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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 %
TAIM
1026
TD Ameritrade Investment Management
Nebraska
$42K 483 -320 -40%
TC
1027
Truvestments Capital
Florida
$42K 478 – –
PA
1028
PSI Advisors
Florida
$42K 475 +121 +34%
M
1029
MOTCO
Texas
$41K 472 – –
BCA
1030
Bray Capital Advisors
Florida
$41K 467 – –
CA
1031
Crewe Advisors
Utah
$40K 459 +400 +678%
RBC
1032
Roble Belko & Company
Pennsylvania
$39K 441 – –
TSWM
1033
Tyler-Stone Wealth Management
Ohio
$39K 442 +442 New
BBPWM
1034
Blue Bell Private Wealth Management
Pennsylvania
$38K 431 +431 New
Acadian Asset Management
1035
Acadian Asset Management
Massachusetts
$37K 428 -2,116 -83%
ADL
1036
Asset Dedication LLC
California
$36K 420 -260 -38%
KPCM
1037
Kings Point Capital Management
New York
$36K 415 – –
KFP
1038
KB Financial Partners
New Jersey
$36K 417 +417 New
Barclays
1039
Barclays
United Kingdom
$35K 405 -106,478 -100%
FRA
1040
Front Row Advisors
California
$33K 376 +25 +7%
DHGWA
1041
Dixon Hughes Goodman Wealth Advisors
North Carolina
$32K 367 +367 New
BCM
1042
Bourgeon Capital Management
Connecticut
$31K 350 -450 -56%
SC
1043
Solstein Capital
California
$31K 359 – –
GEA
1044
Glen Eagle Advisors
New Jersey
$30.9K 353 -100 -22%
EWM
1045
Evermay Wealth Management
Virginia
$29K 333 – –
KTC
1046
Kistler-Tiffany Companies
Pennsylvania
$28K 319 – –
FCB
1047
First Command Bank
Texas
$28K 348 – –
LWA
1048
Lenox Wealth Advisors
New York
$27K 314 -55 -15%
S
1049
Surevest
California
$27K 310 +310 New
AP
1050
Arlington Partners
Alabama
$27K 314 +314 New
40 41
42
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