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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
FAIM
576
Financial Advocates Investment Management
Washington
$358K -$5.96K -110 -2%
DWM
577
Defined Wealth Management
Oregon
$356K
BDF
578
Balasa Dinverno & Foltz
$355K +$6.83K +126 +2%
BONST
579
Bank of Nova Scotia Trust
Ontario, Canada
$354K -$28.6K -528 -8%
TPCW
580
TD Private Client Wealth
New York
$354K +$12.7K +234 +4%
Neuberger Berman Group
581
Neuberger Berman Group
New York
$353K +$92.4K +1,706 +23%
SCM
582
Southport Capital Management
Tennessee
$352K +$53.6K +990 +19%
PCG
583
Private Capital Group
Connecticut
$349K -$9.75K -180 -3%
CBT
584
CoreFirst Bank & Trust
Kansas
$348K -$1.08K -20 -0.3%
KLCM
585
KG&L Capital Management
Louisiana
$348K
QCM
586
Quest Capital Management
Texas
$346K -$11.8K -218 -3%
TC
587
Titleist Capital
Texas
$346K +$335K +6,182 New
PCIA
588
Prime Capital Investment Advisors
Kansas
$345K +$13.9K +256 +4%
CAM
589
Concorde Asset Management
Michigan
$340K
TCOO
590
Trust Company of Oklahoma
Oklahoma
$336K
PCA
591
Pallas Capital Advisors
Massachusetts
$333K -$56.7K -1,046 -13%
CIBC Private Wealth Group
592
CIBC Private Wealth Group
Georgia
$333K +$5.96K +110 +2%
TCB
593
Texas Capital Bancshares
Texas
$332K +$11.8K +218 +4%
BAM
594
Byrne Asset Management
New Jersey
$330K +$320K +5,900 New
EGM
595
Engineers Gate Manager
New York
$329K -$53K -978 -14%
MWM
596
Modera Wealth Management
New Jersey
$328K
LW
597
Linscomb Wealth
Texas
$326K -$21.1K -390 -6%
BWP
598
Baldwin Wealth Partners
Massachusetts
$324K +$16.7K +308 +6%
IC
599
IEQ Capital
California
$323K -$27.1K -500 -8%
FNBT
600
FineMark National Bank & Trust
Florida
$320K -$489K -9,018 -61%

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.