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 %
MCG
326
MACRO Consulting Group
New Jersey
$2.03M 22,310 +2,239 +11%
PAM
327
Palisade Asset Management
Minnesota
$2.03M 22,193 – –
Bessemer Group
328
Bessemer Group
New Jersey
$2.01M 22,065 +803 +4%
FWM
329
Frontier Wealth Management
Missouri
$2M 21,932 -376 -2%
CPA
330
Court Place Advisors
Maryland
$1.99M 21,825 -240 -1%
VNA
331
Valley National Advisers
Pennsylvania
$1.98M 21,678 -165 -0.8%
CIA
332
Cascade Investment Advisors
Oregon
$1.97M 21,570 -70 -0.3%
Twin Tree Management
333
Twin Tree Management
Texas
$1.97M 21,562 -46,358 -68%
GT
334
Greenleaf Trust
Michigan
$1.96M 21,490 -1,182 -5%
HKAM
335
Horizon Kinetics Asset Management
New York
$1.94M 21,310 -750 -3%
SGA
336
Strategic Global Advisors
California
$1.94M 21,210 -28,939 -58%
BAM
337
Blueshift Asset Management
New Jersey
$1.94M 21,207 +21,207 New
ONB
338
Old National Bancorp
Indiana
$1.92M 21,030 +6,706 +47%
IEFM
339
IQ EQ Fund Management
Ireland
$1.91M 20,906 +5,235 +33%
S
340
SignatureFD
Georgia
$1.89M 20,741 +2,046 +11%
RJT
341
Raymond James Trust
Florida
$1.89M 20,694 -9,276 -31%
RC
342
RegentAtlantic Capital
New Jersey
$1.88M 20,649 -2,458 -11%
CNFG
343
Creegan & Nassoura Financial Group
New Hampshire
$1.88M 20,650 -675 -3%
SC
344
SouthState Corp
Florida
$1.88M 20,587 -3,140 -13%
AI
345
Ariel Investments
Illinois
$1.88M 20,582 – –
CAM
346
Cresset Asset Management
Illinois
$1.87M 20,484 -7,321 -26%
KBG
347
Kahn Brothers Group
New York
$1.86M 20,398 – –
NAM
348
NorthCoast Asset Management
Connecticut
$1.85M 20,210 -210 -1%
HFA
349
HC Financial Advisors
California
$1.85M 20,263 +375 +2%
AMG
350
Advisors Management Group
Wisconsin
$1.82M 19,987 +7 +0%
12 13
14
15 16