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Novartis
NVS

Overview Fund Activity

1,118 hedge funds and large institutions have $19.8B invested in Novartis in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 401 increasing their positions, 411 reducing their positions, and 79 closing their positions.

Holders
1,118
Holders Change
-16
Holders Change %
-1.41%
% of All Funds
19.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
73
Increased
401
Reduced
411
Closed
79
Calls
$251M
Puts
$110M
Net Calls
+$140M
Net Calls Change
+$24.5M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.23B
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$173M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$143M
4
Boston Partners
4
Boston Partners
Massachusetts
$575M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$909M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$82.4M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$321M
3
Primecap Management
3
Primecap Management
California
$1.76B
4
Franklin Resources
4
Franklin Resources
California
$686M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.74B
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
226
Carret Asset Management
New York
$4.41M 48,336 +420 +0.9%
GCA
227
Guardian Capital Advisors
Ontario, Canada
$4.31M 46,808 +635 +1%
UCFA
228
United Capital Financial Advisors
Texas
$4.29M 47,044 -3,885 -8%
DSA
229
Davis Selected Advisers
Arizona
$4.28M 46,888 +2,464 +6%
TD Asset Management
230
TD Asset Management
Ontario, Canada
$4.24M 45,929 +469 +1%
NPT
231
Nixon Peabody Trust
Massachusetts
$4.22M 46,293 +2,328 +5%
FNBOO
232
First National Bank of Omaha
Nebraska
$4.22M 49,325 – –
PSUF
233
People's United Financial
Connecticut
$4.11M 45,020 -1,482 -3%
PNC
234
Park National Corp
Ohio
$4.04M 44,265 -14,076 -24%
NME
235
Notis-McConarty Edward
$4.03M 44,226 -614 -1%
ZCA
236
Zeke Capital Advisors
Pennsylvania
$4.02M 44,035 +472 +1%
FA
237
FDx Advisors
Illinois
$4.01M 43,923 +1,529 +4%
SPIA
238
Steward Partners Investment Advisory
New York
$4M 43,885 +14,218 +48%
FGP
239
Foyston, Gordon, & Payne
Ontario, Canada
$3.97M 43,519 -12,854 -23%
HKIM
240
Hayek Kallen Investment Management
Alabama
$3.95M 43,323 +124 +0.3%
CCT
241
Country Club Trust
Missouri
$3.94M 42,928 -96 -0.2%
KeyBank National Association
242
KeyBank National Association
Ohio
$3.92M 42,986 -339 -0.8%
CCM
243
Canal Capital Management
Virginia
$3.92M 42,960 +3,184 +8%
MIM
244
Marco Investment Management
Georgia
$3.89M 42,627 -1,105 -3%
LNWWM
245
Laird Norton Wetherby Wealth Management
California
$3.89M 42,577 -291 -0.7%
MVIP
246
Mar Vista Investment Partners
California
$3.88M 42,558 – –
PAM
247
Private Asset Management
California
$3.85M 42,141 -811 -2%
GT
248
Glenmede Trust
Pennsylvania
$3.81M 41,720 -2,002 -5%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$3.76M 41,223 -4,370 -10%
SAM
250
Smithbridge Asset Management
Pennsylvania
$3.75M 41,095 +1,125 +3%
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