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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 Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
376
Deutsche Bank
Germany
$1.34M -$40.5K -496 -3%
LG
377
LaFleur & Godfrey
Michigan
$1.34M +$39.1K +478 +3%
BFA
378
Benedict Financial Advisors
Georgia
$1.33M +$63K +771 +5%
RIL
379
Rothschild Investment LLC
Illinois
$1.32M – – –
CSPAM
380
Cary Street Partners Asset Management
Virginia
$1.31M -$95.8K -1,171 -7%
GQG Partners
381
GQG Partners
Florida
$1.31M – – –
MPPW
382
Mitchell & Pahl Private Wealth
Oklahoma
$1.31M +$14.6K +178 +1%
Kayne Anderson Rudnick Investment Management
383
Kayne Anderson Rudnick Investment Management
California
$1.3M +$35.4K +433 +3%
CCA
384
Checchi Capital Advisers
California
$1.29M +$15.2K +186 +1%
PAS
385
Park Avenue Securities
New York
$1.28M +$66.6K +814 +5%
AL
386
Arnhold LLC
New York
$1.28M – – –
TNA
387
True North Advisors
Texas
$1.28M +$120K +1,471 +10%
STC
388
Sarah T. Connolly
$1.28M -$5.72K -70 -0.4%
WFI
389
West Family Investments
California
$1.26M +$279K +3,413 +28%
SG Americas Securities
390
SG Americas Securities
New York
$1.25M -$14.2K -174 -1%
SFG
391
SevenBridge Financial Group
Pennsylvania
$1.23M -$30.1K -368 -2%
PFS
392
Physicians Financial Services
North Carolina
$1.23M -$24.5K -300 -2%
HL
393
HeadInvest LLC
Maine
$1.23M -$5.15K -63 -0.4%
CP
394
Covenant Partners
Tennessee
$1.21M +$303K +3,709 +33%
AWM
395
Aberdeen Wealth Management
Illinois
$1.21M -$38.1K -466 -3%
CA
396
Cambridge Advisors
Nebraska
$1.21M -$4.09K -50 -0.3%
CBN
397
Cadence Bank NA
Texas
$1.21M -$192K -2,353 -14%
WOC
398
West Oak Capital
California
$1.2M -$11K -135 -0.9%
BFEC
399
Benjamin F. Edwards & Company
Missouri
$1.19M +$43.3K +529 +4%
GIA
400
Gladstone Institutional Advisory
Florida
$1.19M +$528K +6,458 +80%
14 15
16
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