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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 %
PFO
451
Pathstone Family Office
New Jersey
$1.04M -$18K -206 -2%
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M -$188K -2,153 -15%
VPIM
453
Vanguard Personalized Indexing Management
California
$1.04M +$179K +2,050 +21%
AC
454
Abbrea Capital
California
$1.04M – – –
ACA
455
Atlas Capital Advisors
Wyoming
$1.03M +$238K +2,719 +30%
CCB
456
Cutter & Co Brokerage
Missouri
$1.02M +$183K +2,090 +22%
SAM
457
Silvercrest Asset Management
New York
$1.02M +$3.32K +38 +0.3%
BEI
458
Benjamin Edwards Inc
Missouri
$1.02M +$974K +11,126 +2,194%
GWM
459
Greenwich Wealth Management
Connecticut
$1.01M +$16.2K +185 +2%
GIA
460
Gladstone Institutional Advisory
Florida
$1M -$271K -3,093 -21%
FANJ
461
Financial Architects (New Jersey)
New Jersey
$1M -$58.9K -673 -6%
JFA
462
JNBA Financial Advisors
Minnesota
$1M -$8.74K -100 -0.9%
AT
463
Arvest Trust
Oklahoma
$995K +$995K +11,376 New
TF
464
TIAA FSB
Florida
$981K -$44.4K -508 -4%
AssetMark Inc
465
AssetMark Inc
California
$974K +$476K +5,436 +95%
CP
466
Covenant Partners
Tennessee
$971K -$324K -3,709 -25%
EAM
467
Eagle Asset Management
Florida
$967K -$263K -3,006 -21%
SFA
468
Semmax Financial Advisors
North Carolina
$949K -$260K -2,974 -22%
SIA
469
Sit Investment Associates
Minnesota
$945K -$586K -6,700 -38%
KLC
470
Knowledge Leaders Capital
Colorado
$944K -$135K -1,540 -12%
FAIM
471
Financial Advocates Investment Management
Washington
$944K +$525 +6 +0.1%
JWBC
472
J.W. Burns & Co
New York
$941K -$11.8K -135 -1%
SWM
473
Spire Wealth Management
Virginia
$941K +$454K +5,186 +93%
AAM
474
AR Asset Management
California
$940K – – –
BCM
475
BTC Capital Management
Iowa
$938K +$49.9K +568 +6%
17 18
19
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