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Novartis
NVS

Overview Fund Activity

1,079 hedge funds and large institutions have $18B invested in Novartis in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 368 increasing their positions, 408 reducing their positions, and 79 closing their positions.

Holders
1,079
Holders Change
-39
Holders Change %
-3.49%
% of All Funds
18.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
57
Increased
368
Reduced
408
Closed
79
Calls
$501M
Puts
$160M
Net Calls
+$341M
Net Calls Change
+$201M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.39B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$270M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$345M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$172M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$59.2M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$110M
2
Boston Partners
2
Boston Partners
Massachusetts
$359M
3
Franklin Resources
3
Franklin Resources
California
$554M
4
WG
4
Welch Group
Alabama
$2.06M
5
Ameriprise
5
Ameriprise
Minnesota
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
226
FDx Advisors
Illinois
$3.88M 47,404 +3,481 +8%
GCA
227
Guardian Capital Advisors
Ontario, Canada
$3.88M 46,993 +185 +0.4%
UCFA
228
United Capital Financial Advisors
Texas
$3.87M 47,296 +252 +0.5%
NME
229
Notis-McConarty Edward
$3.76M 45,911 +1,685 +4%
KeyBank National Association
230
KeyBank National Association
Ohio
$3.69M 45,112 +2,126 +5%
DSA
231
Davis Selected Advisers
Arizona
$3.68M 44,968 -1,920 -4%
CCT
232
Country Club Trust
Missouri
$3.57M 43,022 +94 +0.2%
ZCA
233
Zeke Capital Advisors
Pennsylvania
$3.55M 43,377 -658 -1%
FGP
234
Foyston, Gordon, & Payne
Ontario, Canada
$3.54M 43,289 -230 -0.5%
LNWWM
235
Laird Norton Wetherby Wealth Management
California
$3.53M 43,138 +561 +1%
HKIM
236
Hayek Kallen Investment Management
Alabama
$3.51M 42,935 -388 -0.9%
CCM
237
Canal Capital Management
Virginia
$3.5M 42,739 -221 -0.5%
HTC
238
Haverford Trust Company
Pennsylvania
$3.49M 42,610 -7,470 -15%
MIM
239
Marco Investment Management
Georgia
$3.48M 42,559 -68 -0.2%
MVIP
240
Mar Vista Investment Partners
California
$3.48M 42,558 – –
PNC
241
Park National Corp
Ohio
$3.47M 42,459 -1,806 -4%
CM
242
Caption Management
Oklahoma
$3.44M 41,997 +41,997 New
GT
243
Glenmede Trust
Pennsylvania
$3.39M 41,510 -210 -0.5%
SAM
244
Smithbridge Asset Management
Pennsylvania
$3.38M 41,268 +173 +0.4%
HA
245
Hamel Associates
New Jersey
$3.35M 40,939 -8,619 -17%
ClearBridge Investments
246
ClearBridge Investments
New York
$3.34M 40,791 +5,528 +16%
CCMINC
247
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.3M 40,352 +139 +0.3%
PAM
248
Private Asset Management
California
$3.29M 40,256 -1,885 -4%
SSWM
249
Smith Salley Wealth Management
North Carolina
$3.26M 39,881 +1,693 +4%
RFC
250
Regions Financial Corp
Alabama
$3.18M 38,935 +1,248 +3%
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