Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q1 2017 · compared with Q4 2016
- Software
- $1.3B
- Weight of 13F
- 3.5%
- Names
- 32
- Net bought
- −$85.8M
Filed 9 May 2017 · SEC filing.
1,032 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202694 names$11.5B−$618M
- Q1 202691 names$11.0B−$985M
- Q4 202596 names$15.3B+$2.9B
- Q3 202595 names$17.1B−$334M
- Q2 202592 names$17.7B+$529M
- Q1 202591 names$14.1B+$1.1B
- Q4 202489 names$14.7B+$1.2B
- Q3 202486 names$13.2B+$402M
- Q2 202486 names$12.8B+$384M
- Q1 202488 names$12.1B−$184M
- Q4 202385 names$11.4B−$472M
- Q3 202384 names$10.5B−$270M
- Q2 202382 names$11.1B−$509M
- Q1 202379 names$10.1B+$60.5M
- Q4 202276 names$8.8B+$670M
- Q3 202280 names$7.9B−$253M
- Q2 202278 names$8.5B+$1.4B
- Q1 202276 names$9.9B+$132M
- Q4 202179 names$10.6B−$9.4B
- Q3 202174 names$19.3B+$9.0B
- Q2 202175 names$9.5B+$71.0M
- Q1 202169 names$8.6B−$55.6M
- Q4 202064 names$8.5B+$585M
- Q3 202062 names$7.1B−$5.9B
- Q2 202059 names$12.4B+$5.3B
- Q1 202054 names$4.8B+$420M
- Q4 201952 names$4.8B+$349M
- Q3 201947 names$4.1B+$603M
- Q2 201948 names$3.6B−$27.3M
- Q1 201948 names$3.4B+$156M
- Q4 201841 names$2.7B+$366M
- Q3 201843 names$2.8B+$169M
- Q2 201837 names$2.2B+$324M
- Q1 201835 names$1.8B+$42.8M
- Q4 201733 names$1.7B+$44.5M
- Q3 201731 names$1.6B+$82.2M
- Q2 201731 names$1.4B+$27.4M
- Q1 201732 names$1.3B−$85.8M
- Q4 201634 names$1.3B+$2.6M
- Q3 201633 names$1.2B+$90.1M
- Q2 201633 names$1.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- OracleORCL13,980,228 shares · 47.5% of their software · price +$86.1M$624M−$64.7M
- MicrosoftMSFT7,801,269 shares · 39.1% of their software · price +$29.0M$514M−$15.6M
- SynopsysSNPS528,021 shares · 2.9% of their software · price +$7.0M$38.1M−$821K
- AdobeADBE261,706 shares · 2.6% of their software · price +$7.1M$34.1M+$11.0M
- Sabre CorporationSABR877,874 shares · 1.4% of their software · price −$3.3M$18.6M−$1.9M
- Fiserv, Inc.FISV126,172 shares · 1.1% of their software · price +$1.1M$14.5M+$3.3M
- Roper Technologies, Inc.ROP67,766 shares · 1.1% of their software · price +$1.6M$14.0M−$12.3M
- FactSetFDS52,350 shares · 0.7% of their software$8.6M−$9.1M
- VeriSign, Inc.VRSN89,133 shares · 0.6% of their software · price +$984K$7.8M+$1.9M
- NetApp, Inc.NTAP138,155 shares · 0.4% of their software · price +$909K$5.8M−$704K
- SalesforceCRM66,708 shares · 0.4% of their software · price +$936K$5.5MFlat
- IntuitINTU43,492 shares · 0.4% of their software$5.0M+$1.3M
- Automatic Data Processing, Inc.ADP45,663 shares · 0.4% of their software$4.7MFlat
- SS&CSSNC85,443 shares · 0.2% of their software · price +$581K$3.0M+$1.4M
- Paychex, Inc.PAYX36,881 shares · 0.2% of their software$2.2MFlat
- VeriskVRSK23,943 shares · 0.1% of their software$1.9MFlat
- ePlus inc.PLUS14,182 shares · 0.1% of their software$1.9MFlat
- Euronet Worldwide, Inc.EEFT19,286 shares · 0.1% of their software$1.6MFlat
- Tyler TechnologiesTYL9,841 shares · 0.1% of their software$1.5MFlat
- Manhattan AssociatesMANH27,836 shares · 0.1% of their software$1.4MFlat
- F5, Inc.FFIV9,107 shares · 0.1% of their software$1.3MFlat
- AkamaiAKAM19,801 shares · 0.1% of their software$1.2MFlat
- AutodeskADSK9,095 shares · 0.1% of their software$786KFlat
- ServiceNowNOW3,567 shares · 0.0% of their software$312KFlat
- TrimbleTRMB9,362 shares · 0.0% of their software$300KFlat
- Palo Alto NetworksPANW2,552 shares · 0.0% of their software$288KFlat
- WorkdayWDAY3,330 shares · 0.0% of their software$277KFlat
- CadenceCDNS6,489 shares · 0.0% of their software$204KFlat
- CoStarCSGP974 shares · 0.0% of their software$202KFlat
- BroadridgeBR2,567 shares · 0.0% of their software$174KFlat
- FortinetFTNT3,865 shares · 0.0% of their software$148KFlat
- TeradataTDC2,208 shares · 0.0% of their software$69KFlat