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Novartis
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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.

Holders
1,143
Holders Change
+64
Holders Change %
+5.93%
% of All Funds
17.66%
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 Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
26
Natixis Advisors
Massachusetts
$148M 1,690,703 -414,039 -20%
Ameriprise
27
Ameriprise
Minnesota
$118M 1,348,037 -66,951 -5%
BlackRock
28
BlackRock
New York
$115M 1,315,829 -75,861 -5%
Mawer Investment Management
29
Mawer Investment Management
Alberta, Canada
$112M 1,280,972 -61,100 -5%
SI
30
Scharf Investments
California
$110M 1,262,077 +17,366 +1%
Parnassus Investments
31
Parnassus Investments
California
$109M 1,242,128 +90,109 +8%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$103M 1,180,173 +71,753 +6%
Lazard Asset Management
33
Lazard Asset Management
New York
$100M 1,143,745 +18,605 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$92.3M 1,054,831 -16,059 -1%
Truist Financial
35
Truist Financial
North Carolina
$89.1M 1,018,400 -16,861 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$86.3M 986,810 -344,647 -26%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$85.9M 981,752 +304,383 +45%
EARNEST Partners
38
EARNEST Partners
Georgia
$79.1M 904,818 -37,394 -4%
Capital Research Global Investors
39
Capital Research Global Investors
California
$79M 902,656 -384 -0%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$74.8M 867,119 -155,039 -15%
Millennium Management
41
Millennium Management
New York
$73.7M 842,669 +56,802 +7%
RJA
42
Raymond James & Associates
Florida
$73.5M 839,860 +11,507 +1%
MIP
43
Mondrian Investment Partners
United Kingdom
$70.6M 806,698 +173,188 +27%
Macquarie Group
44
Macquarie Group
Australia
$70.5M 806,370 +27,520 +4%
Chevy Chase Trust
45
Chevy Chase Trust
Maryland
$68.5M 783,636 +13,175 +2%
MAM
46
Madison Asset Management
Wisconsin
$67.6M 773,372 -99,128 -11%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$66.8M 763,845 +701,382 +1,123%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$64.8M 740,419 +51,360 +7%
JWBC
49
John W. Bristol & Co
New York
$63.5M 725,480 -8,764 -1%
First Trust Advisors
50
First Trust Advisors
Illinois
$62M 709,098 -3,184 -0.4%
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