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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 %
FNBT
326
FineMark National Bank & Trust
Florida
$1.98M -$151K -1,728 -7%
NB
327
NBT Bank
New York
$1.97M -$27.3K -312 -1%
SF
328
Synovus Financial
Georgia
$1.97M -$285K -3,274 -13%
SPIA
329
Steward Partners Investment Advisory
New York
$1.96M -$117K -1,338 -6%
KBG
330
Kahn Brothers Group
New York
$1.96M +$173K +1,980 +10%
SSB
331
Sandy Spring Bank
Maryland
$1.93M -$181K -2,072 -9%
HFA
332
HC Financial Advisors
California
$1.91M +$69.1K +790 +4%
HF
333
HRT Financial
New York
$1.9M -$541K -6,187 -22%
ST
334
Somerset Trust
Pennsylvania
$1.88M +$17.4K +199 +0.9%
NAM
335
NorthCrest Asset Manangement
Minnesota
$1.87M +$1.87M +21,384 New
PAM
336
Palisade Asset Management
Minnesota
$1.86M -$78.2K -894 -4%
BTWM
337
Baker Tilly Wealth Management
Wisconsin
$1.86M -$107K -1,222 -5%
VNA
338
Valley National Advisers
Pennsylvania
$1.86M -$32.7K -374 -2%
PCA
339
Providence Capital Advisors
North Carolina
$1.84M +$72.9K +833 +4%
BRWA
340
B. Riley Wealth Advisors
Florida
$1.79M -$202K -2,306 -10%
CNFG
341
Creegan & Nassoura Financial Group
New Hampshire
$1.79M – – –
FC
342
FCA Corp
Texas
$1.78M -$276K -3,151 -13%
UBS AM
343
UBS AM
Illinois
$1.78M +$254K +2,900 +17%
FWM
344
Fairhaven Wealth Management
Illinois
$1.78M -$612K -7,000 -26%
Bessemer Group
345
Bessemer Group
New Jersey
$1.77M -$116K -1,323 -6%
AP
346
Advisor Partners
California
$1.76M -$119K -1,360 -6%
HKAM
347
Horizon Kinetics Asset Management
New York
$1.75M -$77K -880 -4%
SCM
348
Salem Capital Management
Massachusetts
$1.75M -$940K -10,750 -35%
Diamond Hill Capital Management
349
Diamond Hill Capital Management
Ohio
$1.75M +$532K +6,078 +44%
AMG
350
Advisors Management Group
Wisconsin
$1.74M +$4.11K +47 +0.2%
12 13
14
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