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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 %
GA
476
GFS Advisors
Texas
$857K – – –
MWA
477
Moser Wealth Advisors
Washington
$856K +$94.1K +1,150 +12%
CFGS
478
Concourse Financial Group Securities
Alabama
$856K +$141K +1,720 +20%
MFA
479
Mayflower Financial Advisors
Massachusetts
$855K -$6.16K -74 -0.7%
FNB
480
Farmers National Bank
Kentucky
$854K +$854K +9,047 New
BCM
481
Blume Capital Management
California
$852K +$4.09K +50 +0.5%
TC
482
TownSquare Capital
Utah
$849K +$376K +4,596 +79%
ABC
483
Associated Banc-Corp
Wisconsin
$845K -$29.1K -356 -3%
CI
484
CX Institutional
Indiana
$834K – – –
VFA
485
Voya Financial Advisors
Connecticut
$832K +$7.54K +91 +0.9%
GL
486
Graypoint LLC
New York
$828K +$16.1K +197 +2%
BCM
487
BTC Capital Management
Iowa
$827K +$16.8K +205 +2%
RHBC
488
R.H. Bluestein & Co
Michigan
$826K – – –
HIC
489
Holderness Investments Company
North Carolina
$817K +$27.5K +336 +3%
DFA
490
Delta Financial Advisors
Louisiana
$813K – – –
HCMT
491
Highland Capital Management (Tennessee)
Tennessee
$813K +$26K +318 +3%
NRS
492
Neville Rodie & Shaw
New York
$812K – – –
VCA
493
Verdence Capital Advisors
Maryland
$812K +$20.6K +252 +3%
HCM
494
Hall Capital Management
Rhode Island
$811K +$26K +318 +3%
PGAM
495
Princeton Global Asset Management
New Jersey
$809K -$67.1K -820 -8%
CSS
496
Cubist Systematic Strategies
Connecticut
$804K -$1.9M -23,207 -70%
VPIM
497
Vanguard Personalized Indexing Management
California
$802K -$4.17K -51 -0.5%
AC
498
Arjuna Capital
North Carolina
$800K -$13.9K -170 -2%
KFC
499
Klingenstein Fields & Co
New York
$799K +$80.8K +988 +11%
RC
500
Roundview Capital
New Jersey
$796K -$11.7K -143 -1%
18 19
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