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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
SWP
676
Stratos Wealth Partners
Ohio
$238K +$230K +4,252 New
FA
677
Fiducient Advisors
Illinois
$236K -$208K -3,844 -48%
Luther King Capital Management (LKCM)
678
Luther King Capital Management (LKCM)
Texas
$236K -$90.4K -1,668 -28%
Wolverine Trading
679
Wolverine Trading
Illinois
$234K +$227K +4,192 New
CC
680
Callan Capital
California
$232K +$224K +4,136 New
KLC
681
Knowledge Leaders Capital
Colorado
$232K +$225K +4,146 New
CGA
682
Channing Global Advisors
Florida
$231K +$224K +4,126 New
GLA
683
Great Lakes Advisors
Illinois
$229K +$222K +4,090 New
HNWAG
684
High Net Worth Advisory Group
Florida
$229K +$222K +4,096 New
SW
685
SteelPeak Wealth
California
$227K +$220K +4,056 New
NIM
686
Northeast Investment Management
Massachusetts
$227K +$220K +4,060 New
MW
687
Marcum Wealth
Ohio
$225K -$12.6K -232 -5%
WGCA
688
Wolf Group Capital Advisors
Virginia
$225K +$218K +4,026 New
MHR
689
Matthew Hamilton Rosenberg
$224K
VV
690
Verity & Verity
South Carolina
$224K
FC
691
FCA Corp
Texas
$224K +$217K +4,000 New
FNWM
692
Financial Network Wealth Management
Utah
$224K +$217K +4,000 New
KC
693
Kenfarb & Co
Kentucky
$224K +$217K +4,000 New
PIP
694
Peachtree Investment Partners
Florida
$224K +$217K +4,000 New
SPWM
695
Straight Path Wealth Management
Michigan
$224K +$217K +4,000 New
VFPW
696
Vantage Financial Partners (Wisconsin)
Wisconsin
$224K +$217K +4,000 New
FHB
697
First Hawaiian Bank
Hawaii
$224K +$217K +4,004 New
KFI
698
Key Financial Inc
Pennsylvania
$223K
MCC
699
Money Concepts Capital
Florida
$222K +$214K +3,958 New
CTA
700
Chesley Taft & Associates
Illinois
$222K +$215K +3,960 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.