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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 %
TAM
101
Tocqueville Asset Management
New York
$16.9M 192,937 -57,164 -23%
GGI
102
Godsey & Gibb Inc
Virginia
$16.7M 191,150 +6,250 +3%
CIM
103
Corda Investment Management
Texas
$16.2M 184,926 +11,000 +6%
TFA
104
Tobias Financial Advisors
Florida
$16.2M 184,926 +184,926 New
JPMPWA
105
J.P. Morgan Private Wealth Advisors
California
$16M 182,736 -36,984 -17%
CIM
106
Confluence Investment Management
Missouri
$15.9M 181,928 -42,311 -19%
CCMIC
107
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15.8M 180,926 +9,588 +6%
EWA
108
Exencial Wealth Advisors
Oklahoma
$15.8M 180,499 -105,268 -37%
BCAM
109
Boston Common Asset Management
Massachusetts
$15.7M 179,923 +4,833 +3%
JGUA
110
John G. Ullman & Associates
New York
$15.6M 178,239 +3,285 +2%
KFS
111
Kurt F. Somerville
$15.3M 174,652 -5,234 -3%
FFIC
112
First Fiduciary Investment Counsel
Ohio
$14.9M 170,223 +2,845 +2%
MTC
113
McDaniel Terry & Co
Texas
$14.8M 168,702 -43,773 -21%
Marshall Wace
114
Marshall Wace
United Kingdom
$13.6M 155,773 +155,773 New
M&T Bank
115
M&T Bank
New York
$13.5M 154,867 -54,576 -26%
SI
116
Scout Investments
Missouri
$13.5M 153,875 -2,930 -2%
Citigroup
117
Citigroup
New York
$13.4M 153,721 -42,016 -21%
DP
118
DDD Partners
Washington
$13.4M 153,222 +2,285 +2%
Point72 Asset Management
119
Point72 Asset Management
Connecticut
$13.4M 152,900 +152,900 New
Mariner
120
Mariner
Kansas
$13.3M 151,600 +24,750 +20%
EIA
121
Edgemoor Investment Advisors
Maryland
$13.2M 150,400 -2,433 -2%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$13M 148,657 +237 +0.2%
GJIC
123
Gamble Jones Investment Counsel
California
$12.9M 147,906 +639 +0.4%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$12.9M 147,595 +147,595 New
Jones Financial Companies
125
Jones Financial Companies
Missouri
$12.5M 142,664 -811 -0.6%
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5
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