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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 %
WTA
901
Washington Trust Advisors
Massachusetts
$215K +$215K +2,459 New
SSWM
902
Sheets Smith Wealth Management
North Carolina
$214K – – –
CAI
903
Capital Advisors Inc
Oklahoma
$214K +$214K +2,445 New
LSA
904
Lion Street Advisors
Texas
$214K +$214K +2,447 New
HSA
905
HBK Sorce Advisory
Pennsylvania
$212K -$272K -3,105 -56%
RWA
906
River Wealth Advisors
Pennsylvania
$212K -$23.5K -268 -10%
VST
907
Van Strum & Towne
California
$211K -$17.5K -200 -8%
SIC
908
Shoker Investment Counsel
Ohio
$210K +$210K +2,405 New
WPP
909
Whalerock Point Partners
Rhode Island
$209K +$209K +2,390 New
BAM
910
Belpointe Asset Management
Nevada
$208K +$60.3K +688 +41%
CIA
911
Choate Investment Advisors
Massachusetts
$208K +$208K +2,382 New
TFA
912
Tranquilli Financial Advisor
New Jersey
$207K -$10.8K -123 -5%
CL
913
CPWM LLC
Washington
$206K – – –
EL
914
Essex LLC
Illinois
$206K +$206K +2,350 New
CIC
915
Crawford Investment Counsel
Georgia
$205K +$205K +2,343 New
SEP
916
Southland Equity Partners
Missouri
$205K +$205K +2,338 New
IA
917
IFG Advisory
Georgia
$204K -$9.51K -109 -4%
QCIG
918
Quad-Cities Investment Group
Iowa
$204K +$204K +2,336 New
IIC
919
Ironwood Investment Counsel
Arizona
$204K +$204K +2,337 New
FOA
920
Five Oceans Advisors
California
$202K -$13.6K -156 -6%
ER
921
Enlightenment Research
Florida
$201K +$201K +2,300 New
SXL
922
Summit X LLC
Missouri
$200K +$200K +2,273 New
VCM
923
Vigilant Capital Management
Maine
$199K +$84.3K +965 +74%
HBT
924
Hills Bank & Trust
Iowa
$195K -$59.7K -684 -23%
CBT
925
CoreFirst Bank & Trust
Kansas
$195K -$43.7K -500 -18%
35 36
37
38 39