Eli Lilly vs. Novo Nordisk: Has GLP-1 Manufacturing Become the New Competitive Moat?
The obesity-drug market has largely been viewed as a race between clinical innovation and commercial execution.
Novo Nordisk A S (NVO)
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Sector: Healthcare
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 8,324,948 | $399,098,057 | -8% | 0.12% |
| 2. | Markel Gayner Asset Management Tom Gayner | 2,869,774 | $137,576,966 | 1.05% | |
| 3. | 337,600 | $16,184,544 | -21% | 0.06% | |
| 4. | Walleye Capital Will England | 194,159 | $9,307,982 | -67% | 0.03% |
| 5. | 138,300 | $6,630,102 | -23% | 0.02% |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,475,622 | $310,441,319 | 3.81% | |
| 2. | 5,869,834 | $284,565,378 | 0.01% | |
| 3. | 4,031,114 | $193,250,364 | 0.05% | |
| 4. | 3,861,182 | $185,105,094 | 0% | |
| 5. | 3,236,009 | $155,134,271 | 8.49% |
News See All
Eli Lilly vs. Novo Nordisk: Which Company Is Better Positioned for America's New Drug Manufacturing Policies?
For years, investors have viewed Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) through one lens: the race to dominate the booming obesity-drug market.
Novo Nordisk Stock (NVO) Recovers as Earnings Surprise to the Upside
The company beat Wall Street forecasts across the board.
These Are the Stocks Reporting Earnings Today – August 5, 2026
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Options Volatility and Implied Earnings Moves This Week, August 03 – August 06, 2026
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Is Novo Nordisk Stock (NVO) a Good Buy After Today’s Plunge?
Novo Nordisk ($NVO) shares dropped about 9% today after the company reported that its experimental heart drug ziltivekimab failed a major Phase 3 c...
Novo Nordisk Stock (NVO) Plunges 10% as Weight-Loss Drug Trial Disappoints
The findings are the latest blow to the European drug maker.
Pfizer Inc. (PFE) vs. Eli Lilly and Company (LLY): The Growth vs. Value Play in Pharma
Pfizer (NYSE:PFE) and Eli Lilly and Company (NYSE:LLY) offer unique divergent investment opportunities in the pharmaceutical industry.
Jim Cramer Wants Novo Nordisk A/S (NYSE:NVO) To Compete With Eli Lilly In The Market & Not The Courts
Novo Nordisk A/S (NYSE:NVO) was at the center of media coverage as it sued rival weight loss drug manufacturer Eli Lilly on Tuesday.
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