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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 %
CFB
276
Cullen/Frost Bankers
Texas
$2.74M -$75.1K -859 -3%
VAS
277
Vestmark Advisory Solutions
Massachusetts
$2.73M +$110K +1,261 +4%
NIM
278
Northeast Investment Management
Massachusetts
$2.72M -$604K -6,906 -18%
RFM
279
Royal Fund Management
Florida
$2.72M -$222K -2,533 -8%
WTC
280
WhitTier Trust Company
Nevada
$2.69M -$188K -2,149 -7%
BFG
281
Beacon Financial Group
Texas
$2.66M +$23K +262 +0.9%
MC
282
Moors & Cabot
Massachusetts
$2.66M -$2.76M -31,598 -51%
EGA
283
Eagle Global Advisors
Texas
$2.64M -$100K -1,148 -4%
AAM
284
Azzad Asset Management
Virginia
$2.62M +$662K +7,571 +34%
PAI
285
Pittenger & Anderson Inc
Nebraska
$2.59M +$66.8K +764 +3%
AllianceBernstein
286
AllianceBernstein
Tennessee
$2.53M -$13.5K -154 -0.5%
IIM
287
Ipswich Investment Management
Massachusetts
$2.49M +$295K +3,375 +13%
AWM
288
AE Wealth Management
Kansas
$2.48M +$152K +1,739 +7%
CAN
289
Cetera Advisor Networks
California
$2.48M +$26.5K +303 +1%
MOS
290
MGO One Seven
Ohio
$2.48M -$85.2K -1,133 -3%
LCM
291
Logan Capital Management
Pennsylvania
$2.47M +$373K +4,267 +18%
SIA
292
Schechter Investment Advisors
Michigan
$2.45M +$2.45M +28,005 New
HNB
293
Huntington National Bank
Ohio
$2.45M -$10.3K -118 -0.4%
OC
294
Oppenheimer & Co
New York
$2.43M +$32.5K +371 +1%
ABP
295
Arthur B. Page
$2.43M -$374K -4,272 -13%
PCM
296
Parsons Capital Management
Rhode Island
$2.41M +$118K +1,353 +5%
BCM
297
Blume Capital Management
California
$2.38M +$1.46M +16,745 +161%
SCM
298
Stonebridge Capital Management
California
$2.35M -$140K -1,600 -6%
NGA
299
Naples Global Advisors
Florida
$2.29M +$35.9K +410 +2%
AFM
300
Abbot Financial Management
Massachusetts
$2.26M -$77.8K -890 -3%
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