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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 %
RIA
951
Richwood Investment Advisors
Ohio
$131K +$131K +1,495 New
AWM
952
AllSquare Wealth Management
New York
$129K – – –
EW
953
Evoke Wealth
California
$126K -$11.7K -134 -8%
DSC
954
Duncker Streett & Co
Missouri
$125K -$26.2K -300 -17%
PSB
955
Piscataqua Savings Bank
New Hampshire
$125K – – –
TIM
956
Tevis Investment Management
Texas
$122K +$122K +1,391 New
KFS
957
Kelly Financial Services
Massachusetts
$119K -$1.92K -22 -2%
FNBOSM
958
First National Bank of South Miami
Florida
$119K – – –
HWA
959
Heritage Wealth Advisors
Virginia
$114K -$13.2K -150 -10%
HC
960
Hoese & Co
Minnesota
$112K – – –
MMG
961
Monetary Management Group
Missouri
$110K – – –
TJHA
962
Thomas J. Herzfeld Advisors
Florida
$109K – – –
FP
963
Financial Perspectives
Minnesota
$108K -$45.7K -523 -30%
EBA
964
Eagle Bay Advisors
New York
$106K -$91K -1,038 -46%
TC
965
Tacita Capital
Ontario, Canada
$105K – – –
WB
966
Webster Bank
Connecticut
$103K -$6.57K -75 -6%
TI
967
Truehand Inc
New Hampshire
$102K – – –
SC
968
Seldon Capital
California
$102K +$102K +1,167 New
WAC
969
William Allan Corp
Colorado
$102K +$102K +1,170 New
BG
970
Bollard Group
Massachusetts
$100K – – –
HWA
971
HHM Wealth Advisors
Tennessee
$100K – – –
HI
972
Hudock Inc
Pennsylvania
$96K – – –
BAM
973
Barrett Asset Management
New York
$92K – – –
SFO
974
Standard Family Office
South Dakota
$92K +$92K +1,047 New
COCM
975
Charter Oak Capital Management
New Hampshire
$91K -$9.94K -113 -10%
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