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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 %
NIM
251
Northeast Investment Management
Massachusetts
$3.69M 40,387 -1,975 -5%
CCMINC
252
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.67M 40,213 +466 +1%
AWM
253
Avitas Wealth Management
California
$3.6M 39,500 +1,166 +3%
CTA
254
Chesley Taft & Associates
Illinois
$3.53M 38,672 +460 +1%
SSWM
255
Smith Salley Wealth Management
North Carolina
$3.48M 38,188 +572 +2%
CCA
256
Catalyst Capital Advisors
New York
$3.48M 38,180 +3,088 +9%
ATC
257
Argent Trust Co
Tennessee
$3.47M 38,004 +339 +0.9%
SF
258
Synovus Financial
Georgia
$3.45M 37,971 +398 +1%
RFC
259
Regions Financial Corp
Alabama
$3.44M 37,687 +12,536 +50%
RFM
260
Royal Fund Management
Florida
$3.33M 36,489 +2,506 +7%
WA
261
WealthTrust Axiom
Pennsylvania
$3.29M 36,030 -1,045 -3%
HWA
262
Heritage Way Advisors
Illinois
$3.22M 35,297 -854 -2%
ClearBridge Investments
263
ClearBridge Investments
New York
$3.22M 35,263 -2,356 -6%
WIC
264
Woodmont Investment Counsel
Tennessee
$3.2M 35,073 -257 -0.7%
SL
265
Summitry LLC
California
$3.16M 34,680 +2,370 +7%
CAM
266
Cubic Asset Management
Massachusetts
$3.11M 34,093 -275 -0.8%
CFB
267
Cullen/Frost Bankers
Texas
$3.09M 33,848 -5 -0%
CSS
268
Cubist Systematic Strategies
Connecticut
$3.02M 33,040 +10,721 +48%
ABP
269
Arthur B. Page
$3.01M 32,941 -905 -3%
WTC
270
WhitTier Trust Company
Nevada
$2.98M 32,687 -1,205 -4%
OC
271
Oppenheimer & Co
New York
$2.95M 32,298 -1,292 -4%
PA
272
Perennial Advisors
New York
$2.91M 31,843 +1,278 +4%
MNBTD
273
Moody National Bank Trust Division
Texas
$2.9M 31,795 -1,479 -4%
EGA
274
Eagle Global Advisors
Texas
$2.88M 31,524 +725 +2%
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$2.87M 31,416 +3,550 +13%
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