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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 Holding Trade Value Shares
Change 		Shares
Change %
RGC
376
Roberts, Glore & Co
Illinois
$1.54M -$9.13K -100 -0.6%
AAS
377
Annex Advisory Services
Wisconsin
$1.53M -$15.6K -172 -1%
HFS
378
Hantz Financial Services
Michigan
$1.52M +$380K +4,162 +33%
S
379
SimplyRich
California
$1.51M – – –
RIL
380
Rothschild Investment LLC
Illinois
$1.47M +$2.19K +24 +0.1%
GQG Partners
381
GQG Partners
Florida
$1.46M – – –
FB
382
Fulton Bank
Pennsylvania
$1.45M +$222K +2,437 +18%
LG
383
LaFleur & Godfrey
Michigan
$1.45M -$9.12K -100 -0.6%
MPPW
384
Mitchell & Pahl Private Wealth
Oklahoma
$1.44M +$26K +285 +2%
LWCFA
385
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.44M +$18K +197 +1%
STC
386
Sarah T. Connolly
$1.43M +$22.8K +250 +2%
AL
387
Arnhold LLC
New York
$1.43M – – –
CCA
388
Checchi Capital Advisers
California
$1.42M -$103K -1,132 -7%
Kayne Anderson Rudnick Investment Management
389
Kayne Anderson Rudnick Investment Management
California
$1.42M -$10.9K -119 -0.8%
SFG
390
SevenBridge Financial Group
Pennsylvania
$1.41M +$6.3K +69 +0.4%
CC
391
Claybrook Capital
Massachusetts
$1.41M +$1.41M +15,463 New
SG Americas Securities
392
SG Americas Securities
New York
$1.41M +$57.6K +631 +4%
BFA
393
Benedict Financial Advisors
Georgia
$1.41M +$3.56K +39 +0.3%
SA
394
swisspartners Advisors
Switzerland
$1.41M – – –
PFS
395
Physicians Financial Services
North Carolina
$1.4M -$53.4K -585 -4%
AWM
396
Aberdeen Wealth Management
Illinois
$1.39M +$7.76K +85 +0.6%
KFS
397
Kelly Financial Services
Massachusetts
$1.39M +$1.37M +124,949 +9,022%
HL
398
HeadInvest LLC
Maine
$1.38M +$18.1K +199 +1%
DC
399
Davenport & Co
Virginia
$1.38M +$53.9K +591 +4%
KPWS
400
Kestra Private Wealth Services
Texas
$1.37M -$139K -1,522 -9%
14 15
16
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