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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 %
BFO
676
Biltmore Family Office
North Carolina
$438K – – –
AFM
677
Andesa Financial Management
Pennsylvania
$435K -$73.7K -809 -14%
SIC
678
Salem Investment Counselors
North Carolina
$435K -$6.66K -73 -2%
RSWM
679
Robertson Stephens Wealth Management
California
$435K +$21.8K +239 +5%
FP
680
Financial Perspectives
Minnesota
$434K -$36.7M -402,209 -99%
BB
681
Busey Bank
Illinois
$433K -$4.28K -47 -1%
BHC
682
Bowen Hanes & Co
Florida
$433K – – –
HI
683
Harbour Investments
Wisconsin
$432K +$2.74K +30 +0.6%
CIA
684
Cohen Investment Advisors
New Hampshire
$432K +$5.2K +57 +1%
CHP
685
Cable Hill Partners
Oregon
$429K -$23.3K -255 -5%
AIC
686
Ameritas Investment Company
Nebraska
$428K -$94.8K -755 -18%
BNP Paribas Financial Markets
687
BNP Paribas Financial Markets
France
$426K +$384K +4,211 +913%
MAFM
688
Mid Atlantic Financial Management
Pennsylvania
$426K -$2.55K -28 -0.6%
JCM
689
Jacobi Capital Management
Pennsylvania
$426K +$2.74K +30 +0.6%
MBT
690
Montecito Bank & Trust
California
$425K -$13.7K -150 -3%
SAM
691
SignalPoint Asset Management
Missouri
$424K +$4.15K +26 +1%
SRC
692
Shufro Rose & Co
New York
$423K – – –
LC
693
Lindbrook Capital
California
$421K +$821 +9 +0.2%
RMDI
694
R.M. Davis Inc
Maine
$421K +$29.7K +325 +8%
BOH
695
Bank of Hawaii
Hawaii
$419K -$90.6K -994 -18%
GWM
696
GSB Wealth Management
Connecticut
$416K – – –
CAL
697
Capital Analysts LLC
Pennsylvania
$413K +$6.11K +67 +2%
OC
698
Oakworth Capital
Alabama
$412K – – –
CWP
699
Curated Wealth Partners
California
$412K +$1.92K +21 +0.5%
HPCM
700
High Pointe Capital Management
Illinois
$409K -$45.6K -500 -10%
26 27
28
29 30