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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 %
TTWM
151
TCV Trust & Wealth Management
Virginia
$8.8M 100,601 -2,034 -2%
ISL
152
Ingalls & Snyder LLC
New York
$8.58M 98,137 -601 -0.6%
Federated Hermes
153
Federated Hermes
Pennsylvania
$8.5M 97,121 -20,445 -17%
CM
154
Caption Management
Oklahoma
$8.31M 95,000 +53,003 +126%
AAIM
155
American Assets Investment Management
California
$8.19M 93,610 – –
RG
156
Rathbones Group
United Kingdom
$8.14M 93,057 -1,442 -2%
GF
157
Gabelli Funds
New York
$8.05M 92,000 -1,000 -1%
WF
158
Welch & Forbes
Massachusetts
$8M 91,483 +2,187 +2%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$7.99M 91,355 -189 -0.2%
GC
160
Grimes & Company
Massachusetts
$7.94M 90,772 +2,205 +2%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$7.93M 90,635 +1,775 +2%
USCWA
162
U.S. Capital Wealth Advisors
Texas
$7.92M 90,534 -5,012 -5%
MJP
163
Michael J. Puzo
$7.83M 89,569 -3,433 -4%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$7.78M 88,887 +88,887 New
PMG
165
ProVise Management Group
Florida
$7.68M 87,847 +3,664 +4%
FF
166
FourThought Financial
Florida
$7.59M 86,767 +1,610 +2%
Creative Planning
167
Creative Planning
Kansas
$7.55M 86,281 -18,846 -18%
MCM
168
Mengis Capital Management
Oregon
$7.44M 85,029 +2,350 +3%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$7.42M 84,874 +1,975 +2%
BCM
170
Buckhead Capital Management
Georgia
$7.42M 84,847 -3,354 -4%
OCAM
171
Onex Canada Asset Management
Ontario, Canada
$7.18M 82,047 -100,000 -55%
CCM
172
Cohen Capital Management
California
$7.17M 82,016 – –
New York State Common Retirement Fund
173
New York State Common Retirement Fund
New York
$6.94M 79,327 +880 +1%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$6.85M 78,281 -1,104 -1%
AI
175
Atria Investments
North Carolina
$6.7M 76,585 -17,971 -19%
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