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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
PP
651
PDS Planning
Ohio
$262K -$26.9K -496 -10%
TPWA
652
TRUE Private Wealth Advisors
Oregon
$260K -$49.9K -922 -17%
GWS
653
Glassman Wealth Services
Virginia
$258K +$23.8K +440 +11%
HW
654
Hancock Whitney
Mississippi
$258K +$249K +4,602 New
OWM
655
OneAscent Wealth Management
Alabama
$257K +$249K +4,598 New
Mitsubishi UFJ Asset Management
656
Mitsubishi UFJ Asset Management
Japan
$256K +$255K +4,700 New
GIA
657
GHP Investment Advisors
Colorado
$255K
LIM
658
Lagoda Investment Management
New York
$253K
BJL
659
Brighton Jones LLC
Washington
$253K +$245K +4,514 New
CTC
660
Central Trust Company
Missouri
$252K
NIC
661
Northwest Investment Counselors
Oregon
$252K
PTC
662
Private Trust Company
Ohio
$252K +$243K +4,492 New
FAG
663
Financial Advisory Group
Texas
$251K
RC
664
RegentAtlantic Capital
New Jersey
$251K +$17.2K +318 +8%
SA
665
Shilanski & Associates
Alaska
$251K +$243K +4,478 New
VC
666
Veracity Capital
Georgia
$249K -$3.14K -58 -1%
SWM
667
SeaCrest Wealth Management
New York
$247K -$3.58K -66 -1%
HCM
668
Howland Capital Management
Massachusetts
$247K +$5.63K +104 +2%
GT
669
Glenview Trust
Kentucky
$246K
BBW
670
Blue Barn Wealth
Utah
$246K +$975 +18 +0.4%
First Manhattan
671
First Manhattan
New York
$245K -$31.6K -584 -12%
IAIM
672
International Assets Investment Management
Florida
$245K +$7.48K +138 +3%
JWBC
673
J.W. Burns & Co
New York
$244K
ARG
674
Advisory Resource Group
Oklahoma
$239K +$31K +572 +14%
RAM
675
Redmond Asset Management
Virginia
$238K +$230K +4,248 New

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.