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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 Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Investments
26
Two Sigma Investments
New York
$144M 1,761,492 +190,151 +12%
Ameriprise
27
Ameriprise
Minnesota
$116M 1,414,988 -313,799 -18%
BlackRock
28
BlackRock
New York
$114M 1,391,690 -48,877 -3%
Mawer Investment Management
29
Mawer Investment Management
Alberta, Canada
$110M 1,342,072 -2,176,642 -62%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$109M 1,331,457 -167,130 -11%
SI
31
Scharf Investments
California
$102M 1,244,711 -17,882 -1%
Parnassus Investments
32
Parnassus Investments
California
$94.2M 1,152,019 +212,225 +23%
Lazard Asset Management
33
Lazard Asset Management
New York
$92M 1,125,140 -13,024 -1%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$90.6M 1,108,420 -157,783 -12%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$87.6M 1,070,890 +35,192 +3%
Truist Financial
36
Truist Financial
North Carolina
$84.7M 1,035,261 +35,423 +4%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$83.4M 1,022,158 -45,328 -4%
EARNEST Partners
38
EARNEST Partners
Georgia
$77.1M 942,212 -53,037 -5%
Capital Research Global Investors
39
Capital Research Global Investors
California
$73.9M 903,040 +320 +0%
SEI Investments
40
SEI Investments
Pennsylvania
$72M 880,067 +34,275 +4%
MAM
41
Madison Asset Management
Wisconsin
$71.4M 872,500 -7,525 -0.9%
RJA
42
Raymond James & Associates
Florida
$67.7M 828,353 -115 -0%
Millennium Management
43
Millennium Management
New York
$64.3M 785,867 +667,519 +564%
Macquarie Group
44
Macquarie Group
Australia
$63.7M 778,850 -5,478 -0.7%
Chevy Chase Trust
45
Chevy Chase Trust
Maryland
$63M 770,461 -141,234 -15%
JWBC
46
John W. Bristol & Co
New York
$60M 734,244 -11,024 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
47
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$59.2M 723,900 +704,500 +3,631%
First Trust Advisors
48
First Trust Advisors
Illinois
$58.3M 712,282 +87,184 +14%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$56.4M 689,059 +42,795 +7%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$55.4M 677,369 +340,669 +101%
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