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NVO

Novo Nordisk

933 hedge funds and large institutions have $16.3B invested in Novo Nordisk in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 323 increasing their positions, 313 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 51

70% more funds holding in top 10

Funds holding in top 10: 2339 (+16)

13% more call options, than puts

Call options by funds: $140M | Put options by funds: $124M

7% more capital invested

Capital invested by funds: $15.2B → $16.3B (+$1.08B)

3% more funds holding

Funds holding: 902933 (+31)

1.4% more ownership

Funds ownership: 15.56%16.96% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 313

Holders
933
Holders Change
+31
Holders Change %
+3.44%
% of All Funds
15.72%
Holding in Top 10
39
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+69.57%
% of All Funds
0.66%
New
91
Increased
323
Reduced
313
Closed
51
Calls
$140M
Puts
$124M
Net Calls
+$16.1M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
851
Prestige Wealth Management Group
New Jersey
$27K
BWL
852
Bogart Wealth LLC
Virginia
$26K
CGA
853
Channing Global Advisors
Florida
$26K
BIA
854
Bell Investment Advisors
California
$26K +$26.2K +472 New
AIP
855
Ahrens Investment Partners
Louisiana
$25K
TIM
856
Tortoise Investment Management
New York
$25K
CIA
857
Cascade Investment Advisors
Oregon
$24.5K
IRAG
858
Investment Research & Advisory Group
Georgia
$24K
RBC
859
Roble Belko & Company
Pennsylvania
$24K
CWP
860
Concord Wealth Partners
Virginia
$23K -$20.6K -372 -48%
FPFS
861
First Personal Financial Services
North Carolina
$23K
GWMIA
862
Global Wealth Management Investment Advisory
Florida
$23K
HS
863
Horan Securities
United States
$23K +$111 +2 +0.5%
TCWM
864
Total Clarity Wealth Management
Illinois
$23K +$22.6K +408 New
SC
865
Schubert & Co
Texas
$23K +$23.1K +416 New
SSB
866
Sandy Spring Bank
Maryland
$22K
Jones Financial Companies
867
Jones Financial Companies
Missouri
$21K -$444 -8 -2%
DWP
868
Destiny Wealth Partners
Florida
$20K +$4.77K +86 +32%
PMFA
869
Plante Moran Financial Advisors
Michigan
$20K +$10.5K +190 +119%
CCM
870
Copeland Capital Management
Pennsylvania
$19K
IWP
871
IAG Wealth Partners
Wisconsin
$18K
FMP
872
Financial Management Professionals
Texas
$18K +$5.22K +94 +42%
LWA
873
Lowe Wealth Advisors
Maryland
$17K -$4.44K -80 -21%
FRA
874
Front Row Advisors
California
$17K -$222 -4 -1%
CNBTD
875
Citizens National Bank Trust Department
Mississippi
$17K

NVO Hedge Fund Activity: Q2 2022 in Review

933 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q2 2022, worth a combined $16.3B — up 7.1% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NVO positions and 51 closed out — a net gain of 40 holders — while 323 added to existing stakes and 313 trimmed.

The largest buyer was Jennison Associates, adding an estimated $554M. The largest seller was Fisher Asset Management, cutting an estimated $177M.

  • 933 institutional investors held Novo Nordisk (NVO) as of Q2 2022, up from 902 in Q1 2022.
  • Funds reported $16.3B of Novo Nordisk stock for Q2 2022, up 7.1% quarter-over-quarter.
  • 91 funds opened new Novo Nordisk positions in Q2 2022 and 51 closed out, a net change of +40 holders.
  • The largest Novo Nordisk buyer in Q2 2022 was Jennison Associates, an estimated $554M added.
  • The largest Novo Nordisk seller in Q2 2022 was Fisher Asset Management, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2022.