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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 %
ECM
626
Evergreen Capital Management
Washington
$522K +$125K +1,373 +32%
IAA
627
Independent Advisor Alliance
North Carolina
$519K +$87.5K +959 +20%
DTC
628
Davidson Trust Company
Washington
$515K -$28.5K -312 -5%
JWCA
629
J.W. Cole Advisors
Florida
$512K +$193K +2,114 +60%
OBGC
630
O'Brien Greene & Co
Pennsylvania
$508K – – –
B
631
Bellecapital
Switzerland
$507K – – –
FHA
632
Flagship Harbor Advisors
Massachusetts
$507K +$15.4K +169 +3%
HSA
633
HBK Sorce Advisory
Pennsylvania
$506K -$17.2K -189 -3%
SFA
634
Sequoia Financial Advisors
Ohio
$504K +$7.67K +84 +2%
DJSG
635
D.J. St. Germain
Massachusetts
$503K – – –
AIA
636
Armor Investment Advisors
North Carolina
$501K -$3.83K -42 -0.8%
MG
637
Mather Group
Illinois
$501K -$1.64K -18 -0.3%
BS
638
Boenning & Scattergood
Pennsylvania
$501K – – –
ST
639
Smithfield Trust
Pennsylvania
$500K -$7.29K -80 -1%
DDC
640
DF Dent & Co
Maryland
$500K – – –
SWM
641
Spire Wealth Management
Virginia
$499K -$311K -3,412 -38%
FPS
642
Fieldpoint Private Securities
Connecticut
$498K +$22.6K +245 +5%
CPWA
643
Cerro Pacific Wealth Advisors
California
$495K +$495K +5,424 New
TU
644
TDAM USA
Ontario, Canada
$486K +$3.14K +34 +0.7%
JC
645
Jacobs & Co
California
$485K +$54.6K +600 +13%
MLL
646
Moody Lynn & Lieberson
Massachusetts
$479K +$3.92K +43 +0.8%
NCM
647
Northwest Capital Management
Oregon
$476K – – –
ACP
648
Ashfield Capital Partners
California
$475K -$136K -1,491 -22%
BMO
649
Beck Mack & Oliver
New York
$474K -$45.6K -500 -9%
ACM
650
Ategra Capital Management
Virginia
$473K +$14.3K +157 +3%
24 25
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