NVS icon

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 %
HAG
301
HighPoint Advisor Group
Illinois
$2.32M 25,472 +118 +0.5%
GWM
302
Geneos Wealth Management
Colorado
$2.32M 25,202 -29 -0.1%
PCTC
303
Perkins Coie Trust Company
Washington
$2.31M 25,339 +244 +1%
TC
304
Telemus Capital
Michigan
$2.31M 25,322 -2,100 -8%
NGA
305
Naples Global Advisors
Florida
$2.3M 25,164 +930 +4%
CA
306
Clearstead Advisors
Ohio
$2.29M 25,138 -3,061 -11%
TPCW
307
TD Private Client Wealth
New York
$2.28M 25,010 +3,573 +17%
NED
308
Nancy E. Dempze
$2.27M 24,846 -1,635 -6%
AP
309
Advisor Partners
California
$2.25M 24,641 +632 +3%
HNB
310
Huntington National Bank
Ohio
$2.24M 24,558 +7,130 +41%
SI
311
Stephens Inc
Arkansas
$2.21M 24,165 +974 +4%
LCM
312
Logan Capital Management
Pennsylvania
$2.19M 24,024 +3,325 +16%
ECM
313
EagleClaw Capital Management
Massachusetts
$2.18M 23,910 +1,925 +9%
EI
314
Ethic Inc
New York
$2.18M 23,865 +12,675 +113%
MCP
315
Mirador Capital Partners
California
$2.18M 23,841 +865 +4%
FWM
316
Fairhaven Wealth Management
Illinois
$2.14M 23,481 +1,438 +7%
WHG
317
Westwood Holdings Group
Texas
$2.14M 23,444 -14,036 -37%
CCM
318
Cox Capital Management
Massachusetts
$2.14M 23,402 +1,005 +4%
TCM
319
Telos Capital Management
California
$2.13M 23,308 -26,128 -53%
YIH
320
Y-Intercept (HK)
Hong Kong
$2.12M 23,276 +23,276 New
FC
321
FCA Corp
Texas
$2.12M 23,271 -111 -0.5%
NA
322
NewEdge Advisors
Louisiana
$2.12M 23,225 -498 -2%
NB
323
NBT Bank
New York
$2.09M 22,927 -369 -2%
BRWA
324
B. Riley Wealth Advisors
Florida
$2.08M 22,849 +262 +1%
TCOT
325
Trust Company of Toledo
Ohio
$2.05M 22,474 -75 -0.3%
11 12
13
14 15