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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
LP
526
LGL Partners
Pennsylvania
$446K
VF
527
Virtu Financial
New York
$444K +$430K +7,936 New
CI
528
Conning Inc
Connecticut
$437K -$684K -12,620 -62%
NAM
529
NTV Asset Management
West Virginia
$437K -$32.5K -600 -7%
RBCM
530
Raub Brock Capital Management
California
$437K
BSI
531
Bennett Selby Investments
Maine
$435K -$11.3K -208 -3%
SIA
532
SkyView Investment Advisors
New Jersey
$435K
MIM
533
Marco Investment Management
Georgia
$432K +$3.47K +64 +0.8%
LC
534
Lindbrook Capital
California
$430K +$19.3K +356 +5%
CCM
535
Canal Capital Management
Virginia
$428K
RPA
536
Rock Point Advisors
Vermont
$426K
PCTC
537
Perkins Coie Trust Company
Washington
$420K -$395K -7,284 -49%
PTC
538
Philadelphia Trust Company
Pennsylvania
$420K
HSA
539
HBK Sorce Advisory
Pennsylvania
$418K -$325 -6 -0.1%
VFA
540
Valeo Financial Advisors
Indiana
$418K +$13K +240 +3%
AWM
541
Apollon Wealth Management
South Carolina
$417K +$403K +7,446 New
VWA
542
V Wealth Advisors
Kansas
$414K -$16.3K -300 -4%
RIG
543
Roosevelt Investment Group
New York
$413K +$6.5K +120 +2%
AWM
544
AE Wealth Management
Kansas
$413K +$18.1K +334 +5%
LWAC
545
Laurel Wealth Advisors (California)
California
$413K +$400K +7,380 New
NFG
546
Nations Financial Group
Iowa
$412K -$10.7K -198 -3%
ESB
547
Essex Savings Bank
Connecticut
$409K
DWM
548
Drive Wealth Management
Utah
$409K +$395K +7,298 New
FCI
549
Financial Counselors Inc
Kansas
$408K -$85.6K -1,580 -18%
CS
550
Comerica Securities
Michigan
$407K -$64.6K -1,192 -14%

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.