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NVO

Novo Nordisk

431 hedge funds and large institutions have $6.47B invested in Novo Nordisk in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 181 increasing their positions, 122 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 122

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

18% more call options, than puts

Call options by funds: $39M | Put options by funds: $33M

1% more funds holding

Funds holding: 425431 (+6)

3% more capital invested

Capital invested by funds: $6.26B → $6.47B (+$210M)

1.17% less ownership

Funds ownership: 83.35%82.19% (-1.2%)

Holders
431
Holders Change
+6
Holders Change %
+1.41%
% of All Funds
12.51%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.46%
New
52
Increased
181
Reduced
122
Closed
41
Calls
$39M
Puts
$33M
Net Calls
+$6.01M
Net Calls Change
+$700K
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
1
Jennison Associates
New York
$964M -$76.1M -4,364,870 -8%
Renaissance Technologies
2
Renaissance Technologies
New York
$603M +$22.2M +1,275,000 +4%
Fisher Asset Management
3
Fisher Asset Management
Washington
$500M +$980K +56,260 +0.2%
Macquarie Group
4
Macquarie Group
Australia
$425M -$2.17M -124,740 -0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$364M +$54.4M +3,119,260 +19%
Bank of America
6
Bank of America
North Carolina
$350M +$14.9M +853,570 +5%
Fayez Sarofim & Co
7
Fayez Sarofim & Co
Texas
$267M +$252M +14,474,450 New
TIM
8
Thornburg Investment Management
New Mexico
$179M +$4.23M +242,960 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$153M -$3.42M -196,510 -2%
MAA
10
Managed Account Advisors
New Jersey
$134M -$11.7M -673,740 -8%
Lazard Asset Management
11
Lazard Asset Management
New York
$121M +$42.1M +2,418,220 +58%
EHC
12
Everett Harris & Co
California
$120M +$4.36K +250 +0%
SI
13
Scout Investments
Missouri
$99M +$51.8K +2,970 +0.1%
Wells Fargo
14
Wells Fargo
California
$84.8M +$18.4M +1,054,960 +30%
Northern Trust
15
Northern Trust
Illinois
$83.3M +$27.6M +1,585,120 +54%
DAC
16
Dividend Assets Capital
South Carolina
$75.5M -$4.48M -257,040 -6%
EVM
17
Eaton Vance Management
Massachusetts
$74.4M -$2.33M -133,940 -3%
SGA
18
Sustainable Growth Advisers
Connecticut
$70.8M -$5.56M -318,970 -8%
IIS
19
Ignis Investment Services
United Kingdom
$69.6M +$6.56M +376,490 New
LWCFA
20
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67M +$1.68M +96,200 +3%
HL
21
Harding Loevner
New Jersey
$54.7M +$14M +803,860 +37%
Franklin Resources
22
Franklin Resources
California
$53.7M -$11.5M -661,920 -19%
Invesco
23
Invesco
Georgia
$49.6M +$3.4M +195,160 +8%
SC
24
Saturna Capital
Washington
$45.4M
Morgan Stanley
25
Morgan Stanley
New York
$43.2M +$2.97M +170,490 +8%

NVO Hedge Fund Activity: Q4 2013 in Review

431 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q4 2013, worth a combined $6.47B — up 3.4% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NVO positions and 41 closed out — a net gain of 11 holders — while 181 added to existing stakes and 122 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $143M. The largest seller was Ameriprise, cutting an estimated $205M.

  • 431 institutional investors held Novo Nordisk (NVO) as of Q4 2013, up from 425 in Q3 2013.
  • Funds reported $6.47B of Novo Nordisk stock for Q4 2013, up 3.4% quarter-over-quarter.
  • 52 funds opened new Novo Nordisk positions in Q4 2013 and 41 closed out, a net change of +11 holders.
  • The largest Novo Nordisk buyer in Q4 2013 was WCM Investment Management, an estimated $143M added.
  • The largest Novo Nordisk seller in Q4 2013 was Ameriprise, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2013.