Generalist · Stockholm, Sweden
Nordea Investment Management Ab
Q3 2017 · compared with Q2 2017
- Software
- $1.6B
- Weight of 13F
- 3.7%
- Names
- 31
- Net bought
- +$82.2M
Filed 9 November 2017 · SEC filing.
1,021 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
- OracleORCL14,502,202 shares · 45.1% of their software · price −$26.0M$701M+$21.1M
- MicrosoftMSFT7,906,573 shares · 37.8% of their software · price +$44.0M$589M+$13.9M
- AdobeADBE415,230 shares · 4.0% of their software · price +$3.2M$61.9M+$13.7M
- SynopsysSNPS520,317 shares · 2.7% of their software · price +$4.0M$41.9M−$826K
- Manhattan AssociatesMANH772,265 shares · 2.1% of their software · price −$5.0M$32.1M+$13.6M
- VeriSign, Inc.VRSN195,347 shares · 1.3% of their software · price +$2.6M$20.8M+$2.8M
- Fiserv, Inc.FISV147,743 shares · 1.2% of their software · price +$978K$19.1M+$2.4M
- Roper Technologies, Inc.ROP73,024 shares · 1.1% of their software · price +$867K$17.8M+$2.7M
- Sabre CorporationSABR768,431 shares · 0.9% of their software · price −$2.8M$13.9MFlat
- IntuitINTU55,931 shares · 0.5% of their software · price +$522K$8.0M+$1.6M
- FactSetFDS41,101 shares · 0.5% of their software · price +$573K$7.4M+$1.1M
- VeevaVEEV129,010 shares · 0.5% of their software · price −$632K$7.3M+$7.7M
- SalesforceCRM73,071 shares · 0.4% of their software$6.8M+$518K
- NetApp, Inc.NTAP145,489 shares · 0.4% of their software · price +$540K$6.4MFlat
- Automatic Data Processing, Inc.ADP46,461 shares · 0.3% of their software$5.1MFlat
- HubSpotHUBS29,931 shares · 0.2% of their software · price +$548K$2.5MFlat
- Paychex, Inc.PAYX37,802 shares · 0.1% of their software$2.3MFlat
- Tyler TechnologiesTYL12,630 shares · 0.1% of their software$2.2MFlat
- VeriskVRSK26,344 shares · 0.1% of their software$2.2MFlat
- SS&CSSNC50,917 shares · 0.1% of their software$2.0MFlat
- F5, Inc.FFIV10,996 shares · 0.1% of their software$1.3MFlat
- AutodeskADSK10,266 shares · 0.1% of their software$1.2MFlat
- AkamaiAKAM19,801 shares · 0.1% of their software$965KFlat
- ServiceNowNOW6,721 shares · 0.1% of their software$790KFlat
- CadenceCDNS10,309 shares · 0.0% of their software$407KFlat
- Palo Alto NetworksPANW2,607 shares · 0.0% of their software$376KFlat
- TrimbleTRMB9,588 shares · 0.0% of their software$376KFlat
- WorkdayWDAY3,413 shares · 0.0% of their software$360KFlat
- CoStarCSGP974 shares · 0.0% of their software$261KFlat
- BroadridgeBR2,567 shares · 0.0% of their software$207KFlat
- FortinetFTNT3,865 shares · 0.0% of their software$139KFlat