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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
EW
751
Evoke Wealth
California
$96K
SPWG
752
Sage Private Wealth Group
Illinois
$96K +$325 +6 +0.3%
GCS
753
Gordian Capital (Singapore)
Singapore
$96K +$92.1K +1,700 New
TFS
754
TrustCore Financial Services
Tennessee
$93K
EWM
755
Elmwood Wealth Management
California
$93K +$90.1K +1,664 New
CHA
756
Carmichael Hill & Associates
Maryland
$91K
BFC
757
Bedel Financial Consulting
Indiana
$90K
WTA
758
Washington Trust Advisors
Massachusetts
$88K +$84.3K +1,556 New
IA
759
IFP Advisors
Florida
$86K -$58.5K -1,080 -42%
CWA
760
Clearview Wealth Advisors
Oregon
$84K +$23.7K +438 +41%
TJHA
761
Thomas J. Herzfeld Advisors
Florida
$84K +$32.9K +608 +68%
FCA
762
FinTrust Capital Advisors
South Carolina
$82K +$11.7K +216 +17%
GWMI
763
Guardian Wealth Management (Illinois)
Illinois
$82K +$79.6K +1,470 New
DHGWA
764
Dixon Hughes Goodman Wealth Advisors
North Carolina
$81K +$78.3K +1,446 New
PCA
765
Providence Capital Advisors
North Carolina
$80K -$200K -3,698 -72%
EWA
766
EverSource Wealth Advisors
Alabama
$80K +$76.9K +1,420 New
TAM
767
Tucker Asset Management
Colorado
$75.3K +$4.88K +90 +7%
BWM
768
BerganKDV Wealth Management
Minnesota
$75K
Jones Financial Companies
769
Jones Financial Companies
Missouri
$72K +$15.6K +288 +29%
TFP
770
Tilia Fiduciary Partners
North Carolina
$70K +$67.7K +1,250 New
WWMSC
771
Wagner Wealth Management (South Carolina)
South Carolina
$63K +$6.61K +122 +12%
CT
772
Clearstead Trust
Maine
$62K
RE
773
RBC Europe
United Kingdom
$56K -$102K -1,890 -65%
TCM
774
Tradewinds Capital Management
Washington
$54K
FFWM
775
Future Financial Wealth Management
Ohio
$54K +$54.2K +1,000 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.