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NVO

Novo Nordisk

535 hedge funds and large institutions have $10.7B invested in Novo Nordisk in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 234 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $23.9M

0.58% less ownership

Funds ownership: 19.64%19.07% (-0.58%)

2% less funds holding

Funds holding: 548535 (-13)

9% less capital invested

Capital invested by funds: $11.7B → $10.7B (-$1.06B)

14% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 63

34% less funds holding in top 10

Funds holding in top 10: 3825 (-13)

37% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 234

Holders
535
Holders Change
-13
Holders Change %
-2.37%
% of All Funds
14.26%
Holding in Top 10
25
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-34.21%
% of All Funds
0.67%
New
54
Increased
147
Reduced
234
Closed
63
Calls
$26.7M
Puts
$23.9M
Net Calls
+$2.86M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
1
Jennison Associates
New York
$810M -$738K -27,542 -0.1%
Bank of America
2
Bank of America
North Carolina
$800M +$6.29M +234,614 +0.8%
Renaissance Technologies
3
Renaissance Technologies
New York
$692M -$6.6M -246,200 -1%
Fisher Asset Management
4
Fisher Asset Management
Washington
$627M -$14.4M -537,208 -2%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$604M +$47.9M +1,789,500 +9%
Ameriprise
6
Ameriprise
Minnesota
$591M +$32.3M +1,204,152 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$540M +$32.2M +1,201,392 +6%
JSP
8
Jackson Square Partners
California
$540M -$20M -747,752 -4%
WCM Investment Management
9
WCM Investment Management
California
$451M +$26.9M +1,005,756 +6%
F
10
Folketrygdfondet
Norway
$398M +$21.8M +814,774 +6%
Fayez Sarofim & Co
11
Fayez Sarofim & Co
Texas
$322M -$5.11M -190,558 -2%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$250M +$8.4M +313,640 +4%
Macquarie Group
13
Macquarie Group
Australia
$199M -$10M -374,952 -5%
EHC
14
Everett Harris & Co
California
$167M -$39.7K -1,480 -0%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$155M -$268M -10,021,598 -64%
Capital International Investors
16
Capital International Investors
California
$154M
DAC
17
Dividend Assets Capital
South Carolina
$143M -$6.92M -258,478 -5%
Northern Trust
18
Northern Trust
Illinois
$129M -$16M -595,742 -11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$110M -$16.6M -619,820 -13%
Lazard Asset Management
20
Lazard Asset Management
New York
$101M +$5.93M +221,518 +6%
SBAM
21
Santa Barbara Asset Management
California
$101M -$5.74M -214,248 -5%
LWCFA
22
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93.7M -$293K -10,940 -0.3%
Wells Fargo
23
Wells Fargo
California
$92.3M -$1.56M -58,326 -2%
EVM
24
Eaton Vance Management
Massachusetts
$91.8M -$2.75M -102,610 -3%
PPA
25
Parametric Portfolio Associates
Washington
$80.2M +$2.56M +95,642 +3%

NVO Hedge Fund Activity: Q1 2016 in Review

535 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q1 2016, worth a combined $10.7B — down 9% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of NVO and 54 opened new positions — a net loss of 9 holders — while 234 trimmed existing stakes and 147 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $47.9M. The largest seller was Arrowstreet Capital, cutting an estimated $268M.

  • 535 institutional investors held Novo Nordisk (NVO) as of Q1 2016, down from 548 in Q4 2015.
  • Funds reported $10.7B of Novo Nordisk stock for Q1 2016, down 9% quarter-over-quarter.
  • 54 funds opened new Novo Nordisk positions in Q1 2016 and 63 closed out, a net change of -9 holders.
  • The largest Novo Nordisk buyer in Q1 2016 was Loomis, Sayles & Company, an estimated $47.9M added.
  • The largest Novo Nordisk seller in Q1 2016 was Arrowstreet Capital, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2016.