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NVO

Novo Nordisk

1,146 hedge funds and large institutions have $22.1B invested in Novo Nordisk in 2023 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 327 increasing their positions, 428 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 54

30% more call options, than puts

Call options by funds: $296M | Put options by funds: $228M

22% more funds holding in top 10

Funds holding in top 10: 4656 (+10)

15% more capital invested

Capital invested by funds: $19.3B → $22.1B (+$2.84B)

9% more funds holding

Funds holding: 1,0491,146 (+97)

0.07% less ownership

Funds ownership: 16.45%16.38% (-0.07%)

24% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 428

Holders
1,146
Holders Change
+97
Holders Change %
+9.25%
% of All Funds
18.26%
Holding in Top 10
56
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.74%
% of All Funds
0.89%
New
175
Increased
327
Reduced
428
Closed
54
Calls
$296M
Puts
$228M
Net Calls
+$68.1M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
1
Jennison Associates
New York
$1.96B +$126M +1,773,358 +8%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.72B -$256M -3,604,000 -14%
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.25B -$163M -2,302,190 -13%
Bank of America
4
Bank of America
North Carolina
$1.01B -$62.5M -881,322 -7%
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$840M +$23.3M +327,976 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$793M +$115M +1,623,508 +19%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$776M -$14.6M -206,260 -2%
Morgan Stanley
8
Morgan Stanley
New York
$732M -$86.5M -1,219,364 -12%
BlackRock
9
BlackRock
New York
$685M -$45.2M -636,796 -7%
F
10
Folketrygdfondet
Norway
$676M -$4.95M -69,736 -0.8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$602M +$504M +7,102,208 +1,515%
Capital International Investors
12
Capital International Investors
California
$583M -$360M -5,081,752 -41%
WCM Investment Management
13
WCM Investment Management
California
$557M -$11.1M -156,688 -2%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$554M
State Street
15
State Street
Massachusetts
$552M -$6.38M -89,930 -1%
EHC
16
Everett Harris & Co
California
$527M -$1.07M -15,086 -0.2%
Goldman Sachs
17
Goldman Sachs
New York
$301M -$1.76M -24,792 -0.7%
Capital World Investors
18
Capital World Investors
California
$279M +$50.2M +707,540 +25%
Northern Trust
19
Northern Trust
Illinois
$273M -$22.7M -320,682 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$271M +$502M +7,074,496 +200%
Wells Fargo
21
Wells Fargo
California
$253M -$1.71M -24,054 -0.8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$252M -$21.7M -305,482 -9%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$240M +$6.7M +94,554 +3%
RJA
24
Raymond James & Associates
Florida
$231M +$9.98M +140,740 +5%
ClearBridge Investments
25
ClearBridge Investments
New York
$223M -$3.55M -50,054 -2%

NVO Hedge Fund Activity: Q1 2023 in Review

1,146 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q1 2023, worth a combined $22.1B — up 15% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new NVO positions and 54 closed out — a net gain of 121 holders — while 327 added to existing stakes and 428 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $504M. The largest seller was Capital International Investors, cutting an estimated $360M.

  • 1,146 institutional investors held Novo Nordisk (NVO) as of Q1 2023, up from 1,049 in Q4 2022.
  • Funds reported $22.1B of Novo Nordisk stock for Q1 2023, up 15% quarter-over-quarter.
  • 175 funds opened new Novo Nordisk positions in Q1 2023 and 54 closed out, a net change of +121 holders.
  • The largest Novo Nordisk buyer in Q1 2023 was T. Rowe Price Associates, an estimated $504M added.
  • The largest Novo Nordisk seller in Q1 2023 was Capital International Investors, an estimated $360M sold.

Based on aggregated 13F filings for Q1 2023.