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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 %
WIC
301
Whitegate Investment Counselors
New Hampshire
$2.06M 25,222 -850 -3%
WG
302
Welch Group
Alabama
$2.06M 25,176 -354,635 -93%
IIM
303
Ipswich Investment Management
Massachusetts
$2.05M 25,119 -500 -2%
CGH
304
Crossmark Global Holdings
Texas
$2.05M 25,010 -28,820 -54%
CB
305
Commerce Bank
Missouri
$2.03M 24,756 -1,189 -5%
CA
306
Clearstead Advisors
Ohio
$2.02M 24,718 -420 -2%
NED
307
Nancy E. Dempze
$2.02M 24,706 -140 -0.6%
TCOT
308
Trust Company of Toledo
Ohio
$2.01M 24,628 +2,154 +10%
ECM
309
EagleClaw Capital Management
Massachusetts
$2.01M 24,560 +650 +3%
MCP
310
Mirador Capital Partners
California
$1.99M 24,384 +543 +2%
FNBT
311
FineMark National Bank & Trust
Florida
$1.99M 24,327 -2,547 -9%
AAM
312
Advisors Asset Management
Colorado
$1.98M 24,246 -51,809 -68%
SSB
313
Sandy Spring Bank
Maryland
$1.97M 24,143 -2,587 -10%
LCM
314
Logan Capital Management
Pennsylvania
$1.96M 23,932 -92 -0.4%
SPIA
315
Steward Partners Investment Advisory
New York
$1.95M 23,779 -20,106 -46%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$1.94M 23,735 -7,681 -24%
FC
317
FCA Corp
Texas
$1.92M 23,512 +241 +1%
CCM
318
Cox Capital Management
Massachusetts
$1.91M 23,381 -21 -0.1%
TI
319
Trexquant Investment
Connecticut
$1.89M 23,059 +23,059 New
YIH
320
Y-Intercept (HK)
Hong Kong
$1.88M 22,966 -310 -1%
BRWA
321
B. Riley Wealth Advisors
Florida
$1.87M 22,755 -94 -0.4%
NB
322
NBT Bank
New York
$1.87M 22,877 -50 -0.2%
NA
323
NewEdge Advisors
Louisiana
$1.85M 22,579 -646 -3%
TCM
324
Telos Capital Management
California
$1.84M 22,523 -785 -3%
BTWM
325
Baker Tilly Wealth Management
Wisconsin
$1.84M 22,483 +3,569 +19%
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