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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
17.65%
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 Market Value Shares Shares
Change 		Shares
Change %
FAG
976
Fortitude Advisory Group
Washington
$91K 1,046 +1,046 New
OIA
977
Optimum Investment Advisors
Illinois
$89K 1,015 – –
CA
978
Cornerstone Advisory
Maryland
$88K 1,000 +1,000 New
FA
979
Fortis Advisors
Pennsylvania
$87K 1,000 – –
GWS
980
Glassman Wealth Services
Virginia
$87K 991 +249 +34%
SCA
981
Sandy Cove Advisors
Massachusetts
$87K 1,000 +1,000 New
RMC
982
Resources Management Corp
Connecticut
$85K 970 – –
AF
983
Advisornet Financial
Minnesota
$85K 969 +175 +22%
ME
984
McIlrath & Eck
Washington
$83K 945 – –
ZIG
985
Zullo Investment Group
Pennsylvania
$83K 944 +944 New
FWM
986
Focused Wealth Management
New York
$82K 936 – –
CNBTD
987
Citizens National Bank Trust Department
Mississippi
$81K 925 +925 New
OCM
988
Orion Capital Management
California
$79K 900 -550 -38%
FFC
989
First Financial Corp
Indiana
$79K 904 – –
LF
990
Lee Financial
Texas
$79K 900 – –
HCP
991
Hexagon Capital Partners
Arkansas
$79K 905 – –
CSB
992
City State Bank
Iowa
$78K 890 +890 New
EIP
993
Ellis Investment Partners
Pennsylvania
$77K 885 – –
HR
994
Howe & Rusling
New York
$77K 884 +73 +9%
ONST
995
Old North State Trust
North Carolina
$77K 879 +470 +115%
CSWM
996
Cassady Schiller Wealth Management
Ohio
$77K 876 +876 New
TFP
997
Tilia Fiduciary Partners
North Carolina
$76K 869 +869 New
HDIM
998
Hanson & Doremus Investment Management
Vermont
$75K 857 – –
KFI
999
Key Financial Inc
Pennsylvania
$75K 859 – –
DAC
1000
Dividend Assets Capital
South Carolina
$75K 857 – –
38 39
40
41 42