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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
351
Lowe Brockenbrough & Co
Virginia
$1.74M -$19.6K -224 -1%
CCC
352
Chelsea Counsel Company
California
$1.73M – – –
S
353
SignatureFD
Georgia
$1.71M -$60.5K -692 -3%
TC
354
Telemus Capital
Michigan
$1.69M -$562K -6,423 -25%
RJT
355
Raymond James Trust
Florida
$1.68M -$58.4K -668 -3%
SGA
356
Strategic Global Advisors
California
$1.67M -$6.66M -16,912 -80%
CPA
357
Court Place Advisors
Maryland
$1.65M -$227K -2,600 -12%
LWAC
358
Laurel Wealth Advisors (California)
California
$1.64M +$54.5K +623 +3%
AWM
359
Avior Wealth Management
Nebraska
$1.64M +$437K +5,000 +36%
RC
360
RegentAtlantic Capital
New Jersey
$1.62M -$50.7K -580 -3%
SC
361
SouthState Corp
Florida
$1.61M -$103K -1,173 -6%
MCM
362
McKinley Capital Management
Alaska
$1.57M -$55.8K -638 -3%
HL
363
HeadInvest LLC
Maine
$1.57M +$257K +2,940 +20%
III
364
Independent Investors Inc
New York
$1.57M – – –
TNA
365
True North Advisors
Texas
$1.56M +$187K +2,139 +14%
CT
366
Coastline Trust
Rhode Island
$1.55M +$15.7K +180 +1%
SGI
367
Summit Global Investments
Utah
$1.54M +$4.9K +56 +0.3%
ONB
368
Old National Bancorp
Indiana
$1.52M +$77.4K +885 +5%
TPCW
369
TD Private Client Wealth
New York
$1.48M -$34.6K -395 -2%
DM
370
Delphi Management
Massachusetts
$1.47M +$290K +3,314 +25%
WG
371
Welch Group
Alabama
$1.45M -$749K -8,571 -34%
CB
372
CNB Bank
Pennsylvania
$1.45M -$6.74K -77 -0.5%
FHA
373
First Horizon Advisors
Tennessee
$1.45M -$222K -2,543 -13%
BFA
374
Benedict Financial Advisors
Georgia
$1.44M +$25.1K +287 +2%
MPPW
375
Mitchell & Pahl Private Wealth
Oklahoma
$1.44M +$47.4K +542 +3%
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