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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
Dodge & Cox
California
$2.39B
2
Renaissance Technologies
Renaissance Technologies
New York
$270M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$345M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$172M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$59.2M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$110M
2
Boston Partners
Boston Partners
Massachusetts
$359M
3
Franklin Resources
Franklin Resources
California
$554M
4
WG
Welch Group
Alabama
$2.06M
5
Ameriprise
Ameriprise
Minnesota
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
676
Dakota Wealth Management
Florida
$403K -$817 -10 -0.2%
H
677
HoyleCohen
California
$403K – – –
JCM
678
Jacobi Capital Management
Pennsylvania
$401K +$19.4K +237 +5%
BAS
679
Brown Advisory Securities
Maryland
$401K +$187K +2,297 +87%
JA
680
JVL Associates
Michigan
$400K – – –
RFO
681
RiverGlades Family Offices
Florida
$399K – – –
ST
682
Spinnaker Trust
Maine
$398K – – –
RCAG
683
Rehmann Capital Advisory Group
Michigan
$397K +$144K +1,761 +57%
VWM
684
Venturi Wealth Management
Texas
$397K -$78.5K -960 -17%
ACP
685
Ashfield Capital Partners
California
$397K -$29.4K -359 -7%
YIA
686
YHB Investment Advisors
Connecticut
$395K -$15.1K -185 -4%
CIA
687
Cohen Investment Advisors
New Hampshire
$390K +$2.21K +27 +0.6%
BHC
688
Bowen Hanes & Co
Florida
$388K – – –
VCM
689
Violich Capital Management
California
$388K +$65.5K +800 +20%
RMDI
690
R.M. Davis Inc
Maine
$386K +$8.27K +101 +2%
MCA
691
Mercer Capital Advisers
New Jersey
$380K -$16.3K -200 -4%
NFG
692
Next Financial Group
Texas
$380K +$48.2K +590 +15%
IF
693
Intrua Financial
Texas
$377K +$90.6K +1,095 +32%
MSA
694
Marino Stram & Associates
Massachusetts
$377K +$377K +4,614 New
CIAS
695
Capital Investment Advisory Services
North Carolina
$374K +$12.7K +155 +4%
SBL
696
Sargent Bickham Lagudis
Colorado
$374K +$125K +1,525 +50%
MWM
697
Mattern Wealth Management
Kansas
$373K -$43.8K -535 -11%
MBT
698
Montecito Bank & Trust
California
$373K -$7.36K -90 -2%
LC
699
Lindbrook Capital
California
$373K -$4.17K -51 -1%
RSWM
700
Robertson Stephens Wealth Management
California
$372K -$18.1K -222 -5%
26 27
28
29 30