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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 %
ACM
401
Ativo Capital Management
Illinois
$1.25M -$26.2K -300 -2%
PAS
402
Park Avenue Securities
New York
$1.24M -$135K -1,544 -10%
BFEC
403
Benjamin F. Edwards & Company
Missouri
$1.23M -$40.1K -458 -3%
AAS
404
Annex Advisory Services
Wisconsin
$1.21M -$241K -2,755 -17%
UB
405
UMB Bank
Missouri
$1.21M +$1.21M +13,807 New
BEAM
406
Baker Ellis Asset Management
Washington
$1.2M -$22.7K -260 -2%
JIC
407
Johnson Investment Counsel
Ohio
$1.2M +$1.05K +12 +0.1%
CW
408
Connectus Wealth
Ohio
$1.2M +$1.2M +13,631 New
CS
409
Comerica Securities
Michigan
$1.19M +$75.9K +868 +7%
CSPAM
410
Cary Street Partners Asset Management
Virginia
$1.18M -$230K -2,628 -16%
CQS
411
Credential Qtrade Securities
$1.17M +$154K +1,762 +15%
AWM
412
Aevitas Wealth Management
Massachusetts
$1.17M -$422K -4,820 -26%
TD Asset Management
413
TD Asset Management
Ontario, Canada
$1.17M -$5.77K -66 -0.5%
TCA
414
Transcend Capital Advisors
New Jersey
$1.16M +$125K +1,426 +12%
BB
415
Berkshire Bank
Massachusetts
$1.16M -$337K -3,853 -22%
GQG Partners
416
GQG Partners
Florida
$1.16M -$241K -2,752 -17%
WOC
417
West Oak Capital
California
$1.16M -$126K -1,440 -10%
1832 Asset Management
418
1832 Asset Management
Ontario, Canada
$1.15M +$27.8K +313 +2%
KIC
419
Kensington Investment Counsel
California
$1.15M +$1.15M +13,164 New
FWM
420
Frontier Wealth Management
Missouri
$1.14M -$500K -5,713 -30%
WSFS
421
Wilmington Savings Fund Society
Delaware
$1.14M -$6.21K -71 -0.5%
BSW
422
Buckingham Strategic Wealth
Missouri
$1.14M +$7.26K +83 +0.6%
VVP
423
Venture Visionary Partners
Ohio
$1.14M -$57.2K -655 -5%
GW
424
GW & Wade
Massachusetts
$1.14M +$178K +2,035 +19%
FC
425
FORA Capital
Florida
$1.12M -$2.12M -24,248 -65%
15 16
17
18 19