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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.

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 %
SEI Investments
51
SEI Investments
Pennsylvania
$57.9M 662,351 -217,716 -25%
Aristotle Capital Management
52
Aristotle Capital Management
California
$49.2M 562,209 -7,565,477 -93%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
53
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$47.8M 545,900 -178,000 -25%
Capital World Investors
54
Capital World Investors
California
$47.2M 539,778 +3,292 +0.6%
DADC
55
D.A. Davidson & Co
Montana
$39.3M 449,462 +15,638 +4%
MIS
56
Morningstar Investment Services
Illinois
$37.4M 428,217 -6,419 -1%
Fayez Sarofim & Co
57
Fayez Sarofim & Co
Texas
$36M 411,200 +9,046 +2%
TH
58
TCTC Holdings
Texas
$35.3M 403,632 +841 +0.2%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$34M 388,344 +54,679 +16%
MAP
60
Managed Asset Portfolios
Michigan
$33.8M 386,923 +5,145 +1%
CCM
61
Causeway Capital Management
California
$33.4M 381,967 -19,149 -5%
DLA
62
Douglas Lane & Associates
New York
$33.2M 379,089 -194,230 -34%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$32.1M 367,484 +1,403 +0.4%
Stifel Financial
64
Stifel Financial
Missouri
$30.2M 345,691 -17,392 -5%
Brown Advisory
65
Brown Advisory
Maryland
$29.5M 337,059 -15,395 -4%
OAM
66
Oppenheimer Asset Management
New York
$29.2M 333,332 +1,198 +0.4%
Jane Street
67
Jane Street
New York
$28.8M 328,730 +178,825 +119%
SC
68
Saturna Capital
Washington
$28.7M 320,128 -1,150 -0.4%
Optiver Holding
69
Optiver Holding
Netherlands
$28.1M 339,452 +55,065 +19%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$27.8M 217,523 -22,792 -9%
MIM
71
Martin Investment Management
Florida
$27.6M 315,999 +26,075 +9%
HighTower Advisors
72
HighTower Advisors
Illinois
$26.7M 306,193 -2,332 -0.8%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$26.3M 300,305 +6,832 +2%
First Manhattan
74
First Manhattan
New York
$26M 297,537 -1,750 -0.6%
Citadel Advisors
75
Citadel Advisors
Florida
$25.6M 292,278 +119,816 +69%
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