NVS icon

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 %
FB
501
Fulton Bank
Pennsylvania
$868K -$372K -4,257 -30%
PAMG
502
Patton Albertson Miller Group
Tennessee
$861K -$230K -2,625 -21%
AWM
503
Altium Wealth Management
New York
$853K -$273K -3,127 -24%
GL
504
Graypoint LLC
New York
$853K -$32.3K -369 -4%
DMC
505
Drexel Morgan & Co
Pennsylvania
$850K – – –
FFG
506
Fortem Financial Group
California
$849K -$223K -2,546 -21%
Luther King Capital Management (LKCM)
507
Luther King Capital Management (LKCM)
Texas
$845K -$197K -2,255 -19%
PGAM
508
Princeton Global Asset Management
New Jersey
$840K -$24.9K -285 -3%
AWE
509
Avidian Wealth Enterprises
Texas
$834K +$390K +4,456 +88%
DWA
510
Douglass Winthrop Advisors
New York
$832K -$419K -4,792 -33%
NHC
511
Nicholas Hoffman & Company
Georgia
$831K +$1.49K +17 +0.2%
MAM
512
Mystic Asset Management
Rhode Island
$831K +$831K +9,504 New
KFC
513
Klingenstein Fields & Co
New York
$829K -$25.5K -291 -3%
GC
514
Guggenheim Capital
Illinois
$828K +$144K +1,648 +21%
DWT
515
Dorsey & Whitney Trust
South Dakota
$824K +$30.8K +352 +4%
BMC
516
Beaton Management Company
Massachusetts
$818K – – –
Kovitz Investment Group Partners
517
Kovitz Investment Group Partners
Illinois
$812K +$31.4K +333 +4%
BIAS
518
Beacon Investment Advisory Services
New Jersey
$792K -$4.81K -55 -0.6%
SSA
519
Schonfeld Strategic Advisors
New York
$779K -$1.53M -17,500 -66%
RC
520
Roundview Capital
New Jersey
$773K -$78.4K -897 -9%
CI
521
CX Institutional
Indiana
$772K -$120K -1,375 -13%
CBN
522
Cadence Bank NA
Texas
$766K -$524K -5,982 -41%
SF
523
Summit Financial
New Jersey
$764K +$206K +2,357 +37%
MPM
524
MBB Public Markets
Illinois
$763K +$763K +8,719 New
CG
525
Caprock Group
Idaho
$760K +$227K +2,592 +42%
19 20
21
22 23