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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 %
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$12.5M 142,345 -4,060 -3%
CSS
127
Cubist Systematic Strategies
Connecticut
$12.2M 139,825 +129,992 +1,322%
Parallax Volatility Advisers
128
Parallax Volatility Advisers
California
$12.2M 138,997 +135,356 +3,718%
GIA
129
Guyasuta Investment Advisors
Pennsylvania
$12.1M 137,986 -1,291 -0.9%
TCM
130
Tekla Capital Management
Massachusetts
$11.9M 136,225 – –
American Century Companies
131
American Century Companies
Missouri
$11.8M 135,137 -3,956 -3%
WIC
132
Wilkins Investment Counsel
Massachusetts
$11.6M 132,790 +2,200 +2%
BG
133
Bahl & Gaynor
Ohio
$11.5M 131,981 -7,603 -5%
RCYC
134
Richard C. Young & Co
Rhode Island
$11.5M 131,902 -5,016 -4%
RMCM
135
Reynders McVeigh Capital Management
Massachusetts
$11.3M 129,615 +264 +0.2%
GD
136
Grandfield & Dodd
New York
$11.3M 129,585 +3,940 +3%
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$11.3M 129,088 +129,088 New
Osaic Holdings
138
Osaic Holdings
Arizona
$10.9M 124,792 +6,536 +6%
Allianz Asset Management
139
Allianz Asset Management
Germany
$10.6M 121,051 -915 -0.8%
TBA
140
Tower Bridge Advisors
Pennsylvania
$10.4M 119,110 -17,984 -13%
Simplex Trading
141
Simplex Trading
Illinois
$10.3M 117,859 +113,384 +2,534%
CSIC
142
Clifford Swan Investment Counsel
California
$9.76M 111,534 -374 -0.3%
TBC
143
Tweedy, Browne Co
Connecticut
$9.28M 106,089 -5,091 -5%
FWIA
144
Fort Washington Investment Advisors
Ohio
$9.02M 103,164 -5,159 -5%
GG
145
Greenwood Gearhart
Arkansas
$8.96M 102,462 +8,697 +9%
EHC
146
Everett Harris & Co
California
$8.95M 102,358 -130,665 -56%
EPAM
147
Euro Pacific Asset Management
Puerto Rico
$8.94M 101,362 +10,830 +12%
OA
148
Oxbow Advisors
Texas
$8.86M 101,241 -1,479 -1%
William Blair & Company
149
William Blair & Company
Illinois
$8.84M 101,049 +10,304 +11%
EVM
150
Evelyn V. Moreno
$8.82M 100,819 +9,651 +11%
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