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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 %
FMTCOCP
1201
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -261 Closed
SC
1202
Sawyer & Company
Massachusetts
– – -233 Closed
RTL
1203
Red Tortoise LLC
Georgia
– – -207 Closed
BC
1204
Burleson & Co
California
– – -200 Closed
KIG
1205
Kowal Investment Group
Wisconsin
– – -167 Closed
SL
1206
Savior LLC
Massachusetts
– – -90 Closed
CAGAS
1207
Capital Advisory Group Advisory Services
Minnesota
– – -85 Closed
MA
1208
MCF Advisors
Kentucky
– – -81 Closed
APWA
1209
Atlas Private Wealth Advisors
New Jersey
– – -80 Closed
PG
1210
Proffitt & Goodson
Tennessee
– – -46 Closed
AFS
1211
Annapolis Financial Services
Maryland
– – -45 Closed
IWA
1212
IBEX Wealth Advisors
New Jersey
– – -31 Closed
GPA
1213
Guidance Point Advisors
Massachusetts
– – -26 Closed
IFAM
1214
Institutional & Family Asset Management
Colorado
– – -11 Closed
SC
1215
Sierra Capital
Florida
– – -10 Closed
VCM
1216
Versant Capital Management
Arizona
– – -9 Closed
CI
1217
Cordant Inc
Oregon
– – -6 Closed
GKWIM
1218
Gerber Kawasaki Wealth & Investment Management
California
– – -2 Closed
Nomura Asset Management
1219
Nomura Asset Management
Japan
– – – –
CCM
1220
Camber Capital Management
Massachusetts
– – – –
PAG
1221
Paladin Advisory Group
Iowa
– – – –
Walleye Trading
1222
Walleye Trading
New York
– – – –
Twin Tree Management
1223
Twin Tree Management
Texas
– – – –
SM
1224
SG3 Management
Puerto Rico
– – – –
CLOS
1225
Compagnie Lombard Odier SCmA
Switzerland
– – – –
46 47 48
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