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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.

New
Increased
Maintained
Reduced
Closed
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 %
KF
401
Krilogy Financial
Missouri
$1.19M +$12.1K +148 +1%
ACM
402
Ativo Capital Management
Illinois
$1.19M +$106K +1,299 +10%
PCTC
403
Perkins Coie Trust Company
Washington
$1.17M -$899K -10,986 -43%
PG
404
Patten Group
Tennessee
$1.17M -$4.91K -60 -0.4%
DWA
405
Douglass Winthrop Advisors
New York
$1.17M -$28.6K -350 -2%
MCM
406
MAI Capital Management
Ohio
$1.17M +$9.24K +113 +0.8%
WS
407
Wedbush Securities
California
$1.17M +$1.23K +15 +0.1%
AIA
408
AIMZ Investment Advisors
California
$1.17M – – –
OPA
409
Old Port Advisors
Maine
$1.17M +$185K +2,256 +19%
FB
410
Fulton Bank
Pennsylvania
$1.16M -$141K -1,728 -11%
BEAM
411
Baker Ellis Asset Management
Washington
$1.15M -$39.3K -479 -3%
EAM
412
Eagle Asset Management
Florida
$1.15M +$96.8K +1,185 +9%
LWCFA
413
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.15M -$142K -1,735 -11%
MA
414
MUFG Americas
New York
$1.14M -$71.7K -876 -6%
WA
415
Wambolt & Associates
Colorado
$1.14M +$76.8K +936 +7%
Diamond Hill Capital Management
416
Diamond Hill Capital Management
Ohio
$1.14M +$426K +5,210 +60%
PA
417
Parallel Advisors
California
$1.14M +$174K +2,123 +18%
SFA
418
Semmax Financial Advisors
North Carolina
$1.13M -$72K -881 -6%
JIC
419
Johnson Investment Counsel
Ohio
$1.13M -$8.59K -105 -0.8%
AWM
420
Avior Wealth Management
Nebraska
$1.12M – – –
SW
421
SVB Wealth
Massachusetts
$1.12M -$34.4K -420 -3%
DM
422
Delphi Management
Massachusetts
$1.1M +$13.7K +168 +1%
TD Asset Management
423
TD Asset Management
Ontario, Canada
$1.1M -$2.66M -32,478 -71%
BPA
424
Beacon Pointe Advisors
California
$1.09M -$65.8K -804 -6%
VVP
425
Venture Visionary Partners
Ohio
$1.09M -$72.5K -910 -6%
15 16
17
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