NVS icon

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 %
Dodge & Cox
1
Dodge & Cox
California
$2.47B 28,249,540 -1,016,360 -3%
Primecap Management
2
Primecap Management
California
$1.59B 18,165,590 -896,060 -5%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$1.57B 17,893,566 -1,045,879 -6%
Fisher Asset Management
4
Fisher Asset Management
Washington
$908M 10,384,666 +79,637 +0.8%
Franklin Resources
5
Franklin Resources
California
$800M 9,140,807 +2,361,944 +35%
Bank of America
6
Bank of America
North Carolina
$681M 7,788,298 -1,424,172 -15%
Boston Partners
7
Boston Partners
Massachusetts
$409M 4,677,403 +292,854 +7%
Charles Schwab
8
Charles Schwab
California
$368M 4,205,694 +89,226 +2%
UBS Group
9
UBS Group
Switzerland
$366M 4,178,900 -331,179 -7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$358M 4,096,452 -118,480 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$339M 3,870,136 +1,003,235 +35%
Renaissance Technologies
12
Renaissance Technologies
New York
$326M 3,727,570 +420,333 +13%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$311M 3,559,179 -426,338 -11%
Morgan Stanley
14
Morgan Stanley
New York
$305M 3,483,649 +267,670 +8%
Wells Fargo
15
Wells Fargo
California
$277M 3,166,044 -2,149,285 -40%
Northern Trust
16
Northern Trust
Illinois
$272M 3,108,273 -146,325 -4%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$251M 2,869,700 +772,900 +37%
CCM
18
Cullen Capital Management
New York
$245M 2,802,628 -196,010 -7%
PPA
19
Parametric Portfolio Associates
Washington
$221M 2,523,333 -256,939 -9%
Principal Financial Group
20
Principal Financial Group
Iowa
$199M 2,278,193 +209,629 +10%
Goldman Sachs
21
Goldman Sachs
New York
$191M 2,187,402 +108,936 +5%
State Street
22
State Street
Massachusetts
$171M 1,954,700 -60,564 -3%
MNG
23
Manning & Napier Group
New York
$169M 1,928,226 +18,232 +1%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$159M 1,819,904 +1,793,934 +6,908%
Two Sigma Investments
25
Two Sigma Investments
New York
$157M 1,798,325 +36,833 +2%
1
2 3 4 5