Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in NVO across featured managers — New / Exit / Add / Reduce.

ticker NVO holders clear

5 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

NVO · all sizes

New 0 Exit 1 Add 3 Reduce 1 all moves 5
all time today 7d 14d
≥1% all sizes
reset

5 shown · all sizes · open ticker or manager

ticker action manager Δ weight detail period
14 Aug 3
NVO Exit Francois Rochon - Giverny Capital −0.02% was 0.02% Q1→Q2
NVO Add Farallon Capital Management +0.42% +234.9% sh Q1→Q2
NVO Reduce Lee Ainslie - Maverick Capital −0.18% −20.5% sh Q1→Q2
13 Aug 2
NVO Add Sarah Ketterer - Causeway Capital Management +0.34% +42.9% sh Q1→Q2
NVO Add Dodge & Cox +0.12% +5.5% sh Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home