed out, a net change of +18 holders.
  • The largest Novo Nordisk buyer in Q3 2013 was Lazard Asset Management, an estimated $69.7M added.
  • The largest Novo Nordisk seller in Q3 2013 was Jennison Associates, an estimated $178M sold.

Based on aggregated 13F filings for Q3 2013.