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NVO

Novo Nordisk

702 hedge funds and large institutions have $9.54B invested in Novo Nordisk in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 229 increasing their positions, 226 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

24% more call options, than puts

Call options by funds: $68M | Put options by funds: $54.6M

7% more funds holding

Funds holding: 659702 (+43)

1% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 226

0.32% less ownership

Funds ownership: 15.38%15.06% (-0.32%)

2% less capital invested

Capital invested by funds: $9.68B → $9.54B (-$145M)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
702
Holders Change
+43
Holders Change %
+6.53%
% of All Funds
12.42%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
97
Increased
229
Reduced
226
Closed
44
Calls
$68M
Puts
$54.6M
Net Calls
+$13.4M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
626
Prestige Wealth Management Group
New Jersey
$20K -$760 -22 -4%
PFO
627
Pathstone Family Office
New Jersey
$20K +$19.8K +572 New
VBCG
628
Valley Brook Capital Group
Pennsylvania
$20K +$20.7K +600 New
TAM
629
Tucker Asset Management
Colorado
$19.2K +$19K +550 New
CCM
630
Copeland Capital Management
Pennsylvania
$18K -$63.2K -1,828 -78%
TWA
631
TCI Wealth Advisors
Arizona
$18K -$277 -8 -2%
HIA
632
Harbor Investment Advisory
Maryland
$18K
WT
633
Washington Trust
Rhode Island
$17K
CA
634
Crewe Advisors
Utah
$16K
TIM
635
Tortoise Investment Management
New York
$16K
TPWA
636
TRUE Private Wealth Advisors
Oregon
$16K +$16.6K +480 New
CIA
637
Cascade Investment Advisors
Oregon
$15.4K
RBC
638
Roble Belko & Company
Pennsylvania
$15K
RPWA
639
Regent Peak Wealth Advisors
Georgia
$15K +$15K +434 New
GWMIA
640
Global Wealth Management Investment Advisory
Florida
$14K
FPFS
641
First Personal Financial Services
North Carolina
$14K +$14K +404 New
AWA
642
Arkadios Wealth Advisors
Georgia
$14K +$14.1K +408 New
FRA
643
Front Row Advisors
California
$13K -$553 -16 -4%
FHC
644
First Horizon Corporation
Tennessee
$12K -$1.45K -42 -11%
CFD
645
Creative Financial Designs
Indiana
$12K
ETI
646
Enterprise Trust & Investment
California
$12K
IWP
647
IAG Wealth Partners
Wisconsin
$12K
LWA
648
Lenox Wealth Advisors
New York
$11K +$11.2K +324 New
HFM
649
Hartford Financial Management
Connecticut
$10K -$3.46K -100 -25%
HIM
650
Hillsdale Investment Management
Ontario, Canada
$10K -$2.07K -60 -18%

NVO Hedge Fund Activity: Q4 2020 in Review

702 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q4 2020, worth a combined $9.54B — down 1.5% from $9.68B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new NVO positions and 44 closed out — a net gain of 53 holders — while 229 added to existing stakes and 226 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $18.3M. The largest seller was Renaissance Technologies, cutting an estimated $88.5M.

  • 702 institutional investors held Novo Nordisk (NVO) as of Q4 2020, up from 659 in Q3 2020.
  • Funds reported $9.54B of Novo Nordisk stock for Q4 2020, down 1.5% quarter-over-quarter.
  • 97 funds opened new Novo Nordisk positions in Q4 2020 and 44 closed out, a net change of +53 holders.
  • The largest Novo Nordisk buyer in Q4 2020 was Old Mission Capital, an estimated $18.3M added.
  • The largest Novo Nordisk seller in Q4 2020 was Renaissance Technologies, an estimated $88.5M sold.

Based on aggregated 13F filings for Q4 2020.