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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 %
NFSG
1101
Newbridge Financial Services Group
Florida
$9K 100 +11 +12%
AFG
1102
Albion Financial Group
Utah
$8K 91 – –
PWC
1103
PYA Waltman Capital
Tennessee
$8K 97 +97 New
NC
1104
NewSquare Capital
Pennsylvania
$7K 84 -25 -23%
AP
1105
Atwood & Palmer
Missouri
$7K 75 – –
LFA
1106
Level Financial Advisors
New York
$7K 81 +81 New
AWA
1107
Amplius Wealth Advisors
Pennsylvania
$7K 85 +85 New
CBT
1108
Central Bank & Trust
Kentucky
$6K 70 – –
RWA
1109
RGT Wealth Advisors
Texas
$6K 72 +72 New
RCM
1110
Raleigh Capital Management
North Carolina
$6K 75 +75 New
MCM
1111
Manchester Capital Management
Vermont
$5K 53 -868 -94%
SCA
1112
Stonebridge Capital Advisors
Minnesota
$5K 53 – –
FBT
1113
First Bank & Trust
South Dakota
$5K 56 – –
HWM
1114
HighMark Wealth Management
Minnesota
$5K 60 +13 +28%
AAP
1115
Arax Advisory Partners
Colorado
$5K 60 +17 +40%
M1FG
1116
Mach-1 Financial Group
Arkansas
$5K 67 +67 New
SWA
1117
Sutton Wealth Advisors
Florida
$4.64K 53 – –
GWSG
1118
GPS Wealth Strategies Group
Colorado
$4K 48 -681 -93%
ODG
1119
O'Dell Group
Ohio
$4K 50 – –
DAM
1120
Delta Asset Management
Tennessee
$4K 50 – –
SWM
1121
Selective Wealth Management
Virginia
$4K 51 – –
FFWM
1122
Future Financial Wealth Management
Ohio
$4K 44 +44 New
ACK
1123
Andrew C. Karlinski
$4K 46 +46 New
BHWM
1124
Beaird Harris Wealth Management
Texas
$4K 47 +47 New
CAC
1125
Core Alternative Capital
Georgia
$4K 48 +48 New
43 44
45
46 47