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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 %
Invesco
76
Invesco
Georgia
$25.5M 291,490 -85,591 -23%
NPA
77
Nichols & Pratt Advisers
Massachusetts
$25.4M 290,147 -8,580 -3%
PAS
78
Professional Advisory Services
Florida
$24.4M 278,786 +11,007 +4%
CT
79
Cambridge Trust
Massachusetts
$23.9M 272,978 -20,590 -7%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$23.5M 268,370 -38,165 -12%
GG
81
Gofen & Glossberg
Illinois
$23.1M 264,388 -653 -0.2%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$22.9M 261,655 +67,661 +35%
EVM
83
Eaton Vance Management
Massachusetts
$22.3M 255,280 +11,682 +5%
WFMPM
84
Woodley Farra Manion Portfolio Management
Indiana
$22.1M 252,571 +22,296 +10%
LPL Financial
85
LPL Financial
California
$21.9M 250,516 -15,634 -6%
US Bancorp
86
US Bancorp
Minnesota
$21.6M 247,372 -56,933 -19%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$21.5M 245,615 -1,599 -0.6%
FCI
88
Financial Counselors Inc
Kansas
$20.7M 236,106 -15,771 -6%
BIP
89
Brandes Investment Partners
California
$19.7M 224,666 -17,586 -7%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$19.6M 223,545 +13,505 +6%
VanEck Associates
91
VanEck Associates
New York
$19M 217,655 +27,874 +15%
JFL
92
Jarislowsky, Fraser Ltd
Quebec, Canada
$19M 216,906 -57,630 -21%
BCWM
93
Bartlett & Co Wealth Management
Ohio
$18.9M 215,985 -4,938 -2%
BC
94
Bartlett & Co
Ohio
$18.9M 215,985 -4,938 -2%
RFA
95
Reilly Financial Advisors
California
$18.8M 215,399 +8,018 +4%
OA
96
Oak Associates
Ohio
$18.7M 213,474 -1,604 -0.7%
GHA
97
GW Henssler & Associates
Georgia
$18.2M 208,154 -724 -0.3%
HTHT
98
Hemenway Trust Hemenway Trust
New Hampshire
$18.1M 207,377 -13,054 -6%
BS
99
Banco Santander
Spain
$17.1M 195,939 +37,814 +24%
Grantham, Mayo, Van Otterloo & Co (GMO)
100
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.1M 195,700 +32,800 +20%
2 3
4
5 6