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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 %
FVWA
176
Foster Victor Wealth Advisors
South Carolina
$6.62M 73,767 +11,940 +19%
PGFC
177
Peapack-Gladstone Financial Corp
New Jersey
$6.62M 75,662 +54 +0.1%
Comerica Bank
178
Comerica Bank
Texas
$6.6M 78,020 -6,982 -8%
FPTW
179
Franklin, Parlapiano, Turner & Welch
Texas
$6.46M 73,891 +5,301 +8%
NW
180
NewEdge Wealth
Pennsylvania
$6.42M 73,364 +4,924 +7%
TG
181
TCW Group
California
$6.37M 72,868 -5 -0%
FCH
182
Freestone Capital Holdings
Washington
$6.31M 72,122 -170 -0.2%
TCCM
183
Timber Creek Capital Management
Massachusetts
$6.11M 69,869 +1,350 +2%
LBA
184
Lowell Blake & Associates
Massachusetts
$6.1M 69,772 +3,463 +5%
SC
185
Scotia Capital
Ontario, Canada
$6.1M 69,756 -118,510 -63%
TCOV
186
Trust Company of Vermont
Vermont
$6.09M 69,570 -2,998 -4%
LOPW
187
Live Oak Private Wealth
North Carolina
$6.07M 69,358 +2,792 +4%
PAG
188
Private Advisor Group
New Jersey
$6.06M 69,292 -20,386 -23%
MML Investors Services
189
MML Investors Services
Massachusetts
$5.92M 67,623 -2,177 -3%
DP
190
Dearborn Partners
Illinois
$5.89M 67,327 -23,219 -26%
IHL
191
Investment House LLC
California
$5.84M 66,773 -12,740 -16%
PA
192
Pinnacle Associates
New York
$5.82M 66,581 -7,179 -10%
CNB
193
Camden National Bank
Maine
$5.78M 66,126 -488 -0.7%
ANTB
194
AMG National Trust Bank
Colorado
$5.77M 65,989 -835 -1%
Geode Capital Management
195
Geode Capital Management
Massachusetts
$5.75M 65,680 -1,277 -2%
GC
196
Guardian Capital
Ontario, Canada
$5.73M 65,467 – –
KAS
197
Kestra Advisory Services
Texas
$5.55M 63,430 -49,738 -44%
BCI
198
Brinker Capital Investments
Pennsylvania
$5.52M 63,109 +3,278 +5%
FT
199
Fiduciary Trust
Massachusetts
$5.44M 62,159 -5,264 -8%
ZAM
200
Zevin Asset Management
Massachusetts
$5.39M 61,614 -11,911 -16%
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