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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 %
MCM
1176
Mitchell Capital Management
Kansas
– – -3,082 Closed
1WM
1177
1900 Wealth Management
Texas
– – -3,061 Closed
RIA
1178
Regal Investment Advisors
Michigan
– – -2,837 Closed
AIM
1179
Axiom Investment Management
New York
– – -2,827 Closed
DTL
1180
Dynamic Technology Lab
Singapore
– – -2,702 Closed
FFN
1181
Focus Financial Network
Minnesota
– – -2,673 Closed
SAM
1182
SignalPoint Asset Management
Missouri
– – -2,657 Closed
BMWM
1183
Brown Miller Wealth Management
Virginia
– – -2,590 Closed
RT
1184
Rockland Trust
Massachusetts
– – -2,501 Closed
DDPIC
1185
Deroy & Devereaux Private Investment Counsel
Michigan
– – -2,475 Closed
GB
1186
Goepper Burkhardt
South Carolina
– – -2,450 Closed
DZ Bank
1187
DZ Bank
Germany
– – -1,500 Closed
CWA
1188
Clearview Wealth Advisors
Oregon
– – -600 Closed
KAS
1189
Kemnay Advisory Services
New York
– – -600 Closed
DOA
1190
D'Orazio & Associates
Virginia
– – -576 Closed
EWA
1191
Evolution Wealth Advisors
Florida
– – -561 Closed
IF
1192
Ironwood Financial
Arizona
– – -538 Closed
CPC
1193
Consolidated Planning Corp
Georgia
– – -519 Closed
CFA
1194
Cahill Financial Advisors
Minnesota
– – -514 Closed
PCM
1195
Polaris Capital Management
Massachusetts
– – -500 Closed
HA
1196
Herold Advisors
New York
– – -481 Closed
BMD
1197
Better Money Decisions
New Mexico
– – -454 Closed
RVM
1198
Robinson Value Management
Texas
– – -298 Closed
PWA
1199
Phoenix Wealth Advisors
North Carolina
– – -284 Closed
RCA
1200
Ranch Capital Advisors
Florida
– – -280 Closed
46 47
48
49 50