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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 %
CIA
326
Cascade Investment Advisors
Oregon
$1.84M 22,470 +900 +4%
AAM
327
Azzad Asset Management
Virginia
$1.83M 22,366 -6,572 -23%
HAG
328
HighPoint Advisor Group
Illinois
$1.82M 22,188 -3,284 -13%
PAM
329
Palisade Asset Management
Minnesota
$1.82M 22,193 – –
WHG
330
Westwood Holdings Group
Texas
$1.8M 21,962 -1,482 -6%
VNA
331
Valley National Advisers
Pennsylvania
$1.77M 21,583 -95 -0.4%
Bessemer Group
332
Bessemer Group
New Jersey
$1.76M 21,574 -491 -2%
AP
333
Advisor Partners
California
$1.76M 21,461 -3,180 -13%
CPA
334
Court Place Advisors
Maryland
$1.76M 21,465 -360 -2%
ST
335
Somerset Trust
Pennsylvania
$1.74M 21,285 +1,629 +8%
GT
336
Greenleaf Trust
Michigan
$1.73M 21,187 -303 -1%
SGA
337
Strategic Global Advisors
California
$1.73M 21,151 -59 -0.3%
HFA
338
HC Financial Advisors
California
$1.72M 21,083 +820 +4%
HKAM
339
Horizon Kinetics Asset Management
New York
$1.71M 20,930 -380 -2%
IWC
340
Integrated Wealth Concepts
Massachusetts
$1.68M 20,513 +2,049 +11%
CNFG
341
Creegan & Nassoura Financial Group
New Hampshire
$1.67M 20,425 -225 -1%
KBG
342
Kahn Brothers Group
New York
$1.67M 20,398 – –
HFS
343
Hantz Financial Services
Michigan
$1.67M 20,354 +3,691 +22%
S
344
SignatureFD
Georgia
$1.66M 20,275 -466 -2%
PCA
345
Providence Capital Advisors
North Carolina
$1.65M 20,149 +1,857 +10%
NAM
346
NorthCoast Asset Management
Connecticut
$1.64M 20,054 -156 -0.8%
LBC
347
Lowe Brockenbrough & Co
Virginia
$1.64M 20,079 +692 +4%
RJT
348
Raymond James Trust
Florida
$1.63M 19,866 -828 -4%
AMG
349
Advisors Management Group
Wisconsin
$1.63M 19,867 -120 -0.6%
CCC
350
Chelsea Counsel Company
California
$1.62M 19,800 – –
12 13
14
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