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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 %
NEAM
1001
New England Asset Management
Connecticut
$74K 850 -1,400 -62%
FCA
1002
FinTrust Capital Advisors
South Carolina
$71K 816 -700 -46%
IBOK
1003
Independence Bank of Kentucky
Kentucky
$67K 768 – –
CHC
1004
City Holding Co
West Virginia
$66K 750 -442 -37%
MHR
1005
Matthew Hamilton Rosenberg
$65K 741 -267 -26%
CFO
1006
CVA Family Office
Colorado
$63K 716 -551 -43%
PWMG
1007
Prestige Wealth Management Group
New Jersey
$61K 696 – –
CFN
1008
Cordasco Financial Network
Florida
$61K 700 – –
SWM
1009
Sugarloaf Wealth Management
Georgia
$60K 685 – –
MTIC
1010
Missouri Trust & Investment Company
Missouri
$58K 659 +659 New
BLC
1011
Brown, Lisle/Cummings
Rhode Island
$56.9K 650 +650 New
PMFA
1012
Plante Moran Financial Advisors
Michigan
$56K 639 -361 -36%
PK
1013
Pflug Koory
Nebraska
$55K 625 – –
BAM
1014
Baldrige Asset Management
Pennsylvania
$53K 605 – –
MTWM
1015
Masso Torrence Wealth Management
New Jersey
$52K 600 +600 New
AWA
1016
Artemis Wealth Advisors
New York
$51.3K 587 – –
AWM
1017
Accel Wealth Management
Iowa
$51K 581 +23 +4%
QC
1018
Quent Capital
New York
$49K 561 +561 New
MRCM
1019
M&R Capital Management
New Jersey
$48K 550 – –
AA
1020
Addison Advisors
Vermont
$46K 531 +92 +21%
AIP
1021
Ahrens Investment Partners
Louisiana
$45K 509 +509 New
MAM
1022
Meeder Asset Management
Ohio
$44K 498 -391 -44%
ST
1023
Sageworth Trust
Pennsylvania
$44K 500 – –
CTB
1024
Country Trust Bank
Illinois
$44K 507 +313 +161%
SC
1025
Stephens Consulting
Michigan
$43.7K 500 +500 New
39 40
41
42 43