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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 %
AIA
651
Armor Investment Advisors
North Carolina
$439K -$10.1K -123 -2%
IB
652
Intrust Bank
Kansas
$438K -$68K -831 -13%
JC
653
Jacobs & Co
California
$435K – – –
CWP
654
Curated Wealth Partners
California
$434K +$65.2K +797 +18%
JWS
655
Juncture Wealth Strategies
Arizona
$433K +$32.7K +400 +8%
TU
656
TDAM USA
Ontario, Canada
$430K – – –
BJL
657
Brighton Jones LLC
Washington
$429K +$95.1K +1,164 +28%
BMO
658
Beck Mack & Oliver
New York
$425K – – –
BNP Paribas Financial Markets
659
BNP Paribas Financial Markets
France
$423K +$41.1K +502 +11%
MMPW
660
Mitchell McLeod Pugh & Williams
Alabama
$421K – – –
VBCG
661
Valley Brook Capital Group
Pennsylvania
$421K – – –
VF
662
Virtu Financial
New York
$421K +$421K +5,142 New
PIMG
663
Patriot Investment Management Group
Tennessee
$420K +$18.9K +231 +5%
NP
664
NorthRock Partners
Minnesota
$416K -$2.05K -25 -0.5%
AWE
665
Avidian Wealth Enterprises
Texas
$415K +$3.84K +47 +0.9%
IWP
666
Icon Wealth Partners
Texas
$415K +$11.9K +146 +3%
CCG
667
Cypress Capital Group
Florida
$415K +$13K +159 +3%
AIM
668
Alhambra Investment Management
Florida
$412K – – –
HI
669
Harbour Investments
Wisconsin
$412K +$25.1K +307 +6%
Simplex Trading
670
Simplex Trading
Illinois
$410K – – –
NSAM
671
North Star Asset Management
Wisconsin
$409K +$47K +575 +13%
IFWM
672
Institute for Wealth Management
Colorado
$407K -$4.91K -60 -1%
SIC
673
Salem Investment Counselors
North Carolina
$407K +$16.4K +200 +4%
ODCM
674
Old Dominion Capital Management
Virginia
$405K -$899 -11 -0.2%
ACM
675
Ategra Capital Management
Virginia
$405K -$19K -232 -4%
25 26
27
28 29