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Novartis
NVS

Overview Fund Activity

1,118 hedge funds and large institutions have $19.8B invested in Novartis in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 401 increasing their positions, 411 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
-16
Holders Change %
-1.41%
% of All Funds
19.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
73
Increased
401
Reduced
411
Closed
79
Calls
$251M
Puts
$110M
Net Calls
+$140M
Net Calls Change
+$24.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$254M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$173M
3
Two Sigma Investments
Two Sigma Investments
New York
+$143M
4
Boston Partners
Boston Partners
Massachusetts
+$40.1M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$27.8M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$128M
3
Primecap Management
Primecap Management
California
-$115M
4
Franklin Resources
Franklin Resources
California
-$84.1M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$68.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
601
Clear Perspective Advisors
Illinois
$556K -$21.7K -238 -4%
IP
602
Intellectus Partners
California
$554K -$639 -7 -0.1%
ACM
603
Argyle Capital Management
Pennsylvania
$552K – – –
CGL
604
Clarius Group LLC
Washington
$552K +$49.5K +543 +10%
FM
605
Foster & Motley
Ohio
$551K -$29K -318 -5%
SC
606
Schulhoff & Co
Ohio
$551K +$365 +4 +0.1%
CK
607
Cohen Klingenstein
New York
$547K – – –
CNC
608
Canandaigua National Corp
New York
$546K -$12.5K -137 -2%
LPIC
609
LeJeune Puetz Investment Counsel
Michigan
$544K – – –
HIMCH
610
Hartford Investment Management Co (HIMCO)
Connecticut
$544K +$157K +1,720 +41%
PP
611
Paloma Partners
Connecticut
$544K +$544K +5,962 New
FSA
612
Fort Sheridan Advisors
Illinois
$537K +$245K +2,689 +84%
EI
613
Ellevest Inc
New York
$536K +$78.5K +861 +17%
RWA
614
Ropes Wealth Advisors
Massachusetts
$535K – – –
CG
615
CFO4Life Group
Texas
$532K -$2.19K -24 -0.4%
PL
616
Plancorp LLC
Missouri
$532K – – –
RPC
617
Rossmore Private Capital
Connecticut
$532K +$60.4K +663 +13%
VWM
618
Venturi Wealth Management
Texas
$531K -$179K -1,964 -25%
SAM
619
Security Asset Management
New York
$530K – – –
TC
620
TownSquare Capital
Utah
$530K +$254K +2,769 +92%
CA
621
Cullinan Associates
Kentucky
$529K -$10.2K -112 -2%
SRC
622
Sage Rhino Capital
California
$529K +$51.5K +564 +11%
VWA
623
V Wealth Advisors
Kansas
$528K +$255K +2,808 +94%
AWP
624
Ascent Wealth Partners
New York
$528K +$528K +5,792 New
MSFP
625
Mark Sheptoff Financial Planning
Connecticut
$526K -$7.3K -80 -1%
23 24
25
26 27