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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
PFWA
701
Paces Ferry Wealth Advisors
Georgia
$220K +$213K +3,926 New
D
702
Diversified
Delaware
$219K +$212K +3,908 New
HPC
703
HM Payson & Co
Maine
$217K -$4.12K -76 -2%
IAA
704
Ironsides Asset Advisors
North Carolina
$214K -$27.1K -500 -12%
WAC
705
William Allan Corp
Colorado
$214K +$207K +3,830 New
CAM
706
Close Asset Management
United Kingdom
$213K
EFS
707
Essex Financial Services
Connecticut
$209K +$202K +3,732 New
N
708
Natixis
France
$208K +$201K +3,708 New
AB
709
Atlas Brown
Kentucky
$208K +$202K +3,720 New
LA
710
Lakeside Advisors
Washington
$208K +$202K +3,720 New
OFS
711
OneAscent Financial Services
Alabama
$207K +$200K +3,696 New
CCM
712
Colorado Capital Management
Colorado
$206K +$198K +3,662 New
HIP
713
HUB Investment Partners
Texas
$205K +$198K +3,664 New
RCA
714
Resonant Capital Advisors
Wisconsin
$205K +$198K +3,664 New
PTP
715
Platform Technology Partners
New York
$203K -$473K -8,724 -71%
CAG
716
Csenge Advisory Group
Florida
$203K -$17.7K -326 -6%
EWS
717
Evergreen Wealth Solutions
Pennsylvania
$202K +$195K +3,604 New
GIA
718
Gladstone Institutional Advisory
Florida
$202K +$195K +3,608 New
BPWM
719
Badgley Phelps Wealth Managers
Washington
$202K +$196K +3,612 New
AC
720
Abbrea Capital
California
$202K +$196K +3,614 New
PMG
721
ProVise Management Group
Florida
$201K +$195K +3,596 New
AP
722
Adero Partners
California
$200K +$194K +3,576 New
FHA
723
First Horizon Advisors
Tennessee
$197K -$7.8K -144 -4%
ZB
724
Zions Bancorporation
Utah
$189K
EDRH
725
Edmond de Rothschild Holding
Switzerland
$183K -$26.5K -490 -13%

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.