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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
CPIG
401
Chicago Partners Investment Group
Illinois
$913K
MNBTD
402
Moody National Bank Trust Division
Texas
$908K -$5.42M -100,000 -86%
DADC
403
D.A. Davidson & Co
Montana
$908K +$240K +4,438 +38%
FCIM
404
Fairview Capital Investment Management
California
$899K
COI
405
Connable Office Inc
Michigan
$897K +$868K +16,016 New
SO
406
STRS Ohio
Ohio
$896K
PA
407
Profund Advisors
Maryland
$892K -$631K -11,654 -42%
HH
408
Hilltop Holdings
Texas
$892K +$51.9K +958 +6%
FPS
409
Fieldpoint Private Securities
Connecticut
$890K +$376K +6,934 +77%
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
$886K -$353K -6,524 -29%
PCM
411
Prelude Capital Management
New York
$885K +$68.7K +1,268 +9%
AAM
412
Advisors Asset Management
Colorado
$876K -$62.8K -1,160 -7%
AIM
413
Anchor Investment Management
South Carolina
$872K
USCWA
414
U.S. Capital Wealth Advisors
Texas
$869K +$48.6K +898 +6%
HKAM
415
Horizon Kinetics Asset Management
New York
$867K
AWM
416
Avior Wealth Management
Nebraska
$861K
AW
417
Alaethes Wealth
Nevada
$861K +$833K +15,374 New
BAM
418
Barrett Asset Management
New York
$850K +$37.9K +700 +5%
ACA
419
Atlas Capital Advisors
Wyoming
$849K +$247K +4,552 +43%
CG
420
Colony Group
Massachusetts
$842K -$143K -2,644 -15%
SIA
421
Schechter Investment Advisors
Michigan
$834K +$807K +14,894 New
TCOV
422
Trust Company of Vermont
Vermont
$832K -$13.8K -254 -2%
SDWIA
423
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$830K +$32.7K +604 +4%
SWM
424
Spire Wealth Management
Virginia
$827K +$44.3K +818 +6%
SCA
425
Stokes Capital Advisors
South Carolina
$825K

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.