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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 %
PL
626
Plancorp LLC
Missouri
$477K – – –
RPC
627
Rossmore Private Capital
Connecticut
$477K – – –
SAM
628
Security Asset Management
New York
$475K – – –
CPA
629
Clear Perspective Advisors
Illinois
$474K -$23.7K -290 -5%
RWA
630
Ropes Wealth Advisors
Massachusetts
$468K -$12.3K -150 -3%
MGIA
631
Moneta Group Investment Advisors
Missouri
$467K +$195K +2,389 +72%
AssetMark Inc
632
AssetMark Inc
California
$466K +$60.5K +740 +15%
BB
633
Busey Bank
Illinois
$460K +$70.9K +867 +18%
MG
634
Mather Group
Illinois
$459K +$10.6K +130 +2%
OBGC
635
O'Brien Greene & Co
Pennsylvania
$456K – – –
B
636
Bellecapital
Switzerland
$455K – – –
SWM
637
Spire Wealth Management
Virginia
$455K +$8.17K +100 +2%
MLL
638
Moody Lynn & Lieberson
Massachusetts
$454K +$24.5K +299 +6%
FPS
639
Fieldpoint Private Securities
Connecticut
$453K +$11.3K +138 +3%
HSA
640
HBK Sorce Advisory
Pennsylvania
$452K -$1.8K -22 -0.4%
DJSG
641
D.J. St. Germain
Massachusetts
$451K – – –
ST
642
Smithfield Trust
Pennsylvania
$450K – – –
CGL
643
Clarius Group LLC
Washington
$449K -$45.3K -555 -9%
BL
644
Balentine LLC
Georgia
$448K +$27.5K +336 +7%
AWA
645
Aaron Wealth Advisors
Illinois
$447K +$33.4K +408 +8%
CHP
646
Cable Hill Partners
Oregon
$446K +$61.5K +752 +16%
HSBC Holdings
647
HSBC Holdings
United Kingdom
$446K +$446K +5,458 New
MSFP
648
Mark Sheptoff Financial Planning
Connecticut
$443K -$28.6K -350 -6%
NCM
649
Northwest Capital Management
Oregon
$441K +$3.57K +42 +0.8%
DDC
650
DF Dent & Co
Maryland
$440K -$7.85K -96 -2%
24 25
26
27 28