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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

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

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
Jennison Associates
1
Jennison Associates
New York
$1.34B +$58M +2,518,634 +5%
Renaissance Technologies
2
Renaissance Technologies
New York
$767M -$39M -1,693,800 -5%
Fisher Asset Management
3
Fisher Asset Management
Washington
$637M -$16.4M -711,232 -3%
JSP
4
Jackson Square Partners
California
$529M -$33.9M -1,472,386 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$498M -$11M -477,286 -2%
Bank of America
6
Bank of America
North Carolina
$459M -$4.87M -211,840 -1%
Fayez Sarofim & Co
7
Fayez Sarofim & Co
Texas
$322M -$619K -26,912 -0.2%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$223M +$23M +1,001,294 +12%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$192M +$112M +4,859,898 +152%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$192M -$778K -33,824 -0.4%
MAA
11
Managed Account Advisors
New Jersey
$187M -$11.6M -505,438 -6%
WCM Investment Management
12
WCM Investment Management
California
$182M -$16.7M -725,260 -9%
Macquarie Group
13
Macquarie Group
Australia
$175M -$2.22M -96,258 -1%
EHC
14
Everett Harris & Co
California
$149M -$630K -27,390 -0.4%
State Farm Mutual Automobile Insurance
15
State Farm Mutual Automobile Insurance
Illinois
$136M +$5.01M +217,700 +4%
Lazard Asset Management
16
Lazard Asset Management
New York
$135M -$40.5M -1,758,686 -24%
HL
17
Harding Loevner
New Jersey
$115M +$17.4M +756,910 +19%
TIM
18
Thornburg Investment Management
New Mexico
$103M -$24M -1,041,376 -19%
Northern Trust
19
Northern Trust
Illinois
$102M -$14.5M -630,754 -13%
DAC
20
Dividend Assets Capital
South Carolina
$101M +$3.4M +147,880 +4%
SBAM
21
Santa Barbara Asset Management
California
$93.9M -$618K -26,858 -0.7%
Wells Fargo
22
Wells Fargo
California
$92.6M -$3.34M -145,230 -4%
O
23
OppenheimerFunds
New York
$90.2M +$87.2M +3,789,740 New
SI
24
Scout Investments
Missouri
$86.2M -$7.47M -324,834 -8%
LWCFA
25
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.5M -$433K -18,798 -0.5%
1
2 3 4 5

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.