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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
17.66%
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 %
HFM
1126
Hartford Financial Management
Connecticut
$3K 30 -100 -77%
BIA
1127
Bell Investment Advisors
California
$3K 37 -4 -10%
TLFA
1128
True Link Financial Advisors
California
$3K 34 – –
LFG
1129
Larson Financial Group
Missouri
$3K 34 +34 New
WB
1130
West Bancorporation
Iowa
$3K 34 +34 New
SFM
1131
Signet Financial Management
New Jersey
$3K 40 +40 New
AIC
1132
Archer Investment Corporation
Indiana
$2.1K 24 – –
CCM
1133
Cribstone Capital Management
Maine
$2K 25 – –
FFA
1134
Freedman Financial Associates
Massachusetts
$2K 27 – –
Nisa Investment Advisors
1135
Nisa Investment Advisors
Missouri
$2K 22 – –
LWA
1136
Lowe Wealth Advisors
Maryland
$2K 21 – –
ANBT
1137
American National Bank & Trust
Texas
$1K 11 – –
CC
1138
Corsicana & Co
Texas
$1K 16 – –
RTC
1139
Riverview Trust Company
Washington
$329 3,763 – –
FGAM
1140
Financial Gravity Asset Management
Texas
$29 609 +609 New
FFG
1141
Ford Financial Group
California
$10 125 +125 New
WIM
1142
Westside Investment Management
California
$4 52 – –
SBH
1143
Segall Bryant & Hamill
Illinois
– – -227,872 Closed
EP
1144
Edgestream Partners
New Jersey
– – -118,155 Closed
SG
1145
StoneX Group
New York
– – -105,169 Closed
Qube Research & Technologies (QRT)
1146
Qube Research & Technologies (QRT)
United Kingdom
– – -103,144 Closed
WIC
1147
Whitegate Investment Counselors
New Hampshire
– – -25,222 Closed
TI
1148
Trexquant Investment
Connecticut
– – -23,059 Closed
WFI
1149
West Family Investments
California
– – -15,458 Closed
KF
1150
Krilogy Financial
Missouri
– – -14,550 Closed
44 45
46
47 48