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Novartis
NVS

Overview Fund Activity

1,143 hedge funds and large institutions have $18.5B invested in Novartis in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 327 increasing their positions, 472 reducing their positions, and 76 closing their positions.

Holders
1,143
Holders Change
+64
Holders Change %
+5.93%
% of All Funds
17.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
156
Increased
327
Reduced
472
Closed
76
Calls
$688M
Puts
$278M
Net Calls
+$410M
Net Calls Change
+$69.5M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$800M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$159M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$339M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$251M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$66.8M

Top Sellers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$49.2M
2
Wells Fargo
2
Wells Fargo
California
$277M
3
Bank of America
3
Bank of America
North Carolina
$681M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$1.57B
5
Dodge & Cox
5
Dodge & Cox
California
$2.47B
Name Holding Trade Value Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
226
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.99M +$3.99M +45,565 New
BFS
227
Bradley Foster & Sargent
Connecticut
$3.95M -$603K -6,894 -13%
CCM
228
Canal Capital Management
Virginia
$3.91M +$175K +2,006 +5%
GCA
229
Guardian Capital Advisors
Ontario, Canada
$3.89M -$326K -3,630 -8%
KeyBank National Association
230
KeyBank National Association
Ohio
$3.87M -$73.5K -840 -2%
LNWWM
231
Laird Norton Wetherby Wealth Management
California
$3.87M +$98.2K +1,123 +3%
CCT
232
Country Club Trust
Missouri
$3.85M +$83.7K +957 +2%
NME
233
Notis-McConarty Edward
$3.84M -$175K -1,997 -4%
GT
234
Glenmede Trust
Pennsylvania
$3.84M +$210K +2,405 +6%
DSA
235
Davis Selected Advisers
Arizona
$3.76M -$169K -1,933 -4%
QT
236
Quantbot Technologies
New York
$3.76M +$3.76M +43,032 New
HKIM
237
Hayek Kallen Investment Management
Alabama
$3.75M -$10.1K -115 -0.3%
SWK
238
Stephen W. Kidder
$3.74M -$1.22M -13,923 -25%
HTC
239
Haverford Trust Company
Pennsylvania
$3.73M – – –
MVIP
240
Mar Vista Investment Partners
California
$3.71M -$8.31K -95 -0.2%
SAM
241
Smithbridge Asset Management
Pennsylvania
$3.67M +$60.9K +696 +2%
FBC
242
Fairfield, Bush & Co
Connecticut
$3.64M -$1.01M -11,525 -22%
Squarepoint
243
Squarepoint
New York
$3.63M +$3.63M +41,508 New
BF
244
BOK Financial
Oklahoma
$3.6M +$701K +8,009 +24%
BCB
245
Brian C. Broderick
$3.6M -$2.39M -27,295 -40%
UCFA
246
United Capital Financial Advisors
Texas
$3.57M -$568K -6,496 -14%
CCMINC
247
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.54M +$14.8K +169 +0.4%
EI
248
Ethic Inc
New York
$3.52M +$312K +3,564 +10%
CCA
249
Catalyst Capital Advisors
New York
$3.51M +$262K +3,000 +8%
ClearBridge Investments
250
ClearBridge Investments
New York
$3.44M -$129K -1,476 -4%
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