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NVO

Novo Nordisk

933 hedge funds and large institutions have $16.3B invested in Novo Nordisk in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 323 increasing their positions, 313 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 51

70% more funds holding in top 10

Funds holding in top 10: 2339 (+16)

13% more call options, than puts

Call options by funds: $140M | Put options by funds: $124M

7% more capital invested

Capital invested by funds: $15.2B → $16.3B (+$1.08B)

3% more funds holding

Funds holding: 902933 (+31)

1.4% more ownership

Funds ownership: 15.56%16.96% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 313

Holders
933
Holders Change
+31
Holders Change %
+3.44%
% of All Funds
15.72%
Holding in Top 10
39
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+69.57%
% of All Funds
0.66%
New
91
Increased
323
Reduced
313
Closed
51
Calls
$140M
Puts
$124M
Net Calls
+$16.1M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
226
Boston Family Office
Massachusetts
$3.66M -$55.5K -1,000 -2%
KCPG
227
Kavar Capital Partners Group
Kansas
$3.65M -$72.1K -1,300 -2%
IAA
228
Independent Advisor Alliance
North Carolina
$3.65M +$274K +4,932 +8%
AP
229
Advisor Partners
California
$3.65M +$207K +3,722 +6%
VNA
230
Valley National Advisers
Pennsylvania
$3.65M -$20.1K -362 -0.5%
BTWM
231
Baker Tilly Wealth Management
Wisconsin
$3.62M -$40.6K -732 -1%
SFA
232
Souders Financial Advisors
Ohio
$3.62M +$25.1K +452 +0.7%
AA
233
Altrafin AG
$3.59M -$833K -15,012 -19%
LP
234
LMR Partners
United Kingdom
$3.59M +$3.57M +64,400 New
SI
235
Stephens Inc
Arkansas
$3.52M -$15.9K -286 -0.5%
GAM
236
GuardCap Asset Management
United Kingdom
$3.52M -$73K -1,316 -2%
NCGI
237
Next Century Growth Investors
Minnesota
$3.48M +$3.46M +62,412 New
SC
238
SouthState Corp
Florida
$3.45M -$65.1K -1,174 -2%
Toronto Dominion Bank
239
Toronto Dominion Bank
Ontario, Canada
$3.43M -$73K -1,316 -2%
VPIM
240
Vanguard Personalized Indexing Management
California
$3.43M +$960K +17,296 +39%
CG
241
Castellan Group
Kentucky
$3.41M -$145K -2,620 -4%
CWM
242
Calamos Wealth Management
Illinois
$3.4M +$491K +8,846 +17%
KWA
243
KCS Wealth Advisory
California
$3.35M +$53.7K +968 +2%
S
244
SignatureFD
Georgia
$3.35M +$102K +1,832 +3%
RWM
245
Ritholtz Wealth Management
New York
$3.29M +$534K +9,628 +20%
EAM
246
Eukles Asset Management
Ohio
$3.26M +$10.1K +182 +0.3%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$3.21M -$567K -10,226 -15%
MYIA
248
Mount Yale Investment Advisors
Colorado
$3.19M +$785K +14,140 +33%
YCM
249
Yousif Capital Management
Michigan
$3.17M +$94.9K +1,710 +3%
FTDI
250
First Trust Direct Indexing
Massachusetts
$3.09M +$63.8K +1,150 +2%

NVO Hedge Fund Activity: Q2 2022 in Review

933 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q2 2022, worth a combined $16.3B — up 7.1% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NVO positions and 51 closed out — a net gain of 40 holders — while 323 added to existing stakes and 313 trimmed.

The largest buyer was Jennison Associates, adding an estimated $554M. The largest seller was Fisher Asset Management, cutting an estimated $177M.

  • 933 institutional investors held Novo Nordisk (NVO) as of Q2 2022, up from 902 in Q1 2022.
  • Funds reported $16.3B of Novo Nordisk stock for Q2 2022, up 7.1% quarter-over-quarter.
  • 91 funds opened new Novo Nordisk positions in Q2 2022 and 51 closed out, a net change of +40 holders.
  • The largest Novo Nordisk buyer in Q2 2022 was Jennison Associates, an estimated $554M added.
  • The largest Novo Nordisk seller in Q2 2022 was Fisher Asset Management, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2022.