We are live on ! Find out more
NVO

Novo Nordisk

886 hedge funds and large institutions have $14.7B invested in Novo Nordisk in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 264 increasing their positions, 294 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 57

112% more call options, than puts

Call options by funds: $169M | Put options by funds: $79.7M

77% more funds holding in top 10

Funds holding in top 10: 1323 (+10)

16% more capital invested

Capital invested by funds: $12.7B → $14.7B (+$2.04B)

10% more funds holding

Funds holding: 804886 (+82)

0.04% less ownership

Funds ownership: 14.91%14.87% (-0.04%)

10% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 294

Holders
886
Holders Change
+82
Holders Change %
+10.2%
% of All Funds
13.63%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.35%
New
150
Increased
264
Reduced
294
Closed
57
Calls
$169M
Puts
$79.7M
Net Calls
+$89.1M
Net Calls Change
+$7.62M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
251
Donaldson Capital Management
Indiana
$2.45M
CW
252
Connectus Wealth
Ohio
$2.37M +$2.29M +42,292 New
AAM
253
Azzad Asset Management
Virginia
$2.33M -$191K -3,532 -8%
AllianceBernstein
254
AllianceBernstein
Tennessee
$2.32M -$4.51M -83,254 -67%
CIP
255
Capital Insight Partners
Arizona
$2.31M +$111K +2,048 +5%
CL
256
CPWM LLC
Washington
$2.3M
BL
257
BFSG LLC
California
$2.29M -$125K -2,310 -5%
GC
258
Guggenheim Capital
Illinois
$2.27M -$212K -3,910 -9%
SC
259
Sepio Capital
Utah
$2.26M +$4.98K +92 +0.2%
SFS
260
Stiles Financial Services
Minnesota
$2.25M +$2.2M +40,536 New
PWLP
261
Prio Wealth Limited Partnership
Massachusetts
$2.21M -$32.6K -602 -2%
Squarepoint
262
Squarepoint
New York
$2.17M +$1.59M +29,414 +312%
NSAM
263
North Star Asset Management
Wisconsin
$2.14M -$49.8K -920 -2%
KAS
264
Kestra Advisory Services
Texas
$2.12M -$416K -7,674 -17%
LFAS
265
Level Four Advisory Services
Texas
$2.12M +$18.3K +338 +0.9%
SC
266
Solstein Capital
California
$2.1M -$42.4K -782 -2%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$2.1M +$650K +12,000 +47%
RC
268
Roundview Capital
New Jersey
$2.09M -$18K -332 -0.9%
BLC
269
Brown, Lisle/Cummings
Rhode Island
$2.09M +$2.02M +37,350 New
Jane Street
270
Jane Street
New York
$2.09M +$448K +8,268 +29%
RWM
271
Ritholtz Wealth Management
New York
$2.08M +$373K +6,892 +23%
KPW
272
Kore Private Wealth
New York
$2.08M -$1.02M -18,894 -34%
GC
273
Gratus Capital
Georgia
$2.07M +$35.5K +656 +2%
BRWA
274
B. Riley Wealth Advisors
Florida
$2.07M +$67K +1,236 +3%
IWA
275
Intercontinental Wealth Advisors
Texas
$2.06M -$93.5K -1,726 -4%

NVO Hedge Fund Activity: Q4 2021 in Review

886 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q4 2021, worth a combined $14.7B — up 16% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new NVO positions and 57 closed out — a net gain of 93 holders — while 264 added to existing stakes and 294 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $269M. The largest seller was Renaissance Technologies, cutting an estimated $273M.

  • 886 institutional investors held Novo Nordisk (NVO) as of Q4 2021, up from 804 in Q3 2021.
  • Funds reported $14.7B of Novo Nordisk stock for Q4 2021, up 16% quarter-over-quarter.
  • 150 funds opened new Novo Nordisk positions in Q4 2021 and 57 closed out, a net change of +93 holders.
  • The largest Novo Nordisk buyer in Q4 2021 was WCM Investment Management, an estimated $269M added.
  • The largest Novo Nordisk seller in Q4 2021 was Renaissance Technologies, an estimated $273M sold.

Based on aggregated 13F filings for Q4 2021.