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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 Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$152M 1,666,979 -20,061 -1%
Two Sigma Investments
27
Two Sigma Investments
New York
$143M 1,571,341 +1,571,341 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$137M 1,498,587 -6,052 -0.4%
BlackRock
29
BlackRock
New York
$131M 1,440,567 +190,337 +15%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$125M 1,370,883 -32,675 -2%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$116M 1,266,203 +102,131 +9%
SI
32
Scharf Investments
California
$115M 1,262,593 +57,893 +5%
Lazard Asset Management
33
Lazard Asset Management
New York
$104M 1,138,164 +2,223 +0.2%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$96.8M 1,067,486 -209,953 -16%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$94.5M 1,035,698 +77,686 +8%
Truist Financial
36
Truist Financial
North Carolina
$91.2M 999,838 +31,103 +3%
EARNEST Partners
37
EARNEST Partners
Georgia
$90.8M 995,249 -77,132 -7%
Parnassus Investments
38
Parnassus Investments
California
$85.7M 939,794 +8,485 +0.9%
Chevy Chase Trust
39
Chevy Chase Trust
Maryland
$83.2M 911,695 +44,601 +5%
Capital Research Global Investors
40
Capital Research Global Investors
California
$82.4M 902,720 -1,463,025 -62%
MAM
41
Madison Asset Management
Wisconsin
$80.3M 880,025 +122,760 +16%
SEI Investments
42
SEI Investments
Pennsylvania
$77.1M 845,792 +37,401 +5%
RJA
43
Raymond James & Associates
Florida
$75.6M 828,468 -94,313 -10%
Macquarie Group
44
Macquarie Group
Australia
$71.6M 784,328 +67,092 +9%
JWBC
45
John W. Bristol & Co
New York
$68M 745,268 -5,776 -0.8%
DLA
46
Douglas Lane & Associates
New York
$59.5M 652,567 -40,411 -6%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$59M 646,264 +22,588 +4%
MIP
48
Mondrian Investment Partners
United Kingdom
$57.8M 633,510 – –
First Trust Advisors
49
First Trust Advisors
Illinois
$57M 625,098 -45,660 -7%
Capital World Investors
50
Capital World Investors
California
$48.5M 530,679 +48,391 +10%
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