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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 %
MGIA
201
Matthew Goff Investment Advisor
Texas
$5.3M 60,635 +690 +1%
OCM
202
Osterweis Capital Management
California
$5.3M 60,576 -18,491 -23%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$5.22M 59,720 -6,775 -10%
PPW
204
Parcion Private Wealth
Washington
$5.17M 57,062 +3,635 +7%
FA
205
FDx Advisors
Illinois
$5.16M 58,970 +11,566 +24%
SC
206
Sepio Capital
Utah
$5.05M 57,672 -1,199 -2%
NCM
207
Narwhal Capital Management
Georgia
$5M 57,170 -12,768 -18%
PSC
208
Prentiss Smith & Co
Vermont
$4.96M 56,691 -29 -0.1%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$4.9M 56,040 +3,634 +7%
BIC
210
Beach Investment Counsel
Pennsylvania
$4.9M 55,984 -50 -0.1%
BAM
211
Blueshift Asset Management
New Jersey
$4.87M 55,647 +5,826 +12%
ARMC
212
American Research & Management Company
Massachusetts
$4.81M 54,960 -150 -0.3%
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$4.79M 54,791 +54,791 New
PP
214
Patten & Patten
Tennessee
$4.76M 54,460 -2,518 -4%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$4.75M 54,346 +4,162 +8%
NPT
216
Nixon Peabody Trust
Massachusetts
$4.52M 51,698 +3,528 +7%
Pacer Advisors
217
Pacer Advisors
Pennsylvania
$4.46M 50,959 +710 +1%
WT
218
Whittier Trust
California
$4.3M 49,132 -2,819 -5%
CAM
219
Carret Asset Management
New York
$4.26M 48,653 +1,100 +2%
ZCA
220
Zeke Capital Advisors
Pennsylvania
$4.21M 48,129 +4,752 +11%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$4.2M 48,001 -2,292 -5%
FHB
222
First Hawaiian Bank
Hawaii
$4.19M 47,910 +38,650 +417%
PHS
223
Pekin Hardy Strauss
Illinois
$4.16M 47,525 -4,149 -8%
GCM
224
Garland Capital Management
Washington
$4.15M 47,455 -3,300 -7%
SS
225
Simplicity Solutions
Minnesota
$4.04M 46,210 +27,789 +151%
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