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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 %
UBS AM
351
UBS AM
Illinois
$1.81M 19,807 +4,300 +28%
CCC
352
Chelsea Counsel Company
California
$1.81M 19,800 – –
FC
353
FORA Capital
Florida
$1.8M 19,753 +15,888 +411%
ST
354
Somerset Trust
Pennsylvania
$1.79M 19,656 +65 +0.3%
SEC
355
Seven Eight Capital
New York
$1.77M 19,397 +19,397 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
356
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77M 19,400 +19,400 New
LBC
357
Lowe Brockenbrough & Co
Virginia
$1.77M 19,387 +152 +0.8%
MCM
358
McKinley Capital Management
Alaska
$1.76M 19,320 -323 -2%
MYIA
359
Mount Yale Investment Advisors
Colorado
$1.76M 19,314 +2,192 +13%
BTWM
360
Baker Tilly Wealth Management
Wisconsin
$1.73M 18,914 +940 +5%
IWC
361
Integrated Wealth Concepts
Massachusetts
$1.69M 18,464 +205 +1%
BB
362
Berkshire Bank
Massachusetts
$1.68M 18,391 -8,764 -32%
PCA
363
Providence Capital Advisors
North Carolina
$1.67M 18,292 +1,095 +6%
AWM
364
Aevitas Wealth Management
Massachusetts
$1.66M 18,209 +647 +4%
III
365
Independent Investors Inc
New York
$1.63M 17,900 – –
LWAC
366
Laurel Wealth Advisors (California)
California
$1.63M 17,839 -233 -1%
Cetera Investment Advisers
367
Cetera Investment Advisers
Illinois
$1.6M 17,545 +629 +4%
SIA
368
Sit Investment Associates
Minnesota
$1.6M 17,500 – –
BFO
369
Boston Family Office
Massachusetts
$1.58M 17,344 -350 -2%
CT
370
Coastline Trust
Rhode Island
$1.58M 17,300 -1,060 -6%
CSPAM
371
Cary Street Partners Asset Management
Virginia
$1.57M 17,227 -102,211 -86%
CBN
372
Cadence Bank NA
Texas
$1.56M 17,086 -891 -5%
PFS
373
Prospera Financial Services
Texas
$1.55M 16,981 -11,007 -39%
Luther King Capital Management (LKCM)
374
Luther King Capital Management (LKCM)
Texas
$1.54M 16,909 +6,478 +62%
Deutsche Bank
375
Deutsche Bank
Germany
$1.54M 16,875 -52,026 -76%
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