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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 %
Susquehanna International Group
1151
Susquehanna International Group
Pennsylvania
– – -12,083 Closed
SEC
1152
Seven Eight Capital
New York
– – -11,701 Closed
1CP
1153
17 Capital Partners
Arizona
– – -10,768 Closed
AC
1154
Arjuna Capital
North Carolina
– – -9,782 Closed
QTM
1155
qPULA Trading Management
New York
– – -9,699 Closed
WA
1156
Wealth Alliance
New York
– – -7,175 Closed
RIM
1157
Redwood Investment Management
Arizona
– – -7,117 Closed
AWA
1158
Aaron Wealth Advisors
Illinois
– – -5,468 Closed
HSBC Holdings
1159
HSBC Holdings
United Kingdom
– – -5,458 Closed
CWP
1160
Curated Wealth Partners
California
– – -5,308 Closed
VF
1161
Virtu Financial
New York
– – -5,142 Closed
KFP
1162
KMG Fiduciary Partners
Ohio
– – -4,547 Closed
QP
1163
Quilter Plc
United Kingdom
– – -4,327 Closed
KPW
1164
Kore Private Wealth
New York
– – -4,114 Closed
QT
1165
Quantamental Technologies
New York
– – -3,821 Closed
GAM
1166
Griffin Asset Management
New York
– – -3,769 Closed
GRP
1167
Global Retirement Partners
California
– – -3,564 Closed
FAM
1168
Formidable Asset Management
Ohio
– – -3,503 Closed
WAP
1169
Wealthcare Advisory Partners
Pennsylvania
– – -3,487 Closed
BIP
1170
Blueprint Investment Partners
North Carolina
– – -3,422 Closed
MWM
1171
Minot Wealth Management
Massachusetts
– – -3,393 Closed
PCS
1172
Personal CFO Solutions
New Jersey
– – -3,322 Closed
AI
1173
ArchPoint Investors
Florida
– – -3,285 Closed
OL
1174
Optas LLC
Texas
– – -3,284 Closed
LWM
1175
Liberty Wealth Management
California
– – -3,147 Closed
45 46
47
48 49