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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.

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
1
Dodge & Cox
California
$2.23B
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$173M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$143M
4
Boston Partners
4
Boston Partners
Massachusetts
$575M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$909M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$82.4M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$321M
3
Primecap Management
3
Primecap Management
California
$1.76B
4
Franklin Resources
4
Franklin Resources
California
$686M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$1.74B
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$46.9M 513,880 -229,298 -31%
MIS
52
Morningstar Investment Services
Illinois
$40.3M 438,961 -1,562 -0.4%
DADC
53
D.A. Davidson & Co
Montana
$39.3M 430,369 +17,893 +4%
CCM
54
Causeway Capital Management
California
$39M 426,982 +29,624 +7%
Fayez Sarofim & Co
55
Fayez Sarofim & Co
Texas
$37.8M 414,271 -12,954 -3%
TH
56
TCTC Holdings
Texas
$37.1M 406,124 +1,821 +0.5%
MAP
57
Managed Asset Portfolios
Michigan
$34.7M 380,661 +32,701 +9%
WG
58
Welch Group
Alabama
$34.7M 379,811 +16,047 +4%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$33.8M 365,069 +194,537 +114%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$33M 361,185 +10,886 +3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$30.8M 337,792 -9,317 -3%
Arrowstreet Capital
62
Arrowstreet Capital
Massachusetts
$30.7M 336,700 +135,046 +67%
Stifel Financial
63
Stifel Financial
Missouri
$29.9M 327,372 -6,736 -2%
OAM
64
Oppenheimer Asset Management
New York
$29.6M 324,799 +22,819 +8%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$29.6M 323,908 +159,811 +97%
US Bancorp
66
US Bancorp
Minnesota
$29.5M 323,621 +19,444 +6%
JFL
67
Jarislowsky, Fraser Ltd
Quebec, Canada
$28.7M 314,922 -124,014 -28%
NPA
68
Nichols & Pratt Advisers
Massachusetts
$28.7M 314,376 -1,425 -0.5%
HighTower Advisors
69
HighTower Advisors
Illinois
$28.5M 311,865 +12,734 +4%
Brown Advisory
70
Brown Advisory
Maryland
$28.4M 311,673 +14,520 +5%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$27.6M 302,157 +16,007 +6%
First Manhattan
72
First Manhattan
New York
$27.4M 299,889 -232 -0.1%
Citadel Advisors
73
Citadel Advisors
Florida
$27M 296,334 +240,836 +434%
EHC
74
Everett Harris & Co
California
$27M 296,108 +3,962 +1%
Citigroup
75
Citigroup
New York
$26.1M 286,347 +10,830 +4%
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