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NVO

Novo Nordisk
NVO

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: 13 → 23 (+10)

16% more capital invested

Capital invested by funds: $12.7B → $14.7B (+$2.04B)

10% more funds holding

Funds holding: 804 → 886 (+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

Top Buyers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
+$269M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$57.8M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$56.9M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$21.7M
5
Capital International Investors
Capital International Investors
California
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$273M
2
Millennium Management
Millennium Management
New York
-$59.5M
3
Two Sigma Investments
Two Sigma Investments
New York
-$47.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$33.8M
5
F
Folketrygdfondet
Norway
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
801
Harbor Investment Advisory
Maryland
$30K – – –
HC
802
Hoese & Co
Minnesota
$28K – – –
WT
803
Washington Trust
Rhode Island
$28K – – –
CA
804
Cornerstone Advisory
Maryland
$28K +$27.1K +500 New
PWMG
805
Prestige Wealth Management Group
New Jersey
$27K – – –
MCM
806
Manchester Capital Management
Vermont
$26K -$30.3K -560 -54%
TIM
807
Tortoise Investment Management
New York
$26K – – –
BWL
808
Bogart Wealth LLC
Virginia
$26K +$8.34K +154 +48%
SIC
809
SJS Investment Consulting
Ohio
$26K +$24.8K +458 New
AIP
810
Ahrens Investment Partners
Louisiana
$25K +$24.5K +452 New
CIA
811
Cascade Investment Advisors
Oregon
$24.6K – – –
IRAG
812
Investment Research & Advisory Group
Georgia
$24K – – –
RBC
813
Roble Belko & Company
Pennsylvania
$24K – – –
CCM
814
Copeland Capital Management
Pennsylvania
$23K -$4.88K -90 -18%
FPFS
815
First Personal Financial Services
North Carolina
$23K – – –
GWMIA
816
Global Wealth Management Investment Advisory
Florida
$23K – – –
TCWM
817
Total Clarity Wealth Management
Illinois
$23K +$4.88K +90 +28%
HS
818
Horan Securities
United States
$22K +$21.8K +402 New
FRA
819
Front Row Advisors
California
$21K -$108 -2 -0.5%
JWA
820
JFS Wealth Advisors
Pennsylvania
$21K – – –
LWA
821
Lowe Wealth Advisors
Maryland
$21K +$20.6K +380 New
IWP
822
IAG Wealth Partners
Wisconsin
$18K – – –
CCM
823
Cribstone Capital Management
Maine
$17K – – –
EWM
824
Edge Wealth Management
New York
$17K – – –
HFM
825
Hartford Financial Management
Connecticut
$17K – – –
31 32
33
34 35

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.