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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
Renaissance Technologies
1
Renaissance Technologies
New York
$2.14B -$273M -5,047,600 -12%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.79B -$25.6M -473,216 -1%
Bank of America
3
Bank of America
North Carolina
$819M -$16M -294,470 -2%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$690M -$30.6M -564,522 -4%
Capital International Investors
5
Capital International Investors
California
$631M +$19.4M +358,098 +3%
Fayez Sarofim & Co
6
Fayez Sarofim & Co
Texas
$541M -$9.76M -180,188 -2%
F
7
Folketrygdfondet
Norway
$495M -$32M -591,268 -6%
State Street
8
State Street
Massachusetts
$417M -$16.1M -296,606 -4%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$390M
BlackRock
10
BlackRock
New York
$388M +$4.97M +91,684 +1%
EHC
11
Everett Harris & Co
California
$366M -$543K -10,030 -0.2%
ClearBridge Investments
12
ClearBridge Investments
New York
$295M -$11.6M -213,480 -4%
WCM Investment Management
13
WCM Investment Management
California
$278M +$269M +4,971,130 New
PPA
14
Parametric Portfolio Associates
Washington
$272M +$8.97M +165,520 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$201M +$10.8M +198,708 +6%
Goldman Sachs
16
Goldman Sachs
New York
$171M -$13.1M -241,826 -7%
Wells Fargo
17
Wells Fargo
California
$170M -$1.88M -34,770 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$159M +$8.18M +151,076 +6%
Northern Trust
19
Northern Trust
Illinois
$153M +$18.5M +342,322 +14%
RJA
20
Raymond James & Associates
Florida
$151M -$2.09M -38,616 -1%
SC
21
Saturna Capital
Washington
$120M +$506K +9,346 +0.4%
MG
22
Markel Group
Virginia
$120M
Stifel Financial
23
Stifel Financial
Missouri
$117M +$3.25M +60,016 +3%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$114M -$29.8M -549,576 -21%
Morgan Stanley
25
Morgan Stanley
New York
$105M +$2.46M +45,354 +2%

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.