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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 %
PCA
576
Pallas Capital Advisors
Massachusetts
$562K +$147K +1,759 +35%
FM
577
Foster & Motley
Ohio
$561K +$66.5K +813 +13%
FCCM
578
First City Capital Management
Georgia
$557K – – –
Lido Advisors
579
Lido Advisors
California
$557K +$18.9K +231 +4%
GCM
580
Gibraltar Capital Management
Oklahoma
$553K -$4.26K -52 -0.8%
WJWM
581
Williams Jones Wealth Management
New York
$552K -$3.52K -43 -0.6%
TW
582
TrinityPoint Wealth
Connecticut
$551K -$11.5K -141 -2%
RWM
583
Ritholtz Wealth Management
New York
$542K -$279K -3,406 -34%
WGA
584
Weather Gauge Advisory
Virginia
$541K – – –
BWA
585
BDO Wealth Advisors
Florida
$537K -$53.7K -657 -9%
GDP
586
Great Diamond Partners
Maine
$537K +$8.9K +109 +2%
VWA
587
V Wealth Advisors
Kansas
$537K +$61.7K +754 +13%
BFS
588
Bard Financial Services
Connecticut
$532K – – –
CC
589
Cannell & Co
New York
$531K -$174K -2,131 -25%
PM
590
Penbrook Management
New York
$528K – – –
AA
591
Ancora Advisors
Ohio
$526K +$228K +2,786 +76%
FAFN
592
First Affirmative Financial Network
Colorado
$523K +$523K +6,390 New
SF
593
Summit Financial
New Jersey
$522K +$251K +3,072 +93%
HH
594
Hilltop Holdings
Texas
$520K -$736 -9 -0.1%
MA
595
Montag & Associates
Georgia
$520K – – –
DTC
596
Davidson Trust Company
Washington
$520K +$58.3K +712 +13%
QI
597
Qtron Investments
Massachusetts
$520K +$168K +2,051 +48%
FWM
598
Foresight Wealth Management
Utah
$518K -$31.2K -381 -6%
EGA
599
E&G Advisors
Texas
$515K +$515K +6,298 New
SWA
600
Stratos Wealth Advisors
Ohio
$514K +$233K +2,845 +83%
22 23
24
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