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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 %
CTC
526
Central Trust Company
Missouri
$694K -$16.4K -200 -2%
LF
527
Lantz Financial
Illinois
$694K +$32.9K +403 +5%
DA
528
Dillon & Associates
Michigan
$693K – – –
OFG
529
OmniStar Financial Group
North Carolina
$682K +$682K +8,347 New
OC
530
Oarsman Capital
Wisconsin
$681K -$33.1K -405 -5%
AC
531
Alexandria Capital
Virginia
$681K +$66.6K +814 +11%
CA
532
Cetera Advisors
Colorado
$679K +$26.7K +327 +4%
MIC
533
Means Investment Company
Maine
$677K +$45.2K +553 +7%
Kovitz Investment Group Partners
534
Kovitz Investment Group Partners
Illinois
$676K -$17.2K -210 -2%
AIM
535
Anchor Investment Management
South Carolina
$675K -$46.2K -565 -6%
CC
536
Centiva Capital
New York
$674K -$47.4K -579 -7%
QCG
537
Quadrant Capital Group
Ohio
$673K +$19K +232 +3%
CCM
538
Covington Capital Management
California
$672K -$2.05K -25 -0.3%
EWA
539
EP Wealth Advisors
California
$661K +$64.6K +790 +11%
FFA
540
First Foundation Advisors
California
$660K -$55.8K -682 -8%
KWM
541
Kingsview Wealth Management
Oregon
$660K +$25.4K +311 +4%
FTDI
542
First Trust Direct Indexing
Massachusetts
$653K -$5.64K -69 -0.9%
ACS
543
Archford Capital Strategies
Illinois
$652K +$52.9K +647 +9%
FNBOO
544
First National Bank of Omaha
Nebraska
$647K -$3.39M -41,412 -84%
PFWA
545
Paces Ferry Wealth Advisors
Georgia
$647K -$40.6K -497 -6%
VA
546
Valmark Advisers
Ohio
$647K -$26.8K -328 -4%
WP
547
WealthSource Partners
California
$647K +$4.09K +50 +0.6%
MAM
548
Marotta Asset Management
Virginia
$646K +$9.41K +115 +1%
EFS
549
Essex Financial Services
Connecticut
$640K +$88.3K +1,079 +16%
GC
550
Guggenheim Capital
Illinois
$639K -$96.5K -1,179 -13%
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