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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 %
LBC
301
Lawrence B. Cohen
$2.26M -$262K -2,995 -10%
LJHT
302
Laurie J. Hall Trustee
$2.25M -$11.7K -134 -0.5%
NED
303
Nancy E. Dempze
$2.24M +$76.9K +880 +4%
GWM
304
Geneos Wealth Management
Colorado
$2.23M -$18.5K -211 -0.8%
HFS
305
Hantz Financial Services
Michigan
$2.21M +$428K +4,898 +24%
AIM
306
Aigen Investment Management
New York
$2.2M -$2.17M -26,551 -50%
SC
307
Siena Capital
Ohio
$2.2M +$2.2M +25,148 New
CGH
308
Crossmark Global Holdings
Texas
$2.19M +$2.62K +30 +0.1%
ECM
309
EagleClaw Capital Management
Massachusetts
$2.18M +$35K +400 +2%
FFM
310
Forum Financial Management
Illinois
$2.18M +$2.18M +24,949 New
IWC
311
Integrated Wealth Concepts
Massachusetts
$2.17M +$379K +4,337 +21%
MCP
312
Mirador Capital Partners
California
$2.17M +$35.6K +407 +2%
Wolverine Trading
313
Wolverine Trading
Illinois
$2.16M +$2.16M +24,644 New
STC
314
Sarah T. Connolly
$2.15M +$782K +8,943 +57%
CA
315
Clearstead Advisors
Ohio
$2.14M -$26.6K -304 -1%
TCOT
316
Trust Company of Toledo
Ohio
$2.12M -$33K -377 -2%
CAM
317
Cresset Asset Management
Illinois
$2.1M -$175K -2,004 -8%
CCM
318
Cox Capital Management
Massachusetts
$2.09M +$49.2K +563 +2%
AAM
319
Advisors Asset Management
Colorado
$2.06M -$61K -697 -3%
CIA
320
Cascade Investment Advisors
Oregon
$2.05M +$84.8K +970 +4%
AW
321
Apricus Wealth
South Carolina
$2.05M +$2.05M +23,406 New
ACM
322
Advisors Capital Management
New Jersey
$2.01M -$6.31M -72,166 -76%
CB
323
Commerce Bank
Missouri
$2M -$165K -1,883 -8%
Cerity Partners
324
Cerity Partners
New York
$1.99M +$870K +9,957 +77%
TCM
325
Telos Capital Management
California
$1.99M +$16.9K +193 +0.9%
11 12
13
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