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NVO

Novo Nordisk

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: 461473 (+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: 2826 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
1
Jennison Associates
New York
$1.24B +$15.9M +719,596 +1%
Renaissance Technologies
2
Renaissance Technologies
New York
$783M +$38.6M +1,746,400 +5%
Fisher Asset Management
3
Fisher Asset Management
Washington
$635M +$4.84M +219,100 +0.8%
JSP
4
Jackson Square Partners
California
$547M +$523M +23,682,126 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$494M +$24.3M +1,100,912 +5%
Bank of America
6
Bank of America
North Carolina
$450M +$4.98M +225,730 +1%
Fayez Sarofim & Co
7
Fayez Sarofim & Co
Texas
$313M -$10.8M -487,942 -3%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$193M +$12.5M +568,218 +7%
WCM Investment Management
9
WCM Investment Management
California
$193M +$49.1M +2,221,948 +36%
MAA
10
Managed Account Advisors
New Jersey
$193M -$395K -17,880 -0.2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$187M -$3.23M -146,234 -2%
Macquarie Group
12
Macquarie Group
Australia
$172M -$359M -16,265,466 -69%
Lazard Asset Management
13
Lazard Asset Management
New York
$171M +$4.74M +214,696 +3%
EHC
14
Everett Harris & Co
California
$146M -$3.5M -158,350 -2%
State Farm Mutual Automobile Insurance
15
State Farm Mutual Automobile Insurance
Illinois
$127M +$9.37M +424,200 +8%
TIM
16
Thornburg Investment Management
New Mexico
$124M -$56.6M -2,562,906 -32%
Northern Trust
17
Northern Trust
Illinois
$113M +$12.6M +569,618 +13%
DAC
18
Dividend Assets Capital
South Carolina
$94.1M +$72.9K +3,302 +0.1%
HL
19
Harding Loevner
New Jersey
$93.4M +$542K +24,532 +0.6%
Wells Fargo
20
Wells Fargo
California
$93.1M +$3.37M +152,784 +4%
SBAM
21
Santa Barbara Asset Management
California
$91.7M -$3.14M -142,412 -3%
SI
22
Scout Investments
Missouri
$91.1M -$9.21M -416,948 -10%
LWCFA
23
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83.4M -$560K -25,386 -0.7%
EVM
24
Eaton Vance Management
Massachusetts
$82.9M -$3.67M -166,256 -4%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$73.8M +$70.5M +3,193,564 New

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.