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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 %
MAA
601
Mraz Amerine & Associates
California
$511K – – –
BS
602
Boenning & Scattergood
Pennsylvania
$510K +$61.2K +750 +14%
FHA
603
Flagship Harbor Advisors
Massachusetts
$507K – – –
CG
604
CFO4Life Group
Texas
$506K +$29K +354 +6%
AS
605
Altshuler Shaham
Israel
$500K +$164K +2,000 +49%
CG
606
Caprock Group
Idaho
$499K -$15.6K -191 -3%
CIA
607
Capital Investment Advisors
Georgia
$499K -$14.4K -176 -3%
APA
608
American Portfolios Advisors
New York
$499K -$42.2K -516 -8%
JWCA
609
J.W. Cole Advisors
Florida
$498K +$39.2K +479 +9%
WB
610
WesBanco Bank
West Virginia
$497K -$58.5K -716 -11%
IP
611
Intellectus Partners
California
$497K -$82 -1 -0%
PWP
612
Principle Wealth Partners
Connecticut
$495K -$61.7K -754 -11%
ACM
613
Argyle Capital Management
Pennsylvania
$495K – – –
SC
614
Schulhoff & Co
Ohio
$494K – – –
BDS
615
Banco de Sabadell
Florida
$492K -$27K -332 -5%
CK
616
Cohen Klingenstein
New York
$491K – – –
LNC
617
Lincoln National Corp
Pennsylvania
$488K -$139K -1,704 -22%
CNC
618
Canandaigua National Corp
New York
$488K -$1.06K -13 -0.2%
HIMCH
619
Hartford Investment Management Co (HIMCO)
Connecticut
$488K – – –
CA
620
Cullinan Associates
Kentucky
$488K +$13.5K +165 +3%
LPIC
621
LeJeune Puetz Investment Counsel
Michigan
$487K – – –
ECM
622
Evergreen Capital Management
Washington
$485K +$17.2K +211 +4%
IAA
623
Independent Advisor Alliance
North Carolina
$485K +$20.4K +250 +4%
SRC
624
Sage Rhino Capital
California
$478K +$3.93K +48 +0.8%
FSA
625
Fort Sheridan Advisors
Illinois
$477K -$4.75K -58 -1%
23 24
25
26 27