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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 %
TFO
1076
Tarbox Family Office
California
$16K 188 – –
LWANC
1077
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K 172 – –
FMP
1078
Financial Management Professionals
Texas
$15K 166 +109 +191%
Manulife (Manufacturers Life Insurance)
1079
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6K 167,067 – –
SIAP
1080
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K 163 – –
SIC
1081
SJS Investment Consulting
Ohio
$14K 160 +160 New
HCM
1082
Highlander Capital Management
New Jersey
$13K 150 – –
BWL
1083
Bogart Wealth LLC
Virginia
$13K 154 – –
CWC
1084
Carolinas Wealth Consulting
North Carolina
$13K 150 +70 +88%
WBC
1085
West Branch Capital
Massachusetts
$13K 150 +90 +150%
DWP
1086
Destiny Wealth Partners
Florida
$12K 142 – –
Schroder Investment Management Group
1087
Schroder Investment Management Group
United Kingdom
$12K 139 +139 New
ATC
1088
Adirondack Trust Company
New York
$11K 130 – –
HS
1089
Horan Securities
United States
$11K 125 +125 New
BBHC
1090
Brown Brothers Harriman & Co
New York
$10.8K 123,990 -18,014 -13%
CFD
1091
Creative Financial Designs
Indiana
$10K 120 -151 -56%
MIFH
1092
Migdal Insurance & Financial Holdings
Israel
$10K 110 – –
CFFP
1093
Center for Financial Planning
Michigan
$9K 100 -632 -86%
FCFS
1094
First Command Financial Services
Texas
$9K 100 -248 -71%
MAM
1095
McCarthy Asset Management
California
$9K 108 – –
TFGT
1096
TS Financial Group (TSFG)
Illinois
$9K 100 – –
TWA
1097
TCI Wealth Advisors
Arizona
$9K 100 – –
JFGIW
1098
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K 98 – –
CPA
1099
Cowen Prime Advisors
New York
$9K 100 – –
PPWM
1100
PFG Private Wealth Management
Florida
$9K 100 – –
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