Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q2 2017 · compared with Q1 2017
- Software
- $1.4B
- Weight of 13F
- 3.7%
- Names
- 31
- Net bought
- +$27.4M
Filed 11 August 2017 · SEC filing.
1,045 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
- OracleORCL14,080,589 shares · 48.7% of their software · price +$77.9M$706MFlat
- MicrosoftMSFT7,705,377 shares · 36.6% of their software · price +$23.7M$531M−$6.3M
- AdobeADBE318,167 shares · 3.1% of their software · price +$3.6M$45.0M+$7.3M
- SynopsysSNPS531,643 shares · 2.7% of their software$38.8MFlat
- Manhattan AssociatesMANH488,967 shares · 1.6% of their software · price −$2.0M$23.5M+$24.0M
- Sabre CorporationSABR768,431 shares · 1.2% of their software$16.7M−$2.3M
- Fiserv, Inc.FISV128,294 shares · 1.1% of their software · price +$902K$15.7MFlat
- VeriSign, Inc.VRSN165,239 shares · 1.1% of their software · price +$967K$15.4M+$6.6M
- Roper Technologies, Inc.ROP61,326 shares · 1.0% of their software · price +$1.5M$14.2M−$1.3M
- IntuitINTU44,091 shares · 0.4% of their software · price +$742K$5.9MFlat
- SalesforceCRM67,095 shares · 0.4% of their software$5.8MFlat
- FactSetFDS34,757 shares · 0.4% of their software$5.8M−$2.9M
- NetApp, Inc.NTAP138,793 shares · 0.4% of their software$5.6MFlat
- Automatic Data Processing, Inc.ADP45,619 shares · 0.3% of their software$4.7MFlat
- Paychex, Inc.PAYX36,881 shares · 0.1% of their software$2.1MFlat
- VeriskVRSK24,851 shares · 0.1% of their software$2.1MFlat
- Tyler TechnologiesTYL11,318 shares · 0.1% of their software$2.0MFlat
- HubSpotHUBS28,769 shares · 0.1% of their software$1.9MNew · +$1.7M
- SS&CSSNC40,877 shares · 0.1% of their software$1.6M−$1.6M
- F5, Inc.FFIV9,303 shares · 0.1% of their software$1.2MFlat
- AutodeskADSK10,102 shares · 0.1% of their software$1.0MFlat
- AkamaiAKAM19,801 shares · 0.1% of their software$986KFlat
- ServiceNowNOW3,567 shares · 0.0% of their software$378KFlat
- Palo Alto NetworksPANW2,607 shares · 0.0% of their software$349KFlat
- TrimbleTRMB9,588 shares · 0.0% of their software$342KFlat
- WorkdayWDAY3,413 shares · 0.0% of their software$331KFlat
- CoStarCSGP974 shares · 0.0% of their software$257KFlat
- CadenceCDNS6,489 shares · 0.0% of their software$217KFlat
- VeevaVEEV3,387 shares · 0.0% of their software$208KNew · Flat
- BroadridgeBR2,567 shares · 0.0% of their software$194KFlat
- FortinetFTNT3,865 shares · 0.0% of their software$145KFlat