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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 %
TCWM
551
Total Clarity Wealth Management
Illinois
$639K – – –
CBTWT
552
Community Bank & Trust (Waco, Texas)
Texas
$634K +$22.6K +276 +4%
AWP
553
Ascent Wealth Partners
New York
$634K +$160K +1,955 +34%
VFA
554
Valeo Financial Advisors
Indiana
$631K +$50.4K +616 +9%
CCFCSB
555
Cape Cod Five Cents Savings Bank
Massachusetts
$627K -$11.5K -140 -2%
NAM
556
NTV Asset Management
West Virginia
$625K +$45.6K +558 +8%
EI
557
Ellevest Inc
New York
$618K +$137K +1,680 +29%
WKWM
558
Walter & Keenan Wealth Management
Indiana
$611K – – –
WC
559
Woodstock Corp
Massachusetts
$606K -$9K -110 -1%
MWM
560
Mission Wealth Management
California
$605K -$33.6K -411 -5%
BFO
561
Biltmore Family Office
North Carolina
$603K +$210K +2,572 +54%
CB
562
Community Bank
New York
$602K -$53K -648 -8%
BWP
563
BSW Wealth Partners
Colorado
$602K +$328K +4,010 +120%
LA
564
Latitude Advisors
Florida
$600K +$304K +3,715 +103%
KIA
565
KCM Investment Advisors
California
$596K -$6.46K -79 -1%
BOPW
566
Brandywine Oak Private Wealth
Pennsylvania
$593K +$49.4K +605 +9%
CG
567
Colony Group
Massachusetts
$591K -$92K -1,126 -13%
GI
568
Gradient Investments
Minnesota
$588K +$20.4K +250 +4%
TNB
569
Thomasville National Bank
Georgia
$586K -$133K -1,621 -18%
WA
570
Wealth Alliance
New York
$586K +$20.7K +253 +4%
AWC
571
Abundance Wealth Counselors
Pennsylvania
$586K +$44.1K +539 +8%
LJAC
572
L.J. Altfest & Co
New York
$584K +$40.2K +492 +7%
RIM
573
Redwood Investment Management
Arizona
$582K – – –
HCM
574
Hutner Capital Management
Vermont
$580K -$347K -4,243 -37%
MSAM
575
Moloney Securities Asset Management
Missouri
$578K -$3.43K -42 -0.6%
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