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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 %
RGC
376
Roberts, Glore & Co
Illinois
$1.44M -$37.9K -433 -3%
Cetera Investment Advisers
377
Cetera Investment Advisers
Illinois
$1.44M -$20.4K -233 -1%
BFO
378
Boston Family Office
Massachusetts
$1.43M -$37.6K -430 -3%
S
379
SimplyRich
California
$1.43M -$14.8K -169 -1%
CC
380
Centiva Capital
New York
$1.41M +$685K +7,831 +95%
RIL
381
Rothschild Investment LLC
Illinois
$1.4M -$10.5K -120 -0.7%
MIM
382
Marco Investment Management
Georgia
$1.39M -$2.33M -26,642 -63%
LG
383
LaFleur & Godfrey
Michigan
$1.39M -$45.5K -520 -3%
ADMI
384
Albert D. Mason Inc
Massachusetts
$1.37M +$218K +2,494 +19%
CCA
385
Checchi Capital Advisers
California
$1.37M -$6.91K -79 -0.5%
WA
386
Wambolt & Associates
Colorado
$1.36M +$148K +1,690 +12%
GT
387
Greenleaf Trust
Michigan
$1.34M -$510K -5,832 -28%
Deutsche Bank
388
Deutsche Bank
Germany
$1.34M -$98.6K -1,126 -7%
Kayne Anderson Rudnick Investment Management
389
Kayne Anderson Rudnick Investment Management
California
$1.32M -$74.3K -849 -5%
OPA
390
Old Port Advisors
Maine
$1.31M +$47.7K +541 +4%
AP
391
Americana Partners
Texas
$1.3M +$1.03M +11,763 +377%
SFG
392
SevenBridge Financial Group
Pennsylvania
$1.3M -$24.3K -278 -2%
AWM
393
Aberdeen Wealth Management
Illinois
$1.29M -$8.22K -94 -0.6%
IEFM
394
IQ EQ Fund Management
Ireland
$1.28M +$117K +1,337 +10%
Massachusetts Financial Services
395
Massachusetts Financial Services
Massachusetts
$1.28M +$1.28M +14,573 New
PFS
396
Physicians Financial Services
North Carolina
$1.27M -$45.9K -525 -3%
AIA
397
AIMZ Investment Advisors
California
$1.26M +$17.5K +200 +1%
PG
398
Patten Group
Tennessee
$1.26M +$4.2K +48 +0.3%
CA
399
Cambridge Advisors
Nebraska
$1.26M -$35K -400 -3%
HA
400
Hamel Associates
New Jersey
$1.25M -$2.33M -26,650 -65%
14 15
16
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