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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 %
DMC
501
Drexel Morgan & Co
Pennsylvania
$795K – – –
FFWA
502
FRG Family Wealth Advisors
Washington
$794K -$86.8K -1,062 -10%
SN
503
Sittner & Nelson
Oregon
$793K +$39.5K +483 +5%
QTM
504
qPULA Trading Management
New York
$793K +$793K +9,699 New
CCB
505
Cutter & Co Brokerage
Missouri
$785K +$63.3K +775 +9%
RCM
506
Radnor Capital Management
Pennsylvania
$779K – – –
NHC
507
Nicholas Hoffman & Company
Georgia
$776K -$67.4K -824 -8%
DT
508
Diversified Trust
Tennessee
$772K -$12.4K -152 -2%
TIM
509
Thornburg Investment Management
New Mexico
$766K – – –
BMC
510
Beaton Management Company
Massachusetts
$764K -$8.17K -100 -1%
FHB
511
First Hawaiian Bank
Hawaii
$758K -$127K -1,548 -14%
Prudential Financial
512
Prudential Financial
New Jersey
$751K -$41K -491 -5%
KPWS
513
Kestra Private Wealth Services
Texas
$750K -$476K -5,816 -39%
PWPS
514
Pinnacle Wealth Planning Services
Ohio
$747K +$28.7K +351 +4%
BIAS
515
Beacon Investment Advisory Services
New Jersey
$745K -$290K -3,549 -28%
ACA
516
Atlas Capital Advisors
Wyoming
$742K +$398K +4,869 +116%
DWT
517
Dorsey & Whitney Trust
South Dakota
$741K +$9.55K +117 +1%
AAS
518
Avantax Advisory Services
Texas
$730K +$91.4K +1,126 +14%
JDR
519
Jay D. Rosenbaum
$714K +$22.5K +275 +3%
LDB
520
Lee, Danner & Bass
Tennessee
$713K – – –
DBRC
521
D.B. Root & Company
Pennsylvania
$708K -$120K -1,473 -15%
WANY
522
Wealthspire Advisors (New York)
New York
$707K +$707K +8,650 New
BP
523
Ballentine Partners
Massachusetts
$705K +$42.3K +518 +6%
CCM
524
Chilton Capital Management
Texas
$701K +$135K +1,649 +24%
NSB
525
Norway Savings Bank
Maine
$699K -$122K -1,490 -15%
19 20
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