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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 %
PAS
401
Park Avenue Securities
New York
$1.36M +$36.3K +398 +3%
CA
402
Cambridge Advisors
Nebraska
$1.35M -$9.13K -100 -0.7%
MA
403
MUFG Americas
New York
$1.35M -$145K -1,588 -10%
WOC
404
West Oak Capital
California
$1.35M -$213K -2,340 -14%
CB
405
CNB Bank
Pennsylvania
$1.35M -$2.46K -27 -0.2%
SFA
406
Semmax Financial Advisors
North Carolina
$1.34M -$96.4K -1,057 -7%
DWA
407
Douglass Winthrop Advisors
New York
$1.34M -$45.6K -500 -3%
VVP
408
Venture Visionary Partners
Ohio
$1.33M -$221K -2,420 -14%
BEAM
409
Baker Ellis Asset Management
Washington
$1.32M -$301K -3,301 -19%
Toronto Dominion Bank
410
Toronto Dominion Bank
Ontario, Canada
$1.32M -$483K -5,304 -27%
PG
411
Patten Group
Tennessee
$1.32M -$107K -1,176 -8%
PWM
412
PRW Wealth Management
Massachusetts
$1.32M +$1.32M +14,421 New
KF
413
Krilogy Financial
Missouri
$1.31M +$54.5K +597 +4%
WS
414
Wedbush Securities
California
$1.3M -$55.2K -605 -4%
AIA
415
AIMZ Investment Advisors
California
$1.3M – – –
MCM
416
MAI Capital Management
Ohio
$1.29M +$49.6K +544 +4%
TNA
417
True North Advisors
Texas
$1.29M +$1.55K +17 +0.1%
BPA
418
Beacon Pointe Advisors
California
$1.29M +$693K +7,596 +116%
SW
419
SVB Wealth
Massachusetts
$1.29M -$82.3K -901 -6%
BFEC
420
Benjamin F. Edwards & Company
Missouri
$1.28M +$1.1K +12 +0.1%
JIC
421
Johnson Investment Counsel
Ohio
$1.26M -$3.01K -33 -0.2%
AWM
422
Avior Wealth Management
Nebraska
$1.25M -$175K -1,922 -12%
AWM
423
Altium Wealth Management
New York
$1.25M +$312K +3,417 +33%
WSFS
424
Wilmington Savings Fund Society
Delaware
$1.24M -$56K -613 -4%
SS
425
Simplicity Solutions
Minnesota
$1.24M +$161K +1,769 +15%
15 16
17
18 19