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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 %
SC
351
SouthState Corp
Florida
$1.6M 19,558 -1,029 -5%
RC
352
RegentAtlantic Capital
New Jersey
$1.57M 19,139 -1,510 -7%
FHA
353
First Horizon Advisors
Tennessee
$1.56M 19,104 +11,912 +166%
FWM
354
Frontier Wealth Management
Missouri
$1.54M 18,782 -3,150 -14%
MCM
355
McKinley Capital Management
Alaska
$1.52M 18,590 -730 -4%
AI
356
Ariel Investments
Illinois
$1.52M 18,536 -2,046 -10%
MYIA
357
Mount Yale Investment Advisors
Colorado
$1.51M 18,420 -894 -5%
SS
358
Simplicity Solutions
Minnesota
$1.51M 18,421 +4,819 +35%
AWM
359
Aevitas Wealth Management
Massachusetts
$1.49M 18,209 – –
LWAC
360
Laurel Wealth Advisors (California)
California
$1.48M 18,123 +284 +2%
III
361
Independent Investors Inc
New York
$1.46M 17,900 – –
SGI
362
Summit Global Investments
Utah
$1.44M 17,573 +4,711 +37%
CT
363
Coastline Trust
Rhode Island
$1.43M 17,505 +205 +1%
SIA
364
Sit Investment Associates
Minnesota
$1.43M 17,500 – –
UBS AM
365
UBS AM
Illinois
$1.42M 17,407 -2,400 -12%
PFS
366
Prospera Financial Services
Texas
$1.41M 17,273 +292 +2%
TPCW
367
TD Private Client Wealth
New York
$1.41M 17,267 -7,743 -31%
BB
368
Berkshire Bank
Massachusetts
$1.4M 17,132 -1,259 -7%
RGC
369
Roberts, Glore & Co
Illinois
$1.38M 16,903 +50 +0.3%
BFO
370
Boston Family Office
Massachusetts
$1.38M 16,815 -529 -3%
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$1.37M 16,709 -836 -5%
CB
372
CNB Bank
Pennsylvania
$1.36M 16,650 +1,907 +13%
AAS
373
Annex Advisory Services
Wisconsin
$1.36M 16,593 -296 -2%
ONB
374
Old National Bancorp
Indiana
$1.35M 16,543 -4,487 -21%
S
375
SimplyRich
California
$1.35M 16,550 -53 -0.3%
13 14
15
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