NVS icon

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 %
CTA
251
Chesley Taft & Associates
Illinois
$3.14M 38,432 -240 -0.6%
ATC
252
Argent Trust Co
Tennessee
$3.12M 38,173 +169 +0.4%
NIM
253
Northeast Investment Management
Massachusetts
$3.11M 38,012 -2,375 -6%
CCA
254
Catalyst Capital Advisors
New York
$3.03M 37,080 -1,100 -3%
FC
255
FORA Capital
Florida
$3.03M 37,079 +17,326 +88%
EI
256
Ethic Inc
New York
$3M 36,715 +12,850 +54%
ASN
257
Advisory Services Network
Georgia
$2.96M 36,228 +5,753 +19%
WA
258
WealthTrust Axiom
Pennsylvania
$2.94M 35,905 -125 -0.3%
DC
259
Davenport & Co
Virginia
$2.89M 35,365 +20,289 +135%
HWA
260
Heritage Way Advisors
Illinois
$2.87M 35,132 -165 -0.5%
SL
261
Summitry LLC
California
$2.8M 34,237 -443 -1%
PA
262
Perennial Advisors
New York
$2.8M 34,240 +2,397 +8%
WIC
263
Woodmont Investment Counsel
Tennessee
$2.8M 34,201 -872 -2%
MNBTD
264
Moody National Bank Trust Division
Texas
$2.8M 34,183 +2,388 +8%
CAM
265
Cubic Asset Management
Massachusetts
$2.79M 34,093 – –
RFM
266
Royal Fund Management
Florida
$2.75M 33,601 -2,888 -8%
T. Rowe Price Associates
267
T. Rowe Price Associates
Maryland
$2.72M 33,319 +2,691 +9%
BF
268
BOK Financial
Oklahoma
$2.71M 33,112 +33,112 New
WTC
269
WhitTier Trust Company
Nevada
$2.69M 32,840 +153 +0.5%
FIA
270
FNY Investment Advisers
New York
$2.65M 32,400 +32,400 New
CFB
271
Cullen/Frost Bankers
Texas
$2.64M 32,229 -1,619 -5%
ABP
272
Arthur B. Page
$2.62M 32,076 -865 -3%
EGA
273
Eagle Global Advisors
Texas
$2.56M 31,309 -215 -0.7%
SCM
274
Salem Capital Management
Massachusetts
$2.51M 30,744 +22,000 +252%
ANI
275
American National Insurance
Texas
$2.49M 30,500 – –
9 10
11
12 13