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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
KCPG
201
Kavar Capital Partners Group
Kansas
$3.77M -$7.58K -140 -0.2%
Capital World Investors
202
Capital World Investors
California
$3.76M +$305K +5,632 +9%
VNA
203
Valley National Advisers
Pennsylvania
$3.74M -$16.1K -298 -0.4%
SI
204
Stephens Inc
Arkansas
$3.71M -$129K -2,372 -3%
GAM
205
GuardCap Asset Management
United Kingdom
$3.68M -$124K -2,296 -3%
AP
206
Advisor Partners
California
$3.68M +$114K +2,112 +3%
Toronto Dominion Bank
207
Toronto Dominion Bank
Ontario, Canada
$3.66M -$397K -7,324 -10%
Barclays
208
Barclays
United Kingdom
$3.63M -$550K -10,160 -14%
SFA
209
Souders Financial Advisors
Ohio
$3.59M -$83.9K -1,548 -2%
Comerica Bank
210
Comerica Bank
Texas
$3.49M -$217K -4,010 -5%
BTWM
211
Baker Tilly Wealth Management
Wisconsin
$3.47M +$447K +8,254 +15%
VAS
212
Vestmark Advisory Solutions
Massachusetts
$3.4M +$3.68K +68 +0.1%
SGI
213
Summit Global Investments
Utah
$3.39M +$217K +4,004 +7%
EAM
214
Eukles Asset Management
Ohio
$3.3M +$60.7K +1,120 +2%
IAA
215
Independent Advisor Alliance
North Carolina
$3.29M +$107K +1,980 +3%
CG
216
Castellan Group
Kentucky
$3.21M +$726K +13,400 +31%
SS
217
Simplicity Solutions
Minnesota
$3.2M +$1.7M +31,322 +122%
AP
218
Arlington Partners
Alabama
$3.17M -$429K -7,914 -12%
KWA
219
KCS Wealth Advisory
California
$3.15M +$67.7K +1,250 +2%
WBCM
220
Wilson & Boucher Capital Management
California
$3.1M +$3M +55,430 New
S
221
SignatureFD
Georgia
$3.1M +$189K +3,492 +7%
CYG
222
Clean Yield Group
Vermont
$3.1M -$66.5K -1,228 -2%
YCM
223
Yousif Capital Management
Michigan
$3.09M +$2.99M +55,204 New
SC
224
SouthState Corp
Florida
$3.08M -$62.5K -1,154 -2%
CIG
225
Cairn Investment Group
Washington
$3.03M -$40.6K -750 -1%

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.