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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 %
IA
876
IFP Advisors
Florida
$229K -$27.2K -307 -11%
AWM
877
Axxcess Wealth Management
California
$229K +$229K +2,613 New
ESB
878
Essex Savings Bank
Connecticut
$228K -$698 -8 -0.3%
SFS
879
Stiles Financial Services
Minnesota
$228K +$228K +2,607 New
CJFS
880
Coulter & Justus Financial Services
Tennessee
$228K +$228K +2,610 New
OWA
881
Opal Wealth Advisors
New York
$228K +$228K +2,610 New
TF
882
Tompkins Financial
New York
$227K – – –
ACA
883
Aptus Capital Advisors
Alabama
$226K – – –
RE
884
RBC Europe
United Kingdom
$225K -$17.5K -200 -7%
PMA
885
Prudent Man Advisors
Illinois
$224K -$47.4K -541 -17%
BFC
886
Blue Fin Capital
Rhode Island
$223K -$79.3K -909 -26%
VCWA
887
Vanguard Capital Wealth Advisors
Colorado
$223K – – –
Fiera Capital (Canada)
888
Fiera Capital (Canada)
Quebec, Canada
$223K – – –
NCM
889
Northside Capital Management
Oregon
$223K – – –
PP
890
PDS Planning
Ohio
$222K -$32.9K -377 -13%
MPI
891
Mairs & Power Inc
Minnesota
$222K +$222K +2,536 New
BAS
892
Brown Advisory Securities
Maryland
$221K -$212K -2,411 -49%
ES
893
Eagle Strategies
New York
$221K +$221K +2,524 New
VT
894
Vise Technologies
New York
$220K +$220K +2,512 New
SPWM
895
Straight Path Wealth Management
Michigan
$220K +$220K +2,514 New
FMC
896
First Merchants Corp
Indiana
$220K +$220K +2,515 New
MFW
897
Mosaic Family Wealth
Missouri
$219K +$219K +2,504 New
GLA
898
Good Life Advisors
Pennsylvania
$215K -$21.7K -248 -9%
MFG
899
Magnus Financial Group
New York
$215K – – –
SFO
900
Stokes Family Office
Louisiana
$215K +$215K +2,453 New
34 35
36
37 38