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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.

New
Increased
Maintained
Reduced
Closed
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 %
PAM
251
Private Asset Management
California
$3.41M -$113K -1,291 -3%
SSWM
252
Smith Salley Wealth Management
North Carolina
$3.4M -$91.5K -1,046 -3%
YCM
253
Yousif Capital Management
Michigan
$3.32M +$3.32M +37,940 New
AIA
254
Avalon Investment & Advisory
Texas
$3.28M -$1.74M -19,864 -35%
CTA
255
Chesley Taft & Associates
Illinois
$3.28M -$85.3K -975 -3%
NA
256
NewEdge Advisors
Louisiana
$3.27M +$1.29M +14,749 +65%
RFC
257
Regions Financial Corp
Alabama
$3.26M -$150K -1,712 -4%
ATC
258
Argent Trust Co
Tennessee
$3.22M -$115K -1,320 -3%
ASN
259
Advisory Services Network
Georgia
$3.22M +$54.8K +627 +2%
PSUF
260
People's United Financial
Connecticut
$3.18M -$1.01M -11,551 -24%
WA
261
WealthTrust Axiom
Pennsylvania
$3.13M -$11.8K -135 -0.4%
HWA
262
Heritage Way Advisors
Illinois
$3.11M +$39.6K +453 +1%
SL
263
Summitry LLC
California
$3.11M +$118K +1,349 +4%
GMA
264
Glassy Mountain Advisors
Maryland
$3.06M +$3.06M +35,018 New
WHG
265
Westwood Holdings Group
Texas
$3.03M +$1.11M +12,642 +58%
AUB
266
Atlantic Union Bankshares
Virginia
$3M -$1.36M -15,579 -31%
T. Rowe Price Associates
267
T. Rowe Price Associates
Maryland
$2.99M +$77.8K +890 +3%
CAM
268
Cubic Asset Management
Massachusetts
$2.98M – – –
WIC
269
Woodmont Investment Counsel
Tennessee
$2.96M -$29.7K -340 -1%
ERSOT
270
Employees Retirement System of Texas
Texas
$2.96M +$2.96M +33,813 New
DC
271
Davenport & Co
Virginia
$2.89M -$205K -2,345 -7%
PA
272
Perennial Advisors
New York
$2.82M -$180K -2,059 -6%
FGP
273
Foyston, Gordon, & Payne
Ontario, Canada
$2.77M -$1.02M -11,644 -27%
PNC
274
Park National Corp
Ohio
$2.76M -$951K -10,872 -26%
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$2.76M +$681K +7,780 +33%
9 10
11
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